August 26, 2026

Wealth Management

Wealth Management

CCH iFirm Customer Case Study | Forward Accounting

Exploring a full-cloud solution In establishing her own practice, Forward Accounting Director, Tania Garbes, was keen to explore a full-cloud solution. “Back then, we were using MYOB and I was getting frustrated with the lack of development, and everything was on desktop. I had purchased a block of fees which were using APS. This had

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Wealth Management

How to Invest Money in 2024

Investing money in the stock market is one of the main ways to build wealth and save for long-term goals such as retirement. But figuring out the best strategy can feel daunting. Investing money is personal Everyone has a unique financial situation. The best way to invest depends on your personal preferences and financial circumstances.

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Wealth Management

Contra Costa County Health Dept. recommends masks in crowded indoors as COVID cases rise

The Contra Costa County health department on Tuesday recommended people wear masks in crowded indoor settings as COVID-19 infections increase throughout the Bay Area. The department said masking is particularly important for those at high risk of serious illness if infected. However, the department also stressed that it is a recommendation, not a health order,

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Wealth Management

Advisors Tell Clients to ‘Buy the Dip’

The U.S. stock market has fallen under pressure this week amid a global equity market disruption. While Asian equities markets have experienced the greatest swings, the S&P 500 is down 4.8% in the last five days, and Wall Street’s “fear gauge,” the Cboe Volatility Index, or VIX, reached its highest level on Monday since the

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Wealth Management

TaxDome Launches Industry-First AI System to Transform Client Document Management in Time for Tax Season

TaxDome, an award-winning premier practice management solution for tax professionals, bookkeepers and full-service accounting firms, has launched TaxDome AI, the first AI system for the profession designed to eliminate time-consuming document management. TaxDome AI completely automates repetitive manual workflows and provides practitioners with organized workpapers – all in time for tax season. “We aim to

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Wealth Management

Cardinal Point Wealth Management Advises Canadians on Capital Gains Tax Increase Effective June 25, 2024 – Insurance News

AB Digital In a significant move to create a fairer tax system, the federal government of Canada announced a series of changes to the taxation of capital gains in its Budget 2024. Cardinal Point Wealth Management alerted Canadians to these changes and their potential impacts on personal and corporate financial planning. As of June 25,

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Wealth Management

Boston Medical Center’s 5 Steps to Better Community Health

Improving access to high-quality health care — particularly for underserved areas — and developing innovative partnerships with community organizations are critical to transforming the nation’s health system. The Foster G. McGaw Prize, sponsored by the Baxter International Foundation, the AHA and the AHA’s nonprofit affiliate the Health Research & Educational Trust, was recently awarded to

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Wealth Management

Apple Inc. (NASDAQ:AAPL) Shares Purchased by BCGM Wealth Management LLC

BCGM Wealth Management LLC grew its holdings in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 0.9% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 19,743 shares of the iPhone maker’s stock after purchasing an additional 177 shares during the

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Wealth Management

Connecticut to spend $6 million to boost safety of home health care workers • Rhode Island Current

HARTFORD, Conn. — Connecticut state officials Monday outlined a new safety program for home health care workers that will include GPS monitoring and escorts to potentially risky clients. The program comes in response to the murder last year of a visiting nurse who was killed when she went to administer medications to a registered sex offender. Nearly

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Wealth Management

Helping corporate tax departments navigate Brazil’s recent tax reform

A recent report by the Thomson Reuters Institute illustrates how corporate tax departments are preparing to mitigate the obstacles brought by Brazil’s recent tax reform plan and ensure a seamless transition for their organizations The tax system in Brazil has been complex and challenging for businesses and individuals alike. So, to address this issue, the

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