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Archives for February 2021

How to Care for Your Customers

February 28, 2021 by cbn Leave a Comment

How to Care for Your Customers

Companies are discovering that compassion makes a critical difference as the pandemic continues. Doing the right thing can be more than fulfilling a request on time or delivering what’s expected. Consider how to humanize your relationships with your customers. Empathy in action Actions that say we are here, we want to help, and we care […]

Filed Under: Bookkeeping

Tax provisions in the American Rescue Plan Act

February 27, 2021 by cbn Leave a Comment

Tax provisions in the American Rescue Plan Act

The $1.9 trillion stimulus plan passed by the House of Representatives early Saturday contains many tax provisions, including a new round of economic impact payments, a tax credit for COBRA continuation coverage, and the expansion of several other tax credits. The House passed the bill, the American Rescue Plan Act of 2021, H.R. 1319, by […]

Filed Under: Bookkeeping

The House just passed Biden’s $1.9 trillion stimulus bill – here’s what’s next

February 27, 2021 by cbn Leave a Comment

The House just passed Biden’s $1.9 trillion stimulus bill – here’s what’s next

U.S. Senate Minority Leader Chuck Schumer, joined by Speaker of the House Nancy Pelosi, speaks to reporters in the U.S. Capitol in Washington, July 29, 2020. Erin Scott | Reuters The House of Representatives passed President Joe Biden’s $1.9 trillion stimulus package, teeing up what is expected to be days of debate and political deal-making […]

Filed Under: Bookkeeping

Beanie Baby Flashbacks

February 27, 2021 by cbn Leave a Comment

Beanie Baby Flashbacks

I know I know it’s not the same this time. But still…consider the parallels. [embedded content]

Filed Under: Uncategorized, US Taxation

How independent advisors are getting recruited and paid now, in 5 charts

February 26, 2021 by cbn Leave a Comment

How independent advisors are getting recruited and paid now, in 5 charts

RIAs are hiring — often from one another. Approximately 39% of new hires at RIAs in 2019 came from other independent firms, according to a new survey from Charles Schwab. That’s the top source of new recruits, according to the research. With growing demand for financial advice during the coronavirus pandemic, RIAs are on the […]

Filed Under: Financial Planning

Weekend Reading for Financial Planners (Feb 27-28)

February 26, 2021 by cbn Leave a Comment

Weekend Reading for Financial Planners (Feb 27-28)

Executive Summary Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the big industry news that Apex Clearing is going public via a SPAC and in the process will raise a massive $850M of cash to reinvest into its custody and clearing services, with a particular eye on pivoting […]

Filed Under: Accounting Software

How to Save Income Tax in India?

February 26, 2021 by cbn Leave a Comment

How to Save Income Tax in India?

Every salaried people are looking for tax saving option. No one like to pay hard earned money to the government. However, very few people do tax planning in the effective way. There are many tax saving options that helps you to save money. In this post, we will take a look at How to Save […]

Filed Under: Financial Planning

A worldwide IoT network grid to harness the power of connectivity

February 26, 2021 by cbn Leave a Comment

A worldwide IoT network grid to harness the power of connectivity

Businesses are eager to leverage their network connection capabilities to gain market leadership. The potential rewards from leveraging wireless connectivity are endless, says Ankur Bhan, global head of Nokia’s Worldwide IoT Network Grid (WING). It enables real time collection, analysis and interpretation of data that could, if handled correctly, make every corner of a business or industry […]

Filed Under: Uncategorized

No progress in accounting without a pandemic? – Accounting Today

February 26, 2021 by cbn Leave a Comment

No progress in accounting without a pandemic? – Accounting Today

Ask anyone in the know how the accounting profession has weathered the COVID-19 pandemic so far and you’ll hear, in tones that range from bemused to downright triumphant, that it’s done extraordinarily well — miraculously well, in fact. Firms managed to transition to remote work almost overnight. They cemented their status as essential interlocutors between […]

Filed Under: Accounting

Editor’s Column: Face to face meetings should return

February 26, 2021 by cbn Leave a Comment

Editor’s Column: Face to face meetings should return

Should Financial Planning firms insist that staff are vaccinated before returning to face to face client meetings? It’s a question that many planners will be wrangling with but one firm has taken the lead. Lifetime Financial has already set out a policy this week that all its Financial Planners should be vaccinated before they return […]

Filed Under: Financial Planning

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