Paying tax on your company’s incoming money is all part of being a business owner. But, not all money is taxed the same. If you earn money selling investments, capital gains tax comes into play. Read on to learn what is capital gains tax and why it matters in business. What is capital gains tax? […]
Archives for June 2021
New standard addresses investments, specialist matters
The AICPA Auditing Standards Board issued a standard Tuesday that provides guidance on the use of specialists and pricing information obtained from external information sources. The guidance is included in Statement on Auditing Standards (SAS) No. 144, Amendments to AU-C Sections 501, 540, and 620 Related to the Use of Specialists and the Use of […]
It can’t be transitory
Let me tell you a fairy tale… A massive recession hits and the boss of a company – let’s say they make shoes – gathers her employees into the main headquarters for an all-hands meeting. Everyone is there, from the executive vice presidents to the guy who waters the plants. And she says, “Here’s the […]
#FA Success Ep 232: Turning Your Personal Passion (For Financial Literacy) Into A Personal Brand, With Jamie Bosse
Executive Summary Welcome back to the 232nd episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Jamie Bosse. Jamie is a financial planner at Aspyre Wealth Partners, an RIA in Overland Park, Kansas that manages just under $500m in assets for 275 families. What’s unique about Jamie, though, is how she’s […]
Ford’s new Maverick hybrid pickup will get 40 mpg in the city and starts at $19,995
2022 Ford Maverick Ford DETROIT – Ford Motor’s new Maverick truck will be the first pickup in America with a standard gas-electric hybrid engine when it goes on sale this fall starting at about $20,000. The company unveiled the compact pickup Tuesday as the smallest vehicle in its highly profitable truck lineup, slotting below the […]
Ford’s new Maverick hybrid pickup will get 40 mpg in the city and starts at $19,995
2022 Ford Maverick Ford DETROIT – Ford Motor’s new Maverick truck will be the first pickup in America with a standard gas-electric hybrid engine when it goes on sale this fall starting at about $20,000. The company unveiled the compact pickup Tuesday as the smallest vehicle in its highly profitable truck lineup, slotting below the […]
Men twice as likely to afford early retirement
Nearly one in three men (32%) have the financial foundation to retire early compared to just one in six (16%) of women, according to a new report. Men are most likely to retire early due to having sufficient pensions and savings, whereas women are most likely to retire early due to poor health, according to […]
Men twice as likely to afford early retirement
Nearly one in three men (32%) have the financial foundation to retire early compared to just one in six (16%) of women, according to a new report. Men are most likely to retire early due to having sufficient pensions and savings, whereas women are most likely to retire early due to poor health, according to […]
Steward Partners moves towards working with multiple custodians
Steward Partners, an independent firm, announced its plans to transition its 173 advisors to Raymond James’ RIA and Custody Services as the hybrid advisory firm moves to work with multiple custodians. Regulatory approvals are pending, according to a statement issued in late May. Jim Gold, Steward Partners’ CEO, left Morgan Stanley in 2013 and registered […]
Steward Partners moves towards working with multiple custodians
Steward Partners, an independent firm, announced its plans to transition its 173 advisors to Raymond James’ RIA and Custody Services as the hybrid advisory firm moves to work with multiple custodians. Regulatory approvals are pending, according to a statement issued in late May. Jim Gold, Steward Partners’ CEO, left Morgan Stanley in 2013 and registered […]