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Sponsored Content
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IRS Allows Taxpayer to Retroactively Make a 163(d)(4)(B)(ii) Election After a Mistake by an Advisors |
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Friday, May 18, 2012 16:53
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In PLR 201219005, the Internal Revenue Service (the Service) granted an extension to allow taxpayers who treat investment income as capital gains to correct a mistake made by their tax preparer.
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IRA Grants Relief to Taxpayers Who Forgot to Re-characterize Converted IRAs |
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Friday, May 18, 2012 16:40
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EXECUTIVE SUMMARY
In PLR 201218037, the Internal Revenue Service (the Service) addressed whether it would allow taxpayers who converted their SEP and Traditional IRAs to Roth IRAs additional time to re-characterize after their CPA discovered their modified gross income exceeded the limit for conversions, reported the IRAs as re-characterized, but failed to notify the IRA custodian to re-characterize the accounts. The IRS granted the taxpayers 60 days to re-characterize.
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Timely Technology Questions And Answers For RIAs |
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Tuesday, May 15, 2012 01:34
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- Do you have a reliable way to archive and retrieve emails if you’re inspected?
- Do you systematically archive all your firm’s social media content?
- Is your practice using cloud-based vesions of Microsoft Office or Google Apps?
- Can you batch process and deliver any type of document to clients securely?
- Can you stream financial news to your social networks?
Advisor Products has been in business since 1996 but solutions we’re launching now are more helpful than ever.
Our unrelenting focus on client communications for RIAs makes us unique and more valuable than ever to investment advisors.
What we are doing is high quality, priced well, and good for RIAs.
Feedback from our clients is very positive these days because our service team is stronger, but these new solutions will add to our already-strong platform.
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Two Minute Video Of Social Media Content Stream For Financial Advisors |
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Friday, May 11, 2012 22:11
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Tags: client communications | Social Media
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Erado, An Advisor Products Compliance Partner, Named To Gartner’s “Cool Vendor” List |
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Friday, April 27, 2012 01:46
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Tags: compliance | privacy; security | RIA compliance | RIAs | security | Social Media | technology You just don’t see vendors to advisors get named to Gartner Group’s list of “cool vendors.” Sorry, I know RIAs think they are really a big deal but in the enterprise world covered by Gartner, the RIA segment of the financial services industry just does not matter much.
So when Craig Brauff, founder and CEO of Erado Message Control Solutions, an email and social media compliance solution, sent me a copy of Gartner’s research naming his company a “cool vendor” today, I was thrilled.
Erado was on my radar screen for the last few years but did not get on my personal list of “cool vendors” until about three months ago, when Brauff came to visit me here in Long Island.
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