Mitchell Browne

Fund tax is complex, especially if you’re new to it. Carta Fund Tax consolidates fund admin and tax, reducing the back-and-forth between players, ultimately saving you time. Our tax dashboard tracks real-time progress of your returns so you know when they're ready to share or file. Our tax experts offer 1:1 support throughout tax season so you can better understand your returns. The LP document center gives investors one place to easily review and retrieve K-1s. Learn more: https://lnkd.in/gmmetjm3

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The current offer for the next Valuation Master Class Boot Camp is ending on June 17! “We help finance professionals become valuation experts, in months rather than years.”   Sign up now and save 50% + bonuses worth $723!: https://lnkd.in/g3YNmX3Q   What you are getting…   The Valuation Master Class Boot Camp ALONE is valued at US$1,397   PLUS these valuable Boot Camps & on-demand courses: -         LinkedIn Boot Camp @ $397 -         Create Stock Portfolios @ $129 -         How to Start Building Your Wealth Investing in the Stock Market @ $197   Hurry up this offer will end on June 17! Sign up now: https://lnkd.in/g3YNmX3Q   #investing #finance #internship #stocks #investmentbanking #privateequity #valueinvesting #equities #corporatefinance #portfoliomanagement #equityresearch #cfa #financialmodeling #valuation #financialanalysis #financialanalyst #valuationmasterclass

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The current offer for the next Valuation Master Class Boot Camp is ending on June 17! “We help finance professionals become valuation experts, in months rather than years.”   Sign up now and save 50% + bonuses worth $723!: https://lnkd.in/g3YNmX3Q   What you are getting…   The Valuation Master Class Boot Camp ALONE is valued at US$1,397   PLUS these valuable Boot Camps & on-demand courses: -         LinkedIn Boot Camp @ $397 -         Create Stock Portfolios @ $129 -         How to Start Building Your Wealth Investing in the Stock Market @ $197   Hurry up this offer will end on June 17! Sign up now: https://lnkd.in/g3YNmX3Q   #investing #finance #internship #stocks #investmentbanking #privateequity #valueinvesting #equities #corporatefinance #portfoliomanagement #equityresearch #cfa #financialmodeling #valuation #financialanalysis #financialanalyst #valuationmasterclass

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The current offer for the next Valuation Master Class Boot Camp is ending on June 17! “We help finance professionals become valuation experts, in months rather than years.”   Sign up now and save 50% + bonuses worth $723!: https://lnkd.in/g3YNmX3Q   What you are getting…   The Valuation Master Class Boot Camp ALONE is valued at US$1,397   PLUS these valuable Boot Camps & on-demand courses: -         LinkedIn Boot Camp @ $397 -         Create Stock Portfolios @ $129 -         How to Start Building Your Wealth Investing in the Stock Market @ $197   Hurry up this offer will end on June 17! Sign up now: https://lnkd.in/g3YNmX3Q   #investing #finance #internship #stocks #investmentbanking #privateequity #valueinvesting #equities #corporatefinance #portfoliomanagement #equityresearch #cfa #financialmodeling #valuation #financialanalysis #financialanalyst #valuationmasterclass

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What’s your strategy for staying ahead in accounting, tax, and wealth management? (If you’re relying on outdated practices, you could be leaving opportunities on the table.) Our LinkedIn page is where professionals like you unlock: 📊 Accounting best practices to streamline operations 💼 Tax strategies to maximize savings and stay compliant 📈 Wealth management insights to secure financial futures The best part? We’re not just posting content—we’re building conversations. Tell us: What topics would you like to see more of? Stay informed. Stay relevant. Follow our page and get access to the latest insights that matter.

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To those who follow our LinkedIn page, here's a free resource to help you, your business, and team!

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Tax planning isn't just about the IRS—it's also about having flexibility with your investments! A smart strategy is tax diversification, where your money is spread across different "tax buckets." Here's a breakdown: 1️⃣ Tax-Deferred Accounts: Think traditional 401(k)s or IRAs. You defer taxes now, but withdrawals in retirement are taxed as income. 2️⃣ Roth IRA: No tax deduction when you contribute, but withdrawals are tax-free in retirement. Perfect for planning ahead. 3️⃣ Taxable Brokerage Accounts: While there's no income tax on withdrawals, you might face capital gains and losses from the investments in the account. By diversifying across these different types of accounts, you gain more options—especially in retirement. It allows you to choose which bucket to draw from, giving you greater control over your financial future. ⁠ ——⁠ ⁠ #FinancialPlanning #TaxPlanning #TaxSeason #CPA #PersonalFinance #FinancialGoals #FinancialAdvisor #InvestmentAdvisor #CFP #NYCFinancialPlanner #Retirement

