Books Strategic Planning Taxes 
Getting Your Financial Ducks In A Row
APRIL 24, 2023
Photo credit: jb Had an opportunity to read a new book over the tax season (in my spare time!). I found this book, by Jasen Dahm, CFA, CPA, to be a very good review of strategies to maximize your income and avoid taxes where possible, while planning your retirement income stream.
The Big Picture
SEPTEMBER 6, 2023
You don’t have to think like a tax accountant, actuary and investment adviser to get it right. Wall Street Journal ) • How AI Is Making Prediction More Precise — And What That Means for Risk and Human Behavior : In their new book, WorldQuant’s Igor Tulchinsky and Christopher E.
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Harness Wealth
OCTOBER 23, 2023
Key Takeaways: Accounting advisory services extend beyond traditional tax preparation to offer strategic financial guidance. Specialized areas can include estate planning and tax-efficient investment strategies. Table of Contents What Are Accounting Advisory Services?
Harness Wealth
NOVEMBER 27, 2023
Within the accounting profession, Client Accounting Services (CAS) has emerged as a pivotal offering for entrepreneurial CPAs wishing to help their clients with more than just annual tax filings. Core components of CAS involve bookkeeping, payroll, tax planning & compliance services customized for each client.
The Big Picture
MAY 7, 2024
And so we built this product called the one page plan that will literally analyze what you spend down to your DoorDash, down to your credit card, down to your Amazon, and then look at your investments and tell you you need to save $63,000 a year for the next 10 years to get even close to where you’re gonna be. What did I forget?
Clever Girl Finance
SEPTEMBER 7, 2023
It’s not just a set of numbers, rather, it’s a strategic plan that empowers you to navigate the complexities of financial decisions. Housing This category covers your mortgage or rent payments, property taxes, insurance, and home maintenance expenses. Table of contents What is a family budget?
WiserAdvisor
NOVEMBER 6, 2023
A 529 account is a specialized investment tool designed to cater to higher education expenses, like college tuition, books, etc. Pay attention to taxes Recognizing the potential impact of taxes on your investments is crucial, given the substantial sum of $100,000. Tax planning can help you maximize your earnings effectively.
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