Sat.Aug 21, 2021 - Fri.Aug 27, 2021

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Financial Fraud – Tips to Protect Yourself

The Chicago Financial Planner

While Bernie Madoff passed away in April of 2021, financial fraud is still very much an issue. Along with the “old fashioned” types of fraud, we now have cybercrime to worry about. Financial fraud is all over the news. Whether high-profile Ponzi Scheme cases via the likes of Madoff, Allen Stanford or many smaller cases, investors are being defrauded out of their hard-earned money at an alarming rate.

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What Is the Hobby Loss Rule & How Can It Impact Your Business?

MazumaBusinessAccounting

What Is the Hobby Loss Rule? If your business goes too many years without making a profit, it can be classified as a hobby. When it becomes a hobby, you can no longer claim losses as business deductions. In order to determine if you are running a business or a growing hobby, the Internal Revenue Service (IRS) looks at the following qualifications: Do you put in the time to turn a profit?

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How Guest Expert Articles Can Help You Get More Clients

Indigo Marketing Agency

Did you know guest expert articles are one of the best ways to get out in front of prospects and gain more clients as a financial advisor? This is a strategy that we deploy for several of our advisor clients—and it’s one of my personal favorites. Watch this three-minute video as I explain how guest expert articles can help you get more clients as a financial advisor: Here’s how it works… How to Do Guest Articles As a Financial Advisor With this strategy, you bring in a guest expert to talk abou

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The Tech Employees Guide to Portfolio Diversification and Concentrated Stock + Tax Saving Strategies

Cordant Wealth Partners

In this post, we’ll outline everything you need to know about diversifying a concentrated stock position. We’ll cover what is too concentrated , the benefits of portfolio diversification (and the drawbacks), plus provide some tips on managing taxes. In our conversations with Tech professionals, we’ve learned that most know they should diversify their portfolio.

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Register Now: Sneak Peek Into Close Automation SkyStem Web Demo

Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, email, and shared drives no longer have to slow us down. Join us as we present a "sneak peek" recorded demo of SkyStem's month-end close solution – ART. In under four weeks, your team can start reaping the benefits of month-end close automation by vastly reducing spreadsheets, cut down on reconciliation work, speed up the month-end close, and better manage your remote team.

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Tax Tangle in Congress

Brown Advisory

Tax Tangle in Congress. ajackson. Fri, 08/27/2021 - 15:03. While there are no new details on the substance of any potential tax law changes, there is activity on Capitol Hill that could pave the way for a spending bill later this year that is supported by increased tax revenue. The recently passed budget resolution in the House and the early comments from members of Congress of potential tax law changes suggest that significant negotiations will be required to get to a unified approach for Democ

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