Add revenue with tax planning packages
|
|
- Dominick Lang
- 5 years ago
- Views:
Transcription
1 Music Credit Fearless By Jasmine Murray Add revenue with tax planning packages Jackie Meyer, CPA, CTC President/Founder of Meyer Tax Consulting 11/16/17 WiFi: QBConnect Password not required
2 CPE Process CPE Credit In order to receive CPE credit Be sure to sign in or scan your badge for this session You must stay in the session for the duration of the training This session is eligible for 1 hour of CPE CPE certificates are ed directly to you within 4 weeks of the conference date to the same address you used to register CPE credit administered in coordination with 2
3 Who offers tax planning?
4 Who offers tax strategies?
5 And who gets paid for the value?
6 Today s speaker TheConciergeCPA.com Jackie Meyer, CPA, CTC President/Founder 6
7 Agenda Welcome to the circle of trust Finding confidence in your why How to make tax strategies profitable What I use for a live tax plan Where to get help 7
8 The Circle of trust aka Sinek start with the why exponentially improve your profits while working fewer hours Communicating outside in-what, how, then why, they understand but it doesn t drive behavior They buy the Why People can rationalize and have a gut decision 8
9 Who knows Simon Sinek s famous TED talk? Credit The Why was born out of pain By Simon Sinek 9
10 What is your why? Fueling legacies, not taxes Thank you Martin Bissett
11 Implementation steps The Why What is your why? What work do you love? What is most valuable to others? Convert or Dump (profitably) How to build confidence Sample tax plan Guidelines for a better practice Set a date to finish evaluation Client list, software, support & training Packages: What can you take and run with versus customize? Just do it! Purpose = What others value in you + Passion = What you value in yourself 11
12 What s missing?
13 Who s easiest to sell to? Current client New client Family 13
14 A recent Gallup Global Management study found that it costs 5 x as much to win over a new client as it does to take care of an existing one Harvesting the Low-Hanging Fruit Rootworks Article
15 Meyer tax bottom line 200% 175% 150% 125% 100% 75% Gross Rev # Clients 50% 25% 0% 1-Apr 1-May 1-Jun 1-Jul 1-Aug 1-Sep 1-Oct 1-Nov 1-Dec 15
16 Implementation Steps The Why The Who The How The What Now Who do you love working with? Who can you most help? Convert or Dump (profitably) How to build confidence Sample tax plan Guidelines for a better practice Set a date to finish evaluation Client list, software, support & training Packages: What can you take and run with versus customize? Just do it! Purpose + Passion bridge the Who and the Why, then the rest is easy 16
17 Activity Top and Bottom Clients
18 Implementation steps The Who The Why The How The What Now Convert or Dump (profitably) Packages: What can you take and run with versus customize? Value Pricing over Hourly Sample tax plan Guidelines for a better practice Set a date to finish evaluation Client list, software, support & training Just do it! 18
19 Hourly vs value billing < Hours = < Revenue Hours = Slow Death Hours = Unhappy client Tech Advances & Efficiency = < Revenue < Hours + >Value = > Revenue > Hours = > Quality Client respects your time but informs you of important events PENALIZED FOR WORKING HARDER REWARDED FOR WORKING SMART 19
20 Executive packages ELITE $700+ p/m PRO $400+ p/m BASIC $200+ p/m Onboarding Tax Plan $1.5K+ $1K+ $500+ Tax Returns Cloud Storage/Communication VIP Assistant IRS Representation Full Notice Only Tax Meetings/Estimates Unlimited Quarterly Annual Support Unlimited Phone & Only 20
21 Implementation steps The Who The Why The How The What Now Who do you love working with? (guinnea pig) Who is going to hold you accountable and support you in this process? What is your why? What work do you love? What can you show an ROI for? Convert or Dump (profitably) How to build confidence Packages: What can you take and run with versus customize? Apps I use for tax planning Guidelines for a better practice Set a date to finish evaluation Client list, software, support & training Just do it! 21
22 ROI 22
23 Who uses ProConnect Tax Online
24 Implementation steps The Who The Why The How The What Now Who do you love working with? (guinnea pig) Who is going to hold you accountable and support you in this process? What is your why? What work do you love? What can you show an ROI for? Convert or Dump (profitably) How to build confidence Packages: What can you take and run with versus customize? Sample tax plan Guidelines for a better practice Set a date to finish evaluating: Client list, software, support & training Just do it! 24
25 Resources I Love ChuckBauer.com CertifiedTaxCoach.com PASBA.org Apps Jetpackworkflow QBO Sharefile ProConnect Tax Online
26
27 Thank you! Go To TheConciergeCPA.com: 1) Private package webpage 2) My ROI Excel Template Music Credit Fearless By Jasmine Murray 27
28 Access the presentations & continue the conversation The QuickBooks Connect 2017 Conference App The QuickBooks Community qbcommunity.com Sign in with your QuickBooks login
