One of the topics I talk about often flies under the radar for other financial advisors As a financial advisor, my job covers many topics that …
recordkeeping
Tax Tips for Private Foundations
Tax planning is different for private foundations than other charitable organizations. Private foundations pay an excise tax. Generally started by a …
Home Office Space: Are you Deducting it Correctly?
Millions of people work out of their homes on daily basis. Running a small home business or telecommuting, working from home is a cost effective plan. …
Broker Dealer Annual Audit: Checklist of What you Need to Prepare
Changes to the annual audit require broker-dealers to be proactive in being prepared. Working closing with the US Securities and Exchange Commission …
Broker Dealer Annual Audit: Checklist of What you Need to PrepareRead More
Small Business Records: What to Keep and What to Toss
Small business owners are subject to the same kind of thorough record keeping as giant corporations. Don’t make the mistake of destroying small …
Small Business Records: What to Keep and What to TossRead More