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Marketing Strategies for Wealth Management Services: Turn holistic services into accelerated growth. By Kelly Waltrich The Holistic Guide to Wealth Management Go PRO for members-only access to more Rory Henry. dlvr.it/TLmJgv #CPA #tax #accounting

IPA: Wheeler Accountants Promote Nick Satterfield: IPA 400 firm Wheeler Accountants of San Jose, Calif (FY23 net revenue of $11.9 million) announced the promotion of Nick Satterfield to partner, effective July… dlvr.it/TLn7ry #tax #CPAfirm #accounting #CPA #accountant

IPA: Plante Moran Announces Leadership Changes: Southfield, Mich.-based IPA 100 firm Plante Moran (FY23 net revenue of $1.01 billion) has announced new firm leadership positions, effective July 1.  Bill… dlvr.it/TLn81H #tax #accounting #CPA #accountant #CPAfirm

TECH: Yoss: You Need a REAL Data Backup Plan – Right Now | Quick Tech Talks: A brief disruption could cost you thousands. A complete failure could cost you everything. Quick Tech Talk With Steve Yoss CPE… dlvr.it/TLpSjf > cpa.click/fin-tech #tech #fintech #AI

IRS: TAS Tax Tip: File Your 2021 Tax Return to Claim Certain Credits Before Time Runs Out! - Taxpayer Advocate Service (.gov): TAS Tax Tip: File Your 2021 Tax Return to Claim Certain Credits Before Time Runs Out!  Taxpayer Advocate… dlvr.it/TLpTX1 #IRS #tax #accounting

The TaxProf: Avi-Yonah: Should Harvard And Other Large Nonprofits Be Taxed?: Reuven S. Avi-Yonah (Michigan; Google Scholar), Should Harvard and Other Large Nonprofits Be Taxed?, 187 Tax Notes Fed. 2299 (June 23, 2025):… dlvr.it/TLpVFV Paul Caron #Tax #Policy #Law

PYMNTS: Propel Finance Raises $2 Billion to Fund UK Small Businesses: British FinTech Propel Finance has raised $2 billion in a new funding round. [contact-form-7] The round, announced Friday (July 4) on the company’s LinkedIn page,… dlvr.it/TLpVcY #payments #fintech

.@GoingConcern: ChatGPT Is Doing Performance Reviews and Deciding Layoffs Now: According to a recent Resume Builder survey that tapped 1,342 US managers with direct reports […] The post ChatGPT Is Doing Performance Reviews and… dlvr.it/TLpVlX #Careers #Big4 #Jobs

Bankrupt Wolfspeed taps new CFO: Just one week after filing for Chapter 11 bankruptcy protection, the semiconductor manufacturer announced it is bringing on a new finance chief.  dlvr.it/TLpXcz

Oregon Court Urged to Clarify Wage Transparency Law for Small Businesses dlvr.it/TLpYzp via Small Business Trends

Reddit r/TaxPros: Windows 11 and UltraTax 2024: Has anyone had issues with UT24 since upgrading to windows 11? I don’t have forms anymore. The input screens are all there and normal. When I switch to forms view there’s nothing. No… dlvr.it/TLpbp2 #IRS #income #tax

Effective Strategies to Increase Business Growth and Profitability dlvr.it/TLpdLQ via Small Business Trends

.TechCrunch Rivian spinoff Also raises another $200M to build e-bikes and more: Also, the micromobility startup that spun out of Rivian this year, was raised $200 million from Greenoaks Capital. dlvr.it/TLpdRP #tech #startups #VC

PYMNTS: Meta Reportedly Buys 3% Stake in Smart Glasses Partner EssilorLuxottica: Meta reportedly bought a roughly 3% stake in eyewear maker EssilorLuxottica, which is the maker of Ray-Ban and Oakley glasses and one of Meta’s partners… dlvr.it/TLpdTT #payments #fintech

GROWTH STRATEGIES: Don’t Get Complacent about Recurring Fees: Comfort is good ... to a degree. By Martin Bissett Business Development On a Budget Go PRO for members-only access to more Martin Bissett. dlvr.it/TLpfJ0 #Client #Growth #Marketing

Achieve Estate Sale Success with Expert Strategies and Proven Tips dlvr.it/TLpffN via Small Business Trends

PYMNTS: Adobe Says Retailers’ AI-Driven Traffic Will Leap 3,200% During Prime Day: Adobe said Monday (July 7) that during Amazon’s Prime Day sales event that runs from Tuesday (July 8) through Friday (July 11), it expects the amount… dlvr.it/TLpgfP #payments #fintech

Reddit r/TaxPros: First Time Encountering a Client Using a PEO… and It Threw Me in a Rabbit Hole of Questions!: I’ve been in the field for over a decade, and I pride myself on reconciling every payroll-related item down to the granular… dlvr.it/TLpgqk #IRS #income #tax

Strategies for Successfully Integrating Rehired Employees into Your Team dlvr.it/TLplDL via Small Business Trends

The TaxProf: Private Equity's Byzantine Tax Stand: An Untold And New Story Of Carried Interest: Domenico Imparato (University of Hamburg, UC-Berkeley), Private Equity's Byzantine Tax Stand: An Untold and New Story of… dlvr.it/TLpt3J Paul Caron #Tax #Policy #Law