LIC Lapsed Policy – Life insurance is extremely important, it protects you and your family from any unfortunate events. The life insurance policy provides financial assistance to your loved ones. You should purchase an appropriate life insurance policy. In addition to purchasing life insurance, it is recommended to pay a regular premium for the renewal of […]
Archives for August 2020
Want a Contact-free Way to Bill Customers? Consider E-invoicing
Does your invoicing process look a little something like this? Print, fold, stick paper in envelope, seal, add stamp, add addresses, mail, and repeat. If you’re cringing at the thought of having to mail off one more invoice to your customers, you might consider e-invoicing. What is e-invoicing? Electronic invoicing, also called e-invoicing or digital […]
#FASuccess Ep 189: Experimenting With Advisor Marketing To Find The (Digital) Formula That Works For You, with Taylor Schulte
Executive Summary Welcome back to the 189th episode of Financial Advisor Success Podcast! My guest on today’s podcast is Taylor Schulte. Taylor is the founder of Define Financial, an independent RIA based in San Diego, CA that oversees $76 million of assets under management for 60 families in or approaching retirement. What’s unique about Taylor, […]
Final regs. issued on payments to charitable organizations
The IRS issued final regulations (T.D. 9907) on the treatment of payments made to charitable organizations in return for consideration, including in return for state and local tax credits. The regulations finalize proposed regulations issued in December 2019 and also incorporate two earlier pieces of IRS guidance, Rev. Proc. 2019-12 and Notice 2019-12, as well […]
Final regs. issued on payments to charitable organizations
The IRS issued final regulations (T.D. 9907) on the treatment of payments made to charitable organizations in return for consideration, including in return for state and local tax credits. The regulations finalize proposed regulations issued in December 2019 and also incorporate two earlier pieces of IRS guidance, Rev. Proc. 2019-12 and Notice 2019-12, as well […]
Executive action delays workers’ payroll tax payments
President Donald Trump on Saturday issued a presidential memorandum to defer the withholding, deposit, and payment of certain payroll taxes on wages paid from Sept. 1 through Dec. 31, 2020. The presidential memorandum was one of three the president issued on Saturday as congressional negotiators struggle to find agreement on a bill to extend relief […]
How Diversity Initiatives Often Fail In The Financial Planning Profession By Neglecting To Consider Inclusion
Executive Summary Over the past several years, despite numerous programs from a wide range of organizations encouraging women, people of color, and minority groups to join the profession, the financial planning industry has struggled to increase diversity among its ranks. Which appears at least in part to be due to the fact that, while a […]
Preparing a new client for their first VAT return
Today I took on a new client. They telephoned last week wondering what to do as they had just gone over the VAT threshold. They were nervous about what that entailed and concerned they wouldn’t know what to do. I spent some time talking them through being VAT registered, keeping accurate records and the advantages […]
Preparing a new client for their first VAT return
Today I took on a new client. They telephoned last week wondering what to do as they had just gone over the VAT threshold. They were nervous about what that entailed and concerned they wouldn’t know what to do. I spent some time talking them through being VAT registered, keeping accurate records and the advantages […]
Online Safety Reminders: Preventing Breaches While Working Remotely
Bad things happen in the online world, all the time. It’s not just a “because we are working remotely” kind of thing. The difference is, right now, mid-pandemic, there’s a sense of unease and feeling of urgency. We are trying to stay efficient and effective in unfamiliar territory. In an uncertain business climate, there’s additional […]