Indigo Marketing Agency

MARCH 21, 2020

Many advisors today are struggling to connect with new clients in person. Seminars and networking are out, yet investors have an unprecedented urgency to protect their wealth. That makes it the perfect time to invest in helping people find you online through search engine optimization (SEO). We’ve created our SEO package to help advisors show up higher in search results and get more people to their websites.

Investing 52

Investing Investments Engineering Clients 52

Brown Advisory

MARCH 26, 2020

Tax Loss Harvesting: Upside To A Down Market ajackson Thu, 03/26/2020 - 14:08 The market's path forward is extremely uncertain right now, but there are still planning steps that investors can implement today to generate positive results down the line. Tax loss harvesting (the process of realizing a loss on the sale of an asset, in order to mitigate taxes on subsequent capital gains) is one of those planning steps.

Taxes 52

Taxes Marketing Marketing Clients 52

Indigo Marketing Agency

MARCH 22, 2020

It’s been an incredibly stressful time for most advisors and their clients. You have been putting out fires, worrying about the markets, and having the same conversations over and over with clients. But what comes next? How can you maintain a trusted relationship with your clients at a distance? How can you work remotely with the same level of efficiency and connection?

Clients 52

Clients Compliance Communication Accounting 52

Brown Advisory

MARCH 26, 2020

Tax Loss Harvesting: Upside To A Down Market. ajackson. Thu, 03/26/2020 - 14:08. The market's path forward is extremely uncertain right now, but there are still planning steps that investors can implement today to generate positive results down the line. Tax loss harvesting (the process of realizing a loss on the sale of an asset, in order to mitigate taxes on subsequent capital gains) is one of those planning steps.

Taxes 52

Taxes Marketing Marketing Clients 52

Advertisement

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.

Accounting

Brown Advisory

MARCH 27, 2020

The CARES Act: A First Look eberkwits Fri, 03/27/2020 - 12:33 On March 25, the Senate unanimously passed a significant stimulus bill to help individuals, families, and businesses weather the economic disruptions caused by COVID-19. The passage of the Coronavirus Aid, Relief, and Economic Security Act (“CARES Act”) is the culmination of several days of negotiations between Republican and Democratic leaders in Congress and the White House.

Taxes 52

Taxes Clients Accounting Distribution 52