Deepwater Accounting & Solutions Group, LLC – Company Profile AllBusiness.com
Archives for August 2023
Creative Planning’s Peter Mallouk on buying Goldman’s wealth unit
The RIA president says he and his colleagues will spend the next few weeks figuring out how the Personal Financial Management unit’s office can fit in with its new owner.
Raymond James agrees to FCA restrictions
US-owned wealth manager and Financial Planner Raymond James Investment Services (FRN 194713) has agreed that it will not employ any new investment managers or open any new branches without the consent of the Financial Conduct Authority. The move is part of new FCA restrictions that the company agreed to after a recent thematic review, the London-based […]
#FA Success Ep 348: Building Your Own Planning Spreadsheets To Show Clients What They Need To See, With Jeff Jones
Welcome back to the 348th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Jeff Jones. Jeff is the Owner and Founder of Cypress Financial Planning, an independent RIA based in Haddon Heights, New Jersey, that oversees $275 million in assets under management for 380 client households. What’s unique about Jeff, […]
Automating in-house tax and accounting workflows for new … – Wolters Kluwer
Automating in-house tax and accounting workflows for new … Wolters Kluwer
Xerocon 2023 Wrap-up
Xerocon – an event full of insightful learning, innovative app partner showcases, invaluable networking connections and vibrant celebrations. Let’s embark on a journey through my highlights of what can undoubtedly be described as the accounting and bookkeeping conference of the year. So fasten your seatbelts as we navigate through my takeaways of this exceptional event! […]
Raymond James study: What rich clients need in estate planning
Although nearly all investors in the firm’s new survey said tax efficiency was important to them, just over a quarter of them have consulted tax professionals.
Two-year reprieve granted from Roth catch-up requirement
Employees who participate in a Sec. 401(k) or similar retirement plan and whose prior-year Social Security wages were over $145,000 have been given a two-year reprieve from the new requirement that any catch-up contributions they make to the plan must be designated as after-tax Roth IRA contributions.
Prop. regs. require brokers to report digital asset sales and exchanges
Long-awaited proposed regulations, part of a broader effort by Treasury to close the tax gap and address tax evasion risks posed by digital assets, require brokers to report sales and exchanges of digital assets by customers.
TD Ameritrade To Schwab Conversion Tips For Financial Advisors
The announcement of the merger between Charles Schwab and TD Ameritrade in November 2019 kicked off a marathon of preparation for advisory firms to transition their clients on the TD Ameritrade custodial platform to Schwab. And with the final conversion of clients scheduled to take place over the upcoming Labor Day weekend of 2023, the […]