If you’re an advisor or CPA, you probably have high income, self-employed clients whose occupations may not appear to be just that. People with these occupations make enough money to live – and more – and are looking for strategies to reduce their taxes. We found five...
Defined Benefits May Take the Sting Out of Tax Time CPA Pamela Schuneman shares how defined benefit plans can help small businesses under the right circumstances. If you are high income self employed and want to see how a defined benefit plan may benefit you, use our...
‘Overwhelmed’ Consumers Could Use Advisor Help A recent survey examining Americans attitudes toward money and saving says that consumers put cell phones before retirement accounts when choosing how to spend their money. Via Plan Adviser Seven Top Financial...
This week’s round up includes advisors who go beyond investment advice, climate change and investment, time management for advisors, applying ‘Michelin three-star’ concept to advisors and ways to save money on taxes before year’s end. Advisors...
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