Eric Mancini ,CFA,CFP,CAIA

How many investment advisers registered in Rhode Island use Altruist? Let's find out with ADVDB advanced search. Advanced search enables searching by... • Custodian • State registration And will soon include... • Client type • SMA asset classes • Discretionary/non-discretionary assets • And more... Advanced search is free for the next couple of weeks while I work out the kinks. Search 32,000 investment advisers for free with advdb.co. p.s. There are four advisers registered in Rhode Island using Altruist.

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Ready to sell your accounting practice? The buyer landscape has evolved! Private equity, wealth management, and strategic buyers are now major players. Understand who you’re selling to and their unique strategies. Don't let the allure of a quick sale mislead you—ensure your buyer aligns with your goals. Dive deeper into the changing buyer pool and how to navigate your sale successfully: https://lnkd.in/gau9aHwg #Accounting #BusinessSales #ExitStrategy #BusinessGrowth #CPA #MergersAndAcquisitions

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When to hire finance help in your small business? Starting out — $0-1m annual revenue — hire a bookkeeper Established — $1-15m annual revenue — bookkeeper and/or controller + optional fractional CFO Larger SMB — $15m+ annual revenue — staff accountant + controller + FT or fractional CFO Check out this quick guide we built: https://buff.ly/4bC2Fsq #proftmastery

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You can't rely on GAAP accounting because it is murdered by acquisition accounting. https://lnkd.in/gRMzjCQv / https://valens.page/AGUq #Portfolio #Equity #Buyers #Market #Gains

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🔍 Why is concise communication essential for good tax advisory? Ask advisors, and they'll say communication is the cornerstone of a successful advisory relationship with clients. Concise communication adds: 📚 Clarity and Understanding: Your ability to simplify complex tax matters ensures that clients grasp their obligations. ⏱️ Efficiency: You save time by getting straight to the point, leaving room for strategic planning. 🤝 Trust and Confidence: Clear, straightforward advice builds trust between advisors and clients. ✅ Compliance and Accuracy: Well-informed Clients will stay compliant, leading to a more cohesive partnership. Scientific research supports this. Studies in the Journal of Business and Technical Communication reveal that brevity enhances comprehension. Similarly, the Harvard Business Review highlights how clear communication boosts decision-making efficiency. Compliance tools can be a crucial element in better communication, and we at Daysium can be the link between your excellent advisory information and the client's compliance journey. Our platform helps: 📋 Clarify relevant rules, ensuring day counting follows relevant tax rulesets. 🛡️ Improves compliance by ensuring day counting information is accurate and updated in real time. ⚙️ Ensures efficiency with the ability to generate contemporaneous evidence. This adds another layer of confidence in your professional advice to the client, helping them to improve their strategic situation. Concise communication isn't just a skill—it's a vital tool for building stronger, more effective advisor-client relationships. With Daysium, you can enhance your ability to help your clients navigate the complex tax landscape. To learn if we'd be a great fit, take our Scorecard Assessment and join the Daysium Partner Program 👉 https://lnkd.in/gGssHMYN 👈 #Daysium #TaxCompliance #Communication #TaxAdvisors #TaxTechnology

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🛡️🌟 How to Talk with Your Financial Advisor About Tax Planning 🌟🛡️ . Now is as good as ever a time to discuss tax planning with your financial advisor. But how do you ensure this conversation is productive and tailored to your unique financial situation? Here are some key points to keep in mind: . 🗣️ Start the Conversation Early Don’t wait until the last minute. Engaging with your advisor early on allows ample time to implement strategies that could significantly impact your financial outcome. . 📋 Be Prepared Come to the meeting with all necessary documents and a clear understanding of your current financial standing. This includes income statements, past tax returns, investment portfolios, and any other relevant information. . 🔍 Ask the Right Questions Here are some essential questions to consider: What tax-saving strategies can we implement before year-end? How will upcoming changes in tax laws affect my situation? Are there specific investments that could offer tax advantages? What retirement account contributions can optimize my tax benefits? . 💼 Discuss Long-Term Goals While immediate tax savings are important, aligning your tax strategy with long-term financial goals ensures a coherent and sustainable financial plan. Discuss how tax planning fits into your broader financial picture. . 🔄 Review and Adjust Regularly Tax planning isn’t a one-time event. Schedule regular check-ins with your advisor to review your strategy and make adjustments as needed. Life changes like a new job, marriage, or buying a home can all impact your tax situation. . 💬 Leverage Their Expertise Remember, your financial advisor is there to provide expert guidance. Don’t hesitate to tap into their knowledge and experience to navigate the complex world of taxes. . By addressing these points with your financial advisor, you can create a proactive, informed approach to tax planning that not only saves you money but also aligns with your overall financial goals. 🏆📈 . #TaxPlanning #FinancialAdvisor #YearEndPlanning #TaxStrategies #FinancialSuccess #InvestSmart

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Understanding your true costs is like peeling an onion – there are layers upon layers of hidden expenses 🧅💸. Just when you think you’ve reached the core, there’s always one more tear-jerking surprise 😂. From that sneaky “extra fees may apply” to the “luxury tax” on your impulse buy, costs have a way of creeping up on us! 🤯 Let's unmask those costs and make them face the music. 🎭💵 Embrace your expenses; ignorance is only bliss until the bill arrives! 🚀💡 Time to master the art of savvy spending! 💪💼 #FinancialWisdom #UnlockTheTruth #PeelBackTheLayers Want more help with cash flow? Click the following link to download 5 Steps to Secure Cash Flow: https://bit.ly/4ckYa5l #foundationacs #slc #utah #accounting #bookkeeping

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This article dives into the significant advantages that arise when investors establish #accounting firms. Whether you're an investor seeking deeper financial insights or simply curious about the synergy between private investment and accounting, this is a must-read. "How Do Small Private Investors Benefit from Creating Accounting Firms?" 🔗 https://hubs.li/Q02sbScY0 #PrivateInvestment #Accounting #BusinessStrategy

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