Financial Planner and wealth manager Close Brothers Asset Management (CBAM) has hired Rob Crawshaw FCSI as managing director of its £1.4bn AUM Mayfair office as it aims to expand its growing HNW offering. Mr Crawshaw will move from Rathbones to join CBAM in the autumn. He joined Rathbones in 2013 and manages a range of […]
Archives for 2021
Pennylane raises $18.3 million for its accounting service – TechCrunch
French startup Pennylane has raised a new $18.3 million funding round (€15 million). Interestingly, this is Sequoia Capital’s first investment in France after they announced ambitious expansion plans in Europe. If you’re not familiar with Pennylane, the startup has been developing an accounting platform that improves accounting for both clients and their accountants. Focused on […]
Oregon audit finds $6.4 billion in state accounting errors – Blue Mountain Eagle
(The Center Square) – Oregon’s books show the state incorrectly counted billions of federal dollars in 2020, according to an audit from the Secretary of State. The news comes from a report released on Wednesday by the Secretary of State, which found $6.4 billion in accounting errors over the past year from 14 federal programs. None of […]
Tax-News.com: US IRS Flags Deadline For Q2 Estimated Tax Payments
The US Internal Revenue Service has issued a reminder to taxpayers who pay estimated taxes that they have until June 15 to pay their estimated tax payment for the second quarter of tax year 2021 without incurring a penalty.
It’s Not a Housing Bubble, It’s a Supply Bust
[embedded content] 5:30pm ET LIVE premiere today – Subscribe for the alert! Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Ackman Bought What? – We now know what Pershing Square’s SPAC is […]
A Business Owner’s Overview of Capital Gains Tax
Paying tax on your company’s incoming money is all part of being a business owner. But, not all money is taxed the same. If you earn money selling investments, capital gains tax comes into play. Read on to learn what is capital gains tax and why it matters in business. What is capital gains tax? […]
New standard addresses investments, specialist matters
The AICPA Auditing Standards Board issued a standard Tuesday that provides guidance on the use of specialists and pricing information obtained from external information sources. The guidance is included in Statement on Auditing Standards (SAS) No. 144, Amendments to AU-C Sections 501, 540, and 620 Related to the Use of Specialists and the Use of […]
It can’t be transitory
Let me tell you a fairy tale… A massive recession hits and the boss of a company – let’s say they make shoes – gathers her employees into the main headquarters for an all-hands meeting. Everyone is there, from the executive vice presidents to the guy who waters the plants. And she says, “Here’s the […]
#FA Success Ep 232: Turning Your Personal Passion (For Financial Literacy) Into A Personal Brand, With Jamie Bosse
Executive Summary Welcome back to the 232nd episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Jamie Bosse. Jamie is a financial planner at Aspyre Wealth Partners, an RIA in Overland Park, Kansas that manages just under $500m in assets for 275 families. What’s unique about Jamie, though, is how she’s […]
Ford’s new Maverick hybrid pickup will get 40 mpg in the city and starts at $19,995
2022 Ford Maverick Ford DETROIT – Ford Motor’s new Maverick truck will be the first pickup in America with a standard gas-electric hybrid engine when it goes on sale this fall starting at about $20,000. The company unveiled the compact pickup Tuesday as the smallest vehicle in its highly profitable truck lineup, slotting below the […]