There’s a lengthy checklist financial advisors complete when going independent, but selecting where to house client assets is possibly the most critical item on it. The decision can entail re-papering client assets, setting up new technology, learning new systems and, ultimately, finding the partner who will make client trades and support an RIA’s growth. Advisors […]
Archives for September 2020
Creating a practice with purpose
As many accounting professionals know, the industry shift to using cloud accounting tools to run our practices is here to stay and has arguably been accelerated due to the COVID-19 pandemic. This change is not only about leveraging technology to drive efficiencies and improve your operations, but represents an opportunity for you to reevaluate the […]
Microsoft Kills 18 Azure Accounts Tied to Nation-State Attacks
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A data revolution, from hot dogs to fastballs
Baseball has always been a numbers sport, with fans and managers alike tracking strikes, balls, runs, and errors. Only in recent decades, though, has the sport fully embraced the power of technology and statistical analysis, from the ballpark experience to scouting and training. Chris James, CPA, the director of accounting for the San Diego Padres, […]
Facebook critics launch rival oversight board
Critics of Facebook, including the architects of an advertising boycott against the company, on Friday launched a rival oversight board to review the company’s content moderation practices. The new group, which bills itself as the “Real Facebook Oversight Board,” counts among its initial members the heads of three U.S. civil rights groups, the former president […]
Returns affected by e-filing outage will be timely if filed by Sept. 17
The IRS announced on Thursday that, for tax returns with a Sept. 15 due date that were affected by an e-filing software outage, the Service will treat a return and any elections that were filed with that return as timely filed if the taxpayer successfully e-filed the return and any elections by Sept. 17, 2020. […]
Take a Deep Dive into Today’s Top Accounting Programs for $40 – Entrepreneur
Get familiar with QuickBooks, Xero, Sage 50cloud, and Wave. Grow Your Business, Not Your Inbox Stay informed and join our daily newsletter now! September 25, 2020 2 min read Disclosure: Our goal is to feature products and services that we think you’ll find interesting and useful. If you purchase them, Entrepreneur may get a small […]
Take a Deep Dive into Today’s Top Accounting Programs for $40
Get familiar with QuickBooks, Xero, Sage 50cloud, and Wave. Grow Your Business, Not Your Inbox Stay informed and join our daily newsletter now! September 25, 2020 2 min read Disclosure: Our goal is to feature products and services that we think you’ll find interesting and useful. If you purchase them, Entrepreneur may get a small […]
The Suburban Housing Boom is Just Getting Started
Are you a buyer? The sooner the better. Are you a seller? Ask high, and take your time. Because the boom in suburban real estate was going to happen, beginning this year, pandemic or not. And it could have legs for years. That’s according to my special guest, Logan Mohtashami, who joins me for the […]
Fairstone adds West Midlands Planner to buy-out scheme
Chartered Financial Planning firm Fairstone has signed up the eighth firm this year to its buy-out programme – West Midlands-based Complete Financial Planning. The new deal brings the total of funds under management added through Fairstone’s ‘Downstream Buy-out’ programme so far this year to more than £1.2bn. Complete Financial Planning adds more than 1,600 clients, […]