Recent Posts by 4Thought Financial
Financial News ,CPA Continuing Education
CPA Continuing Education Course: Investment Portfolio Theory (Basic Through Advanced)
[fa icon="calendar'] May 17, 2018 7:07:00 AM / by 4Thought Financial
Financial News ,CPA Continuing Education
CPA Continuing Education Course: Charitable Planning Under the New Tax Law
[fa icon="calendar'] Apr 25, 2018 2:32:20 PM / by 4Thought Financial
Financial News ,Business Finance
What is Tax Loss Harvesting?
[fa icon="calendar'] Apr 10, 2018 10:15:00 AM / by 4Thought Financial
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.
Financial News ,Financial Professionals ,Financial Planning ,Pro Tips
“Conducting” the tax strategy of your clients
[fa icon="calendar'] Apr 10, 2018 10:00:00 AM / by 4Thought Financial
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.
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?"
[fa icon="calendar'] Mar 1, 2018 10:56:00 AM / by 4Thought Financial
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.
Financial News ,CPA Continuing Education
CPA Continuing Education Course: Tax Reform and Estate Planning
[fa icon="calendar'] Jan 31, 2018 4:12:27 PM / by 4Thought Financial
Financial News ,Financial Planning ,Wealth Management
Longevity & Wealth Management
[fa icon="calendar'] Jan 29, 2018 5:50:07 PM / by 4Thought Financial
Longevity has always been a human fascination, but advancements in medicine and technology have transformed this fascination into a present-day reality.
Financial News ,CPA Continuing Education
CPA Continuing Education Course: Investment Portfolio Tax Efficiency
[fa icon="calendar'] Dec 21, 2017 11:04:00 AM / by 4Thought Financial
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
[fa icon="calendar'] Nov 17, 2017 10:19:32 AM / by 4Thought Financial
Financial News ,CPA Continuing Education
CPA Continuing Education Course: Alternative Methods of Investing
[fa icon="calendar'] Nov 3, 2017 4:26:11 PM / by 4Thought Financial



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