Is your CPA firm drowning in inefficiency? 🔇 Discover the silent threat dragging down your bottom line and how others have found the key to turning the tide. What if the solution was simpler than you ever imagined...? 🙄
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When addressing a judge or jury about a complex financial issue are you sure they’ve understood what you said? To win the confidence of a judge or jury your message must be understood. Serving as an expert witness goes beyond being a good fact-finder. Pulling the facts together in an ethical way AND communicating them in an easily absorbed manner is the key to success. See more about our Expert Witness services: https://bit.ly/3lfs2er
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Over 30 years of stabilising trading, recovering value and protecting employees. Tailored debt solutions that help you breathe again.
Navigating financial storms? Don't wait until the waters are over your head! Our '𝘞𝘩𝘺 𝘌𝘯𝘨𝘢𝘨𝘪𝘯𝘨 𝘢𝘯 𝘐𝘯𝘴𝘰𝘭𝘷𝘦𝘯𝘤𝘺 𝘗𝘳𝘢𝘤𝘵𝘪𝘵𝘪𝘰𝘯𝘦𝘳 𝘌𝘢𝘳𝘭𝘺 𝘪𝘴 𝘊𝘳𝘶𝘤𝘪𝘢𝘭' blog dives deep into the importance of connecting with an Insolvency Practitioner early. Discover how proactive steps can lead to more options, better strategies, and a smoother journey through financial challenges - plus, learn the ins and outs of safeguarding your business's future and ensuring a more stable future. https://lnkd.in/ebir_hRE
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Global Business Advisor | Helping Entrepreneurs Build Empires, One Asset At A Time
Stepping into the role of a trustee can be overwhelming. 😩 If you're navigating these waters for the first time, my latest video is a must-watch. Dive in as I uncover a common yet costly mistake trustees often make, and arm yourself with the knowledge to steer clear. Curious to learn more? Leave a comment below! #TrusteeTips #FinancialLiteracy #EstatePlanning #FinancialGuidance #AccountingAdvice #TrustManagement #CPAInsights #WealthProtection #FiduciaryDuties #AvoidingMistakes
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In this newsletter, Van Mueller discusses the DOL's new fiduciary rule, plus you'll get questions to spark conversations with your business-owning and high-net-worth clients. Want more detail? Check out the full post here: https://lnkd.in/etDyBCxa
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'What if all my clients leave?' 🫣 This is the most common fear we hear when talking to accountants about raising their prices. It's a fear Sarah Bedford knows all too well. As she explains here, it's not a rational fear... And it's possible to overcome with the correct tools in place. Considering repricing your clients but not sure where to start? Click below to watch our expert panel of three firms share their repricing experiences and learn how you can too. 🚀 https://lnkd.in/eDCJsVnk
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In this Must Know Minute, Greg Seador discusses the need, when a dispute arises, for organizations to evaluate their appetite for risk, the range of potential outcomes, and how much it may cost to litigate the dispute. Check out Greg’s video to learn more. Click here to see more Must Know Minute videos: https://lnkd.in/eW73vKbh
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I help high performance business owners realize their financial dreams through confidence in numbers. Think of me as your personal trainer for financial results except I do the workout and you get the results.
🚨 Upcoming Webinar Alert! 🚨 Join our me alongside The Rainmaker Institute, for an exclusive webinar on "The 5 Biggest Financial Mistakes Law Firms Make." 💡 Learn how to avoid these costly errors and gain practical strategies to set your firm up for long-term financial success. Don't miss out on this chance to hear from one of the leading financial experts in the industry! 🗓️ Date: September 26th 🕒 Time: 1 PM PST / 4 PM EST 🔗 Save your spot here: https://lnkd.in/gjzu7d8m #Webinar #FinancialTips #LawFirmSuccess #TheRainmakerInstitute
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In Part 2 of Federal Tax Updates BOI series, Roger and I dive into the most challenging parts of Beneficial Ownership Information reporting requirements, focusing on how to determine beneficial owners and the steep penalties for non-compliance, which can add up quickly at $591 per day. We also dissect FinCEN’s FAQs on substantial control, highlighting the gray areas that could pose risks for both business owners and tax pros. This episode is packed with information for those considering offering BOI services, including strategies like using engagement letters and exploring insurance coverage to help you protect yourself and your clients. Don’t miss this essential episode! https://lnkd.in/g94Gdvgs
