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Sparks Glencoe (PRWEB) March 21, 2022 Ann and Steven Hoover of Cornerstone Investment Advisors have joined with Offit Advisors as of January 1, 2022. ....
After a year of double-digit stock market returns, it may be time for some portfolio rebalancing. Here’s what investors need to know before making changes. ....
Advisors Dealing With A Flood Of Tax Anxiety Financial advisors are finding many of their clients worried about their future tax liabilities. Talk of pending tax increases has some advisors busy with clients who are anxious to plan now. Much of the focus lately has been on companies because of President Joe Biden’s latest proposal that includes infrastructure spending and corporate taxes through undoing some of the Trump administration’s tax cuts. Top earners and asset-holders have also been in the spotlight because of Biden’s plan to raise taxes on people making more than $400,000. This week, the administration clarified that the income limit applies to households, not individuals. As a result, many more families might be paying higher taxes than some might have thought originally. ....
WKBT April 8, 2021 8:48 AM Brian O Connell - Forbes Advisor Posted: Updated: April 10, 2021 6:08 AM A CPA, or certified public accountant, is a highly trained financial professional specializing in accounting. Though many people associate CPAs solely with tax preparation, they perform a wide variety of financial-related tasks, from financial reporting to audit work and forensic research. CPA Requirements The requirements to become a CPA vary state by state. Generally speaking, though, to become a CPA, you must: 1. Have a bachelor’s degree with at least 150 credit hours 2. Have at least two years of public accounting work experience 3. Pass all four parts of the CPA exam; this is the same from state to state and covers topics like auditing, business environment and concepts, financial accounting and reporting, and regulation ....