Nerd's Eye View
MAY 8, 2023
Traditionally, financial advice and tax preparation have existed as 2 related, but separate, services. CPA, EA, or JD) to prepare tax returns and represent clients before the IRS, there has also been the impression that there is simply not enough time for one person to do both.
The Big Picture
APRIL 11, 2024
The build-out of suburbia followed, along with the Interstate highway system, the electronics industry, automobile culture and even civilian aerospace. And even still, fund fees and taxes remained a major cost element. Lower trading costs, a rampaging bull market, and tax-deferred investing led to millions of new entrants into markets.
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Nationwide Financial
APRIL 20, 2023
Tax season is here! For many of us, that means a tax refund. It can certainly be tempting to use your refund to buy the latest electronics or book a dream vacation. That can be a great option for your clients who are deciding what to do with their tax return. Immediate gratification can be hard to resist.
James Hendries
JANUARY 29, 2023
But another common type of identity theft involves the use of someone’s Social Security number to unlawfully intercept their income tax refund. Unfortunately, this fraud often isn’t discovered until the victim tries to file their taxes. Below we discuss some common signs of tax identity theft and how to protect yourself.
MazumaBusinessAccounting
MARCH 1, 2022
If you are self-employed or a contract worker and you are generating a profit, you may need to pay estimated quarterly taxes. This is the Internal Revenue Service’s (IRS) way of collecting taxes from people who don’t have them withheld from their paychecks through payroll. Who Needs to Pay Estimated Quarterly Taxes.
Nerd's Eye View
MAY 5, 2023
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week’s edition kicks off with the news that the House Financial Services Committee unanimously passed a bill that would direct the SEC to conduct a study and carry out a rulemaking on the definition of a "small entity" to reduce the compliance burden on small businesses, (..)
The Big Picture
APRIL 15, 2023
Vanity Fair ) • Sketches from Ukraine : Even as their cities are bombed, Ukrainians continue to fill their malls with electronics, host classical music concerts, and import tropical fruits—acts of resistance in the face of Russia’s attempts to destroy the fabric of their society. (
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