Australia’s current property market presents both challenges and opportunities, with changing tenancy rules and rental controls, and the impact of interest rates and cost of living pressures. It’s a complex outlook, but property investment is a marathon swim, not a quick body surf to shore. Property investment accounting, or landlord accounting, manages your property portfolio […]
Archives for 2024
5 ways to be a tax planning ‘rockstar’
From knowing your demographics to understanding RMDs, these are some of the best opportunities for tax planners to demonstrate their value to clients this year.
Aspiring Entrepreneur? Here’s the Lucrative, Accessible Online Career You Need to Explore.
Starting a business or side hustle in this unexpected industry can unlock financial and location freedom. Here’s what you need to know.
#FA Success Ep 370: Leveraging Google Reviews To Generate Inbound Local Prospects, With Tim Goodwin
Welcome back to the 370th episode of the Financial Advisor Success podcast! My guest on today’s podcast is Tim Goodwin. Tim is the founder of Goodwin Investment Advisory, an RIA based in Woodstock, Georgia, that oversees $275M in assets under management for 370 client households. What’s unique about Tim, though, is how he leaned into […]
Don’t wait on action on tax bill to file returns, IRS tells taxpayers
With tax season opened as of Monday, Commissioner Danny Werfel said the IRS will handle any necessary changes if a bill passes after returns are filed.
Bowers CPAs & Advisors acquires Rochester accounting firm – The Central New York Business Journal
Bowers CPAs & Advisors acquires Rochester accounting firm The Central New York Business Journal
The top 20 index funds of 2023
Leading the charge last year were risky leveraged vehicles and funds tracking the digital assets industry. That doesn’t mean advisors are any more likely to embrace them.
Advisors Are Becoming Better (Not “Faster”) With Advances In #AdvisorTech
For financial advisors, the promise of technology has always been to help advisors better leverage their time to grow their business. One possible way to do this is to use the time savings of technology to serve a higher number of clients. However, another approach advisors can take is to use their technology to do […]
Finli buys £815m AUA Scottish Financial Planner
Wealth manager Finli Group, formerly Solomon Capital Holdings, has acquired Scottish Chartered Financial Planners Clark Gillone for an undisclosed sum. The firm was set up in 1998 and is led by directors David van der Hoeven and Graham Lennox. Finli said the acquisition – its 15th – will expand its national presence while providing key […]
Bitcoin ETFs bring new questions, worries to advisors
Even planners who are willing to entertain investments in digital assets caution that clients should put no more in than they can afford to lose.