Who are you? Why should I buy from you? What are you all about? These questions are why you need to pay attention to branding. Branding becomes more and more important as your business grows because the big dogs in town will already have this down pat. Are you a small business owner or a […]
Do You Know the Types of Partnership in Business?
When you start your venture, you have a number of decisions to make. What are you going to offer? What market are you going to target? Are you going to run your business solo or have a helping hand? If you don’t want to run your business alone, you might consider forming a partnership. Read […]
Concerns over £155bn non-structural tax relief assessment raised
Concerns have been raised that UK tax reliefs ran out of control during the 2018/19 period. A report published by the National Audit Office (NAO) suggests that non-structural tax reliefs – often referred to as tax expenditures – such as tax credits for companies’ research and development (R&D) costs and income tax relief on pension […]
What Are Non-sufficient Funds?
As a small business owner, you have a lot on your plate at all times. You do your best to keep your accounts, finances, and books in order. But sometimes, things just slip your mind. At some point or another, you might spend more than what you have in your account. When this happens, you […]
Major business mistakes (and the companies who made them)
Business failure is, unfortunately, all too common and there is a plethora of reasons for a business to crumble. To avoid this fate, let’s have a peek at some of the biggest business mistakes and investigate what lessons we can learn from their untimely demise. Whether you run a small business or a start-up – […]
When A Client’s Financial Problems Are Beyond Financial Advice: How (And When) To Refer Clients To A Mental Health Professional
Executive Summary As financial advisors know, talking to clients about money can get emotionally charged, especially when the discussion concerns major (and potentially traumatic) life events. And sometimes, clients can become so distraught or unable to face the challenging issues in their past… even as the failure to deal with those issues prevents them from […]
What Is Form 1065?
Is your business structured as a partnership or multi-member LLC? If so, you must file Form 1065 annually. Read on to learn what is Form 1065 and what kind of information you need to fill it out. And, find out how to file the tax form, including where to send it and when it’s due. […]
#FASuccess Ep 165: Navigating Broker Protocol When The Firm You Start With Isn’t The One You Want To Stick With, with Steve Kampschmidt
Executive Summary Welcome back to the 165th episode of Financial Advisor Success Podcast! My guest on today’s podcast is Steve Kampschmidt. Steve is the founder of Freedom Found Financial, an independent RIA based in northern New Jersey that oversees just over $20 million in assets under management for 30 affluent clients. What’s unique about Steve, though, […]
“People are being left behind,” says research on digital transformation
Challenges imposed by data demands mean the accountancy sector must bridge the digital skills gap, according to the Association of International Certified Professional Accountants (the Association), which includes the American Institute of CPAS (AICPA) and the Chartered Institute of Management Accountants (CIMA), in partnership with KPMG. “We found that people are being left behind. When […]
Becoming a thought leader
I bet you’ve heard that buzzy little term ‘thought leader’ bandied about by people in the know (and people trying to sound like they’re in the know). What does it mean, though? Do you know why people are talking about thought leadership and what it can do for a small business? Let’s cut through the […]