Harness Wealth

APRIL 17, 2025

Vehicle and transportation expense deductions Vehicle expenses often represent one of the most significant opportunities for tax savings for small businesses. In contrast, mixed-use services require careful allocation based on the business usage percentages.

Taxes 52

Taxes Tax Planning Professional Services Planning 52

Park Place Financial

SEPTEMBER 30, 2022

You are entitled to use the funds to pay for qualifying expenses to run the foundation, such as travel or transportation. Similarly, the money can go towards a payment for services that family members, trustees, and employees provide to the foundation under normal conditions. . How to Choose a Personal Financial Advisor.

Taxes 52

Taxes Financial Planner Planning Financial Advisor 52

James Hendries

OCTOBER 4, 2022

financial services companies, automobile manufacturers, and leading national brands worked towards negotiating agreements to partner with Chinese companies. The National Bureau of Statistics reported that the sub-index that measures services fell to 48.9 Insurance products are offered through LPL or its licensed affiliates.

Marketing 52

Marketing Marketing Economy Economics 52

Sara Grillo

JUNE 2, 2022

It’s the typical financial services move of providing enough information to satisfy the minimum standard of transparency, but never going to the full extent that would enable the person to know what is really going on. #2. Investopedia Top 100 Financial Advisors is a 7th grade popularity contest. Are you kidding me?

Financial Advisor 69

Financial Advisor Clients Ethics Numbers 69

The Big Picture

APRIL 25, 2023

There’s not significant licensing, you know, that that takes place. RITHOLTZ: So, you mentioned Focus Financial. HAMBURGER: And you can scale it down to a single user license. Now you buy a license. HAMBURGER: You buy a single license and you log in and you start to configure it. RITHOLTZ: Meaning?

Compliance 159

Compliance Clients Wealth Management Management 159