Welcome everyone! Welcome to the 385th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Danielle Howard. Danielle is the owner of Wealth By Design, a hybrid advisory firm based in Glenwood Springs, Colorado, that oversees about $35 million in assets under advisement for 35 client households. What’s unique about Danielle, […]
Archives for 2024
What to wear to the office in 2024?
There’s no doubt that the fashion trends for office and professional workwear has shifted dramatically over the last 20 years. Many young office workers in junior roles used to don suits just to sit in a cubicle and wear out the seats of their overpriced pants. Generally speaking, this is no longer the case. So, […]
What are Australian businesses looking for in the upcoming 2024 Federal Budget? We asked them.
Here at Reckon, our primary concern is the wellbeing and prosperity of Australian small and medium businesses. So, with the Federal Budget looming, we wanted to understand what they were really looking for. What measures are important to small businesses? We conducted a study to get to the bottom of what businesses want to see […]
Foreign trust transactions and large gifts addressed in proposed regs.
The proposed regulations implement Secs. 643(i), 679, 6039F, 6048, and 6677, which were added or modified to prevent efforts by U.S. taxpayers to use foreign trusts and offshore arrangements to avoid U.S. taxes.
Retirement confidence plunges as advisors fret over Fed’s course
For the third straight month, retirement advisors have lost confidence in the economy — and many blame the central bank.
Common Tax Scams in 2024: IRS “Dirty Dozen” Highlights
Although the 2024 “Tax Day” is over, tax scams live on. The IRS compiles an annual list of common scams known as the “Dirty Dozen” list. Read on to learn about the most common tax scams in 2024 to avoid falling victim to them. And, find out how to protect your business and report tax […]
How to Manage and Record Cash Receipts in Your Small Business
If you’re a small business owner, you likely receive cash payments from your customers. And if you receive cash payments, you need to know about recording cash receipts in your books. So, how do you record cash receipts? To ensure your books are accurate, you need to understand cash receipts accounting. Read on to get […]
The Latest In Financial #AdvisorTech (May 2024)
Welcome to the May 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the news that self-directed retirement planning software provider NewRetirement has raised a $20M Series […]
Accounting pro Keith Dean named new Executive Director for Floridians for Affordable Healthcare – Florida Politics
Accounting pro Keith Dean named new Executive Director for Floridians for Affordable Healthcare Florida Politics
The best accounting software for a social or sports club
Managing the finances of a sports club or association can pose certain challenges. Many local sporting clubs and associations work within very tight financial constraints, often relying on volunteers to help manage the finances. Choosing the right cloud accounting software to make the process simple and painless will not only make it easier for your […]