29 Questions?
30
Law Firms = opportunity
Law Firms = opportunity Gale Kirsopp, CEO, 11/15/17 WiFi: QBConnect Password not required CPE Process CPE Credit In order to receive CPE credit Be sure to sign in or scan your badge for this session You
More informationTax season tips with profile
Tax season tips with profile Susan Watkin, President, 12/6/17 WiFi: QBConnect Password: Connect2017 CPD Process In order to receive CPD credit Be sure to sign in or scan your badge for this session You
More informationXML Publisher Balance Sheet Vision Operations (USA) Feb-02
Page:1 Apr-01 May-01 Jun-01 Jul-01 ASSETS Current Assets Cash and Short Term Investments 15,862,304 51,998,607 9,198,226 Accounts Receivable - Net of Allowance 2,560,786
More informationStreamlining year-ends
Streamlining year-ends Michael Ford, Intuit TWN Member, Jonathan Carter, 12/5/17 WiFi: QBConnect Password: Connect2017 CPD Process In order to receive CPD credit Be sure to sign in or scan your badge for
More informationAon Retiree Health Exchange Transition Guide
Aon Retiree Health Exchange Transition Guide New Health Care Coverage Options and Resources for Medicare-Eligible Retirees, Survivors, Long Term Disability Participants and Their Eligible Dependents. Welcome
More informationAdvanced Budgeting Workshop. Contents are subject to change. For the latest updates visit
Advanced Budgeting Workshop Page 1 of 8 Why Attend 'Advanced Budgeting Workshop' is the second level course in budgeting after Meirc's 'Effective Budgeting and Cost ' course. It goes beyond the theory
More informationBlockchain 101. Aynsley Damery. #QBConnect WiFi: QBConnect Password not required
Blockchain 101 Aynsley Damery WiFi: QBConnect Password not required Take a few moments to CONNECT with your neighbor WiFi: QBConnect Password not required CPE Process CPE credit administered in coordination
More informationTERMS OF REFERENCE FOR THE INVESTMENT COMMITTEE
I. PURPOSE The purpose of the Investment Committee (the Committee ) is to recommend to the Board the investment policy, including the asset mix policy and the appropriate benchmark for both ICBC and any
More informationThe Financial Reporting Checklists Every Firm should be Doing
The Financial Reporting Checklists Every Firm should be Doing Presented by Rebecca Kelley, CPA Maggie Kennedy, CPA FM34 4/5/2017 3:00 PM - 4:15 PM The handouts and presentations attached are copyright
More informationFoundations of Investing
www.edwardjones.com Member SIPC Foundations of Investing 1 5 HOW CAN I STAY ON TRACK? 4 HOW DO I GET THERE? 1 WHERE AM I TODAY? MY FINANCIAL NEEDS 3 CAN I GET THERE? 2 WHERE WOULD I LIKE TO BE? 2 Develop
More informationFringe Benefits Tax. A Guide to Fringe Benefits Tax on Company Vehicles 1
Fringe Benefits Tax A Guide to Fringe Benefits Tax on Company Vehicles 1 Introduction Most benefits given to employees other than their salary or wages are fringe benefits. There are four main groups of
More informationDBS Asia Treasures Membership
DBS Asia Treasures Membership Frequently Asked Questions 1. How do I join as a DBS Asia Treasures member? The DBS Asia Treasures membership is by invitation only. The membership may be extended to clients
More informationCertificate in Advanced Budgeting and Forecasting
Certificate in Advanced Budgeting and Forecasting Page 1 of 9 Why Attend This course is the second level course in budgeting after Meirc's 'Effective Budgeting and Cost ' course. It goes beyond the theory
More informationReview of Membership Developments
RIPE Network Coordination Centre Review of Membership Developments 7 October 2009/ GM / Lisbon http://www.ripe.net 1 Applications development RIPE Network Coordination Centre 140 120 100 80 60 2007 2008
More informationPipefy Partners ONBOARDING GUIDE
