article thumbnail

All the Tax Benefits You Need for Your Small Business

Harness Wealth

Technology deductions extend beyond basic communications to encompass computer equipment, software licenses, and various technology subscriptions essential for business operations. 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

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. Benefit: Immediate reduction in administrative tasks, allowing you to focus more on client interactions and strategic planning.

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

We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments. We were one of the last to get what’s called a value added license to the compus stat database. 00:04:02 That’s what value add software was originally.

Assets 173
article thumbnail

Transcript: Sander Gerber, CEO and CIO Hudson Bay Capital

The Big Picture

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. Sander Gerber :I learned how people can work together in good conscious with dedication and still muck things up. And so we began staffing up in those areas.

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. He had decided to license his name and just take fees and you know, that’s a much better business model. He was taking fees for licensing his name.