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All the Tax Benefits You Need for Your Small Business

Harness Wealth

These variables can significantly impact the final deduction amount, necessitating strategic planning to optimize this benefit. For specified service businesses in fields such as healthcare, law, accounting, and financial services, income thresholds introduce phase-outs that may reduce or eliminate the deduction altogether.

Taxes 52
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Is a Financial Planner Course (CFP) Worth It? A Comprehensive Guide for Aspiring Financial Professionals in India

International College of Financial Planning

The curriculum has been modernised to suit the needs of India’s financial services sector while aligning with international benchmarks. Here’s the pathway under the current education structure: Investment Planning Specialist – Focuses on asset classes, portfolio strategies, and wealth accumulation.

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Enhance Your Reach: Content Marketing for Financial Advisors

Midstream Marketing

Trust is very important in the financial services industry. When you provide valuable content that teaches and supports your audience, it shows you care about their financial health. Or are you focusing on older people who are concerned about estate planning for retirement or retirement income planning?

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Weekend Reading For Financial Planners (June 8-9)

Nerd's Eye View

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

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One-time and Ongoing Services to Offer Under the Fee-for-Service Model

AdvicePay

We encourage fee-based advisors to view these as synonymous processes– because just as regular oil changes and the occasional new part keep a car running smoothly, both one-time and ongoing financial services are integral to securing and optimizing a client's financial health.

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Blog #217: Tax Bombs That Never Exploded(More on Grantor Trusts)

Robert B. Ritter Jr.

estate planning has escaped the tax bombs Democrats wanted to drop. With Joe Biden’s Build Back Better (BBB) collapsed, it’s back to rational planning concepts, like the intentionally defective […]. It looks like U.S.

Taxes 40
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How CFP® Courses Can Transform Your Approach to Financial Planning

International College of Financial Planning

This international recognition opens doors to opportunities across borders and enhances professional credibility in the financial services industry.

CFP 52