Pipefy Partners ONBOARDING GUIDE 1 Welcome! Welcome to Pipefy's Partners Program Guide! First of all, we'd like to thank you for being a part of the team and congratulate you on your certification! You're
More informationReview of Registered Charites Compliance Rates with Annual Reporting Requirements 2016
Review of Registered Charites Compliance Rates with Annual Reporting Requirements 2016 October 2017 The Charities Regulator, in accordance with the provisions of section 14 of the Charities Act 2009, carried
More informationHUD NSP-1 Reporting Apr 2010 Grantee Report - New Mexico State Program
HUD NSP-1 Reporting Apr 2010 Grantee Report - State Program State Program NSP-1 Grant Amount is $19,600,000 $9,355,381 (47.7%) has been committed $4,010,874 (20.5%) has been expended Grant Number HUD Region
More informationCertificate in Advanced Budgeting and Forecasting
Certificate in Advanced Budgeting and Forecasting Page 1 of 12 Why Attend This course is the second level course in budgeting after Meirc's 'Effective Budgeting and Cost Control' course. It goes beyond
More informationBig Walnut Local School District
Big Walnut Local School District Monthly Financial Report for the month ended September 30, 2013 Prepared By: Felicia Drummey Treasurer BIG WALNUT LOCAL SCHOOL DISTRICT SUMMARY OF YEAR TO DATE FINANCIAL
More informationSmall business funding options
Small business funding options 60 minutes of straight talk! Donna J. Davis Former Regional Administrator U.S. Small Business Administration 11/16/17 WiFi: QBConnect Password not required About today s
More informationLOAN MARKET DATA AND ANALYTICS BY THOMSON REUTERS LPC
LOAN MARKET DATA AND ANALYTICS BY THOMSON REUTERS LPC GLOBAL LOAN MARKET DATA AND ANALYTICS BY THOMSON REUTERS LPC Secondary Market Bid Levels: Europe Slide 2 European CLO New Issue Volume Monthly Slide
More informationUR Budget. Demo Days Meeting. April 2017
UR Budget Demo Days Meeting April 2017 Chatting for Zoom Participants For those joining the Zoom: 1) Please access the chat feature at the top of your screen 2) Please chat directly with (She will then
More informationAlternative Fee Arrangements That Work
Alternative Fee Arrangements That Work ABA Corporate Counsel Seminar February 13, 2010 Mark D. Wolf - Assistant General Counsel - FMC Technologies, Inc. Copyright FMC Technologies, Inc., All Rights Reserved
More informationIsle Of Wight half year business confidence report
half year business confidence report half year report contents new company registrations closed companies (dissolved) net company growth uk company share director age director gender naming trends sic
More informationLuminary Series Franchise Tax Board. Cathy Cleek CIO Franchise Tax Board December 07, 2016
Luminary Series Franchise Tax Board Cathy Cleek CIO Franchise Tax Board December 07, 2016 Introductory Thoughts Know the best way to win with FTB FTB (and most other firms) buy solutions to problems...
More informationTarrant Appraisal District 2500 Handley-Ederville Road Fort Worth, Texas 76118
2500 Handley-Ederville Road Fort Worth, Texas 76118 Re: Freeport or Goods-In-Transit Exemption Application and Associated Forms Dear Applicant: The Texas Property Tax Code requires that Freeport and Goods-In-Transit
More informationSpheria Australian Smaller Companies Fund
29-Jun-18 $ 2.7686 $ 2.7603 $ 2.7520 28-Jun-18 $ 2.7764 $ 2.7681 $ 2.7598 27-Jun-18 $ 2.7804 $ 2.7721 $ 2.7638 26-Jun-18 $ 2.7857 $ 2.7774 $ 2.7690 25-Jun-18 $ 2.7931 $ 2.7848 $ 2.7764 22-Jun-18 $ 2.7771
More informationCase Study Debt Negotiation
Case Study Debt Negotiation The Challenge Alyson Ferris from Debt BeGone Unlimited is very good at her job of debt negotiation. She can get most small businesses to agree to a 65 cents on the dollar settlement
More informationAnalyze the Market for a Seasonal Bias. It is recommended never to buck the seasonal nature of a market. What is a Seasonal Trend?
