Nerd's Eye View

SEPTEMBER 5, 2022

FutureProof and XYPN LIVE announce the finalists for their FinTechX Demo and AdvisorTech Expos to highlight new advisor technology innovation. FMG acquires Vestorly to map its curation capabilities onto FMG’s existing digital marketing tools.

Financial Advisor 241

Financial Advisor Estate Planning Accounting Taxes 241

The Reformed Broker

NOVEMBER 20, 2023

.” This is the phrase that came to mind as I was watching Josh Smith walk us through the demo of VRGL last week. The ability to show a prospective client this level of transparency on taxes, fees, allocation decision-making, etc. The post Armed to the Teeth appeared first on The Reformed Broker.

Financial Advisor 169

Financial Advisor Clients Taxes 169

Harness Wealth

SEPTEMBER 23, 2024

Key Takeaways: CRM system centralizes all client and prospect information, helping tax firms manage client interactions and replacing manual systems like spreadsheets. 4 Mistakes to Avoid With Tax Firm and CPA CRM Systems Like any new software, a new CRM system can deliver less value than expected if not thoughtfully implemented.

Taxes 52

Taxes Clients Management Communication 52

The Big Picture

OCTOBER 30, 2023

Financial Times ) • When Sunset’s NOT SELLING: Nobody Is Buying the Fanciest LA Real Estate With a new mansion tax, fleeing insurers, and knock-on effects of the strike, multimillion-dollar homes are sitting, and sitting, on the market. Vanity Fair ) • They Cracked the Code to a Locked USB Drive Worth $235 Million in Bitcoin.

Financial Services 130

Financial Services Food Assets Management 130

Harness Wealth

NOVEMBER 30, 2023

In November 2023, Harness Tax hosted a webinar that we called “Learn to Love Accounting Again – Redesign Your Practice for 2024.” Discover how Harness Tax can transform your practice and set you on a successful path in the dynamic world of tax advisory. Schedule your free demo today.

Accounting 52

Accounting Taxes Clients Compliance 52

Harness Wealth

DECEMBER 18, 2023

In this article from Harness Tax , we explore the very real problem of burnout within the accounting sector, outline strategies for staying motivated, and uncover how a one-of-a-kind accounting practice management platform like Harness Tax can help you stay on track to reach your professional goals without burning out.

Accounting 52

Accounting Taxes Clients Management 52

eMoney Advisor

APRIL 6, 2023

1 If you want to serve tax-conscious younger investors, for example, you might design your tech stack around a platform with cash-flow planning and the ability to drill down into income tax details for advanced strategies. It is not meant to be, and should not be taken as financial, legal, tax or other professional advice.

CFP 76

CFP Financial Planning Clients Planning 76