Depending on your business, you may work with things that require your compliance with environmental regulations. The Environmental Protection Agency (EPA) enforces a number of laws that businesses of all sizes must follow. But when it comes to small businesses, the EPA does offer some flexibility. Read on to learn the basics of EPA regulations […]
#FASuccess Ep 183: Structuring Your Advisory Business To Manage Your Time And Fit Your Natural Strengths, with Hannah Moore
Executive Summary Welcome back to the 183rd episode of Financial Advisor Success Podcast! My guest on today’s podcast is Hannah Moore. Hannah is the Founder of Guiding Wealth, an independent RIA in the Dallas, Texas area, that oversees nearly $25 million of assets under management for 25 affluent clients. What’s unique about Hannah though, is […]
The importance of agility: be ready to pivot.
Agility is the theme of the moment if you’re in the small business game. We’ve heard about the importance of resilience and the primacy of adaptation, but we should also be concentrating right now on a more long-term strategy to avoid being thrown around by the will of the market. Maybe you’ve had a gutful […]
E-commerce and learning from COVID-19
The unexpected resurgence of ecommerce has begun. Sure, online payment has been a mainstay for a number of years now, but through the unforeseen impacts of COVID-19 we’re seeing an entirely unprecedented surge in the use and offering of ecommerce solutions across a myriad of markets. It’s wise at this juncture, especially if you run […]
Announcing New CFP Ethics And Enrolled Agent CE, And A Potential Kitces Virtual Marketing Summit!?
Executive Summary 2020 hasn’t gone exactly as planned. From the COVID-19 global pandemic and ensuing pivot to a work-and-school-from-home model, to the stunning market crash and (even-more-stunning?) subsequent rebound, and the civil unrest in the wake of the death of George Floyd, this year has presented multiple challenges. Yet, those challenges have also presented opportunities […]
Weekend Reading for Financial Planners (June 27-28)
Executive Summary Enjoy the current installment of “weekend reading for financial planners” – this week’s edition kicks off with the news that the CFP Board has been gearing up for its new Standards of Conduct and June 30th enforcement date by launching a comprehensive background check on all 87,000 of its CFP certificants… finding 1,240 […]
Beyoncé, and living out loud at work
Pride Month is well underway in the Northern Hemisphere. While life in quarantine has been riddled with challenges beyond those of confinement, it has enabled us as a collective to spend time on self and societal reflection. Our beliefs and moral standards have evolved over time and so too should the way we conduct business […]
Xero and PwC Canada help small business owners take control of cash flow
Today, Xero announced the availability of improved financial reporting tools for small businesses and their advisors across Canada. PwC Canada’s Cashflow Coach is now available for the Canadian market on the Xero app marketplace to help small business owners and startups take control of their cash flow management challenges. Xero has also released two new […]
Business Interruption Insurance: Protecting Your Company from the Unexpected
Your business is your pride and joy. And if you’re like most owners, you’ll do whatever it takes to protect it at all costs. But, you can’t always protect your company from unexpected events, like natural disasters. To keep your business safe and help it stay afloat if disaster strikes, consider investing in business interruption […]
New Rollover Rules For Unwanted 2020 RMDs Under IRS Notice 2020-51… Welcome Relief And A Troubling Precedent
Executive Summary In response to the coronavirus global pandemic, Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act in March 2020. A more-than-$2-trillion-emergency fiscal stimulus package, the CARES Act was enacted to ease the effects of the economic damage caused by the COVID-19 pandemic by providing a wide range of relief efforts to […]