Wilson Hand LLP’s Post

Exciting Opportunity for CPAs! Join Oppenheimer Asset Management’s exclusive webinar on the rapidly evolving investment approach: Direct Indexing. With 2023 behind us, clients are beginning to focus on filing their taxes and are taking a close look at year-end statements and after-tax results. As part of this process, many CPAs and tax professionals are being asked how to maximize tax efficiency within a client’s investment portfolio. While direct indexing is known as a way to customize portfolios, tax management is more often one of the key reasons investors seek direct indexing strategies. Advances in technology and increasing investor demand have made direct indexing one of the fastest-growing investment segments. Gain a comprehensive understanding of its impact and significance and earn a CPE credit by attending the session in its entirety. Don't miss out on staying ahead in the financial landscape! When: Wednesday, Feb. 14, 2024, 2 – 3 p.m. ET Click this link to register! https://bit.ly/49mVd2G #DirectIndexing #CPAWebinar #InvestmentTrends #CPEcredits

Exciting Opportunity for CPAs! Join Oppenheimer Asset Management’s exclusive webinar on the rapidly evolving investment approach: Direct Indexing. With 2023 behind us, clients are beginning to focus on filing their taxes and are taking a close look at year-end statements and after-tax results. As part of this process, many CPAs and tax professionals are being asked how to maximize tax efficiency within a client’s investment portfolio. While direct indexing is known as a way to customize portfolios, tax management is more often one of the key reasons investors seek direct indexing strategies. Advances in technology and increasing investor demand have made direct indexing one of the fastest-growing investment segments. Gain a comprehensive understanding of its impact and significance and earn a CPE credit by attending the session in its entirety. Don't miss out on staying ahead in the financial landscape! When: Wednesday, Feb. 14, 2024, 2 – 3 p.m. ET Click this link to register! https://bit.ly/48ZdaVk #DirectIndexing #CPAWebinar #InvestmentTrends #CPEcredits

Exciting Opportunity for CPAs! Join Oppenheimer Asset Management’s exclusive webinar on the rapidly evolving investment approach: Direct Indexing. With 2023 behind us, clients are beginning to focus on filing their taxes and are taking a close look at year-end statements and after-tax results. As part of this process, many CPAs and tax professionals are being asked how to maximize tax efficiency within a client’s investment portfolio. While direct indexing is known as a way to customize portfolios, tax management is more often one of the key reasons investors seek direct indexing strategies. Advances in technology and increasing investor demand have made direct indexing one of the fastest-growing investment segments. Gain a comprehensive understanding of its impact and significance and earn a CPE credit by attending the session in its entirety. Don't miss out on staying ahead in the financial landscape! When: Wednesday, Feb. 14, 2024, 2 – 3 p.m. ET Click this link to register! https://bit.ly/3uqdA8c #DirectIndexing #CPAWebinar #InvestmentTrends #CPEcredits

Wondering what the recent speculations surrounding the ERC really mean to small to medium sized businesses? Look no further than our latest blog from Pinnacle Minds INC. Our experts provide clarity and guidance to help you better understand the implications of these speculations. Let us assist you in navigating these complex issues and making informed decisions for your business. Check out our blog now!

Exciting Opportunity for CPAs! Join Oppenheimer Asset Management’s exclusive webinar on the rapidly evolving investment approach: Direct Indexing. With 2023 behind us, clients are beginning to focus on filing their taxes and are taking a close look at year-end statements and after-tax results. As part of this process, many CPAs and tax professionals are being asked how to maximize tax efficiency within a client’s investment portfolio. While direct indexing is known as a way to customize portfolios, tax management is more often one of the key reasons investors seek direct indexing strategies. Advances in technology and increasing investor demand have made direct indexing one of the fastest-growing investment segments. Gain a comprehensive understanding of its impact and significance and earn a CPE credit by attending the session in its entirety. Don't miss out on staying ahead in the financial landscape! When: Wednesday, Feb. 14, 2024, 2 – 3 p.m. ET Click this link to register! https://bit.ly/3HTKjpo #DirectIndexing #CPAWebinar #InvestmentTrends #CPEcredits

Is your business currently operating below its full capacity? Consider how research and development projects can contribute to streamlined business operations and offer potential tax offsets 😎 Explore the benefits of this strategy in our article by R&D expert Tom Moore: https://lnkd.in/dhgzGGeK

Exciting Opportunity for CPAs! Join Oppenheimer Asset Management’s exclusive webinar on the rapidly evolving investment approach: Direct Indexing. With 2023 behind us, clients are beginning to focus on filing their taxes and are taking a close look at year-end statements and after-tax results. As part of this process, many CPAs and tax professionals are being asked how to maximize tax efficiency within a client’s investment portfolio. While direct indexing is known as a way to customize portfolios, tax management is more often one of the key reasons investors seek direct indexing strategies. Advances in technology and increasing investor demand have made direct indexing one of the fastest-growing investment segments. Gain a comprehensive understanding of its impact and significance and earn a CPE credit by attending the session in its entirety. Don't miss out on staying ahead in the financial landscape! When: Wednesday, Feb. 14, 2024, 2 – 3 p.m. ET Click this link to register! https://bit.ly/3HP4dli #DirectIndexing #CPAWebinar #InvestmentTrends #CPEcredits

Navigating the complex world of #taxdeadlines requires diligence and strategic planning. Use our guide to stay on top of important dates so you can meet your obligations and plan ahead to take advantage of opportunities! https://lnkd.in/eDfMxCvn

86% of tax leaders prioritize being a more strategic business partner to the CEO. Learn how a managed services provider can help address operational challenges, so your teams can focus on more strategic initiatives. https://pwc.to/3XFm47I

Exciting Opportunity for CPAs! Join Oppenheimer Asset Management’s exclusive webinar on the rapidly evolving investment approach: Direct Indexing. With 2023 behind us, clients are beginning to focus on filing their taxes and are taking a close look at year-end statements and after-tax results. As part of this process, many CPAs and tax professionals are being asked how to maximize tax efficiency within a client’s investment portfolio. While direct indexing is known as a way to customize portfolios, tax management is more often one of the key reasons investors seek direct indexing strategies. Advances in technology and increasing investor demand have made direct indexing one of the fastest-growing investment segments. Gain a comprehensive understanding of its impact and significance and earn a CPE credit by attending the session in its entirety. Don't miss out on staying ahead in the financial landscape! When: Wednesday, Feb. 14, 2024, 2 – 3 p.m. ET Click this link to register! https://bit.ly/3ODn7je #DirectIndexing #CPAWebinar #InvestmentTrends #CPEcredits