by 卡塔尔世界杯常规比赛时间 research
potential clients need to hear from you various ways before they finally recognize your services and understand what you offer.
exclusively for pro members. log in here or 2022世界杯足球排名 today.be creative in your marketing use of various media to reach out to the public. a marketing activity should be on your daily to-do list. read more →
what once was seen as a tax loophole is now becoming a mainstream strategy for business continuity—if done right.
the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间
the world of business risk has changed drastically since 1986, and so has the way innovative entrepreneurs protect themselves. in a recent episode of the concierge cpa, host dr. jackie meyer sits down with van carlson, founder and ceo of sra 831(b) admin, to demystify one of the most misunderstood tools in modern financial planning: the 831(b) captive.
at its core, the 831(b) tax code allows business owners to form small insurance companies to self-insure specific risks. but as carlson explains, “it’s not just about taxes—it’s about protecting your business from the risks no one else will cover.”
what our busy season barometer didn’t ask (but should have).
by 卡塔尔世界杯常规比赛时间 research
the annual 卡塔尔世界杯常规比赛时间 busy season barometer is one of the most widely researched and respected surveys of trends at accounting firms across the nation.
exclusively for pro members. log in here or 2022世界杯足球排名 today.
as you know if you’re one of the hundreds of barometer respondents, the survey looks for a wide range of hard data and subjective opinions. among them:
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david lau is the founder and ceo of dpl financial partners, a privately held financial services firm that specializes in the development and distribution of low-cost, commission-free insurance and annuity products, for registered investment advisors (rias) and individual investors. |
plus four common misconceptions.
by david lau, founder and ceo of dpl financial partners, and
ross mcgoodwin, regional vice president at dpl financial partners
the holistic guide to wealth management
after the stock market swooned (-22% s&p 500) and the majority of bond indices suffered double-digit losses in 2022, protection and income solutions are at the forefront of planning discussions. instead of these principal protection and income solutions being offered only by commission-based agents, however, now they can be offered by fiduciaries for planning discussions and appropriate implementation.
exclusively for pro members. log in here or 2022世界杯足球排名 today.
according to limra (life insurance marketing and research association), retail annuity sales in 2022 shattered the annual sales records set during the global financial crisis of 2008. for instance, fixed-rate deferred annuities totaled $113 billion, more than double the sales in 2021, limra reported. cd alternatives, such as fixed-rate deferred annuities, provide security and tax-deferred growth. i have found this helps clients guarantee upside return, something they are actively seeking after one of the worst years in combined equity and bond performance since world war ii. i’ve also found that fee-only options will provide higher rates compared to traditional, commission-based solutions.
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accounting influencers
with rob brown
in a wide-ranging conversation on the accounting influencers podcast, ramsey reflects on his tenure, the profession’s most significant challenges, and what excites him most about the future.
“it’s a huge role,” ramsey says, “but it’s also a wonderful opportunity.”
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