Displaying 38 results
Who has the best 401(k)? Occupations with high income
CPAs, doctors, and lawyers have the highest-rated 401(k)s as a result of high participation and contribution rates, a new report shows.
Ways to network better with CPAs
A study found that after firms' current clients, accountants provide the most referrals, contributing almost 11 percent of a firm's new prospects.
Women and CPAs are in focus at RIA Choreo
"It's smart to align with a proven center of influence, CPAs," an industry consultant says.
You and your acronyms: Will a new designation join a long list of financial advisor titles?
The M2SD designation was launched in November 2022. Will advisors gravitate to it like they have the CFP and other titles?
New option for Social Security training
The National Association of Registered Social Security Analysts' program qualifies for CFP and CPA continuing education credits.
Senators introduce bill to ease audit requirements for small brokerages
New bill contains revisions aimed at generating more bipartisan support than previous legislation
Senators introduce bill to ease audit requirements for small brokerages
New bill contains revisions aimed at generating more bipartisan support than previous legislation
October is the new April for taxpayers, accountants after tax law confusion
Several provisions have made it more complicated and time-consuming to file tax returns.
October is the new April for taxpayers, accountants after tax law confusion
Several provisions have made it more complicated and time-consuming to file tax returns.
It takes a village: The value of collaborative adviser communities
Increasingly complex investor demands are driving the need to develop strong communities.
Limited deduction rubs SALT into taxpayer wounds
Financial advisers bear bad news related to the state and local tax deduction that could surprise clients.
LPL nabs $300 million firm from Cetera Financial
Bellingham, Wash.-based Multop Financial founder cites technology and back-office support as drivers behind the move
Small broker-dealers seek legislative relief from annual audits
Bills introduced in House, Senate would remove PCAOB requirement.
RIAs at odds over fees for clients’ cash balances
For many advisers, whether to charge on cash depends on how much time they are spending managing those assets. .
It’s easy to become a financial adviser
All you have to do is pass the Uniform Investment Adviser Law Examination and answer 72% of the questions correctly
Everything you need to know about setting up a private foundation
Prospective donors will want to be ready to give both their money and their time.
Advisers like Rubio tax plan’s simplicity, but shudder at details
Plan would cut almost all tax deductions, but also would eliminate taxes on estates and capital gains, dividends.
Hidden tax benefits of continuing care retirement communities
Advisers planning for the long-term-care needs of clients should seriously consider the potential tax savings that come with these communities.
Hidden tax benefits of Continuing Care Retirement Communities
Advisers planning for the long-term-care needs of clients ought to seriously consider the potential tax savings that come with continuing care retirement communities.
Tax complexities delay distribution of 1099s
As brokerages feel pressure ramp up, forms coming later than usual.
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