The Richer Geek

FEBRUARY 1, 2023

20:01] About his book, The little big small business [22:42] Some of the advice he can talk about when that next Bull run comes and watching your taxes? Resources from Micah Crypto Tax CPA | LinkedIn | Facebook | Twitter | YouTube ABOUT MICAH FRAIM Most CPAs are great at taxes and terrible at everything else.

Tax Planning 52

Tax Planning Taxes Planning Clients 52

Harness Wealth

MARCH 27, 2025

State and local taxes Secondary funds and their investors may face various state and local taxes, including income tax, franchise tax, and property tax. These taxes can vary significantly depending on the location of the fund, its investors, and its investments. FIRPTA planning using a U.S.

Taxes 52

Taxes Tax Planning Assets Compliance 52

Advisor Perspectives

FEBRUARY 8, 2023

With the new year in its infancy, it may be too early to think about where to spend Thanksgiving or booking your car’s fall tune-up.

Tax Planning 40

Tax Planning Taxes Planning 40

Truemind Capital

JULY 8, 2024

Well, usually it starts in the last quarter of the financial year (Jan-Mar) when many employees scurry to provide investment proof to save tax outgo. Sadly, many of our last-minute decisions prove to be poor investments thereafter and hence it’s a good idea to start the tax planning exercise early on.

Taxes 64

Taxes Asset Allocation Tax Planning Financial Planning 64

Harness Wealth

OCTOBER 2, 2024

To attract new clients and foster long-term relationships, tax advisors could consider adopting digital marketing strategies. For example, “comprehensive tax planning” or “long-term tax strategies for small businesses” can, over time, help you attract the right visitors.

Taxes 52

Taxes Tax Planning Marketing Marketing 52

Sara Grillo

NOVEMBER 11, 2024

Just say, “ I was researching this company and I know that taxes have just onge up in the local area. I just wanted to come in and do a seminar about how to do tax planning in XYZ County. Treat everyone associated with the prospect as a valuable source of information.

Clients 59

Clients Financial Advisor Marketing Marketing 59

Harness Wealth

NOVEMBER 27, 2023

Core components of CAS involve bookkeeping, payroll, tax planning & compliance services customized for each client. Tax Planning and Compliance With any of the above components, tax planning and compliance will be a major area of need, particularly for newer businesses.

Accounting 59

Accounting Clients Compliance Taxes 59

MazumaBusinessAccounting

JULY 15, 2021

Strategizing around how to pay yourself, your taxes, and other expenses. While there is a lot we could cover on the topic of business planning, for today we are going to focus on 3 important financial elements. Tax Planning. Calculating tax rates can be tricky for small business owners.

Business Planning 105

Business Planning Taxes Planning Retirement 105

International College of Financial Planning

OCTOBER 17, 2023

Tax Planning in Real Time Gone are the days when tax planning was an annual event. With financial planning tools available in real-time, CFP s can assist clients with efficient tax planning strategies throughout the year.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Risk Tolerance Financial Planning 52

Indigo Marketing Agency

MARCH 10, 2025

Instead of just talking about taxes in retirement, Joe presents a clear problem (overpaying taxes) and an actionable solution (his free video series on tax planning through retirement). A strong hook: He immediately addresses a common pain point: Worried about taxes eroding your retirement savings?

Financial Advisor 64

Financial Advisor Media Clients Retirement 64

Sara Grillo

OCTOBER 21, 2022

He cold called over 500 financial planning companies over a year or so to get to a full book of clients. This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. Jonathan then decided to make a business out of it! For marketing tips in the transparency age….

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

MainStreet Financial Planning

DECEMBER 13, 2022

Parents of college students might want to prepay the first quarter or semester of tuition and not even have to itemize to take advantage of The American Opportunity Tax Credit worth up to $2,500 subject to MAGI limits beginning at $160,000 for married couples filing jointly. These funds can cover tuition, fees, books, and room and board.

Taxes 52

Taxes Tax Planning Planning Medical 52

Harness Wealth

OCTOBER 8, 2024

The Harness Marketplace attracts employees, founders, and investors in tech, healthcare, management consulting, and other high-earning industries who need help managing complex tax needs. We built the Marketplace to help your tax practice source curated client leads, leading to increased revenue and a healthy book of business.

