Archives for 2021
Analyzing Biden’s New “American Families Plan” Tax Proposal
After months of anticipation with a ‘two-track’ process of infrastructure and separate tax legislation, Democrats on the House Ways and Means Committee released their tax proposals on September 13… and the measures are very different from what many expected! The legislation touches on a wide range of tax issues, from increasing the top ordinary income […]
Tax-News.com: EU To Table A Digital Tax Proposal In October
The European Commission has committed to tabling a proposal for a digital tax in October, whether or not an international agreement surfaces from OECD-led talks on new international tax rules for the world’s largest firms.
How to Write a Business Plan That Outlines Your Goals, Secures Funding, and Beyond
You’re driving late at night, exhausted. You can’t see anything, and you don’t know where you are. Before you run out of gas, you pull up your GPS, and ah! There’s the path. Now you know where the path is again. Likewise, you can get lost in business ownership if you don’t have a “roadmap” […]
#FA Success Ep 246: Finding The Right (Valuation) Formula To Give Everyone Buy-In For An Employee-Owned Advisory Firm, Jessica Hovis Smith
Welcome back to the 246th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Jessica Hovis Smith. Jessica is the President of Longview Financial Advisors, an RIA with offices in Gadsden and Huntsville, Alabama that manages $194M for 199 clients. What’s unique about Jessica, though, is that she oversaw a succession […]
5 Financial Tips for Your 30s
Your 30s are an exciting time. You’re typically making more money than you were in your 20s and you’re looking to the future to determine the type of life you want to live. Your 30s are also a great time to take control of your finances, so you have more security and flexibility in […]
Announcing The New Kitces Social Security Optimization Course And The State Of The (Nerd’s Eye View) Blog
For most of its history, the business of being a financial advisor wasn’t actually about getting paid for advice. Instead, giving financial advice was part of a consultative approach to selling financial services products, which involved identifying a gap, and then getting paid a commission to implement whatever product would fill that gap. But as […]