The seasonal trend in a market is our way of taking the fundamental price action of a market...and then chart it year-by-year. Analyze the Market for a Seasonal Bias STEP 5 Using Track n Trade Pro charting
More informationBudget Manager Meeting. February 20, 2018
Budget Manager Meeting February 20, 2018 Meeting Agenda DISCUSSION DRAFT NOT FOR DISTRIBUTION Budget Office Current Year Forecast Process Endowment Payout Control Charts FY19 Target Meetings Delphi Project
More informationKey IRS Interest Rates After PPA
Key IRS Rates - After PPA - thru 2011 Page 1 of 10 Key IRS Interest Rates After PPA (updated upon release of figures in IRS Notice usually by the end of the first full business week of the month) Below
More informationHigh Dividend Stocks In Rising Interest Rate Environments
High Dividend Stocks In Rising Interest Rate Environments July 2016 Disclosure: This research is provided for educational purposes only and is not intended to provide investment or tax advice. All numbers
More informationAffordable Care Act Taking a Better Look at the Look-Back Method
Affordable Care Act Taking a Better Look at the Look-Back Method September 13, 2016 Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment
More informationJAN FEB MARCH THE SEASON OF WORRIES FOR TAX PLANNING
JAN FEB MARCH THE SEASON OF WORRIES FOR TAX PLANNING How much tax I can save? Where do I invest to save tax? Do I invest only to save tax? I do not have enough money right now to invest. Invest under sec.
More informationVoya Indexed Universal Life-Protector
calculation examples Values as of 07/28/2018 Voya ed Universal Life-Protector Issued by Security Life of Denver Insurance Company Required training! VFA Registered Representatives must review the Required
More informationGuide to Understanding the Annual Statement Accumulation Builder Choice Indexed Universal Life (IUL)
Guide to Understanding the Annual Statement Accumulation Builder Choice Indexed Universal Life (IUL) is a permanent life insurance policy with flexible death benefit protection and the potential for market
More informationWhat s new in LDI Expanding the toolkit
Pensions Conference 2012 Steven Catchpole What s new in LDI Expanding the toolkit 1 June 2012 Introduction The LDI toolkit is expanding Several new tools are becoming more common: Swaptions Gilt total
More informationACA Reporting E-File Errors, Penalties & Exchange Notices
ACA Reporting E-File Errors, Penalties & Exchange Notices Agenda 1). Who is ACA Reporting Service? (quickly) 2). Setting the ACA Reporting Stage 3). The Process Leading up to E-Filing 4). E-Filing through
More informationCorporate Accounting: Earnings and Distribution
Chapter 20 Corporate Accounting: Earnings and Distribution Net income of a corporation and corporate income taxes Cash dividends Stock dividends Stock splits Appropriations of retained earnings Retained
More informationCalculate Your Expenses
Calculate Your Expenses Living Expenses Worksheet $ Mortgage payment $ Household (heat, water, etc.) $ Food (grocery and dining out) $ Car expenses (payment, gas) $ Entertainment $ Child care $ Education
More informationSCHOOL BOARD OF POLK COUNTY
SCHOOL BOARD OF POLK COUNTY P.O. BOX 391 1915 SOUTH FLORAL AVENUE BARTOW, FLORIDA 33831 BARTOW, FLORIDA 33830 (863) 534-0500 SUNCOM 515-1321 FAX (863) 534-0705 April 14, 2015 To: School Board Members Kathryn
More informationSuccess is a numbers game - it's as easy as that!
Success is a numbers game - it's as easy as that! The major reason for not having more of what you want, more wealth, more health, more power, more influence, more everything boils down to simple neglect.
