What if – and I know for some of you this seems impossible – but what if the metric or variable you believe to be the most important one for the stock market turns out not to be? Can you live with that or will you die on that hill? Will you double down, stick […]
Archives for 2020
Tax-favored gift exemptions that give back — in any administration
With a president-elect Joe Biden heading to the White House, estate and gift tax exemptions could be on the chopping block next year. Even if nothing happens, these exemptions are slated to be halved after 2025. The upshot: Wealthy clients wishing to make big gifts can save taxes by using the generous exemptions now. The […]
Launch Day
Today’s the big day! We’ve been working on the book all year, and this is the official release date. I’m a combination of nervous and excited (and relieved). It’s kind of a weird but cool moment, I’m taking it all in. Just want to say thanks to everyone who came out on the How I […]
#FASuccess Ep 203: Adapting Financial Advisor Marketing To The Pandemic By Sticking With What (Virtually) Works, With Maribeth Kuzmeski
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Fairstone acquires home counties Financial Planner
Fairstone, one of the UK’s largest Chartered Financial Planning firms, has completed the acquisition of Hampshire-based Cube Financial Planning under its downstream buy out (DBO) acquisition model. Eight firms have joined the DBO programme so far this year. Based in Romsey, Hants, Cube Financial Planning is a whole-of-market advice firm specialising in advice and management […]
Women miss out on free pension guidance
Women are more likely to miss out on entitlement to free guidance despite having the most to gain, according to a new report. Nearly nine in 10 (88%) women aged 45-54 surveyed by retirement specialist Just Group did not know they were entitled to free, independent and impartial pension guidance. The 12% who said they […]
One in a million: Aris Allegos of Moula
To celebrate reaching the milestone of having one million subscribers across Australia, the Xero team is turning a spotlight on some of the people who’ve made it all possible. Like Xero, our customers, advisors, app partners and their employees who’ve come along on the journey, have evolved and adapted over the years. We explore how […]
Should your small business use the instant asset tax write off?
Should your small business use the instant asset tax write off? | Reckon Blog Blog Post Home > Compliance > Should your small business use the instant asset tax write off?
Tax-News.com: UK May Double Capital Gains Tax Burden
More closely aligning UK capital gains tax (CGT) rates with income tax rates could raise significant revenues for the UK, a government-commissioned review has concluded.
Tax-News.com: Cayman Tables Law For Digital Asset Business Regime
The Government of the Cayman Islands has published legislation in its Official Gazette to introduce a regulatory regime for virtual asset service providers (VASPs).