Remove License Remove Planning Remove Strategic Planning
article thumbnail

All the Tax Benefits You Need for Your Small Business

Harness Wealth

Floor plans, regular updates to your documentation, and a clear boundary between personal and business space help establish the legitimacy of your home office deduction. These variables can significantly impact the final deduction amount, necessitating strategic planning to optimize this benefit.

Taxes 52
article thumbnail

How Financial Advisors Can Scale Business Without Burnout

Indigo Marketing Agency

Below are some tips to breathe some new life into your business and new strategy into your 5-year plan. There’s also the option of hiring support staff or partnering with virtual assistants to allow you to focus on high-value activities like client relationship management and strategic planning. No advisor can do it all.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Transcript: Mike Green, Simplify Asset Management

The Big Picture

What was the initial career plan? Mike Green : Well, the, the initial career plan, actually, so I grew up on a farm in Northern California. My initial career plan was that I was gonna go into science. We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments.

Assets 173
article thumbnail

Transcript: Sander Gerber, CEO and CIO Hudson Bay Capital

The Big Picture

What was the career plan? Because what we would do is we would parachute into places like British Airways, Montreal Trust Ca Industries, and we were like the external strategic planning. Also, with no further ado, my conversation with Hudson Bay Capitals, sander Gerber. Sander Gerber : Well, actually I was good at math.

article thumbnail

Transcript: William Cohan

The Big Picture

You know, they hired this guy, Mike Carpenter, you know, from McKinsey to be the M&A guy and you know, just create a strategic planning department just to do deals. RITHOLTZ: So let’s talk a little bit about succession planning, and there were a couple of things that really stood out. COHAN: Did a ton of deals.