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All the Tax Benefits You Need for Your Small Business

Harness Wealth

Tax deductions can save you thousands annually by reducing your taxable income through legitimate business expenses. Understanding these deductions is more critical than ever as tax laws evolve, presenting new opportunities for savings. Understanding this distinction is crucial for maximizing your tax benefits effectively.

Taxes 52
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Tax Filing Errors Freelancers & Contractors Often Overlook

Harness Wealth

Freelancers and contractors may enjoy greater flexibility and independence than full-time employees, however, this autonomy brings increased tax responsibility. Unlike W-2 employees, freelancers and independent contractors are responsible for managing their own tax obligations, which can be a complex process.

Taxes 52
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The Future Of Financial Advice: How Tech and Approaches In 2030 Will Differ From Today

Nerd's Eye View

Professional service industries tend to evolve over time as the regulatory environment evolves and new technologies emerge. For instance, the financial advice industry has seen many changes to regulations (for both advisors and their clients), advisor business models, and the advisor technology landscape.

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Reframing your thinking to overcome fear about developing COI relationships

Million Dollar Round Table (MDRT)

You can either fall into the category of transactional advisors, where you are simply looking to sell a product, or you can take the wholly encompassing, 360-degree approach to giving good financial advice, supported by a range of other professional services.

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Tax Planning for When Your Startup is Going Through an Acquisition

Harness Wealth

Founders, board members, and employees of startups that get acquired can experience tax consequences as a result of a liquidity event. It’s imperative to plan for the tax implications so you can be prepared to pay what you owe the IRS.

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4 Tips for Building an Advisor Tech Stack as a Solopreneur

eMoney Advisor

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.

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Charging Your Worth as a Business Owner

MazumaBusinessAccounting

If every business in your field is charging less than you, it may be challenging to market your services and persuade customers to choose your business. Understand the pain points of your clients The fact of the matter is that people use professional services to solve problems. Try Vyde FREE for 30 days!