Financial Planning

Survey Reveals 90% of UK Accountants Charge Between £126 to £400 for a Tax Return Survey Reveals 90% of UK Accountants Charge Between £126 to £400 for a Tax Return

IRIS Software Group, a leading global software provider of accounting, edtech, payroll and HR..
Tax Planning for Ag 2022 Tax Planning for Ag 2022

We sit down with Bill Doll, Senior Partner at Reiser Jennings & Co. He shares information current..
Lightyear strengthens data offering with new financial analysis tools and launches fractional limit .. Lightyear strengthens data offering with new financial analysis tools and launches fractional limit ..

Today, investment platform Lightyear rolls out candlestick charts for extended financial analysis..
Provisions To Exclude From Your Will or Trust Provisions To Exclude From Your Will or Trust

Get together with like-minded individuals in our Impactful Inheritance community to discuss..
New additions announced for Accountex, covering everything from cyber security to wellness New additions announced for Accountex, covering everything from cyber security to wellness

There’s not long until Accountex London is opening its doors at London’s ExCeL to over ten thousand ..
These wealth management stories won big awards for FP reporters in 2023 These wealth management stories won big awards for FP reporters in 2023

From the rise of ChatGPT to ESG hypocrisy and in-depth reporting on DEI issues in wealth management,..
The 5 hardest things to tell your client — and how to break the bad news The 5 hardest things to tell your client — and how to break the bad news

From You can't retire yet to Your husband is gambling away your savings, here are the toughest..
The art of asking: How the right questions, worded precisely, can help older clients The art of asking: How the right questions, worded precisely, can help older clients

By combining strategic queries with compassion and empathy, financial advisors can convey the..
When To File A Federal Estate Tax Return After Married Person Dies When To File A Federal Estate Tax Return After Married Person Dies

Our national estate planning law firm website: To request a no-cost zoom estate planning design..
CIPP – here to support you! CIPP – here to support you!

CIPP’s CEO, Jason Davenport, believes that now’s the time to invest in your payroll departments!..
The Future of Accounting: Emerging Trends and Technologies The Future of Accounting: Emerging Trends and Technologies

New trends and technologies are revolutionising the field of accounting. Gone are the days of..
Smaller payroll firms risk being left behind by automation Smaller payroll firms risk being left behind by automation

New research from people management and payroll platform Employment Hero shows smaller payroll..
Is Trust income taxed to the trust or beneficiary Is Trust income taxed to the trust or beneficiary

Is Trust income taxed to the trust or beneficiaryAt CMS Law Firm we do estate planning, we do it..
Tech, transparency and automation: tips to start the new financial year off right Tech, transparency and automation: tips to start the new financial year off right

The end of the tax year often begins with relief. Relief the tax return deadline has been met (we..
The Impact of Real Estate Costs on Businesses in Northern Louisiana The Impact of Real Estate Costs on Businesses in Northern Louisiana

When it comes to selling a home, the realtor's commission is often the biggest expense. However, it ..
4 big AI trends that wealth managers should pay attention to 4 big AI trends that wealth managers should pay attention to

According to a new study from F2 Strategy, AI enthusiasm is high in wealth management, but..
What the growing family office sphere means for wealth managers What the growing family office sphere means for wealth managers

From addiction counselors to fund managers who can schedule roof repairs, today's family offices..
What Does A Trust Attorney Recommend For Tax Planning What Does A Trust Attorney Recommend For Tax Planning

What Does A Trust Attorney Recommend For Tax Planning
Is Trump Flipping On Social Security Benefits Is Trump Flipping On Social Security Benefits

In this video, Disability Attorney Walter Hnot of Disability Resolution goes over the new news on..
Wolters Kluwer launches CCH iFirm® tax and accounting cloud platform in the U.K Wolters Kluwer launches CCH iFirm® tax and accounting cloud platform in the U.K

Continuing its global rollout, the award-winning CCH iFirm is set to transform British tax and..
Financial Support When You Need It: Exploring Lenders In Baltimore County Financial Support When You Need It: Exploring Lenders In Baltimore County

In the realm of managing your financial well-being, having access to reliable lenders can be a..
The Impact of Education Level on Northern Louisiana Businesses: A Comprehensive Guide The Impact of Education Level on Northern Louisiana Businesses: A Comprehensive Guide

