Abnormal Returns

AUGUST 17, 2024

wired.com) Rising EV sales are putting a dent in gasoline tax receipts prompting a call for road taxes. barrons.com) Pets Just how ethical is pet ownership? Autos Hybrid pickup trucks are gaining momentum. politico.com) EVs are nearly silent. ICE cars are also getting quieter. newatlas.com) How EVgo is improving reliability.

Pharmaceutical 264

Pharmaceutical Ethics Recruitment Financial Advising 264

The Big Picture

MAY 21, 2023

We collect a much smaller share of our GDP in taxes every year. ( New York Times ) • Justice Thomas Ethics Review Questioned by US Court Leader in 2012 : Thomas faced complaints in 2011 over reporting wife’s income Judiciary leadership member objected to lack of information.

Insurance 299

Insurance Healthcare Nonprofit Ethics 299

The Big Picture

MARCH 10, 2025

” A : Money is NOT a store of value to be useful, a dollar must maintain its value long enough for me to pay my rent or mortgage, buy food and energy, fund my entertainment and travel, pay my taxes, and get invested. It does that splendidly. Q :“ Your book discusses emotional decision-making extensively.

Investments 195

Investments Investing Food Ethics 195

Nerd's Eye View

APRIL 25, 2023

We also talk about why Ari and his firm have leaned into values-based investing to further differentiate with their unique clientele not by utilizing ESG funds, but instead choosing ETFs that are more proactive with their proxy voting, and implementing Ethic Investing to offer clients a 'Personalized Indexing' approach while also capitalizing on the (..)

Management 246

Management Financial Advisor Clients Ethics 246

Cornerstone Financial Advisory

MARCH 14, 2025

Ethical Investments: Make investment choices that align with Christian values. Ethical Investments: Align investments with Christian values. Estate Tax Planning: Explore tax-efficient strategies that support your goals. Generosity: Pass along wisdom before passing along wealth.

Estate Planning 52

Estate Planning Planning Healthcare Ethics 52

Envision Wealth Planning

MAY 23, 2022

Ethical financial advisors are on the rise and are now doing things within their businesses with the hope to serve as an example of the right behavior for the rest of the industry to follow. Ethics matter in financial advice! Ethics matter. You’ll have to do your own research to determine if these advisors really are ethical.

Ethics 52

Ethics Financial Advisor Financial Planning Clients 52

Sara Grillo

APRIL 21, 2022

So here’s a blog about some things that ethical financial advisors do in the hopes they will serve as an example of right behavior for the rest of the industry to follow. Ethics matter in financial advice! Ethics matter. The following case studies serve as examples of ethical actions taken by financial advisors.

Ethics 52

Ethics Financial Advisor Clients Management 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | Autonomous Systems: Ethics at the Edge of Technology achen Thu, 06/23/2016 - 10:27 The limits to what humans can create seem bound only by the limits of human imagination. Such progress, while exciting, can provoke anxiety and pose ethical challenges. Defense Department. They are intended for the sole use of the addressee.

Ethics 52

Ethics Communication Clients Accounting 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | Autonomous Systems: Ethics at the Edge of Technology. Such progress, while exciting, can provoke anxiety and pose ethical challenges. Such progress, while exciting, can provoke anxiety and pose ethical challenges. Will our behavior and ethics change as we mobilize machines on military missions?

Ethics 52

Ethics Communication Clients Accounting 52

Carson Wealth

JULY 12, 2022

Before being appointed, that professional will have to pass one or more state insurance exams, agree to a code of ethics, and maintain their license annually through continuing education. Degrees do not require continuing education and rarely any ongoing ethical commitment. Broad Based Financial Planning Designations.

Financial Advising 98

Financial Advising Financial Planning Ethics Financial Services 98

Harness Wealth

MARCH 5, 2024

Tax advisors, and other tax professionals , offer services from preparing and filing annual tax returns to comprehensive tax strategies that help minimize taxes and preserve wealth over time. In this guide, we’ll explore the average fees of tax advisors in the US for 2024.

Taxes 52

Taxes Tax Planning Education Ethics 52

Harness Wealth

AUGUST 17, 2023

In this guide, we’ll dive into all these vital aspects, and outline how Harness Tax can further facilitate your growth and marketing efforts. Table of Contents Understanding Client Ownership and Ethics Can You Take Clients With You When Leaving a Tax Firm? Can You Take Clients With You When Leaving a Tax Firm?

