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Insights

Staying up to speed on industry trends and tax law updates is critical. Doing so, however, can be time consuming and difficult, especially given the frequency of changes. Working with Elevate takes this task off your plate. To keep you informed of the latest developments impacting your RIA firm, we equip you with tailored resources and insights, including articles and white papers about relevant trends and tax updates. We can also provide resources for your clients, allowing you to add value to your relationships.

Examples of insights that we provide:

  • Knowing the ins and outs of investment interest expense to help your high net worth clients
  • Making sense of the current tax legislation for your RIA firm
  • Employee bonuses: How to avoid a surprise tax bill for your clients
  • How to structure your RIA firm for best tax benefits
  • Understanding the short- and long-term tax implications of forgivable loans
  • Accounting for future tax obligations
Fractional CFO

5 Potential Biden Tax Law Changes Impacting RIA Firms

by Elevate CPA Group
February 23, 2021
Top 6 Tax Considerations for New RIA Firms - Elevate CPA Group
Fractional CFO

Top 6 Tax Considerations for New RIA Firms

February 15, 2021
Property for Services Part 5: Stock Options - Elevate CPA Group
Fractional CFO

Property for Services Part 5: Stock Options

February 12, 2021
Property for Services Part 4: Selling Your RIA Firm - Elevate CPA Group
Fractional CFO

Property for Services Part 4: Selling Your RIA Firm

February 9, 2021
Property for Services Part 3: How Much is Taxable? - Elevate CPA Group
Fractional CFO

Property for Services Part 3: How Much is Taxable?

February 7, 2021
Property for Services Part 2: Succession Planning and Stock Options - Elevate CPA Group
Fractional CFO

Property for Services Part 2: Succession Planning and Stock Options

February 5, 2021
Property for Services Part 1: Common RIA Tax Errors - Elevate CPA Group
Fractional CFO

Property for Services Part 1: Common RIA Tax Errors

February 3, 2021
2021 Market Trends for the Wealth Management Industry
Fractional CFO

2021 Market Trends for the Wealth Management Industry

February 1, 2021
Top 4 compliance considerations of newly registered RIA firms
Fractional CFO

Top 4 compliance considerations of newly registered RIA firms

January 4, 2021
How a fractional CFO could benefit your RIA firm
Fractional CFO

How a fractional CFO could benefit your RIA firm

January 4, 2021
5 things your RIA firm should consider before year-end
Fractional CFO

5 things your RIA firm should consider before year-end

December 23, 2020
Top 3 things to discuss with your clients before year-end
Accounting + Tax Return Prep

Top 3 things to discuss with your clients before year-end

December 18, 2020
Avoid these 3 pitfalls when applying for PPP loan forgiveness
Accounting + Tax Return Prep

Avoid these 3 pitfalls when applying for PPP loan forgiveness

December 17, 2020
PPP loan forgiveness: How the waiting game can pay off in the long run
Accounting + Tax Return Prep

PPP loan forgiveness: How the waiting game can pay off in the long run

December 12, 2020
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Let us keep you and your clients informed.

Searching for information on the latest industry trends and tax updates can quickly become a drain on your time. Let Elevate keep you and your clients informed, so you can focus on serving your clients.

Schedule your free consultation →

Chicago Office
9501 W. 171st Street, Suite H103
Tinley Park, IL 60487

Colorado Office
1470 Walnut Street, Suite 200
Boulder, CO 80302

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Take advantage of our expertise. Let’s talk about how we can help your firm grow. 

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