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- Видео 159
- Просмотров 67 536
Dominion Enterprise Services
США
Добавлен 7 дек 2022
Dominion Enterprise Services - Tax Experts for Financial Advisors
- We specialize in tax guidance for RIAs, IBDs, and 1099 Advisors with annual revenues of $1-10M.
- Our first step is to optimize your tax structure to support your growth plan.
- Next, we provide quarterly planning to monitor projected tax liabilities, allowing for strategic cash flow management and tax reduction.
- We prepare income tax filings as your year-end scorecard.
- No surprises on April 15th-your tax liability will be known and planned for in advance.
How does it work?
1. Discovery Call: We start with a call to assess if we are a good fit for your needs.
2. Assessment Engagement: We conduct an initial assessment to understand your current tax situation.
3. Full Planning Session: Based on the assessment, we outline a comprehensive tax planning session.
4. Monthly Subscription: We provide a proposal for a monthly subscription to handle ongoing tax planning and compliance.
- We specialize in tax guidance for RIAs, IBDs, and 1099 Advisors with annual revenues of $1-10M.
- Our first step is to optimize your tax structure to support your growth plan.
- Next, we provide quarterly planning to monitor projected tax liabilities, allowing for strategic cash flow management and tax reduction.
- We prepare income tax filings as your year-end scorecard.
- No surprises on April 15th-your tax liability will be known and planned for in advance.
How does it work?
1. Discovery Call: We start with a call to assess if we are a good fit for your needs.
2. Assessment Engagement: We conduct an initial assessment to understand your current tax situation.
3. Full Planning Session: Based on the assessment, we outline a comprehensive tax planning session.
4. Monthly Subscription: We provide a proposal for a monthly subscription to handle ongoing tax planning and compliance.
Financial Advisors Want to Know: Pricing, Packaging, & Positioning Advice for a Fee - Ep 8
Financial Advisors Want to Know: Pricing, Packaging, & Positioning Advice for a Fee - Ep 8
Giving advice away without compensation can be the bane of a financial professional’s existence.
In this convo with Simon Granner , we talk about how to start charging for that advice if it’s been a problem for you
My favorite takeaway from the conversation was the “just go for it” attitude;
It’s so easy for financial professionals to overthink starting to offer more advisory services
His advice: Start with the pain the client has, define it clearly, define what success would mean, and then quantify the limited scope of what fixing them would look like.
Don’t overthink it; throw out a number for what yo...
Giving advice away without compensation can be the bane of a financial professional’s existence.
In this convo with Simon Granner , we talk about how to start charging for that advice if it’s been a problem for you
My favorite takeaway from the conversation was the “just go for it” attitude;
It’s so easy for financial professionals to overthink starting to offer more advisory services
His advice: Start with the pain the client has, define it clearly, define what success would mean, and then quantify the limited scope of what fixing them would look like.
Don’t overthink it; throw out a number for what yo...
Просмотров: 4
Видео
Financial Advisors Want to Know: Charitable Giving and Donor-Advised Funds with Danielle Howard, CFP
Просмотров 1328 дней назад
Financial Advisors Want to Know: Charitable Giving and Donor-Advised Funds with Danielle Howard, CFP EP 7 A common strategy I see missed on charitable giving... Most clients aren't aware of the vehicles for charitable giving they could be using that have more benefits than just a straight gift. Often, clients aren’t aware that they could be utilizing a technique like a Donor-Advised Fund (DAF) ...
Financial Advisors Want to Know: When Clients Divorce, What Does the Advisor's Role Need to Be? Ep 6
Просмотров 928 дней назад
Financial Advisors Want to Know: When Clients Divorce, What Does the Advisor's Role Need to Be? With Nancy Hetrick Finances are already very taboo - how do you approach an even more taboo topic clients are dealing with… Divorce. On Today’s episode of Financial Advisors Want to Know I have Nancy Hetrick CDFA, MAFF an expert in this topic. Her top advice - be very careful not giving advice when c...
Financial Advisors Want to Know: How to Control Your Marketing Through an Email List - Ep #5
Просмотров 6Месяц назад
Financial Advisors Want to Know: How to Control Your Marketing Through an Email List - Ep 5 What do you have control over? Email. Today’s episode of Financial Advisors Want to Know - I have Hillary Gale Meehan on the show talking about why email marketing is so important and how to implement it less painfully. Think of it strategically as a way to collect your audience (who may not be quite in ...
Financial Advisors Want to Know: When S-Corps Go Bust: A Warning for Financial Advisors - Ep #4
Просмотров 12Месяц назад
S-Corporations are common, but many advisors and tax professionals are unaware of a crucial tax court case from 2016. The Tax Court ruled against an advisor using an S-Corporation to avoid some self-employment taxes. Unfortunately, missing key steps cost the advisor a lot, including multiple years of self-employment tax, interest, and penalties. In this episode of "Financial Advisors Want to Kn...
