Peter Braverman

How does your PI firm line up with these benchmark numbers? These standards can tell you whether or not your firm is functioning efficiently. If your numbers aren't lining up with these ones, request your spot at Xcelerate Your Average Fee 2024 to learn how to get on track! https://lnkd.in/gE_-n9eY

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Our new report analyzes difficult, but *revenue-neutral* ways to build a pro-growth set of reform options that would not significantly worsen the deficit or substantially change the distribution of the tax burden across the income scale. Read more: https://hubs.ly/Q02wnxcm0

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Our new report analyzes difficult, but *revenue-neutral* ways to build a pro-growth set of reform options that would not significantly worsen the deficit or substantially change the distribution of the tax burden across the income scale. Read more: https://hubs.ly/Q02ztSJm0

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Our new report analyzes difficult, but *revenue-neutral* ways to build a pro-growth set of reform options that would not significantly worsen the deficit or substantially change the distribution of the tax burden across the income scale. Read more: https://hubs.ly/Q02zSJyS0

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Discover how Aldrich's Outsourced Accounting services can help boost your business's efficiency, harness technology, and drive growth.    Click the link for insights from Eric Seifert, Partner and Director of Outsourced Accounting, and Portland Business Journal 40 Under 40 honoree: https://lnkd.in/grGaXRGP #Aldrich #OutsourcedAccounting #accountingsolutions

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EisnerAmper is on YouTube! Check out our short video on how some of America's largest companies have worked with FM to recover tens, if not hundreds of thousands in sales tax overpayments. And you can too! https://lnkd.in/epKAzKg9 #tax #accounting

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New on the blog, when to consider a financial audit for your company. Blu Ventures Partner Hal Shelton discusses the importance of a financial audit, when to implement this process, revenue thresholds and other considerations. #earlystagestartups #earlystageinvesting #vcfunding #founders https://lnkd.in/eU9jtasQ

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🤔 💡 Did You Know that S Corp distributions must be pro rata? Be sure to follow us for more insights on frequently unknown or misunderstood tax topics. https://hubs.ly/Q02T_XPj0 #HORNE #DYK #FranchiseOwner #FixedAsset #Tax #Franchise #Tips #BusinessOwner

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🌟 New Tech Exec Insights: Transforming Tax Advisory with Jason Wilcox 🌟 We are excited to share our latest "Tech Exec Insights" interview, featuring an enlightening conversation with Jason Wilcox, CTO of Source Advisors. Jason delves into the strategic role of technology in revolutionizing tax advisory services, including the integration of AI and data analytics to enhance service delivery and operational efficiency. Discover how Source Advisors is setting new standards in the industry. #TechExecInsights #TaxAdvisory #Innovation #AI #DataAnalytics

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A guide to help you understand fractional financial leadership and ethics: "How Outsourced CFOs Handle Ethical Considerations" https://hubs.ly/Q02qygf10 #CFOselections

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It’s the season for harvesting—but we're not talking about pumpkins. At Vise, our tax-loss harvesting (TLH) strategy targets daily opportunities to minimize clients' tax liability and maximize tax alpha. How Vise seeks to generate over 3% of tax alpha annually: 1. Harvest regularly—daily opportunities, not just end-of-year. 2. Harvest broadly—focus on individual stocks, not just whole funds. 3. Harvest systematically—a powerful algorithm to automate it all. No more end-of-year scrambling! Watch as Andy Waisburd, Vise's Co-Chief Investment Officer, explains how Vise's TLH strategy can help clients reap the rewards all year round.

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Transitioning a portfolio usually involves realizing gains and generating tax bills. Hear from our Chief Product Officer, Swati Bairathi, about how our technology estimates both factors, answering main questions from the advisor’s perspective as well as the investor’s. https://lnkd.in/eE5nhwBY #taxsavings #financialadvisors

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Now available on-demand! “Charting the Course: A CFO's Guide to Modern Fund Management in 2024” Hear from Joe Harrington, Partner at PwC US, Dana Van Wie, Partner at PwC US, and Adam Walker, Industry Principal of Fund Solutions at Juniper Square, discuss: ▶ How the role of the CFO and skills required of finance leaders are changing ▶ How technology and innovation are transforming fund operations ▶ The importance of investing and building people-first, data-organized systems  ▶ Assessing and mitigating risks, including cybersecurity threats, operational errors, and human error Link to the recording in the comments.

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CLA private client services brings tax and wealth advisory services together. Because decisions you make with one can impact the other. We call it Twealth. You’ll call it amazing. https://hubs.li/Q02SXWcz0

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What sets the sold firms apart? Preparation, technology, and knowing when to exit. For more on what drives firm valuations: https://lnkd.in/e8KMQNsA #AccountingFirmSales #RightExit #ExitStrategy #Sub5MMarket

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ICYMI: Our recent webinar on crypto accounting is now available on-demand! TaxBit's experts Aaron Jacob and Reagan Cook shared essential tips on navigating the challenges of crypto accounting under new FASB rules, along with actionable insights for your team. Don't miss out—download the recording today and equip your team with the knowledge to tackle crypto accounting in the Web3 era. Watch on-demand: https://ow.ly/9XtP50SRgMG #CryptoAccounting #Web3 #TaxCompliance #Finance #Accounting

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Going public? Understanding the PCAOB is crucial for your IPO success. The Public Company Accounting Oversight Board (PCAOB) plays a vital role in maintaining integrity in financial reporting for public companies. This article outlines what you need to know before navigating the process: https://bit.ly/4feb33v #GrassiInsights #IPO #PCAOB #Audit

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Fractional CFO services are transforming businesses by offering financial guidance without the full-time cost. Understand how they fit into your existing offerings, and see how they can attract a broader clientele for your firm: https://bit.ly/3yU3RcC

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