Utah Accounting News (United States)

Prior to the end of the year there are three things that should be addressed: capital gains, required distributions, and Roth IRA conversions. If your advisor hasn’t reached out to you to address these issues it may be time to hire another advisor.

Net Worth Advisory Group announced today that they have been recognized as a Premier Advisor in Salt Lake City, Utah, by the National Association of Board Certified Advisory Practices.

Learn How Health Reform and the Economy are Impacting Your 2012 Renewals

Integrated document management and workflow software gives users real-time information access within digital work processes

In 2010, many people converted their traditional retirement accounts to a Roth IRA. After the rough year we've experienced in the equities markets, some people may be wishing they had waited. Believe it or not, the IRS is willing to give you a break.

One Utah accounting firm is actively driving local economic relief by helping Utah entrepreneurs recover the taxes they overpaid and the refunds they left behind on their previously filed tax returns.

Seminar teaches childcare providers how to eliminate 10 - 15 hours of work per week.

MainStreet Tax & Accounting Services is launching The Refund Recovery Program, a risk-free tax review program with a mission to put millions of dollars back into the hands of local entrepreneurs, starting with one million dollars by January 2012.

Electronic document management solution integrates with accounting software to increase efficiency

RocketRelief is the best way to work with tax professionals to solve common tax problems. We recruit and contract independent tax professionals for on-demand tax relief, consultations, and solutions

Net Worth Advisory Group is offering an e-book titled "Understanding Financial Terms" at no cost. Each chapter of the e-book covers a commonly misunderstood financial topic. The book can be downloaded from Lon Jefferies' financial blog.

Sales of equity indexed annuities have grown in recent years. These are complex investments and because salespeople are paid large commissions for promoting these products it’s difficult to get an objective opinion on whether they're right for you.

Limited Liability Companies are taxed as sole proprietors or partnerships based on the number of owners. LLC's provide no tax benefits until they have elected to be taxed as S-Corps with the IRS. S-elections must be made by March 15th.

Salt Lake's Small Business Development Center (SBDC) is hosting a free seminar on "Choosing a Business Entity." Learn about the legal and tax differences of Sole Proprietorships, Partnerships, C-Corps, S-Corps and LLC's. Call 801-565-7900 to RSVP.

eFileCabinet to debut new Enterprise Content Management products and services to partners

There has been some confusion about Obama's proposed tax legislation. This is a summary of the items being discussed.

Net Worth Advisory Group, one of Salt Lake City’s leading Fee Only Registered Investment Advisory firms, announced it has obtained the advisory firm of Luke Wealth Strategies and has expanded with the opening of its Scottsdale Arizona office.

Ray LeVitre, founder of Net Worth Advisory Group, a fee-only financial planning firm, appeared on the KSL Studio 5 program to discuss factors investors should consider before year-end. Topics included reducing tax liability and Roth IRA conversions.

Net Worth Advisory Group of Salt Lake City, Utah, disclosed a comparison of the costs involved with investing through their service as opposed to investing in mutual funds. The comparison utilizes costs identified in a new study by State Street Corp.

Net Worth Advisory Group in Salt Lake City, Utah, was named a top financial advisor by an independent study. Net Worth Advisory Group was found to excel at retirement planning, financial planning, investment management, and portfolio management.

SecureDrawer v2.0’s robust new features enable users to share files quickly and securely via the Web

Tax planning has always been a challenging element of the financial planning process. This year it has been especially difficult because of the pending changes to the tax code. So how do we properly tax plan in the face of such uncertainty?

As a leader in Utah's financial industry, Net Worth Advisory Group participated in Utah Business Magazine's annual Wealth Management Roundtable on Thursday, November 11, 2010. An edited transcript of the discussion will appear in the December issue.

eFileCabinet adapts electronic document management solution to NATP members

Navigator strives to be your trusted technology partner, providing you with SAP's ERP software solutions that enable profitable, scalable growth through real-time control over operations—aligning all of your departments into one integrated system.

ABCLoanGuide.com offers sound advice, information and tips that can help anyone seeking a loan or to repair their credit. A swell of visitors to the site brings new debt consolidation calculators, mortgage calculators, blog and a free book download.

Rainy Day Budget makes creating, managing, and updating budgets simple. Following the success of the stand-alone desktop version, Rainy Day Budget has been rewritten for the web as a free service to the community.

New Version 5.0 features designed to attract new electronic document management customers worldwide

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UVEF Recognizes Utah CFO Services Firm as a High Growth Start-Up 3-Years in a Row

Utah Daily Herald highlights Ken Kaufman in: “Utah investment firm names PG resident on its top 100 list”

Six companies, including Ralph Lauren and Macy’s, said inventory management is a key factor in their improved earnings in the last quarter. A cost-effective way to improve a company’s inventory system is to use inventory management software.

Net Worth Advisory Group in Salt Lake City, Utah, is extending an offer to examine and optimize a client's 401(k) plan. The offering will ensure the client has a diversified portfolio that matches their risk tolerance. Costs will also be analyzed.

DiskAgent by Spearstone, expands its services to include iPhone Remote Wipe support

More than 4 million small businesses use QuickBooks, and they need advanced inventory system software that fully integrates with the accounting software. Fishbowl Inventory is the most-requested QuickBooks add-on because it meets this need.

Ken Kaufman discusses upcoming book “Entrepreneur Math” with Janet Ackerson on her radio show, The Wealthy Exit.

After identifying an appropriate asset allocation of stocks, bonds and cash, and determining a diversification strategy, an investor must choose specific investments. There are over 26,000 mutual funds. How can an investor know which funds to trust?

“Ten Accounting & Finance Secrets for Start-Ups” will debut on March 10th, 2010

Registration is Now Open for the Second Annual UA Conference Themed ‘A Practice Made Perfect’

Ken Kaufman included in elite group for the growth of his CFO Services firm and general contributions to entrepreneurship and the business community

Banks and Credit Unions need the help of diplomatic third party collection companies. Banks are charging off more and more customers because their overdraft protection has run out of time.

Net Worth Advisory Group will be teaching a retirement and financial planning seminar at LaCaille on Thursday, February 25th at 7:00 pm. Both those who are currently retired and those who will be retiring within the next year are welcome.

Webinar will detail what should and should not be included in a comprehensive financial plan, how to utilize the financial plan to maximize the probability of obtaining retirement goals, and how to update the plan to reflect your changing situation.

In conjunction with PCI and SAS70 requirements, NetHosting has implemented additional security protocols that have dramatically reduced occasions of credit card fraud in its online purchases.

According to the SEC, individuals with a written financial plan have twice the money in investments as those who don’t. Don’t miss this opportunity to learn how to construct a financial tool that will benefit you for the rest of your life.

CFO WISE founder, Ken Kaufman, discusses his Top Ten 2010 Trends for Entrepreneurs with Kenneth Darryl Brown

Unparalleled training offered by and to all Partners and CFOs of growing CFO Services firm

According to the SEC individuals with a financial plan have twice the money in savings and investments as those who don’t. Don’t miss this opportunity to learn how to construct a financial tool that will benefit you for the rest of your life.

Company Proves Accounting is an Attractive Profession with Record Growth Amid 2009 Recession

Every personal finance move or decision creates a reaction in another area of your financial life. The key is to create positive reactions and not negative reactions.