WiserAdvisor

JUNE 16, 2025

Additionally, you also need to consider domestic disputes and estate planning issues related to property. However, it is important to use them ethically. Startups and private companies may offer significant growth. Comprehensive property insurance is a must to protect your holdings from natural disasters and legal claims.

Wealth Management 59

Wealth Management Taxes Insurance Assets 59

Harness Wealth

MAY 25, 2023

Keep in mind that many financial advisor certifications and distinctions, including the Certified Financial Planner (CFP) , uphold strict ethical standards, and require their financial advisors to act as a fiduciary, meaning that they must put the needs and best interests of the clients ahead of their own. Financial Advisor FAQs 1.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Harness Wealth

FEBRUARY 20, 2024

Many states require an ethics exam covering professional conduct and accounting rules, ensuring that CPAs are equipped to handle ethical situations during their career. Enrolled agents must obtain continuing education of 72 hours every three years with a minimum of 16 hours per year including ethics training.

Taxes 52

Taxes License Education Tax Planning 52

Harness Wealth

MARCH 5, 2024

A CPA may charge $1,250 for a household’s tax return with two W2s, startup equity income, and investment transactions. A small business tax advisor may charge $2,000 to prepare and file taxes for a newly created startup that qualifies for a range of tax deductions and credits.

Taxes 52

Taxes Tax Planning Ethics Education 52

The Big Picture

JUNE 11, 2024

And I also think that there is something to be said for, and I think it sounds cliche, but it is not just Thiswe Midwest ethics, Midwest work ethic and, and kind of the attitude, this bias towards integrity. We were basically dealing with 401k plans that were from startup to a hundred or so million. That’s right.

Planning 159

Planning Clients Investments Investing 159

Harness Wealth

JANUARY 17, 2025

Find out if they focus on small businesses, startups, equity compensation, or specific industries, and if not, if they might be able to refer you to the firm best suited to meet your needs. While certifications are an important factor, membership in professional associations can also signal additional education and ethical standards.

Taxes 52

Taxes Certification Ethics Communication 52