License Magazine Taxes 
Wealth Management
JUNE 30, 2025
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.” Edward Jones has over $50 billion in assets in its UMA business.
Harness Wealth
MARCH 20, 2025
With over 22 million Americans working remotely , understanding the tax deductions available for home offices is more relevant than ever. The eligibility criteria and rules surrounding home office tax deductions for remote workers are far from straightforward, however. Table of Contents Am I eligible for home office tax deductions?
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Wealth Management
JULY 11, 2025
The bill is over 900 pages long and includes provisions relating tangentially to trustees via fixing the estate tax exclusion amounts, etc. OBBBA: A federally funded digital direction. Trump signed the OBBBA into law on July 4. The OBBBA also relates tangentially to the furtherance of centralization of federal control via digital means.
Cornerstone Financial Advisory
NOVEMBER 20, 2023
These Tips Can Help You Understand The Tax Situation Whether picking up painting or cooking new concoctions in your kitchen, starting a new hobby is always fun and a great way to learn something new. Did you know there are some tax considerations when starting a new hobby? .” – Salvador Dalí Starting A New Hobby?
Clever Girl Finance
JUNE 27, 2023
Their duties also include managing payroll and working with an accountant or tax preparer to file the company’s tax return. Accountant Accountants balance a business’s books and file tax returns. Digital Editor Publications like newspapers and magazines have editors. The best part is that the work can be done remotely.
Clever Girl Finance
DECEMBER 21, 2022
Tax and gratuity for your vendors. Before you subscribe to bridal magazines, schedule venue tours, or book a dress shopping appointment, know what you can spend before you spend it. In most states, you can get a marriage license for less than $100. You definitely want to plan for extra expenses in your wedding budget breakdown.
Yardley Wealth Management
JULY 10, 2020
Financial Planning magazine just released their annual tech survey and a corresponding article: Tech Survey 2020: Advisors losing faith in planning software. We only do Estate Planning work and I am licensed in Pennsylvania and New Jersey. The post Is Financial Planning a Pandemic Necessity? Is Financial Planning a Pandemic Necessity?
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