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#FASuccess Ep 412: 3X’ing The Business With No More Than 50 Great Clients By Hyperfocusing On Who You Can Add The Most Value For, With Anjali Jariwala

Nerd's Eye View

So, whether you're interested in learning about building a profitable hyperfocused practice, implementing a marketing approach that reaches a firm's ideal target client, or adding value for clients by offering advanced tax planning, then we hope you enjoy this episode of the Financial Advisor Success Podcast, with Anjali Jariwala.

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Automated Tax-Loss Harvesting Technology: Is The Value Overstated?

Nerd's Eye View

Unfortunately, much of the technology dedicated to automated tax-loss harvesting fails to consider the individual tax circumstances that drive most of the true value of harvesting losses, and instead focuses on the portfolio-management aspect of efficiently capturing as many losses as possible. Read More.

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101 Ways Financial Advisors Can Add Value For Their Clients

CFO News Room

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. Executive Summary.

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2022 Best-Of Highlights From The Nerd’s Eye View Blog

CFO News Room

Personally, it has been a big year of change as well, with the Kitces.com platform adding new team members, rolling out a new IAR CE offering and our latest Estate Planning course, and introducing the AdvisorTech Directory, among other additions, to fulfill our own mission of “Making Financial Advicers Better and More Successful”.

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Big Tech Compliance Tracker: EU Aims To Have Big Tech Share Data With Smaller Competitors; Banks Oppose Potential Big Tech Banking Charters

PYMNTS

Gatekeepers shall not use data received from business users for advertising services for any other purpose other than advertising services,” according to the draft, as per FT. Banks Oppose Idea Of Possible Big Tech Banking Charters. Last week, a U.S. 25 statement.

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5 Tips to Maximize Your SBA Loan Benefits This Tax Season

CSC Advisors

Understanding how to maximize tax benefits can significantly impact your bottom line, allowing you to reinvest in your business and improve cash flow. Maximize Interest Deductions The interest paid on your SBA loan is generally tax-deductible as a business expense. million for equipment purchases.

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Facebook, Google Targeted In Revised Franco-German Tech Tax

PYMNTS

According to the Financial Times ( FT ), the new version would target tech giants like Facebook and Google through their sales of advertising. This tax is a replacement for the original plan that would have targeted around 180 of the largest technology groups by capturing activities such as data sales, raising an estimated €5 billion ($5.69