Harness Wealth
MARCH 14, 2025
For many small tax firms, the process of collecting client tax documents can be a time-consuming and a prolonged process. The good news is that technology solutions, like Harness, can streamline document collection and transform the way tax professionals work. Client experience is another area where manual processes fall short.
Nerd's Eye View
NOVEMBER 23, 2022
And for advisors who serve self-employed clients, managing a solo 401(k) plan is often a different process than managing other types of investments. They can also permit participants to take loans from the plan, creating a source of emergency funds without the need to make a (potentially taxable) distribution.
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eMoney Advisor
DECEMBER 6, 2022
If you’ve prompted your clients to think ahead about evacuation planning, a home inventory, and a plan for documents, then they’ll be more likely to get out of harm’s way when necessary. Here are three tips to help your clients follow the Scout motto and be prepared. #1 One last note on paperwork.
Steve Sanduski
FEBRUARY 18, 2025
How advisors can help clients properly value, insure, and document their collections The tax implications of buying, selling, and trading collectibles. Tom Ruggie and I discuss: The confluence of factors driving the rise in collectibles as investments. Fractional collectible investments.
Don Connelly & Associates
JUNE 5, 2023
Advisors embarking on the challenge of growing an advisory business understand that the key to sustainable growth is to be able to specialize in their core business of business development and client management.
WiserAdvisor
FEBRUARY 21, 2023
Financial advisors can also help the elderly understand the best practices in terms of sharing personal or financial information, maintaining privacy, and keeping their financial and legal documents safe. Additionally, it also helps clients manage their money better. Children, grandchildren, spouses, ex-spouses, etc.,
Harness Wealth
SEPTEMBER 23, 2024
Tax Planning Client Milestones Administrative Tasks Organizing Client Information and related data entry Scheduling and Coordinating Appointments Document Management Answering Routine Client Questions Billing and Invoicing Clients Managing Correspondence with Tax Authorities Compliance Work Preparation of Tax Returns Filing Extensions and Estimated (..)
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