Wealth Management LLC partners with advisors by providing a unique service to them. We specialize in back office and fiduciary services to financial advisors across the county. Advisors partner with us because we wholeheartedly believe that doing what’s right and what’s best for the client are one and the same.
Wealth Management LLC will act in your advisor’s place during an unplanned absence so you can rest comfortably knowing that your account is well taken care of by us. At Wealth Management LLC, we consider ourselves an extension of your advisor’s staff, allowing them to spend more of their time on what is truly important, helping you reach your financial goals.
For many business owners, September tends to bring a bit of a slowdown. The chaos of getting kids prepared for going back to school has passed, and a focus on saving money tends to kick in as people prepare for the coming holiday spend. Combined, this can often translate into a lull for business owners.
This is a friendly reminder that the Q3 tax estimate payment deadline is coming up fast. Be sure to make your payment by September 15, 2018 to avoid penalties. Currently, penalties for late or no payment average about 4 percent. And wouldn’t you rather keep that money in your pocket?
According to new rules from the Tax Cuts & Jobs Act, meals and entertainment tax-deductible expenses for businesses have undergone considerable reform. Because the explanations of new deduction guidelines can be confusing, we’ve created this brief outline for you. A visit with your accounting professional to ensure your Chart of Accounts is correct may also be beneficial.