Wichita accounting business agrees to pay $120k after delaying or not filing tax returns Wichita Eagle
Archives for January 2024
Draft form, instructions posted for corporate AMT
The IRS instructions say that all corporations must file Form 4626, unless they fall under one of four exclusions, to determine whether they are an applicable corporation, and, if so, to calculate the tax.
4th Quarter 2023 Economic And Market Outlook: Labor Market, Inflation, And Geopolitics
Niels Bohr famously observed that “Prediction is very difficult, especially if it’s about the future!” The sentiment is especially poignant when it comes to economic forecasting, as it’s nearly impossible to get an accurate picture of the current state of the economy at any given moment. As a result, uncertainty about how the economy may […]
Consumer Duty to speed up adoption of AI by advisers
Consumer Duty could lead to a ramp up in the number of financial advisers adopting AI and machine learning in 2024, according to fintech Origo. Origo called for firms to aim for an end to paper-based processes this year. Anthony Rafferty, CEO at Origo, said: “In an environment where digital solutions are rapidly becoming the […]
U.S. consumer debt just returning to normal levels, Bernstein says
Strains on U.S. consumer spending such as rising delinquency rates on credit cards largely indicate that Americans’ debt is returning to pre-pandemic levels.
#FA Success Ep 366: Avoiding The ‘Big Swap’ Of Wealth And Health As Your Advisory Firm Grows, With Stevyn Guinnip
Welcome to the 366th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Stevyn Guinnip. Stevyn is founder of Grow Wellthy, a health and wellness consulting firm based in Springfield, Missouri that specializes in working with busy – but not always healthy – financial advisors. What’s unique about Stevyn, though, is […]
Womens finances come under pressure as we enter 2024
Womens finances are coming more under pressure as the cost-of-living crisis has disproportionately impacted women’s finances and their ability to withstand the potential impacts of a recession. Over a third (36%) of women would not be able to afford their everyday expenses should the UK enter a recession, compared with just a quarter (26%) of […]
The (Very) Emerging Role Of AI In The Accounting Industry – Forbes
The (Very) Emerging Role Of AI In The Accounting Industry Forbes
The Latest In Financial #AdvisorTech (January 2024)
Welcome to the January 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the news that held-away asset management platform Pontera has raised […]