Welcome back to the 378th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Michael Collins. Michael is the CEO & Founder of WinCap Financial, an RIA based in Boston, Massachusetts, that oversees $80M in assets under management for 70 client households. What’s unique about Michael, though, is that since 2021 […]
AI in Accounting: What’s Coming for Small Businesses
We know artificial intelligence is making strides in many industries, from content creation to software development. But what is the status of AI in accounting and bookkeeping? Well, it turns out it’s not much further removed from where AI leads many other arenas. Yet, with profits at stake, many small business owners want to know […]
You Might Spend Unnecessary Money If You Don’t Stay on Top of Your Expenses. Here’s How to Manage Them.
Nothing makes paying taxes even more onerous — or gets in the way of a firm understanding of how a business is performing — than ineffective expense management. Use these five expense management tips to not merely survive as a business, but thrive.
How To Bring A Team Together For A (First-Time, In-Person) Retreat
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 […]
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.