Taxes 52

Taxes Clients Ethics Accounting 52

Harness Wealth

FEBRUARY 20, 2024

In this guide, we explore the four main types of tax professionals and the benefits of working with a tax advisor to help navigate challenging tax scenarios. We’ll dive into what a tax advisor does, and help you make an informed decision about which type of tax professional is right for you.

Taxes 52

Taxes License Education Tax Planning 52

Abnormal Returns

FEBRUARY 4, 2023

arstechnica.com) Why it's time to start taxing cars by weight. wsj.com) De-extincting species raises all manner of ethical questions. huddleup.substack.com) Why pro athletes are subject to taxes in so many jurisdictions. (axios.com) Car subscriptions raises more questions than it answers. ft.com) More U.S.

Media 130

Media Medicine Ethics Financial Advising 130

Brown Advisory

JANUARY 20, 2023

Don't get an "F" on FBAR ajackson Fri, 01/20/2023 - 13:43 We work with many clients to develop smart, flexible tax strategies; such strategies are essential to align their tax, investment and wealth preservation plans. A common tax obstacle faced by many of our U.S.

Accounting 100

Accounting Compliance Taxes Banking 100

Yardley Wealth Management

MAY 30, 2023

Tax Planning: A fiduciary, fee-only advisor can advise on tax planning , reducing liability and maximizing returns. Therefore, opting for an advisor ensures that your interests are legally and ethically prioritized, instilling a sense of trust and confidence. The post What’s a Fiduciary & Fee-Only Advisor?

Fee Only 52

Fee Only Risk Tolerance Ethics Retirement Planning 52

Midstream Marketing

NOVEMBER 6, 2024

Pain Points: These are issues like market ups and downs, tax problems, and money planning being hard. Tax Planning: Help clients learn smart tax strategies. Discuss estate planning and how financial decisions can impact taxes. It will also let you grow steadily while following ethical standards.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Harness Wealth

MAY 25, 2023

The right advisor can help manage your wealth, plan for retirement, navigate tax implications, and more. The per-hour fee structure is often used by financial advisors offering advice on estate planning; debt management; tax strategies; and Social Security claiming strategies. A background check is also conducted.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

International College of Financial Planning

APRIL 25, 2024

This certification is recognized globally and showcases a deep, systematic understanding of personal financial management, including investment planning, risk management, tax planning, and retirement planning. A Certified Financial Planner® is a distinguished professional who has met the stringent standards set by the FPSB Board.

Certification 52

Certification CFP Certified Financial Planner Financial Planning 52

International College of Financial Planning

FEBRUARY 23, 2024

Understanding Financial Planner Certification or CFP® Financial Planner certification is a professional credential awarded to individuals who have met specific education, examination, experience, and ethics requirements in financial planning. From a client’s perspective, working with a CFP® offers a sense of security and trust.

Financial Planner 52

Financial Planner Certification CFP Certified Financial Planner 52

Midstream Marketing

DECEMBER 10, 2024

You can make explainer videos about investment ideas, retirement plans, or tips on saving on taxes. You can include market trends, investment tips, or ways to save on taxes. It’s vital to follow the marketing rule for ethical practice. This helps clients to connect better and understand more.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 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

International College of Financial Planning

MARCH 31, 2023

Wealth management involves a range of financial services as an investment, finance, real estate, tax, and risk management. Wealth management is an important aspect of the financial world that focuses on managing wealth to help individuals and families achieve their financial goals.

Wealth Management 52

Wealth Management Management Risk Management Ethics 52

Park Place Financial

SEPTEMBER 8, 2022

This type of financing planning may be more beneficial for wealthier people, who need assistance with reducing their tax liability or deciding how to allocate money to beneficiaries. Bankers, stock brokers, insurance representatives, and tax professionals constitute financial advisors. . Financial Advisor . Wealth Manager .

Financial Advisor 52

Financial Advisor Fiduciary Duty Certified Financial Planner Financial Planner 52

The Big Picture

JUNE 11, 2024

He began as an attorney working on things like taxes and, and trusts in estates and consulting for various RIA firms when he became an RIA and eventually bought creative planning when it had, you know, a handful of, of clients and, you know, 30, $35 million. This is Masters in business with Barry Ritholtz on Bloomberg Radio.

