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WealthStack Podcast: Fixing RIA Fee Billing with Lacey Shrum

Smart Kx founder Lacey Shrum details the challenges RIAs face with billing and how the company's software solves them through automation. ....

Shannon Rosic , Lacey Shrum , Wealthstack Content ,

Cryptocurrency taxes in the wake of FTX's meltdown

Unlike stocks, digital currencies aren't hit by the wash-sale rule a major opportunity to turn lemons into lemonade. ....

United States , Vela Wood , Lacey Shrum , Erin Finnimore , Revenue Service , Cerulli Associates , Internal Revenue Service , Affordable Care Act , Internal Revenue Code , Wealth Management , Tax Planning , Tax Deductions ,

Cryptocurrency taxes in the wake of FTX's meltdown

Cryptocurrency taxes in the wake of FTX's meltdown
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United States , Vela Wood , Lacey Shrum , Erin Finnimore , Revenue Service , Cerulli Associates , Internal Revenue Service , Affordable Care Act , Internal Revenue Code ,

Q&A: Lacey Shrum on the Problem Smart Kx Is Solving for RIAs

The clever and entertaining attorney and founder of Smart Kx talks about the why behind her startup, among other things. ....

United States , Lacey Shrum , Dallas Based Lacey Shrum , Bernstein Global Wealth Management , Wall Street Journal ,

WealthStack Roundup: Black Diamond, Hightower, iCapital, Smart Kx

Black Diamond hits a milestone, Hightower partners with TIFIN's Clout, iCapital receives patents and Smart Kx gets funding. ....

Black Diamond , United States , Mark Lobel , Larissa Roesch , Lacey Shrum , Ric Edelman , Black Diamond Wealth Platform , Client Experience , Capital Announces Three Document Security , Larissa Roesch Among Investors , Billing Platform Smart ,