For the advisor leading a virtual team, the day-to-day can offer a rewarding blend of flexibility, creativity, and productivity; at the same time, though, many of the benefits of remote work can also make it challenging to build a tight-knit team culture. For example, with flexibility comes fewer synchronous interactions, which in turn can result […]
Archives for 2024
Your retail business guide for the Easter long weekend
Here we go lads and lasses, the Easter long weekend is coming at us like a startled hare. So, what do you need to think about now before the long weekend hits you in the face? Different businesses will have different needs over the Easter holiday period – retail will have some hoops to jump, […]
How to Start an LLC in Florida: Steps, Documents, & Beyond
Florida’s beautiful beaches, booming economy, and status as a tax-friendly state make it an attractive spot for entrepreneurs. The Sunshine State even claimed the title of the third-best state to start a business in 2024. Of the 3.5 million business entities in Florida, almost 2.5 million are limited liability companies (LLCs). LLCs offer benefits like […]
Enforcement, voluntary programs yield over $1 billion from ERC claims
On the deadline for businesses to offer to repay erroneous employee retention credit claims under the voluntary disclosure program (VDP), the IRS said assessments account for $572 million of the revenue, with the VDP and the claim withdrawal process accounting for the rest.
Weekend Reading For Financial Planners (March 23-24)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the SEC has recently been cracking down on firms for recordkeeping failures related to electronic communications, including their use of text messaging with prospects and clients. Which could serve as a warning to firms to […]
Carbon Accounting and Management Startup Greenly Raises $52 Million – ESG Today
Carbon Accounting and Management Startup Greenly Raises $52 Million ESG Today
Navigating spot bitcoin ETFs, and capturing benefits from more traditional funds
After the SEC approved 11 bitcoin exchange-traded funds in January, clients may have more interest in the asset, but still have plenty of questions and concerns.
Taxpayer notice of third-party contact shortened under proposed regs.
The IRS would reduce the notice of third-party contact with respect to the determination or collection of the taxpayer’s tax liability to 10 days from 45 days in several circumstances involving statutory periods for assessments and collections that expire in one year or less.
Crash or land: The Fed holds tight and Wall Street rejoices
The central bank is holding fast to its plan for three rate cuts, even as inflation remains stubborn. But is a soft landing still likely?
Lawmakers question Biden budget as tax experts plan ahead
The Senate Finance Committee held a hearing to discuss the Biden administration’s recently unveiled budget and tax proposals, as tax experts try to predict what will happen after the election.