Taxes 52

Taxes Clients Tax Planning Healthcare 52

Sara Grillo

JUNE 7, 2024

Several of the wealth managers had specialists in-house such as: Chief Philanthropic Advisor, Head of Tax Planning, Family Legal Counselor, Trust Officer If you can’t hire these specialists, work out an arrangement with a close third-party with this expertise. Wear a suit and present yourself conservatively.

Financial Advisor 52

Financial Advisor Clients Executive Compensation Compliance 52

Harness Wealth

JUNE 5, 2024

After being trained on the Harness tax practice management platform , Kelley was ready to build his book of business. When I joined Harness I expected to have to network and source clients to supplement the Harness leads in order to build a sustainable book. He was starting from zero but that didn’t last long.

Taxes 64

Taxes Clients Planning Tax Planning 64

Indigo Marketing Agency

JULY 1, 2024

Here are some innovative financial planning marketing ideas: Host workshops and webinars: These are effective ways to educate your audience on topics such as retirement planning, investing strategies, and tax planning. E-books and Whitepapers: Offer downloadable tools such as e-books and whitepapers on your website.

Financial Planning 52

Financial Planning Planning Marketing Marketing 52

Indigo Marketing Agency

MARCH 24, 2023

Expertise in Tax Planning & Compliance: A CPA can help you identify tax-saving opportunities and help keep your clients in compliance with tax laws, reducing the risk of costly penalties and fees. Let your clients know you will keep their CPA information on file for proactive tax planning or tax-related questions.

Financial Advisor 52

Financial Advisor Tax Planning Taxes Clients 52

International College of Financial Planning

SEPTEMBER 7, 2024

At its core, the CFP® Fast Track equips you with the expertise to offer sound financial advice, specializing in areas such as retirement planning, risk management, tax planning, and wealth management. By pursuing this course, you become proficient in helping individuals and companies achieve their financial goals.

CFP 52

CFP Certification Certified Financial Planner Financial Planning 52

Carson Wealth

NOVEMBER 3, 2022

Here’s how it works: Rather than liquidating the stock and owing the capital gains tax, you can donate the security directly to the organization to be eligible for a deduction of the full fair market value, up to 30% of your adjusted gross income (AGI).

Taxes 98

Taxes Distribution Accounting Nonprofit 98

Harness Wealth

JANUARY 10, 2025

If you have tax concerns, its advisable to speak to a dedicated professional. At Harness we help clients find tax advisors with the expertise required to meet their unique needs. Sign up for our annual tax services to book a call with one of our advisors today. FAQs What is the Section 179 deduction?

Taxes 52

Taxes Assets Media Education 52

Harness Wealth

FEBRUARY 7, 2023

Work with a Harness Tax Advisor Switching jobs can be an exciting change, but it’s important to pay close attention to the financial changes it could bring to your life. Tax services provided through Harness Tax LLC.

Startup 52

Startup Taxes Tax Planning Commission 52

FMG

JULY 14, 2022

While many firms offer investment and financial planning, we go the extra mile by offering tax planning and advice, as well as business consulting and insurance and estate planning, just to name a few. “You see this book? This book tells the future. We wish we could time travel!

Wealth Advisor 52

Wealth Advisor Financial Advisor Media Clients 52

Harness Wealth

DECEMBER 30, 2024

With our team analyzing the specific circumstances of each client and situation, we can help optimize tax strategies, identify potential pitfalls, and ensure compliance. Find your tax advisor at Harness Sign up for our annual tax services or book a call with one of our experts today. Starting at $1,500 per year.

Taxes 52

Taxes Compliance Compensation Planning Financial Advisor 52

Steve Sanduski

SEPTEMBER 17, 2024

On today’s show, Megan Gorman discusses how her firm meets the business challenges of serving high-net-worth families, including personalized services that address both the technical and emotional aspects of wealth, executing on client promises, tax and estate planning, and building a world-class team.

Financial Planning 52

Financial Planning Clients Taxes Planning 52

Truemind Capital

FEBRUARY 2, 2021

This happens due to a lack of knowledge regarding different investment options and the absence of tax planning. book one time free consultation session with our expert advisors. The post How smart planning can reduce your taxes? Why does this happen? Arrange call back. appeared first on Investment Blog.