Louisiana has seen a remarkable improvement in its education system in recent years. This shift in..
Estate Planning for Frequent Travelers Estate Planning for Frequent Travelers

Estate planning is a complex, yet crucial, process that can be made even more challenging by..
iwoca partners with business account provider Countingup to offer flexible loans iwoca partners with business account provider Countingup to offer flexible loans

iwoca, one of Europe’s largest SME lenders, today announces a partnership with business account..
ACCOUNTANT EXPLAINS Important TAX CHANGES in CANADA for 2024 | TFSA, RRSP, FHSA, CPP & Tax.. ACCOUNTANT EXPLAINS Important TAX CHANGES in CANADA for 2024 | TFSA, RRSP, FHSA, CPP & Tax..

Are you a Content Creator, Consultant or Coach in Canada looking for a Tax Accountant? Contact us..
The $18,000 Present Interest Annual Exclusion The $18,000 Present Interest Annual Exclusion

Our national estate planning law firm website: To request a no-cost zoom estate planning design..
2026 Income and Estate Tax Cut Sunset 2026 Income and Estate Tax Cut Sunset

Show Notes: A tax-free retirement at age 70 and beyond can be achieved through proper planning and..
XBert, the AI-powered work intelligence tool for Accountants and Bookkeepers, launches in the UK XBert, the AI-powered work intelligence tool for Accountants and Bookkeepers, launches in the UK

XBert, the future leading AI-powered software for bookkeeping and accounting teams, is now..
Seniors Guide to Preventing Identity Theft Seniors Guide to Preventing Identity Theft

Impacting over five percent of all seniors, financial fraud and exploitation rank as the most..
The AI Revolution: Reshaping the role of accountants in the digital era The AI Revolution: Reshaping the role of accountants in the digital era

Few could have predicted the rise of artificial intelligence and the speed at which it has..
Finding the Best Mortgage Lenders in Baltimore Finding the Best Mortgage Lenders in Baltimore

Are you looking for the best mortgage lenders in Baltimore? Learn more about Fairway Independent..
What Types of Business Licenses and Permits Do Entrepreneurs in Aurora, Colorado Need to Obtain? What Types of Business Licenses and Permits Do Entrepreneurs in Aurora, Colorado Need to Obtain?

Starting a business in Aurora, Colorado requires entrepreneurs to obtain various licenses and..
Business Events and Conferences in Northern Louisiana: Unlocking Opportunities for Growth Business Events and Conferences in Northern Louisiana: Unlocking Opportunities for Growth

Explore the many business events held near you and unlock new opportunities for growth. Whether..
Tax Differences EXPLAINED: LLC, S Corp, Partnership, Sole Prop Tax Differences EXPLAINED: LLC, S Corp, Partnership, Sole Prop

In this video, I explain the tax differences between a sole proprietorship, LLC, S Corporation and..
ACCOUNTEX ESPAÑA 2023 closes its second show, breaking records with more than 5,000 attendees ACCOUNTEX ESPAÑA 2023 closes its second show, breaking records with more than 5,000 attendees

On the 7-8 of November, the accounting and finance profession reunited at ACCOUNTEX ESPAÑA to..
Lightyear records bumper year for retail and business investing Lightyear records bumper year for retail and business investing

Investment platform Lightyear announces a record year of investment activity on the platform...
Lightyear expands into exchange traded commodities with launch of gold Lightyear expands into exchange traded commodities with launch of gold

Today, investment platform Lightyear announces its expansion into exchange traded commodities..
The Impact of Websites on Businesses in Bexar County, TX The Impact of Websites on Businesses in Bexar County, TX

Learn about the importance of having a website for businesses in Bexar County, TX and the current..
The Resilience of Businesses in Bexar County, TX: A Look at Those That Have Stood the Test of Time The Resilience of Businesses in Bexar County, TX: A Look at Those That Have Stood the Test of Time

A look at the number of businesses in Bexar County, TX that have been in operation for over 10..
The Impact of Bankruptcy on Businesses in Bexar County, TX The Impact of Bankruptcy on Businesses in Bexar County, TX

Discover the number of businesses that have filed for bankruptcy in Bexar County, TX in the past..