Financial Advisors Want to Know - How to Attract More Referrals From Clients Without Asking - Ep #3
Просмотров 5Месяц назад
3 Big Misconceptions on Referrals: 1- They just happen 2- Asking is too salesy 3- That it's not a marketing strategy They need to be earned - the #1 strategy for marketing growth is unsolicited referrals - it comes down to the great client relationships The clients need to have a story to tell - what story are my clients telling? They won't be talking about their money with friends - How do you...
Financial Advisors Want to Know: How to Master Social Media with Mando Sallavanti - Ep #2
Просмотров 15Месяц назад
Wouldn't you like to learn how to be #1 on Linkedin from an advisor who's doing just that? In this episode of "Financial Advisors Want to Know," I had the pleasure of speaking with Mando Sallavanti III, CFP®, CEPA , a financial advisor who has truly mastered social media, particularly LinkedIn, to grow his practice. (He's got about 26k followers) Here are some key takeaways from our conversatio...
Financial Advisors Want to Know Ep1 : What’s going on with the Employee Retention Credit?
Просмотров 124Месяц назад
I’m Catherine Tindall, a CPA with Dominion Enterprise Services. We’re a CPA firm that works specifically with financial advisors as their trusted tax professional for their tax and accounting needs. Here’s what we’re discussing today: Understand ERC Basics: Know the origins and challenges of the ERC. Verify Claims: Ensure claims were handled by tax professionals, not salespeople. Check Pending ...
Tax Credit Scam: Targeting Clean Energy Tax Credit - Internal Revenue Service Gives Warning (IRS)
Просмотров 212 месяца назад
Tax Credit Scam: Targeting Clean Energy Tax Credit - Internal Revenue Service Gives Warning (IRS) Contact us for any assistance: 📧admin@dominiones.com Another day, another tax credit scam. We’re a CPA Firm specializing in proactive tax advisory. Tax returns are the scorecard at the end of the year, not what should be driving your tax strategy. We work with RIAs, Advisors, and other financial pr...
IRS Apologizing to Tax Payers - IRS Statement | Resolution of Kenneth C. Griffin vs. IRS
Просмотров 202 месяца назад
IRS Apologizing to Tax Payers - IRS Statement | Resolution of Kenneth C. Griffin vs. IRS Contact us for any assistance: 📧admin@dominiones.com IRS Press Release: www.irs.gov/newsroom/irs-enters-next-stage-of-employee-retention-credit-work-review-indicates-vast-majority-show-risk-of-being-improper Due Diligence Checklist: www.dropbox.com/scl/fi/95q05gixfvv872zq24cbk/ERC-Due-Diligence-Checklist.pd...
Taxpayer Advocate Service - Full Report | Employee Retention Credit Program | June 2024
Просмотров 282 месяца назад
Taxpayer Advocate Service - Full Report | Employee Retention Credit Program | June 2024 Contact us for any assistance: 📧admin@dominiones.com IRS Press Release: www.irs.gov/newsroom/irs-enters-next-stage-of-employee-retention-credit-work-review-indicates-vast-majority-show-risk-of-being-improper Due Diligence Checklist: www.dropbox.com/scl/fi/95q05gixfvv872zq24cbk/ERC-Due-Diligence-Checklist.pdf...
Withdraw an Employee Retention Credit ERC Claim - Internal Revenue Service | June 2024
Просмотров 1262 месяца назад
Withdraw an Employee Retention Credit ERC Claim - Internal Revenue Service - June 2024 Contact us for any assistance: 📧admin@dominiones.com IRS Press Release: www.irs.gov/newsroom/irs-enters-next-stage-of-employee-retention-credit-work-review-indicates-vast-majority-show-risk-of-being-improper Due Diligence Checklist: www.dropbox.com/scl/fi/95q05gixfvv872zq24cbk/ERC-Due-Diligence-Checklist.pdf?...
IRS Update: High Risk Applications - Employee Retention Credit Moratorium Update - June 2024
Просмотров 2872 месяца назад
IRS Update: High Risk Applications - Employee Retention Credit Moratorium Update - June 2024 Contact us for any assistance: 📧admin@dominiones.com IRS Press Release: www.irs.gov/newsroom/irs-enters-next-stage-of-employee-retention-credit-work-review-indicates-vast-majority-show-risk-of-being-improper Due Diligence Checklist: www.dropbox.com/scl/fi/95q05gixfvv872zq24cbk/ERC-Due-Diligence-Checklis...
Internal Revenue Service Update: IRS Employee Retention Credit Press Release - June 2024
Просмотров 3382 месяца назад
Internal Revenue Service Update: IRS Employee Retention Credit Press Release Hey, everyone, I thought I would give you an update on this IRS press release on the ERC moratorium situation. So long story short, the moratorium is not over basically what this update released to the public is just letting everybody know that they're working on it. Basically, they've got 1.4 million returns in backlo...
