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How to Become a Financial Planner

International College of Financial Planning

The next step is to analyze your current financial situation is looking at your income, expenses, assets, and liabilities. You’ll need to complete the necessary education and certifications, and you may need to obtain a license. You may also need to obtain certifications and a license.

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17 Tax Benefits of Owning a Small Business

MazumaBusinessAccounting

If you finance expensive equipment, vehicles, or more for your business, you can write off the full purchase price of the asset using bonus depreciation in the year you financed it, even though it might take you years to pay off. Say there’s a seminar, class, or workshop that could help you gain important skills for your business.

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How Financial Advisors Can Scale Business Without Burnout

Indigo Marketing Agency

Consider a financial advisor with 100 existing clients averaging $1M in assets each. Webinar and Videoconferencing Zoom and Webex facilitate virtual meetings and virtual seminars, which can be an excellent and modern way for maintaining client relationships and conducting remote consultations.

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What’s it like being an Edward Jones financial advisor?

Sara Grillo

Can I introduce you? Or can I have it reach out? And it kinda started from there, so he really kinda got the ball rolling for me and… So that was back in 2011. SARA GRILLO, CFA: Okay, so a, what was your original motivation for taking the offer then… 0:02:06.6 SARA GRILLO, CFA: Yeah.

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Tax Strategies for Independent Medical Professionals

Harness Wealth

To minimize your tax liability, its important to document every business expense, such as: Travel : airfare, lodging, rental cars Professional fees : licensing, malpractice insurance Education : continuing medical education or certifications Note: Record all expenses associated with your work as an independent contractor.

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