Harness Wealth

APRIL 17, 2025

Professional services require documentation that shows a direct benefit to your business, supported by contracts or engagement letters. This encompasses a wide range of insurance types, from basic liability and property coverage to specialized policies like professional liability, cybersecurity, and business interruption insurance.

Taxes 52

Taxes Tax Planning Professional Services Planning 52

Carson Wealth

APRIL 18, 2023

The deal will provide the firm with enhanced capabilities to better serve clients and grow its wealth management practice, which currently has $400 million in assets under management, and serves more than 250 families in 30 states. Over the last four decades, those same principles have been the driving force of the firm’s growth.

Wealth Management 83

Wealth Management CFP Professional Services Clients 83

Inside Information

APRIL 26, 2024

The Financial Services Institute would tell regulators that they would be ‘forced’ to give up their smaller accounts if they were regulated as fiduciaries. There is certainly nothing wrong with being good at the metrics of managing an RIA as a business, but what does that have to do with professionalism? Examples abound.

Fee Only 40

Fee Only Professional Services Clients Management 40

Darrow Wealth Management

NOVEMBER 5, 2024

Shares must be exchanged for money, property (other than stock), or compensation for services performed for the issuing corporation. At any time before and right after issuance, the company’s aggregate gross assets were less than or equal to $50 million ¹. Hold the stock for at least five years. However, this route can be challenging.

Taxes 71

Taxes Wealth Management Tax Planning Assets 71