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TaxPulse Adds Credit Repair, Planning & Bookkeeping to Tax Office Software
6+ day, 8+ hour ago (320+ words) New modules let tax offices offer year-round services and generate revenue beyond filing season, all from one system Most tax offices earn the bulk of their income in a compressed filing window and go quiet the rest of the year....
Almost six in ten advisers open to simplified advice
1+ week, 13+ hour ago (40+ words) Editor at Professional Adviser Standard Life to add IHT planning and launch targeted support proposition Editor's view: The good, the great and the exceptional Part of white paper launching in November Without spending a penny on the social media platform...
Changing tax considerations are enabling valued advice conversations
1+ week, 15+ hour ago (631+ words) With significant tax and superannuation reforms now legislated or approaching commencement, advisers are increasingly focused on helping clients understand what practical steps they should consider before key dates take effect. The BT Technical team answer around 2,000 queries from advisers each…...
I’m 22 and my mom just died, leaving me $1.7 million. I'd like to go to med school and keep this inheritance private. I'm overwhelmed. What's next? - AOL
3+ week, 1+ day ago (1200+ words) An unexpectedly large inheritance can feel like winning the lottery — but it can also be an unexpected burden. From taxes and RMDs, to fending off friends and family who suddenly expect financial favors, the experience can be overwhelming. Take Chloe,…...
Don't wait for CIRO's IAP to sell your practice
3+ week, 5+ day ago (614+ words) Chris Arthur, Founder and Principal of Bold Wealth Partners, explains why advisors should focus on tax-efficient exit planning, corporate structuring, and succession strategies now rather than waiting for regulatory changes that may still be years away My advice, after reading…...
Sydney advice firm encourages women to act early on advice needs
3+ week, 6+ day ago (705+ words) moneymanagement.com.au...