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Financial News ,CPA Continuing Education

CPA Continuing Education Course: Alternative Methods of Investing

Learn about the various Alternative Methods of Investing that professional investment managers may use to manage your clients' portfolios, including Strategic Asset Allocation, Liability-Driven Investing, Opportunistic Investing, and Selective/Concentrated Investing.

[fa icon="calendar'] Aug 5, 2018 8:35:17 PM / by 4Thought Financial

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Financial News ,Retirement ,Financial News

If Your Retirement Plan Is Out Of Date Or In Non‑Compliance, You Are At Risk.

Recent and anticipated changes to the U.S. Department of Labor’s Fiduciary Rule and potential new SEC rules may mandate new compliance requirements for retirement plan services sponsors and providers. If your retirement plan is out of date or in non-compliance, then you are at risk.

[fa icon="calendar'] Jul 16, 2018 11:05:00 AM / by 4Thought Financial

Saving enough money to live comfortably during retirement is a chief concern among countless Americans. For so many, retirement plan services provided by plan sponsor employers, unions, or other professional bodies maintain this critical financial lifeline, often via a 401(k).

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Financial News ,CPA Continuing Education

CPA Continuing Education Course: Retainer Fee Wealth Management

Learn about Retainer Fee Wealth Management, a new way to deliver financial services that is more aligned with the business model and ethics of CPAs than traditional approaches.

[fa icon="calendar'] Jul 5, 2018 1:04:48 PM / by 4Thought Financial

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Financial News ,Financial Planning ,Wealth Management ,Financial News

Why CPAs Should Partner with a Retainer Fee-Based Financial Planning & Wealth Management Firm—Now

Partnering with a retainer fee-based financial planning and wealth management firm holds many significant benefits for CPAs interested in providing personal financial planning services to clients, among these: reducing or eliminating conflicts of interest, facilitating better adherence to regulatory compliance, and improving alignment of incentives with clients’ financial objectives. It may provide access to fresh, innovative ideas, cutting-edge solutions, and deliver additional value for clients, while your team can focus on its core business.

[fa icon="calendar'] Jun 6, 2018 5:09:24 PM / by 4Thought Financial

With tax season squarely in the rearview but for any lingering questions still circulating among clients regarding the recent federal tax overhaul’s exact ramifications on returns next year, now is the perfect time for CPAs to take stock of such concerns and inquiries, and assess their own individual places within the greater trajectory of the financial industry, overall.

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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.

[fa icon="calendar'] May 17, 2018 7:07:00 AM / by 4Thought Financial

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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.

[fa icon="calendar'] Apr 25, 2018 2:32:20 PM / by 4Thought Financial

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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.

[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.

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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.

[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.

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Financial News ,Investment Strategy ,Compass and Crosshairs

Harnessing the Raw Power of Systematic Investing

Systematic investing is the most fundamentally important tool for individual investors to achieve their long-term financial goals. Learn about this concept's many benefits, as well as several practical steps to take to improve one's success rate.

[fa icon="calendar'] Mar 12, 2018 5:51:47 PM / by Jesse Mackey

There are very few concepts in financial planning that hold as much raw power to transform one’s life as systematic investing. But harnessing the potential extreme force behind this concept often proves tricky when it comes to actual implementation.

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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.

[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.

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