More informationInvestors Presentation. Kuwait Telecommunications Company K.S.C.P
Investors Presentation Kuwait Telecommunications Company K.S.C.P Table of content VIVA s History in Brief 3 Key Milestones 4 Vision and Values 5 Shareholders' Structure 6 Population & Penetration 7 Competitive
More informationCREDIT UNIONS SURVIVAL GUIDE CLASSIFICATION AND MEASUREMENT OF FINANCIAL INSTRUMENTS (ASU )
CREDIT UNIONS SURVIVAL GUIDE CLASSIFICATION AND MEASUREMENT OF FINANCIAL INSTRUMENTS (ASU 2016-01) Presented by Matthew P. Butler CLU, ChFC Founder & Managing Principal Elite Capital Management Group,
More information200 Years Of The U.S. Stock Market
200 Years Of The U.S. Stock Market Professor John McConnell Krannert School of Management Purdue University September 25, 2018 1 200 Years Of The U.S. Stock Market Market Overview The long term The averages
More informationMANAGING YOUR BUSINESS S CASH FLOW. Managing Your Business s Cash Flow. David Oetken, MBA CPM
MANAGING YOUR BUSINESS S CASH FLOW Managing Your Business s Cash Flow David Oetken, MBA CPM 1 2 Being a successful entrepreneur takes a unique mix of skills and practices. You need to generate exciting
More informationOne BIG Last-Minute Tax Break
March/April 2019 One BIG Last-Minute Tax Break While some of us may worry about getting our tax payments out on time or refunds back, most of us don t use this time to figure out ways to minimize taxes
More informationFinancial Accounting s Conceptual Foundations
Economics /Management 4 Financial Accounting Financial Accounting s Conceptual Foundations L-2 A highly-stylized Information System Basic Functions (all info systems): 1. Collection of transactions data
More informationBMC Business Management Conference. Register by December 14, 2013 and save!
2014 BMC The only conference focused on the business aspects of running your TPA firm NATIONAL INSTITUTE of PENSION ADMINISTRATORS 2014 Business Management Conference January 11-13, 2014 Sanctuary on Camelback
More informationPerformance Report October 2018
Structured Investments Indicative Report October 2018 This report illustrates the indicative performance of all Structured Investment Strategies from inception to 31 October 2018 Matured Investment Strategies
More informationSmallBizU WORKSHEET 1: REQUIRED START-UP FUNDS. Online elearning Classroom. Item Required Amount ($) Fixed Assets. 1 -Buildings $ 2 -Land $
WORKSHEET 1: REQUIRED START-UP FUNDS Item Required Amount () Fixed Assets 1 -Buildings 2 -Land 3 -Initial Inventory 4 -Equipment 5 -Furniture and Fixtures 6 -Vehicles 7 Total Fixed Assets Working Capital
More informationEffective Budgeting and Cost Control. Contents are subject to change. For the latest updates visit
Effective Budgeting and Cost Page 1 of 9 Why Attend ning and budgeting are must-have skills for all professionals regardless of their function or managerial level. This course covers the concept of budgeting
More informationBenefits Information Session
Benefits Information Session Agenda Introduction Benefits Renewal Process Communications 2019 Benefits Information 2019 Open Enrollment Q&A 2 ONGOING ONGOING Annual Benefits Planning Cycle Open Enrollment
More informationApril 2018 Data Release
April 2018 Data Release The Home Purchase Sentiment Index (HPSI) is a composite index designed to track consumers housing-related attitudes, intentions, and perceptions, using six questions from the National
More informationMitchell Electric Charitable Fund PO Box 409 Camilla, GA (229) or FAX:
Mitchell Electric Charitable Fund PO Box 409 Camilla, GA 31730 (229) 336-5221 or 1-800-479-6034 FAX: 229-336-7088 For Office use only: Agency / Organization Application All attached sheets, including financial
More informationInvesting for now and the future. Co-opTrust Investment Services Presentation by Lydia Muchiri 26 June 2010
Investing for now and the future Co-opTrust Investment Services Presentation by Lydia Muchiri 26 June 2010 Outline Saving vs Investing Key Considerations before starting Stages of life and investing Set
More informationCASH FLOW. Dr. Derek Farnsworth Assistant Professor
