With the cost of living continuing to rise, putting pressure on many households, it’s timely for small business owners to think about consumer confidence. Consumer confidence is an important economic indicator for small businesses that mainly sell to households, because “consumers” is really just another word for your “customers”. Looking at the most recent figures, […]
Archives for May 2023
Lynn Klose Elevated to Little League® Staff Accountant – Little League – littleleague.org
Lynn Klose Elevated to Little League® Staff Accountant – Little League littleleague.org
Pass-Through Entity Taxes: Mechanics, Considerations, And Planning Opportunities For Navigating SALT Cap Workarounds
The 2017 Tax Cuts & Jobs Act introduced a $10,000 limit on the State And Local Tax (SALT) deduction that was previously available for taxpayers who itemized their deductions. In response to the new deduction limit, many states enacted laws creating a new Pass-Through Entity Tax (PTET) designed to help owners of pass-through businesses (partnerships, […]
Progeny appoints new chief operating officer
Fast-growing Chartered Financial Planning firm Progeny has appointed Sam Murton as its new chief operating officer. She has been working with Progeny as a consultant since 2022. Ms Murton has extensive experience in international business consulting, strategic development and people and change management. She has worked with a diverse range of businesses and sectors, including […]
Beautiful game, beautiful business: Why this, why us, and why now?
We are always looking for ways to help inspire our small business community, motivate the next generation of small business owners and build our brand relevance globally. Football is the most popular and watched sport on the planet and women’s football is ascending at a rapid rate in popularity. The opportunity to help fuel and […]
Aite-Novarica’s winners in the $1.4B market for RIA portfolio management and reporting systems
IRS begins talks on pilot test of free tax software – Accounting Today
IRS begins talks on pilot test of free tax software Accounting Today
TD plots organic growth, advisor hiring after First Horizon deal fizzles
#FA Success Ep 335: Systematizing Succession And New Partner Transitions In A $1.5B Ensemble Enterprise, With Timothy Wyman
Welcome back to the 335th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Tim Wyman. Tim is a Managing Partner for the Center for Financial Planning, a hybrid advisory firm based in Southfield, Michigan, that oversees $1.5 billion in assets under management for 1,000 client households. What’s unique about Tim, […]
PFS launches 2023/24 awards for Financial Planners
The Personal Finance Society has launched its 2023/24 PFS Personal Finance Awards and Financial Planners and firms have until 14 July to enter. The winners will be announced in October, following two judging stages. The PFS said the awards “are an opportunity to showcase success, and celebrate the remarkable achievements of individuals and firms who strive to […]