Compensation, Salary, Bonus, Profit Sharing
How to Pass the CPA Exam
This article discusses how to create a study plan to pass the AICPA CPA exam. If you're looking for information about how to prepare for, then pass, the CPA exam, you've come to the right place.
Total Compensation of CEOs at Health Insurance Companies
CEO compensation remains a debated topic in the United States as fewer people have health insurance. According to the U.S. Census in 2010, almost 51 million Americans don't have health insurance. CEO compensation, along with executive management compensation, angers citizens and confounds regulators.
Use Cold Calling To Jump Start or Supplement Your Client Development
This is an article about cold calling techniques and prospecting for new financial services clients. If you're looking for information about cold calling techniques, you've come to the right place.
Your 2010 Tax Return
This article is about preparing and filing 2010 tax returns. Tax planners, certified public accountants (CPAs), businesses and individuals need a checklist of items needed to file your 2010 tax return.
Healthcare Insurance Commissions: Cut to the Bone
This is an article about proposed fee-based compensation changes in the health insurance industry. If you're looking for information about healthcare insurance sales and producer compensation practices, you've come to the right place.
Deduct Business and Medical-Related Mileage on Your Tax Return
This is an article about how to deduct business mileage on your tax return. The article also discusses how to deduct medical miles for tax purposes. If you're looking for information about how to deduct business miles on your tax return, you've come to the right place. File a Schedule A along with the IRS 1040 tax return to claim business miles...
CFA Average Compensation
This is an article about CFA compensation. If you're looking for information about chartered financial analyst compensation, you've come to the right place.
How To Avoid An IRS Tax Audit
This is an article about how to avoid an IRS tax audit. If you're a small business owner or small proprietor, you've come to the right place for information about tax planning and tax audit.
Obtain and Maintain Your PTIN
This is an article about how to be a competent tax return preparer. If you're looking for information about how to be considered a competent tax return preparer, you've come to the right place.
CFA Strategic Frameworks
CFA Strategic Frameworks
How To Survive a Financial Advisor Layoff in Financial Services
This is an article about how to survive a financial advisor layoff in financial services. Not all broker-dealers, banks, insurance companies, financial planning firms, and wealth management companies suit all financial advisors. Take the pause, if you're laid off, to identify a firm that matches your vision of how to build a financial services...
3 Reasons Why the Hybrid RIA Model is Growing
Financial services firms are increasingly turning to the hybrid RIA model to gain the flexibility and benefits of commission-based and fee-based services.
Changes Coming for Advisor Compensation
An increasing number of firms are moving away from traditional compensation structures and are prioritizing client satisfaction measures alongside production.
3 Little-Known Tax Deductions Financial Advisors Miss
Many financial professionals don't make the most of the tax deductions available to them.
3 Advisor Compensation Trends to Watch
Financial services industry compensation is changing and financial advisors should stay on top of compensation trends to protect their profitability.
4 Tips for Developing a Succession Plan
Don't make the mistake of neglecting succession planning.
How Fee-Based Business Boosts Your Bottom Line
Fee-based business is growing and advisors are switching compensation modes to attract more affluent clients and increase revenue.