How to Research Reviews on the Income Tax Planning Network

It’s pretty staggering the level of visibility the Income Tax Planning Network is reaching from all corners of the corporate and entrepreneurial stratosphere, so needless to say, we find it a bit laughable that there needs to be a sort of “how-to” on researching the network and finding more goodies to read about regarding our […]

The post How to Research Reviews on the Income Tax Planning Network appeared first on THE INCOME TAX PLANNING NETWORK.

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Why Bringing an Attorney to Speak With Your Financial Advisor Can Win You Brownie Points

The beautiful thing about having that attorney by your side is this — legal protection. That’s not to say that a financial advisor, for instance, would try to scam you (although you might find a few who would). But even the best financial advisors out there have a hard time really explaining how things work to a client who knows absolutely nothing about the business. An attorney, however — especially one well versed and specialized in finance, investments, and business law — can work with your advisor and get things squared away without you having to pick your own brain and move some shelves aroundRead More →

The post Why Bringing an Attorney to Speak With Your Financial Advisor Can Win You Brownie Points appeared first on Cloud Based Bookkeeping.

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Getting the Goods on a Lost Client of a Financial Advisor

No one likes losing a client. Whether it’s an attorney, or a bookkeeper, or even a taxi cab driver, when that potential account with money goes bye-bye, the world’s over. One may ask, though, why? Why did the account drop in the first place? And should you have a right to know if you’re prospecting a particular financial advisor to determine the best qualifications? The answer, in short, is YES. It’s Your Interview With the Financial Advisor Not the other way around. You, therefore, have the right to ask whatever questions you want to ask that financial advisor. It’s a consultation. That’s what it’s for. So goRead More →

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Predicting Cash Flow Investments: Not an Easy Feat

Sure, you’re good at numbers and you might not need that personal CPA to handle your income taxes (we beg to differ). But if you operate a business and do your bookkeeping, watch out: reporting cash flow investments isn’t as easy as it looks! You Actually Need to Have at Least SOME Understanding of GAAP […]

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3 Top Central Figures in Today’s United States News

ShareFollow Us!It’s a fact: you can learn a lot from people! Whether it’s Luke Skywalker or Casper the Friendly Ghost, it doesn’t matter. United states news, current events, developments, trends, innovations in any industry, whether it’s real estate on Google+, personal finance, the growing situation with ID theft, or even jobs and employment, it helps […]

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