CASH FLOW Dr. Derek Farnsworth Assistant Professor The Beer Game Let s play a game to introduce some of the concepts of this section! Split into groups The Beer Game What happened? Where do agricultural
More informationKey IRS Interest Rates After PPA
Key IRS Interest After PPA (updated upon release of figures in IRS Notice usually by the end of the first full business week of the month) Below are Tables I, II, and III showing official interest rates
More informationService Committee Meeting Minutes. October 11, 2018
Service Committee Meeting Minutes October 11, 2018 Minutes for October 11, 2018 The meeting was called to order at 7:00 p.m. Concepts, and GSR Responsibilities were read. The Twelve Traditions, Twelve
More informationPricing Transparency: Focus on the Chargemaster
Pricing Transparency: Focus on the Chargemaster Presented by Sandy Sage RN, HomeTown Health, LLC August 10, 2017 A PORTION OF THESE MATERIALS WERE PRODUCED PURSUANT TO THE Iowa Small Hospital Improvement
More informationN A S H V I L L E J U N E
REGISTRATION NOW OPEN SIGN UP TODAY FOR BIG DISCOUNTS! N A S H V I L L E J U N E 1 0-14 A L T E R Y X. C O M / I N S P I R E - 2019 ALTERYX + TABLEAU Powering monthly rolling forecasting Mark Thompson
More informationQuestions to Consider When You Implement Oracle Assets
Questions to Consider When You Implement Oracle Assets Cindy Cline Cline Consulting and Training Solutions, LLC During the implementation of Oracle Assets, several issues will arise and numerous decisions
More informationProtected Loan Taxation Guide
Protected Loan Taxation Guide An Explanatory Note The taxation implications of your Protected Loan (PL) can depend on a number of factors. In order to assist you in identifying the implications of your
More informationAppendices - Introduction
Appendices - Introduction For more than one reason, we have posted a printable "pdf" copy of the appendices listed below, on our website @: http://www.full-chargebookkeeping.com/ > Resources & Links page.
More informationBeginning Date: January 2016 End Date: June Managers in Zephyr: Benchmark: Morningstar Short-Term Bond
Beginning Date: January 2016 End Date: June 2018 Managers in Zephyr: Benchmark: Manager Performance January 2016 - June 2018 (Single Computation) 11200 11000 10800 10600 10400 10200 10000 9800 Dec 2015
More informationACCELERATOR- ES HYPOTHETICAL PERFORMANCE CAPSULE - Trading One Lot. Jul- 09. Jul- 10. Jan- 10. Jan- 11
System Name: Accelerator- ES Auto Trade Developer: Addwins LLC dba Trading Systems Live System Type: Intraday Futures Trades: Emini S&P Subscription Cost: $650 USD Year Dates Covered: Jan 2007- Mar 31
More informationBeginning Date: January 2016 End Date: September Managers in Zephyr: Benchmark: Morningstar Short-Term Bond
Beginning Date: January 2016 End Date: September 2018 Managers in Zephyr: Benchmark: Manager Performance January 2016 - September 2018 (Single Computation) 11400 - Yorktown Funds 11200 11000 10800 10600
More informationJanuary 2018 Data Release
January 2018 Data Release The Home Purchase Sentiment Index (HPSI) is a composite index designed to track consumers housing-related attitudes, intentions, and perceptions, using six questions from the
More informationOppenheimerFunds Payroll Deduction IRA Participant Guide
Retirement OppenheimerFunds Payroll Deduction IRA Participant Guide Not FDIC Insured May Lose Value Not Bank Guaranteed OppenheimerFunds is not undertaking to provide impartial investment advice or to
More informationDEBT CAPITAL MARKETS EXECUTIVE SUMMARY MIDDLE MARKET
MARKET INSIGHTS 4Q 2017 DEBT CAPITAL MARKETS EXECUTIVE SUMMARY In the middle market, bank loan capital is available at attractive levels. For leveraged middle market companies, non-bank lenders are driving
More informationSHARETHIS FINANCE STUDY
SHARETHIS FINANCE STUDY EVERY MONTH, 32 MILLION USERS GENERATE 68 MILLION SOCIAL ACTIONS RELATED TO FINANCE. 32 Million Finance Sharers SHARETHIS SOCIAL INTELLIGENCE PLATFORM 53 Billion Webpage Views 3.1
More informationYour Health Benefits for 2018 Self-Insurance, Regionalization, Medicare, Next Steps
Your Health Benefits for 2018 Self-Insurance, Regionalization, Medicare, Next Steps Lisa Ellinger, Director Office of Strategic Health Policy Your Health Benefits for 2018 February 24, 2017 1 We want to
