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Tax Advisor Weekly – April 4, 2025

Harness Wealth

How to Anticipate and Navigate Property Tax Scenarios for Businesses ( Carl Hoemke , CPA Practice Advisor) Property taxes and business license compliance present a complex landscape, especially when significant business events involving mergers, acquisitions, or expansion occur. Wrappe, J.D.,

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Elevation Points Stakes $1B Raymond James Breakaway

Wealth Management

Waycrest’s seven-person team will work with clients including physicians, business owners, attorneys and philanthropic families, primarily in Michigan and Florida, though it is licensed in 40 states. CCPA: Do not sell my personal info | Terms of Use | Code of conduct events | Privacy Policy | Cookie Policy

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Edward Jones Buys Natixis’ Overlay Management Services to Power its UMAs

Wealth Management

Louis-based broker/dealer Edward Jones announced it intends to acquire Natixis Investment Managers’ overlay management services capabilities “through the purchase of select assets and an exclusive license for certain proprietary technology.”

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All the Tax Benefits You Need for Your Small Business

Harness Wealth

To protect yourself in the event of an audit, maintaining thorough documentation is essential. Some meal expenses can qualify for 100% deductibility under specific circumstances, such as company-wide events, or meals provided for the convenience of employees during overtime work, or staff meetings.

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Did Anyone Get The License Plate.?

Random Roger's Retirement Planning

There is no way to know when the current event will end. We've been having the same conversation here for months about wanting to be less volatile than the market or put differently, being defensively positioned.

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Enhance Your Reach: Content Marketing for Financial Advisors

Midstream Marketing

Think about holidays, financial news, and important events in your field. You could invite clients to events that show appreciation. Don’t give financial advice without the proper licenses. It also allows you to connect regularly with your audience. This way, your content remains appealing.

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Alternative Investments Explained: What Are They, And How Are They Taxed?

Harness Wealth

Taxable Transactions: Exchanging one cryptocurrency for another, using crypto for purchases, or earning crypto rewards all trigger taxable events. Financial Professional Qualification: Holding certain financial licenses, such as Series 7, 65, or 82, may also grant accreditation status. See our complete guide to crypto taxation.

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