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Recent Posts by 4Thought Financial

Financial News ,CPA Continuing Education

CPA Continuing Education Course: Investment Portfolio Theory (Basic Through Advanced)

Learn about the most important and influential concepts of investment portfolio management.

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Financial News ,CPA Continuing Education

CPA Continuing Education Course: Charitable Planning Under the New Tax Law

Learn how the new federal tax law will affect your clients' charitable planning.

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Financial News ,Business Finance

What is Tax Loss Harvesting?

Tax loss harvesting is the act of selling securities to offset paying taxes on capital gains for a set year. Though it can sound easy, many factors go in to it to make it successful.

Tax loss harvesting is the act of selling securities to offset paying taxes on capital gains for a set year. The loss selling method gets done as a way to reduce tax liabilities in a high-income year. The extra money can then go into investing, and the long term compounding effects of the additional assets can be significant.

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Financial News ,Financial Professionals ,Financial Planning ,Pro Tips

“Conducting” the tax strategy of your clients

CPA's are always looking to mitigate their client's tax liabilities. CPA's can coordinate various parts of a client's investment strategy to accomplish this.

A tax professional can act similarly to a “conductor” in an orchestra.  They direct the tune, the instruments used and how the end product sounds.  They can make the appropriate changes as they see fit and understand how powerful their actions are in making the show.

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Financial News ,Financial Professionals ,Investment Strategy ,Business Finance ,Pro Tips

How Can CPAs Mitigate Their Client's Risk? Ask “How Does This Tie In With the Rest of Your Finances?"

CPAs must ask the right questions to mitigate their clients risk. One of these questions is asking how an investment ties in with the overall picture.

Investment professionals and entities alike should always ask “How Does This Tie In With the Rest of Your Finances?”.  It is an important enough question that even from service providers such as attorneys and CPAs, often does not get asked enough to their clients.

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Financial News ,CPA Continuing Education

CPA Continuing Education Course: Tax Reform and Estate Planning

Learn how the recent federal tax law changes will affect your clients' estate planning.

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Financial News ,Financial Planning ,Wealth Management

Longevity & Wealth Management

Resurgence in the quest to unlock the secrets of longevity presents significant implications for sound financial planning and wealth management strategies.

Longevity has always been a human fascination, but advancements in medicine and technology have transformed this fascination into a present-day reality.

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Financial News ,CPA Continuing Education

CPA Continuing Education Course: Investment Portfolio Tax Efficiency

Learn techniques for tax-optimizing an investment portfolio (both basic and advanced).

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Financial News ,CPA Continuing Education

CPA Continuing Education Course: Case Study on Cash Flow Modeling for Retirement: The Impacts of Inflation, Taxes and Rate of Return

The CPE course will educate CPAs on integrating all aspects of cash flow planning for retirement.

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Financial News ,CPA Continuing Education

CPA Continuing Education Course: Alternative Methods of Investing

The CPE course will educate CPAs on why a multiple-method investing approach makes the most sense for them and their clients.

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