More informationRelease date: 14 August 2018
Release date: 14 August 218 UK Finance: Mortgage Trends Update June 218 House purchase activity slows in June but remortgaging activity remains high Key data highlights: There were 34,9 new first-time
More informationConsumer Price Index (Base year 2014) Consumer Price Index
Consumer Price Index uary 2018 (Base year 2014) Consumer Price Index 1 Release Date: uary 2018 Detailed by: Expenditure groups Household welfare levels Household type Regions Briefing This publication
More informationOctober 2018 Data Release
Mar-11 Apr-11 May-11 Jun-11 Jul-11 Aug-11 Sep-11 Oct-11 Nov-11 Dec-11 Jan-12 Feb-12 Mar-12 Apr-12 May-12 Jun-12 Jul-12 Aug-12 Sep-12 Oct-12 Nov-12 Dec-12 Jan-13 Feb-13 Mar-13 Apr-13 May-13 Jun-13 Jul-13
More informationVoya Indexed Universal Life-Global Plus
calculation examples Voya ed Universal Life-Global Plus Values as of Issued by Security Life of Denver Insurance Company Required training! VFA Registered Representatives must review the Required Training
More informationJanuary 2019 Data Release
Mar-11 Apr-11 May-11 Jun-11 Jul-11 Aug-11 Sep-11 Oct-11 Nov-11 Dec-11 Jan-12 Feb-12 Mar-12 Apr-12 May-12 Jun-12 Jul-12 Aug-12 Sep-12 Oct-12 Nov-12 Dec-12 Jan-13 Feb-13 Mar-13 Apr-13 May-13 Jun-13 Jul-13
More informationBig Walnut Local School District
Big Walnut Local School District Monthly Financial Report for the month ended September 30, 2012 Prepared By: Felicia Drummey Treasurer BIG WALNUT LOCAL SCHOOL DISTRICT SUMMARY OF YEAR-TO-DATE FINANCIAL
More informationJune 2018 Data Release
Mar-11 Apr-11 May-11 Jun-11 Jul-11 Aug-11 Sep-11 Oct-11 Nov-11 Dec-11 Jan-12 Feb-12 Mar-12 Apr-12 May-12 Jun-12 Jul-12 Aug-12 Sep-12 Oct-12 Nov-12 Dec-12 Jan-13 Feb-13 Mar-13 Apr-13 May-13 Jun-13 Jul-13
More informationConsumer Price Index (Base year 2014) Consumer Price Index
Consumer Price Index December 2017 (Base year 2014) Consumer Price Index 1 Release Date: January 2018 Detailed by: Expenditure groups Household welfare levels Household type Regions Briefing This publication
More informationMortgage Trends Update
Mortgage Trends Update UK Finance: Mortgage Trends Update December 218 of first-time reaches 12-year high in 218 Key data highlights: There were 37, new first-time buyer mortgages completed in 218, some
More informationFinancial & Business Highlights For the Year Ended June 30, 2017
Financial & Business Highlights For the Year Ended June, 17 17 16 15 14 13 12 Profit and Loss Account Operating Revenue 858 590 648 415 172 174 Investment gains net 5 162 909 825 322 516 Other 262 146
More informationAnatomy Of A Rate. Presented By: Anjanette Simone Vice President, Aon.
2017 HR FLORIDA Anatomy Of A Rate Presented By: Anjanette Simone Vice President, Aon Agenda Underwriting / Rating Overview Funding Arrangement Options Incurred vs. Mature Claims Underwriting Basics & Components
More informationConsumer Price Index (Base year 2014) Consumer Price Index
Consumer Price Index December 2016 (Base year 2014) Consumer Price Index 1 Release Date: January 2017 Detailed by: Expenditure groups Household welfare levels Household type Regions Briefing This publication
More informationCapturing equity gains whilst protecting portfolios
Capturing equity gains whilst protecting portfolios Edward Park Q2 2018 MSCI North America Total Return in USD (2017 Discrete Calendar Months) 4.00% 3.50% 3.00% 2.50% 2.00% 1.50% 1.00% 0% 0.00% Jan-17
More informationInvestors Presentation. Kuwait Telecommunications Company K.S.C.P
Investors Presentation Kuwait Telecommunications Company K.S.C.P Table of content VIVA s History in Brief 3 Key Milestones 4 Vision and Values 5 Shareholders' Structure 6 Population & Penetration 7 Competitive
More informationConsumer Price Index (Base year 2014) Consumer Price Index
Consumer Price Index ruary 2018 (Base year 2014) Consumer Price Index 1 Release Date: March 2018 Detailed by: Expenditure groups Household welfare levels Household type Regions Briefing This publication
More informationIllinois Job Index Note: BLS revised its estimates for the number of jobs and seasonal adjustment method at the beginning of 2010.
