Startup Ideas – Startup means newly established business. A startup is founded by one or more entrepreneurs with new products or services. Startup products or services are generally unique. Once your startup is established you can make a lot of money. I recently come across one similar startup story of Ecokaari based in Pune, India. Ecokaari […]
Archives for February 2021
Coronavirus Relief and Your Taxes
When COVID-19 relief for business owners became available in 2020, you were focused on how to apply for and receive aid. Now that the 2021 tax season is getting underway, it is time to change your focus to how the aid changes your tax obligations. Here is a summary of four key federal COVID relief […]
AGSN Accountants + Advisors | Inside Business | omaha.com – Omaha World-Herald
Local Tax and Accounting Firm Goes Through Ownership Change Awerkamp, Goodnight, Schwaller and Nelson, P.C., an Omaha accounting and business consulting firm, founded in 1986 in order to provide personal service and knowledgeable advice regarding business and tax issues, has been acquired. With an abbreviated name and a new logobut the same commitment to offering […]
‘Markets are on a vodka-Red Bull’: Behavioral investing analyst on his top 3 concerns about Reddit-fueled trading
The stock market’s Reddit-fueled trading frenzy could lead to undesirable outcomes for even the most successful of retail investors, behavioral finance analyst Dan Egan told CNBC’s “ETF Edge” this week. People seeking connection online during the pandemic and the rise of commission-free trading have given way to a speculative boom that raises concerns about retail […]
LPL could offer outsourced services outside its ‘family,’ CEO says
Despite absorbing a double-digit hit to its bottom line, LPL Financial reached record levels of client assets and financial advisors with potential new growth areas on the horizon. The No. 1 independent broker-dealer’s headcount rose 5% year-over-year — a net 823 advisors — to 17,287 in the fourth quarter, LPL said in reporting its results […]
Weekend Reading for Financial Planners (Feb 6-7)
Executive Summary Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the announcement that the CFP Board has created a new “Commission on Sanctions and Fitness”, which, in the coming year, will update the Sanction Guidelines (from private to public censure, suspension to revocation) that the CFP […]
KKR joins SPAC party seeking $1B in blank-check listing
Private equity giant KKR filed to raise $1 billion via a special purpose acquisition company. KKR Acquisition Holdings filed on Thursday with the SEC to sell 100 million units for $10 each. The vehicle will focus on acquisition targets in the consumer or retail industries, according to the prospectus. Private equity firms have been active […]
Editor’s Column: Yesterday’s client may not be tomorrow’s
I imagine most Financial Planners have a picture in their heads of their ideal client – perhaps a client who looks a bit like their existing clients. Clients who share the same financial characteristics as existing clients: successful, well-off, money to invest and who appreciate the long-term value of Financial Planning. There’s nothing wrong with […]
Senate shows bipartisan support for mobile workforce tax legislation
On Thursday, the Senate voted on amendments to S. Con. Res. 5, the fiscal year 2021 budget resolution. After more than 500 amendments to the budget resolution were filed, 41 amendments received votes on the Senate floor in a process that lasted well into Friday morning. One amendment, introduced by Sen. John Thune, R-S.D., and […]
5 steps for reliable ESG reporting amid growing demand
Financial reporting is getting a green makeover. The global trend to incorporate ESG (environmental, social, and governance) data in mainstream financial reports is accelerating. “Companies that haven’t begun thinking about sustainability reporting and how ESG topics will impact them should start doing so, regardless of their size,” said Corinne Dougherty, CPA, a partner at KPMG […]