MazumaBusinessAccounting

APRIL 18, 2023

One of the perks of being a small business owner is the tax deductions you can take advantage of, including how to write off a business trip or vacation. To begin, you need to understand your trip needs to have a business purpose for it to be eligible as a tax deduction. Learn what to do after you file your taxes.

Taxes 52

Taxes Accounting Transportation Planning 52

Steve Sanduski

APRIL 8, 2025

Seminars don’t work. And then pivoting over into, ‘Who does your taxes? ’ There are a lot of rules and regulations out there, whether it’s tax or IRA rules or pension law or state planning rules. It’s social media, it’s webinars, it’s ever-presence out there. Webinars don’t work.’

Engineering 52

Engineering Communication Financial Planning Clients 52

MazumaBusinessAccounting

JANUARY 27, 2022

But there are also many tax benefits business owners can take advantage of to maximize their profits. Here’s a quick guide that covers important tax deductions for your business. A deduction, or write-off, is a business expense that can help lower your taxes. How much will that deduction actually save you on your taxes?

Taxes 52

Taxes Insurance Transportation Education 52

James Hendries

JANUARY 8, 2023

Depending on your situation, this may involve attending financial seminars, using budgeting apps, or working with a financial professional. The information provided is not intended to be a substitute for specific individualized tax planning or legal advice. We suggest that you consult with a qualified tax or legal advisor.

Consulting 98

Consulting Accounting Tax Planning Medical 98

eMoney Advisor

FEBRUARY 9, 2023

You can build trust and credibility by educating them with content applicable to them and their situation such as podcasts, videos, seminars, and blogs, but be sure to make yourself available when they have questions. It is not meant to be, and should not be taken as financial, legal, tax or other professional advice.

Financial Planning 95

Financial Planning Clients Planning Education 95

International College of Financial Planning

APRIL 20, 2022

They advise on investments, taxes, retirement, and estate planning. You should also know about investments, taxes, retirement, estate planning, and insurance. You can develop your financial planning skills by taking courses, reading books, and attending seminars.

Financial Planner 52

Financial Planner Certification Education Financial Planning 52

International College of Financial Planning

JULY 10, 2023

These encompass a wide array of subjects such as professional conduct and regulation, general principles of financial planning, and specific areas like estate planning, tax planning, investment planning, retirement planning, risk management, and insurance planning. Get in touch to get an insight into the CFP course details.

CFP 52

CFP Certified Financial Planner Financial Planner Financial Planning 52

Fortune Financial

JANUARY 11, 2024

Additionally, this strategy offers tangible benefits to the company, including enhanced productivity, a stronger employer brand and potential financial incentives like tax benefits. Consider offering traditional and Roth options to provide flexibility in future tax treatment.

Retirement Planning 59

Retirement Planning Education Insurance Retirement 59

Indigo Marketing Agency

FEBRUARY 27, 2024

In our Advisor Spotlight Series, we aim to highlight our amazing financial advisors who go above and beyond, whether through volunteer work, unique tax planning, or thought leadership (just to name a few). While at University of Kentucky, Steve taught several financial literacy seminars.

Financial Advisor 52

Financial Advisor Clients Tax Planning Wealth Management 52

eMoney Advisor

FEBRUARY 14, 2023

Now, I’ve read a bunch of books and I’ve been to many seminars, but I’m not a licensed therapist. It is not meant to be, and should not be taken as financial, legal, tax or other professional advice. We’re having this conversation, and suddenly we have tears going around the room.

Financial Planning 40

Financial Planning Planning Communication Clients 40

Indigo Marketing Agency

MAY 5, 2020

Also analyzing and seeing if plans have after tax 401k accounts. And as we all know, some stocks are doing better than others, but if there is a net unrealized appreciation in the employer stock sitting in the plan, different tax could be then supplied. So we understand the in-service on hardship, distribution market extremely well.

Retirement 52

Retirement Economics Retirement Planning Financial Planning 52

WiserAdvisor

MAY 31, 2022

Also, be careful about giving your financial documents like tax certificates, government identity cards, etc. If you get a free lunch from a salesperson at a seminar or event, take their material (brochures, pamphlets, etc.) Avoid giving any banking information, credit card pins, personal identity details, etc., on social media.

Investing 52

Investing Investments License Accounting 52

Indigo Marketing Agency

APRIL 23, 2020

So it’s not like you’re a CPA where every year on April 15th people have to file their taxes. People who’ve watched your webinars, or come to your seminars, all of those people. People can put off their financial plan, and their life insurance, and their college planning for years if not decades. It’s complex.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

The Big Picture

JUNE 6, 2023

SETHI: When I show people for example that if you take a mortgage, you might as well just add on 50 percent to that mortgage to account for taxes, interest, maintenance, opportunity costs they are shocked they can’t believe it. RITHOLTZ: Right.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

eMoney Advisor

FEBRUARY 23, 2023

Professionals who offer complementary services: Partner with trusted professionals in areas outside of your expertise, such as CPAs, lawyers, tax professionals, and mortgage professionals. It is not meant to be, and should not be taken as financial, legal, tax or other professional advice.

Financial Planner 118

Financial Planner Recruitment Clients Financial Advisor 118

Nationwide Financial

JULY 20, 2022

The lowest levels of knowledge were seen in topics related to enrollment, taxes, and inflation protection. Host a Social Security planning seminar for clients, either in person or online, to help them better understand their Social Security decisions.

Clients 98

Clients Planning Retirement Planning Retirement 98

Harness Wealth

MARCH 25, 2025

The demanding work environment of modern healthcare professionals can leave little time to manage the often complex tax arenas that accompany it. International assignments further require familiarity with the Foreign Earned Income Exclusion and applicable tax treaties to avoid double taxation.

Medical 52

Medical Taxes Tax Planning Education 52

Covisum

NOVEMBER 25, 2024

In recent consumer seminars, one of the most common questions we are getting is the question of tax on Social Security benefits.

Taxes 52

Taxes 52

The Big Picture

FEBRUARY 4, 2025

So from a publishing an academic perspective, it’s really good, but it’s just a, a little bit different in the sense that it is not, of course having the same environment, the same seminars and for that matter, the same people of course that are in the us. That’s why marginal tax rates in Denmark are 55%.

Economy 257

Economy Banking Economics Taxes 257