Illinois Job Index Release Data Issue 4/21/2010 Jan 1990 / Mar 2010 Note: BLS revised its estimates for the number of jobs and seasonal adjustment method at the beginning of 2010. For April Illinois Job
More informationStatus of the Unemployment Trust Fund and Related Issues. Commission on Unemployment Compensation. Ellen Marie Hess, Commissioner.
Status of the Unemployment Trust Fund and Related Issues Commission on Unemployment Compensation August 8, 2018 Ellen Marie Hess, Commissioner 2 Trust Fund Data Standard Forecast (Millions of Dollars)
More informationConstructing a Cash Flow Forecast
Constructing a Cash Flow Forecast Method and Worked Example A cash flow forecast shows the estimates of the timing and amounts of cash inflows and outflows over a period of time. The sections of a cash
More informationSAP s Credit Rating - Rationale and Process
SAP s Credit Rating - Rationale and Process Klaus Heizmann Head of Treasury Finance SAP SE November 19, 2015 Agenda Overview SAP M&A and debt history Credit rating: Rationale and process 2015 SAP SE. All
More informationPlan Sponsor Brochure
Plan Sponsor Brochure [LPL-Approved Advisor Logo] Dave Ramsey s SmartDollar program is not affiliated with LPL Financial. For Plan Sponsor Use Only - Not
More informationQuarterly Chartbook. June 30, What happened, where are we now, and what do we expect?
Quarterly Chartbook June 30, 2009 What happened, where are we now, and what do we expect? What happened? At the end of the day, the market events of the past twenty-four months can be attributed to poor
More informationTrailer Estates Bingo Summary of Activities and Accounting
April 2013 Summary of Activities and Accounting M.Brauer, Treasurer Summary of Activities and Accounting Trailer Estates Park and Recreation District is a deed-restricted 55+ mobile home community with
More informationUnderstanding Benchmarking for Healthcare Organizations
Understanding Benchmarking for Healthcare Organizations Melissa M. Meeker, CPA MSA, Accounting, Franklin University Tina R. Wright, CPA, CHBC BSBA, Accounting, The Ohio State University Benchmarking Basics
More informationQ Investor Presentation
Q1-2016 Investor Presentation Kuwait Telecommunications Company K.S.C.P Table of content VIVA s History in Brief 2 Key Milestones 3 Vision and Values 4 Shareholders' Structure 5 Population & Penetration
More informationMARCH M T W T F S S
0 0 JANUARY 0 0 0 FEBRUARY 0 0 MARCH 0 0 0 JANUARY 0 0 0 FEBRUARY 0 0 MARCH 0 0 0 APRIL 0 0 0 JULY 0 0 0 MAY 0 0 0 AUGUST 0 0 0 JUNE 0 0 0 SEPTEMBER 0 0 0 APRIL 0 0 0 JULY 0 0 0 MAY 0 0 0 AUGUST 0 0 0
More informationBoard of Directors October 2018 and YTD Financial Report
Board of Directors October 2018 and YTD Financial Report Consolidated Financial Results Operating Margin October ($30,262) $129,301 ($159,563) Year-to-date $292,283 $931,358 ($639,076) Excess of Revenue
More informationThe Role of Composite Indexes in Tracking the Business Cycle
Trusted Insights for Business Worldwide The Role of Composite Indexes in Tracking the Business Cycle INTERNATIONAL SEMINAR ON EARLY WARNING AND BUSINESS CYCLE INDICATORS 14 December 29, Scheveningen, The
More informationAlgo Trading System RTM
Year Return 2016 15,17% 2015 29,57% 2014 18,57% 2013 15,64% 2012 13,97% 2011 55,41% 2010 50,98% 2009 48,29% Algo Trading System RTM 89000 79000 69000 59000 49000 39000 29000 19000 9000 2-Jan-09 2-Jan-10
More information