Executive Summary The ongoing growth of financial advisory businesses over the past decade, when combined with the shift to ongoing recurring revenue models (from assets under management to monthly subscription fees), has led to more and more advisory firms accumulating a critical mass of clientele that requires them to expand their capacity by shifting from […]
Archives for March 2021
Boomers Got the Vax
[embedded content] low key this a legit slap. Lmao
IRS Will Audit More Small Businesses this Year
Yes, it’s true. The IRS plans to increase its audits of smaller businesses and their investors. And yes, the audits come on top of a year of pandemic-related tax changes. My advice: instead of panicking, put a solid plan in place to eliminate mistakes and be prepared for a review. Who is targeted? The expected surge […]
Women Health Insurance Polices in India
Women Health Insurance – Health insurance is extremely important part of our life. Health care expenses are sky rocketing and to live without health insurance policy is a risk. There are many women health insurance policies available in the market. You may be thinking that women are generally covered under family floater health insurance plan […]
Amounts paid for personal protective equipment qualify for medical deduction
News Expenses & Deductions By Sally P. Schreiber, J.D. The IRS said on Friday that amounts paid for personal protective equipment (PPE), including masks, hand sanitizer, and sanitizing wipes, for the primary purpose of preventing the spread of COVID-19 can be treated as amounts paid for medical care under Sec. 213(d) (Announcement 2021-7). As a […]
Weekend Reading for Financial Planners (Mar 27-28)
Executive Summary Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with a look at the new health insurance planning opportunities that have emerged under the American Rescue Plan, from the potential to receive several months of “free” (tax-credit-subsidized) COBRA coverage to new rules for Premium Assistance Tax […]
Wall Street legend Joe Moglia’s next act, Bill Sweet on President Biden’s tax proposals
photo credit: RANDALL HILL FOR THE SUN NEWS Joe Moglia went from being a college football coach to Merrill Lynch’s top producer in the world to the Chairman of TD Ameritrade. And then, when the opportunity presented itself, he returned to his coaching roots and took over Coastal Carolina’s football program. Now he’s back in business, […]
How AI is bringing 0% unplanned downtime into reach
Unplanned downtime is a million-dollar problem. Unexpected stops during production or operations can cost organisations on average $2 million (€1.70 million) a time, and 82% of companies experience at least one unplanned outage every three years (according to Aberdeen research). Each outage presents the risk of lost production hours, damaged products, additional labour costs and rush […]
Using journal entries in a QBO cleanup without messing up the books
When you’ve got a problem in QuickBooks Online, the ‘easy fix’ is making a journal entry…right? As an accounting professional, you may have been trained to use journal entries liberally (I know I was), but in QBO there are some situations where journal entries help, and some where they can really mess up the books! […]
Microsoft Offers Up To $30K For Teams Bugs
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