The Rivlin Group

This is a great opportunity for CPAs and Bookkeepers to learn more about how Xero can revolutionize your practice!

Getting to Know Xero (Baltimore) Event Overview: This event introduces you to the benefits of a Xero partnership – and provides an overview of the solutions and services available to you. It’s also a great chance to boost your network and chat with Xero advisors on how the practice management tools have improved their firm’s ...

When it comes to a strategy for winning at the stock market, sometimes simpler is better, especially in this day and age where "...everyone knows everything at the same time."

https://www.marketwatch.com/story/wealth-management-secrets-that-beat-the-ivy-league-2018-06-05

Wealth management secrets that beat the Ivy League Cut your costs and get the market return in a risk-adjusted portfolio

Three things for accountants to consider before moving to the cloud.
https://bizedge.co.nz/story/three-things-consider-moving-cloud-xero/

Three things to consider before moving to the cloud – Xero Making the most of cloud solutions is about more than a lift-and-shift of your processes.

We are so excited to share our new website with you! Please check it out and let us know your thoughts:
https://www.rivlin-group.com/

Home Accounting, tax, business consulting, comprehensive wealth management to help clients make informed financial decisions, and a multi-family office handling complex situations for high-net worth individuals

Through innovations like cloud-based accounting, paperless billing, better dashboards and improved communications, we are riding the wave of technology to better serve our clients.

https://www.accountancyage.com/2018/05/04/5-key-tech-innovations-helping-accountants-transform-their-businesses/

5 key tech innovations helping accountants transform their businesses - Accountancy Age Founder of Ask the BOSS shares the top five things that have transformed the industry and how accountants can save time, money and add more value to their clients by delivering in real-time

Not only is cloud accounting a game-changer in helping our clients, but it also provides a new and exciting career path for many technology-minded CPAs. When reading this article, keep in mind - The Rivlin Group is a Xero Bronze Partner, and we are Hubdoc certified.

How a Career in Cloud Accounting Can Change Your Life - Going Concern If you’re an accountant looking for a career change, here’s why you should consider exploring opportunities in cloud accounting.

Are you reporting all of your taxable income? According to this survey, 32% of self-employed workers don't...

http://www.cpapracticeadvisor.com/news/12409241/32-of-self-employed-workers-admit-they-under-report-taxable-income

32% of Self-Employed Workers Admit They Under Report Taxable Income More than a quarter of self-employed workers think they will pay more in taxes as a result of the recent tax reform, and almost 10 percent of self-employed workers didn’t know about the recent tax reform at all.

Well we've seen a lot in our many years of tax preparation, but this is pretty rare. Was this a welcome site for any of you last minute filers?
http://money.cnn.com/2018/04/17/news/irs-tax-filing-problems-tax-day/index.html

The IRS is giving taxpayers an extra day to file due to computer glitches It's tax day — and the Internal Revenue Service experienced technical difficulties.

Gig workers say that they think more about their retirement savings because they work harder for each paycheck. True?

https://www.investors.com/etfs-and-funds/personal-finance/gig-workers-personal-finances-gig-economy-retirement-advice/

How Gig Workers View Their Jobs, Personal Finances Will Surprise You Entering the gig economy causes gig workers to think more about their personal finances. And a T. Rowe Price expert points out how gig workers can leverage that heightened focus to build bigger retirement accounts.

In the world of financial services, technology is putting more power in the hands of the client. We welcome this trend, and this is why our new website will provide one centralized resource page for all the tools that our clients need to manage their finances.
https://www.forbes.com/sites/forbesfinancecouncil/2018/03/30/a-customer-revolution-is-coming-for-financial-services/2/

A Customer Revolution Is Coming For Financial Services Investors no longer have to rely solely on advisers to understand their financial lives. Today, that information can be right at their fingertips.

Josh Rivlin Josh Rivlin, Wealth Manager and Partner with The Rivlin Group, believes in exploring financial technology to find new ways to increase efficiency and provide more meaningful, real-time advice and customized solutions for his clients. He combines this with a passion for innovation and ethical service

Remember to connect with us on Linkedin at https://www.linkedin.com/company/the-rivlin-group-pc/

And keep an eye out for our new website, coming soon!

www.linkedin.com

It's now easier to email The Rivlin Group

Follow the Money! Why do you think private equity is pouring money into wealth management and fintech? We agree with this article that the potential to change the value proposition grows when you combine current technology with financial services.

http://www.investmentnews.com/article/20180307/FREE/180309945/private-equity-dollars-pouring-into-wealth-management-fintech

Private equity dollars pouring into wealth management, fintech Deep-pocketed PE investors are driving M&A activity, fueling growth.

This week marks the 9-year anniversary of the financial crisis of 2009. Some predict we're due for another crash. What are you doing to mitigate the risks of a volatile market?

http://www.businessinsider.com/stock-market-news-headlines-from-darkest-days-of-financial-crisis-2018-3

The stock market bottomed 9 years ago — here are the headlines from the darkest days of the financial crisis A reminder of just how scary and confusing the times were as the world became familiar with terms like mortgage-backed securities and derivatives.

Keep in mind that the IRS uses software to randomly choose someone for an audit, and they may audit returns that are up to three years old. Who is doing your taxes? It should be someone who knows your entire financial picture, and works with you throughout the year.

https://nypost.com/2018/03/02/the-irs-is-looking-for-these-red-flags-this-tax-season/

The IRS is looking for these red flags this tax season Filing taxes can be complicated, but a simple mistake or a slight exaggeration could warrant an audit from the Internal Revenue Service. Here’s how someone is chosen for an audit: An IRS software p…

With new probes into Wells Fargo's wealth management business, we're reminded of the inherent risks when clients choose large public institutions to handle their finances.

https://www.barrons.com/articles/wells-fargo-probing-sales-practices-in-wealth-management-1519932783

Wells Fargo Probing Sales Practices in Wealth Management Wells Fargo’s p.r. problems hadn’t really scathed its wealth-management business, until now.

We'd like to connect with you on Linkedin. Please follow us at https://www.linkedin.com/company/the-rivlin-group-pc/

www.linkedin.com

We're looking forward to sharing our new website with everyone soon. Please stay tuned to this page for updates!