LPL Financial is empowering its advisors to retain tax planning business in-house rather than referring clients to external services – and to leverage an outsourced CFO in their business. The firm’s newest Tax Planning Service links advisors with LPL’s tax planning specialists to enable them to identify clients who would benefit from the service, provide…
Author: Thomas Powell
Entrepreneurs share their business journey at EforAll showcase
A cohort of entrepreneurs shared their products and knowledge at a showcase in Longmont. Thirteen entrepreneurs gathered at the Innovation Center of St. Vrain Valley Schools on Wednesday, equipped with newfound knowledge and a passion for businesses. Each entrepreneur underwent three months of training in an accelerator program facilitated by Entrepreneurship for All, or EforAll,…
Legal aid group sues Mass. to prevent a waitlist for family shelter
Late on Friday, the legal aid group Lawyers for Civil Rights filed a class action lawsuit to stop the state shelter system from imposing a cap on how many families it can serve. The lawsuit claims the Healey administration is rushing changes that undermine the commonwealth’s 1983 “right-to-shelter” law. On October 16, Gov. Maura Healey…
DDX in Dubai’s first real estate asset tokenisation initiative
DDX Global, a consultancy specialising in real-world asset tokenization, has launched its operations in Dubai, with the announcement of ‘Desert Pearl’, a first-of-its-kind real estate development that will be driven by tokenization technology. At the launch ceremony held at the Armani Hotel in Burj Khalifa, DDX Global unveiled details about ‘Desert Pearl,’ which will be…
Tax Worries? You Don’t Have Attorney Client Privilege With Your Accountant
tax evasion and avoidance concept Getty Taxes are complex, and the line between creative tax planning and tax evasion isn’t always clear. How aggressive are you being? Are you claiming something the IRS may view as over the top? Do you have exposure for past years, and would amending your past tax returns make the…
Why many students still haven’t heard of financial planning careers
Growing up, George Allen knew that his parents “weren’t very good with money.” “I’ve seen their mistakes. I want to be better in that aspect,” Allen, a student in the School of Financial Planning at Texas Tech University, said in an interview. He wasn’t sure what career would encompass that. But one day in his…
Insurance Analytics Market Rising at 14% CAGR to Hit US$ 49 Billion by 2033: Fac…
Rockville , Oct. 25, 2023 (GLOBE NEWSWIRE) — The global Insurance Analytics Market is currently valued at US$ 13.15 billion and is forecasted to progress at a high-value CAGR of 14% through 2033, as per Fact.MR, a market research and competitive intelligence provider. The market is undergoing a fundamental transition, affecting the way insurance firms…
Bloom Holding Wins Best Mixed-Use And Residential Development In Abu Dhabi With …
(MENAFN- Mid-East) Bloom Holding, one of the UAE’s foremost real estate development companies, has won two Arabian Property Awards for its fully integrated and all-inclusive project in Abu Dhabi, Bloom Living. The master-planned community received awards for ‘Best Mixed-use Development’ and ‘Best Residential Development’. Each of the two awards categories welcomed hundreds of entries, including…