Planning 162

Planning Clients Investments Investing 162

International College of Financial Planning

OCTOBER 26, 2023

When the client engages with the estate planning attorney, the financial planner already collates and structures pivotal financial documents, encompassing existing estate documents, tax returns, and financial account summaries. Ethical Standards: ICOFP instils solid moral values in its students.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

Cornerstone Financial Advisory

APRIL 10, 2023

.” – Dora Russell How To Choose A Tax Preparer It’s essential to choose a tax preparer that is suitable for your needs as well as reliable and ethical. This information is not intended to substitute for specific individualized tax advice. We suggest you discuss your specific tax issues with a qualified tax professional.

Marketing 59

Marketing Marketing Taxes Economics 59

Tobias Financial

APRIL 11, 2024

This multifaceted background has prepared me to step into my role as Director of Tax Services at Tobias Financial Advisors, where I can leverage my skills to foster the growth of our firm in a thoughtful and impactful manner,” Lonnie adds. Tobias Financial Advisors is thrilled to have Lonnie on our team.

Financial Advisor 52

Financial Advisor Ethics Accounting Clients 52

Tobias Financial

APRIL 12, 2024

This multifaceted background has prepared me to step into my role as Director of Tax Services at Tobias Financial Advisors, where I can leverage my skills to foster the growth of our firm in a thoughtful and impactful manner,” Lonnie adds. Tobias Financial Advisors is thrilled to have Lonnie on our team.

Financial Advisor 52

Financial Advisor Ethics Accounting Clients 52

eMoney Advisor

MAY 1, 2023

.” Once named a “Woman to Watch” by InvestmentNews, Cheng uses her high profile for the betterment of the profession, spreading a message about the benefits of skilled and ethical financial planning. It is not meant to be, and should not be taken as financial, legal, tax or other professional advice.

Financial Planning 101

Financial Planning Planning Financial Planner CFP 101

Brown Advisory

JANUARY 20, 2023

Don't get an "F" on FBAR ajackson Fri, 01/20/2023 - 13:43 We work with many clients to develop smart, flexible tax strategies; such strategies are essential to align their tax, investment and wealth preservation plans. A common tax obstacle faced by many of our U.S.

Accounting 52

Accounting Compliance Taxes Banking 52

International College of Financial Planning

OCTOBER 26, 2023

Their wisdom extends to suggesting tax-efficient avenues for pivotal life moments, be it education or the golden years of retirement. Committing to uphold the ethical guidelines and standards that govern their practice. They’re well-versed in recommending vital products like life insurance and are wizards at tax planning.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

Cornerstone Financial Advisory

APRIL 22, 2024

” – Larry Niven Can You Claim The Child Tax Credit For Other Dependents? Even if you cannot claim the child tax credit, you may be able to claim the credit for other dependents under your care. This phaseout begins for married couples filing a joint tax return at $400,000. The dependent is a U.S.

Marketing 52

Marketing Marketing Taxes Economics 52

International College of Financial Planning

OCTOBER 10, 2024

It is valued for its rigorous training, ethical standards, and comprehensive understanding of financial planning. Trust and Credibility: Clients trust certified professionals more, as they adhere to strict ethical guidelines and demonstrate a deeper knowledge of financial planning.

CFP 52

CFP Certification Certified Financial Planner Financial Planner 52

Inside Information

JULY 31, 2022

If you’re as old as Methuselah, like I am, you might remember a pivotal moment in the evolution of the planning profession, when Forbes magazine noticed that brokers, life insurance and tax shelter salespeople were starting to call themselves ‘financial planners.’ I’m meeting all the highest ethical standards.

Financial Planner 45

Financial Planner Financial Planning Ethics CFP 45

eMoney Advisor

DECEMBER 20, 2022

When it comes to CFP® professionals and cryptocurrency, the CFP Board’s Code of Ethics and Standards of Conduct dictates that CFPs® should treat crypto-related assets the same as any other form of financial asset. It is not meant to be, and should not be taken as financial, legal, tax or other professional advice.

CFP 62

CFP Fiduciary Duty Financial Advice Financial Advisor 62

International College of Financial Planning

JUNE 30, 2022

The wealth manager offers advisory services or multiple products, including mortgages, retirement plans, stock options, tax planning, bonds and real estate investment. These are indications that the advisor has met the necessary standards in education, experience and ethics. . Tax planning services . Planning services .

Wealth Management 52

Wealth Management Management Financial Planner Tax Planning 52