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RPG Consultants: Helping Advisors and CPAs Maximize Value with 1-Person Defined Benefit Plans Who Are 1-Person Defined Benefit Plans Best For? - High-earning self-employed professionals (consultants, attorneys, physicians, etc.). - Small business owners with no full-time employees (other than themselves and/or a spouse). - Individuals seeking maximum tax advantages and accelerated retirement savings. Benefits for Your Clients - Maximize Tax Deductions: Contribute up to $300,000+ annually, potentially saving thousands in taxes. - Fast-Track Retirement Goals: Build retirement wealth significantly faster with high, tax-deferred contributions. - Custom-Tailored Plans: Solutions designed to fit their financial goals and business needs. Why Advisors and CPAs Partner with RPG Consultants - Enhance Client Offerings: Stand out by delivering premium retirement solutions. - Boost Revenue Potential: Larger contributions mean increased AUM and advisory opportunities. - Tax Strategy Expertise: Equip clients with powerful tools to reduce taxable income. Why Choose RPG Consultants? - Family-Owned and Operated: Dedicated to personalized service with a hands-on approach. - Unlimited Handholding: Comprehensive support for you and your clients at every stage. - CEFEX-Certified: Recognized for excellence in both Administration and Recordkeeping. - Fee Transparency: As a “non-producing” firm, we don’t sell investments or engage in revenue sharing. - In-House Expertise: Our actuaries are 100% in-house—no outsourcing, no overseas actuaries. This ensures consistent, reliable, and secure solutions tailored to your needs. How We Make It Easy - Custom Plan Design: Our actuarial experts design plans tailored to individual client goals. - End-to-End Administration: We handle everything from compliance reporting to annual updates. - Collaborative Approach: We work seamlessly with advisors and CPAs to provide exceptional results. Let RPG Consultants Help You Deliver More! Contact us today at [email protected] or (212) 947-4800 x225 to learn how we can partner with you to implement 1-person defined benefit plans and other retirement solutions.

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🏆 New Episode Alert 🏆 Several common themes have been prominent in our discussions, not least of which is the relationship between marketing and finance. In many cases, the relationship is stressed because of a lack of common language between the two functions. On this week's episode we talk with Scott R. Lindquist CFO of CNA Insurance and former CFO of Farmers Insurance - who has helped to cultivate relationships between marketing and finance that have magnified the benefit between the two groups. Key topics include: 1️⃣ The diverse roles of CFOs in the marketplace 2️⃣ The importance of strategic alignment between CFOs and CEOs 3️⃣ The evolution of marketing in the insurance industry 4️⃣ Practical advice for CMOs on building relationships with CFOs 5️⃣ How to effectively present marketing strategies and data to the finance community Enjoy and don't forget to subscribe to the Newsletter - https://lnkd.in/d94rxkyR - for more great content

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GAAP Financials vs. Tax Returns: What Small Business Owners Need to Know! Navigating financials can be tricky, especially when comparing GAAP statements to tax returns. Most small businesses use tax-level accounting—it’s simpler and what lenders like banks and the SBA typically require. Requiring GAAP financials can create unnecessary obstacles. Why not let entrepreneurs use their tax returns instead? It's a familiar process that aligns with standard financial practices. Let’s advocate for accessible financial reporting to open more funding opportunities for small businesses. Watch @Devin Thorpe's video to learn more about this important topic. Let's build a more inclusive financial landscape! #GAAP #TaxReturns #SmallBusinessFinance #FinancialReporting #CrowdfundingStrategy #InclusiveEconomy

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Are you attending WACUBO in a couple of weeks? If so, don't forget to stop by our session on April 29th at 11am PST! Guest starring: Susan N. and Teddy Niedermaier from University of Colorado Boulder #financialplanning #budget #finance #budgeting #budgetandplanning Anaplan

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The Year-End Tax Hack No One Talks About As the year ends, smart business owners use this under-the-radar strategy to slash their tax bills: Defer income: Wait until January 2025 to bill clients, keeping this year’s taxable income lower. Accelerate expenses: Prepay rent, utilities, and other costs for 2025 to boost deductions for 2024. Leverage the 12-month rule: Deduct prepaid expenses covering the next 12 months. This simple adjustment creates a "mismatch" that works in your favor, reducing your taxable income for the current year. If you’re a cash-basis taxpayer, timing really is everything! Pro Tip: Pair this with a solid tax plan and watch your savings grow. Consult your tax advisor to make sure it’s done right. Ready to save on taxes? DM us to learn more!

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Are you properly valuing the members of your accounting team? If you’re looking to bring top accounting talent into the fold and retain it indefinitely, you need to equip yourself with the right salary information. That’s why we developed the 2024 FORTIS Salary Guide, which breaks down California-based salaries in accounting, one of our three primary verticals. From staff accountants to controllers, we show you what you should be paying (or earning). Don’t risk losing out on the best possible team to crunch your numbers. Download the guide today: https://lnkd.in/eG4jc7-W #accountingsalaries #californiastaffing #salaryguide2024 #fortisresourcepartners

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What’s the connection between Pickleball, ChatGPT, and Accounting? 🤔 As clients thrive in their businesses, many still struggle with accounting. A little guidance can turn complex concepts into straightforward ideas. Do your clients feel confused during discussions on accounting analysis or business strategy? Keep reading for practical tips to elevate your CPA practice! How can you help your clients tackle their financial challenges with confidence? Your insights and experiences are always welcome! #Accounting #CPA #ClientSuccess https://lnkd.in/gQ3Y2gJk

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More or less the stat is 9 out of 10 businesses fail within the first 5 years. And the cannabis industry is harder then most. Which is why giving it our sole focus allows DCCA to compete with much larger competition. And because DCCA believes in collaboration and teamwork we can better compete against solo CPA's and Fractional CFO's for paying clients. Solving problems for cannabis business operators and investors is hard. Which is why the pay day is higher because the problems are harder. We are very bullish on the cannabis industry. Ha, we are biased because it is the only industry we serve. But our business thesis is that it is the current industry that is growing, with easy to find owners/investors and starving for experienced professional service providers. If you are #CPA or #CFO interested in serving a growing industry. Please reach out to Raymond Guns, CPA or Kristi Vaneé Kem or Andrew Hunzicker, CPA Founder of DOPECFO. We are specifically booking to add a team member in the states below. Ohio = The Ohio Society of CPAs New Jersey = New Jersey Society of CPAs New York = NYSSCPA - The New York State Society of CPAs California = California Board of Accountancy

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