If you are a provider of services to your customer how often do you review the service you provide to them? Are you providing the service they want or the service you think they want? Do they know what they want or do they trust you to provide the service you think they should have? […]
Which new legislation will affect your business this April?
April 2019 sees several changes to legislation for those who run a business. Here is a brief round up of the changes which may affect your business. Businesses who have employees will have an increases in their costs with the a new National Living Wage rate effective from 6th April and higher pension contributions. Employees […]
Podcast: Your business as a retirement asset
In this episode, Michael Goodman, CPA/PFS interviews David Grau, President & Founder of FP Transitions, who shares the ABCs of succession planning. He answers the questions: What exactly is a succession plan? Why is a succession plan important? Does everyone need to have one? How much time do you need to create a successful succession […]
Podcast: Filing protective claims for refund
In NC Department of Revenue v. The Kaestner Family Trust, the Supreme Court will determine whether the US Constitution’s due process clause prohibits states from taxing trusts based on trust beneficiaries’ in-state residency. In this episode, Bob Keebler, CPA/PFS interviews Professor Mitchells Gans, JD who answers the questions: Access the related resources from this podcast: […]
Do you need to submit a P11D?
If you are an employer providing expenses and/or benefits to your employees it is likely that you will have to submit a P11D advising HMRC of these expenses or benefits now that the tax year is finished. Benefits include things like: Company car Health insurance Travel and entertainment Childcare Accommodation Expenses include: Mileage payments above […]
HMRC Fuel Rates Update
HMRC have issued the new rates for fuel from 1st March until 31st May 2019. These rates are used to reimburse employees for business travel in their company car or for employees to reimburse the company for the fuel used for private travel in a company car. If you pay a higher rate than that […]
Podcast: Making conversations count: integrated financial planning
In this episode, Paula McMillan, CPA/PFS shares how to make conversations count when it comes to personal financial planning. She answers the questions: What is your role and influence in your clients’ conversations with others around personal financial planning? Why is it important for your clients to broaden and deepen financial conversations with family and […]
How to Choose Accounting Software for Your Small Business
A sole proprietor running a cash-only business with just a few customers and suppliers may get by just fine with a spreadsheet to keep track of income and expenses. However, for more complex business models, the benefits of investing in accounting software cannot be overlooked. By automating your business finances in this way, you can […]
Checking your HMRC online PAYE account
HMRC is not always right when it comes to what you owe them. Over the years we have had lots of situations where HMRC have told our clients they have underpaid PAYE when they haven’t. Although, to be fair, they do notify clients when they have overpaid too. When it comes to PAYE it is […]
Webcast: How to Advise Your Clients on Elder Care
1 year ago · 1 hour 42 min watch SECTION EXCLUSIVE Presentation material Elder planning sometimes conjures images of complicated health and housing issues, and it presents a critical opportunity for you, as a CPA, to serve the best interest of their clients. In a webcast based on the new Adviser’s Guide to Retirement and […]