Employee Retention Credit | Information Document Request from the IRS | Tax Credit Update
Просмотров 1414 месяца назад
A recent IDR from the IRS regarding the Employee Retention Credit. Key Points - It's all the same documents you would expect: *Confirming aggregation status *Specific documentation around eligibility *Copies of government orders and *Substantiating data for proving more than nominal impacts or closures in the business We're still stuck waiting for enforcement to start. From conversations with m...
ERC Due Diligence Checklist Walkthrough | Spot the Errors in Employee Retention Credit Filings
Просмотров 435 месяцев назад
ERC Due Diligence Checklist Walkthrough | Spot the Errors in Employee Retention Credit Filings
Escape the Coming ERC Nightmare - Tax Pros & CFOs Due Diligence on Third Party Claims | CPE Credit
Просмотров 255 месяцев назад
Escape the Coming ERC Nightmare - Tax Pros & CFOs Due Diligence on Third Party Claims | CPE Credit
IRS’s Employee Retention Credit (ERC) Voluntary Disclosure Program DEADLINE - March 22, 2024
Просмотров 686 месяцев назад
IRS’s Employee Retention Credit (ERC) Voluntary Disclosure Program DEADLINE - March 22, 2024
Travel Consultants Who Were Unable to Travel During COVID - Do They Qualify for the ERC Tax Credit?
Просмотров 109 месяцев назад
Travel Consultants Who Were Unable to Travel During COVID - Do They Qualify for the ERC Tax Credit?
Are 1099 Contractors Eligible for the Employee Retention Credit? Tax Credit Eligibility
Просмотров 669 месяцев назад
Are 1099 Contractors Eligible for the Employee Retention Credit? Tax Credit Eligibility
Will the IRS Reopen the Employee Retention Tax Credit after 12/31? Increased Spam Levels
Просмотров 169 месяцев назад
Will the IRS Reopen the Employee Retention Tax Credit after 12/31? Increased Spam Levels
Would Proceeds From the Sale of an Asset be Included in Quarterly Revenue: ERC Tax Credit
Просмотров 39 месяцев назад
Would Proceeds From the Sale of an Asset be Included in Quarterly Revenue: ERC Tax Credit
Exceptions for Non-Profit Corporations and Amending Tax Returns for the Employee Retention Credit
Просмотров 119 месяцев назад
Exceptions for Non-Profit Corporations and Amending Tax Returns for the Employee Retention Credit
Adjusting Wages on the Amended Income Tax Return - Employee Retention Credit
Просмотров 139 месяцев назад
Adjusting Wages on the Amended Income Tax Return - Employee Retention Credit
Corporate Entity Created During 2019-2020 - Precluding Benefits for the Employee Retention Credit?
Просмотров 59 месяцев назад
Corporate Entity Created During 2019-2020 - Precluding Benefits for the Employee Retention Credit?
Cash Basis Taxpayer - Is the Amended Return Due for the Year It Was Received? ERC Tax Credit
Просмотров 109 месяцев назад
Cash Basis Taxpayer - Is the Amended Return Due for the Year It Was Received? ERC Tax Credit
Filing the Employee Retention Credit Through a Professional Employer Organization
Просмотров 119 месяцев назад
Filing the Employee Retention Credit Through a Professional Employer Organization
Q&A Session: EMPLOYEE RETENTION CREDIT: ESSENTIALS FOR CFOs AND CONTROLLERS - November 15, 2023
Просмотров 639 месяцев назад
Q&A Session: EMPLOYEE RETENTION CREDIT: ESSENTIALS FOR CFOs AND CONTROLLERS - November 15, 2023
A Tax-Exempt Entity: Is the Employee Retention Credit Applicable?
Просмотров 610 месяцев назад
A Tax-Exempt Entity: Is the Employee Retention Credit Applicable?
941 Credits without 941x: Avoid Verification Letter Pitfalls - Employee Retention Credit
Просмотров 2510 месяцев назад
941 Credits without 941x: Avoid Verification Letter Pitfalls - Employee Retention Credit
We are Cibus Mission, a small nonprofit and are trying to learn about DAF accounts and be able to receive contributions. We are on Candid, Benevity, and other platforms but I'm not sure how I find donors who have these accounts or who /where I should reach out to in order to be able to receive from a donor who wants to give to our charity, be it real estate, commodities or direct monetary donations?
Can I still apply for erc
Yes, the credit is still available for filing for eligible companies. While the IRS moratorium may delay ERC claim processing, it doesn't change eligibility criteria. Given that the deadline for 2020 claims will be in April of 2024, and many 2020 claims may include qualification under governmental suspensions which require substantial documentation, we recommend continuing eligibility determinations (collecting government orders, substantiating operational data, legal opinions, etc.) while waiting for further guidance from the IRS.
Samantha carr