The Chicago Financial Planner
AUGUST 24, 2021
While Bernie Madoff passed away in April of 2021, financial fraud is still very much an issue. Along with the “old fashioned” types of fraud, we now have cybercrime to worry about. Financial fraud is all over the news. Whether high-profile Ponzi Scheme cases via the likes of Madoff, Allen Stanford or many smaller cases, investors are being defrauded out of their hard-earned money at an alarming rate.
MazumaBusinessAccounting
AUGUST 26, 2021
What Is the Hobby Loss Rule? If your business goes too many years without making a profit, it can be classified as a hobby. When it becomes a hobby, you can no longer claim losses as business deductions. In order to determine if you are running a business or a growing hobby, the Internal Revenue Service (IRS) looks at the following qualifications: Do you put in the time to turn a profit?
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Indigo Marketing Agency
AUGUST 25, 2021
Did you know guest expert articles are one of the best ways to get out in front of prospects and gain more clients as a financial advisor? This is a strategy that we deploy for several of our advisor clients—and it’s one of my personal favorites. Watch this three-minute video as I explain how guest expert articles can help you get more clients as a financial advisor: Here’s how it works… How to Do Guest Articles As a Financial Advisor With this strategy, you bring in a guest expert to talk abou
The Irrelevant Investor
AUGUST 24, 2021
Today’s Animal Spirits is brought to you by BlockFi On today’s show we discuss: The CFA is a colossal waste of time Coinbase is buying a lot of Bitcoin Visa bought a crypto punk My take on NFT mania Ben's Mona Lisa take People are working multiple jobs Jobless benefits and people going back to work 74% of homeowners haven't refinanced (survey) Why I'm going to a 30-year mortgage Why is Spotify buying back stock?
Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.
Cordant Wealth Partners
AUGUST 25, 2021
In this post, we’ll outline everything you need to know about diversifying a concentrated stock position. We’ll cover what is too concentrated , the benefits of portfolio diversification (and the drawbacks), plus provide some tips on managing taxes. In our conversations with Tech professionals, we’ve learned that most know they should diversify their portfolio.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
The Irrelevant Investor
AUGUST 23, 2021
Today’s Animal Spirits is brought to you by RocketDollar On today’s show we discuss: Investing beyond the 60/40 portfolio Why you should put your riskiest investments inside a tax-sheltered vehicle How Peter Thiel got billions of dollars in his Roth IRA, and how you can do the same Listen here: Links Rocket Dollar, explained Investing in a venture fund with a retirement account Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.
The Irrelevant Investor
AUGUST 22, 2021
Articles The Fed sets the interest rate (the price of money), not the quantity of money. (By James Montier and Philip Pilkington) Life is easier, but deciding is more complex. (By Packy McCormick) On one hand the excitement is infectious, on the other hand the participation in absolute terms is nowhere even close to what we saw in 2017. (By Justin Paterno) I have lost my confidence as a blogger.
The Irrelevant Investor
AUGUST 22, 2021
The last time I wrote about non-fungible tokens, activity peaked a few days later. Like many casual observers, I thought that when the volume dried up, that would be the last we heard about NFTs. At least for a while. Well, it turns out the rumors of their demise have been greatly exaggerated. NFTs, once again, are on absolute fire. Remember back in February when a group of investors cobbled together $208,000 for a LeBron James moment.
Brown Advisory
AUGUST 27, 2021
Tax Tangle in Congress. ajackson. Fri, 08/27/2021 - 15:03. While there are no new details on the substance of any potential tax law changes, there is activity on Capitol Hill that could pave the way for a spending bill later this year that is supported by increased tax revenue. The recently passed budget resolution in the House and the early comments from members of Congress of potential tax law changes suggest that significant negotiations will be required to get to a unified approach for Democ
Speaker: Abdi Ali, Sr. Lease Accounting Consultant
Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets. Learn how these tools, while useful, can sometimes lead to inefficiencies that affect your time, resources, and peace of mind.
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