Financial Planning

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Form 1099-S: What It Is and How to Use It Form 1099-S: What It Is and How to Use It

You might receive Form 1099-S this year if you sold a house, some land, or another piece of..
Form 1099-H: The Health Coverage Tax Credit Form 1099-H: The Health Coverage Tax Credit

Form 1099-H was last used for tax year 2021 and was issued to people who received advance payments..
Estate Planning for Married Couples: Joint or Separate Plans? Estate Planning for Married Couples: Joint or Separate Plans?

Every adult can benefit from having an estate plan in place. When you get married, it becomes even..
Form 1099-CAP: What It Is and How to Use It Form 1099-CAP: What It Is and How to Use It

The Internal Revenue Service (IRS) uses 1099 forms, also called information returns, to report..
Form 1099-A: What It Is and How to Use It Form 1099-A: What It Is and How to Use It

Form 1099-A typically lands in your lap after a foreclosure or when your property securing a debt..
What You Need to Know Before Executing a Power of Attorney What You Need to Know Before Executing a Power of Attorney

A Power of Attorney is one of the most used estate planning tools. At some point in your life, you..
2023 shatters all-time record for annuity sales 2023 shatters all-time record for annuity sales

Total annuity sales easily eclipsed 2022 — which had set an all-time record.
What are the 2 type of budget? What are the 2 type of budget?

The different types of budgets in companies are 1.Static budgets are fixed or unchanged budgets...
Once-in-generation opportunity to fix tax advice market Once-in-generation opportunity to fix tax advice market

The Association of Accounting Technicians (AAT) has responded to HMRC’s long-awaited consultation..
Small Business Advice: Building and Maintaining Relationships with Suppliers and Vendors Small Business Advice: Building and Maintaining Relationships with Suppliers and Vendors

Learn how to build and maintain strong relationships with your suppliers and vendors as a small..
Boosting Productivity in Small Businesses Boosting Productivity in Small Businesses

Learn from an expert about practical ways to increase productivity in small businesses without..
Small Business Advice: Utilizing Technology to Improve Operations Small Business Advice: Utilizing Technology to Improve Operations

Discover how small business owners can effectively use technology to improve their operations and..
Small Business Advice: Creating a Strong Brand Identity Small Business Advice: Creating a Strong Brand Identity

Learn how small business owners can create a strong brand identity to differentiate their business..
Small Business Advice: How to Stand Out from Competitors Small Business Advice: How to Stand Out from Competitors

Learn effective ways to differentiate your small business from competitors and attract more..
representing-clients-in-contested-guardianship-hearings representing-clients-in-contested-guardianship-hearings

Representing clients in contested guardianship hearings is a specialized area of law that requires..
navigating-trust-modifications-or-terminations navigating-trust-modifications-or-terminations

Navigating Trust Modifications or Terminations: A Delicate Process in Fiduciary Management Trusts ..
What is the Role of a Probate Attorney in Settling an Estate? What is the Role of a Probate Attorney in Settling an Estate?

Settling an estate after the death of a loved one can be a daunting task, fraught with legal..
handling-guardianship-disputes handling-guardianship-disputes

Handling Guardianship Disputes: Navigating the Waters of Family Discord and Legal Complexity ..
will-contests-disputes will-contests-disputes

Will Contests and Disputes: Navigating the Turbulent Waters of Estate Litigation Death, as..
closing-the-estate closing-the-estate

Closing an estate is a multifaceted procedure that marks the end of a legal and personal journey..
Morgan Stanley to pay $249M to end block trade probes Morgan Stanley to pay $249M to end block trade probes

The deal would end an investigation into Morgan Stanley's employees' handling of stock sales big..
trust-administration trust-administration

Trust Administration: Navigating the Path of Fiduciary Responsibility Trust administration is a..
tax-planning-and-advice tax-planning-and-advice

Tax Planning and Advice Tax planning is an essential aspect of financial management that involves ..
property-appraisal-and-inventory property-appraisal-and-inventory

Property appraisal and inventory are critical components of the real estate industry, financial..
designating-beneficiaries designating-beneficiaries

Designating beneficiaries is a crucial aspect of financial and estate planning, which often goes..
Estate Planning: Tax Implications and Strategies for 2024 Estate Planning: Tax Implications and Strategies for 2024

📅 2024 is here, and it's time to take control of your financial future! In this video, we delve..
View Your Company’s Potential Value View Your Company’s Potential Value

v360™ Enterprise Value Roadmap – A Powerful Tool to Drive Value Optimization Increasing shareholder ..
5 Top Strategies to AVOID Death Taxes 5 Top Strategies to AVOID Death Taxes

Death and Taxes: If you have over $12.92M in total assets, the federal estate tax rate is an..
3 Minutes with Jeri Williams 3 Minutes with Jeri Williams

Jeri Williams set up Smooth Accounting because she was tired of boring, old-fashioned firms who..
Best in bookkeeping: How you can be at the forefront of an evolving role Best in bookkeeping: How you can be at the forefront of an evolving role

The responsibilities of a bookkeeper have been undergoing a significant transformation in recent..
Sustainability Zone launching at Accountex Sustainability Zone launching at Accountex

Accountex London is excited to announce the launch of the Sustainability Zone, sponsored by Sage...
The best books for financial advisors in 2023 The best books for financial advisors in 2023

From money management classics to a musical memoir, these are the 15 books financial advisors found ..
Employment Hero acquisition enables world’s first fully automated payroll solution Employment Hero acquisition enables world’s first fully automated payroll solution

Global employment management and payroll platform, Employment Hero, has announced the acquisition..
The Power of AI for Accountants The Power of AI for Accountants

Artificial Intelligence (AI) has certainly made its mark across a number of industries and the..
The Easiest Way to Understand Tax Planning The Easiest Way to Understand Tax Planning

Learn the rich's tax secrets with my new book! Click the link belowA comprehensive talk on what tax ..
Get ready for Accountex London 2024: First speakers announced Get ready for Accountex London 2024: First speakers announced

Accountex London is returning in the Spring, on 15-16 May 2024. London’s ExCeL is expected to..
Lisa Valencia offers tax season, estate planning tips Lisa Valencia offers tax season, estate planning tips

What is estate planning? Lisa Valencia, a Shea Law partner, has some tips.
Third annual Black Wealth Summit highlights paths for building legacies Third annual Black Wealth Summit highlights paths for building legacies

The event's theme this year was creating a culture of accountability, and speakers aimed to help..
Fund-advisor matchmaking platform launching at Art Basel Miami Beach Fund-advisor matchmaking platform launching at Art Basel Miami Beach

DFD Partners has attracted thousands of advisory practices to its software seeking to remove..
New Janney president plans to lure advisors with strong tech New Janney president plans to lure advisors with strong tech

Some think the firm needs to become better known if it's to reach its growth goals.