Taxes 52

Taxes Planning Insurance Coverage Insurance 52

Midstream Marketing

DECEMBER 6, 2024

Running focused social media campaigns that highlight their services and share their skills in areas like tax planning or retirement planning. This could take them to your website, help them book a consultation, or download a helpful resource. Make people excited to read your emails. Include a clear call to action.

Marketing 52

Marketing Marketing Media Engineering 52

Indigo Marketing Agency

JUNE 20, 2023

Tracking codes should be correctly placed on relevant pages (Get Started Now, Book an Appointment, etc.) For instance, an uptick in searches related to tax planning in the beginning of the year could see your ads performing very well, until the April 15th tax deadline, when the frenzy for tax advice decreases substantially.

Financial Advisor 52

Financial Advisor Tax Planning Taxes Clients 52

James Hendries

DECEMBER 11, 2022

Tax Planning – Have necessary steps been taken toward filing required business and individual tax returns, so they get filed on time? The type of business will determine the tax consequence. Smaller businesses often use the cash method of accounting on their books and tax returns.

Planning 52

Planning Taxes Insurance Accounting 52

The Big Picture

AUGUST 15, 2023

He kind of wrote about that in his book and people look at that and say, “Oh, I can replicate that.” And I made the letter, I actually put the letter in my first book to describe how you get somebody’s attention. It’s part of their own tax planning. Let’s talk about books.

Management 130

Management Investing Investments Government 130

Harness Wealth

MARCH 9, 2023

Before you rush to any decisions, book an Equity Tax Planning Session today. Tax services provided through Harness Tax LLC. Harness Tax LLC is affiliated with Harness Wealth Advisers LLC, collectively referred to as “Harness Wealth”.

Planning 52

Planning Taxes Advertising Commission 52

WiserAdvisor

JULY 1, 2022

A financial plan can also help you ensure that you and your company are on track to reaching your financial goals. This can include taking courses, attending workshops, reading books on financial planning, or staying up to date with the latest developments in the financial world. Make the best use of tax-saving strategies.

Financial Planning 52

Financial Planning Planning Financial Planner Retirement 52

Harness Wealth

OCTOBER 23, 2023

If you’re a CPA who works with clients on more than just annual tax returns, you’re likely already providing accounting advisory services. This emerging discipline offers a wealth of opportunities for both clients and accounting firms, and focuses on providing strategic guidance and future-focused tax planning throughout the year.

Accounting 52

Accounting Taxes Strategic Planning Estate Planning 52

Harness Wealth

APRIL 17, 2023

As a startup employee, it is essential to evaluate your personal financial situation, goals, and risk tolerance, and consult with your Harness Tax Advisor or other tax professional and financial advisor before making any decisions related to tender offers or other liquidity events.

Startup 52

Startup Taxes Risk Tolerance Sales 52

Cordant Wealth Partners

SEPTEMBER 9, 2022

Planning opportunities with RSUs: Use RSU income to maximize contributions to other benefits programs. Incorporate tax planning with your RSU vesting schedule to minimize taxes. Tuition Reimbursement Microsoft offers up to $10,000 annually to cover the cost of tuition, books, or fees at an accredited institution.

Engineering 52

Engineering Taxes Insurance Accounting 52

Cordant Wealth Partners

SEPTEMBER 27, 2021

Planning opportunities with RSUs: Use RSU income to maximize contributions to other benefits programs. Incorporate tax planning with your RSU vesting schedule to minimize taxes. Microsoft offers up to $10,000 annually to cover the cost of tuition, books, or fees at an accredited institution. Tuition Reimbursement.

Engineering 52

Engineering Taxes Insurance Accounting 52

Zoe Financial

APRIL 4, 2023

Income Tax Return and International Informational Reports. tax filings. However, if the foreign real estate is rented out, keeps a separate set of books, or utilizes a management company, then the individual owner will be required to report the rental income on: Schedule E, Part I, and Forms 4562/8582.

Retirement 40

Retirement Taxes Compliance CFP 40

Gen Y Planning

DECEMBER 5, 2022

You may be surprised by how quickly their calendar gets booked solid. Once your CPA is all reserved, take a look at some of the other things you can do to affect your tax liability positively. One thing is for sure: April will come around way faster than you think. So first things first, get in touch with your CPA before year-end.

Taxes 59

Taxes Estate Planning Planning Budgeting 59