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Archives for 2020
Ex-Stifel advisor defrauded widow, spent funds on vacation home: SEC
An ex-Stifel advisor allegedly defrauded an elderly widow of more than $450,000, spending her money on a vacation home, groceries and other expenses for himself, according to the SEC. The regulator filed a legal complaint earlier this month in a federal court in Colorado and ordered Steven Rodemer to pay a civil penalty of more […]
5 Business Contacts You Should Have on Speed Dial
Small business management is not an easy endeavor. Amidst a dozen daily challenges, entrepreneurs and small business owners can feel isolated, often tackling every task alone – from bookkeeping and sales to daily, clerical operations. However, you do not have to be alone! In fact, a network of professional partners and contacts are essential to […]
Weekend Reading for Financial Planners (September 12-13)
Executive Summary Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the buzzing industry news that Merrill Lynch is barring its brokers from receiving gifts, meals, or entertainment from its wholesalers, in what some see as a shift of even large brokerage firms to begin stamping out […]
Prepare your practice at the Canada Remote Roadshow
Working at Xero for a while, I had the opportunity to attend the first round of Xero Roadshows in Canada during the spring of 2018. This is when I decided I wanted to officially join the Xero Canada team and move to Vancouver. While this was the most stressful time in my professional life (anyone […]
IRS gives some answers to payroll deferral questions
When President Trump issued an executive memorandum on Aug. 8 offering payroll tax deferral until the end of the year, a big question was whether the deferral — of the employee portion of Social Security tax — was optional or voluntary to the employer. Guidance was issued 10 days later, on Aug. 18, in Notice […]
Armanino blockchain attestation tool gets real world use – Accounting Today
In 2019, Armanino debuted TrustExplorer, an assurance platform that uses blockchain technology to provide continuous evidence collection and on-demand audit opinions. The firm has announced a new client in CoinShares, a European digital asset investment firm that has more than $1 billion under management. TrustExplorer works by interacting with digital assets — i.e., cryptocurrency tokens […]
Upstox Vs ProStocks – Discount Stock Broker Comparison
Upstox vs ProStocks – Upstox & ProStocks is leading online discount stock brokers. Let’s do a side-by-side comparison of Upstox and ProStocks features, brokerage, trading platform, and other facilities. Upstox is India’s fastest growing discount stockbroker. Upstox offers a completely paperless account opening facility. You can do trading in different segments such as equity, mutual […]
Pandemic makes meeting Sept. 15 filing deadline difficult
With Sept. 15 tax filing deadlines looming, some tax practitioners have expressed concerns that they will not be able to meet those deadlines for a variety of reasons related to the global pandemic. Issues mentioned by AICPA members range from the extra time spent with economically challenged clients; to unexpected deadlines due to assisting with […]
Editor’s Column: Poignant reminder of why planning matters
We’ve just published the latest issue of Financial Planning Today magazine, the sister publication to Financial Planning Today website. It contains some excellent features and content as ever but one poignant article in the magazine, a case study, reminded me of just how crucial Financial Planning can be. The Planner Casebook is written by experienced […]