Neil Rubin’s Post

At one time, life insurance played a much larger part in an estate plan than it does now. Why? Families would often use life insurance payouts to pay estate taxes. But with the federal gift and estate tax exemption at $13.61 million for 2024, far fewer families currently are affected by estate tax. Let’s take a look: https://lnkd.in/g9_KAW3s #lifeinsurance #estatetax

Day #3 of Intuit Accountants #QBVCon Did you know that your FREE registration for this VCON gives you 90 DAY ACCESS 🔥💪🤯 I share more in this video👇 #IntuitLOVESProAdvisors

In this week's news round-up, Institute and Faculty of Actuaries partners with EY Foundation plus more! Read now: https://ow.ly/G07X50SnxHN #actuarialcareers #actuarialnews

Sometimes we wonder why we can't do something while someone else can do it easily, right? Well, not everyone is perfect at everything. It's just practice that helps them learn those extra things. The more we practice, the better we become at it. #agree #practice #icai #caaspirants #caexams

I had a light bulb moment yesterday that I believe many could resonate with. I was introducing myself to someone and explaining my professional background. During my explanation, I mentioned that I have extensive knowledge on a specific set of government regulations that people tend to be intimated by (ACA). The reality is this - sharing that I am able to comprehend and work with complex regulations implies that I will be a major asset to the people I’ll be partnering with. However, after sharing my background, I casually ended the statement about my knowledge around regulations by saying “unfortunately - ha ha” to play myself down and joke about how difficult ACA regs are. Introductions have never been a strong point because I don’t enjoy talking about myself. Its not a confidence thing - moreso that I never want to come across as flaunting. It is very natural for me to play myself down, and I saw that very clearly yesterday. This post is a reminder to myself and others: Let’s not play ourselves down. It is not only doing a disservice to ourselves, but to those we interact with as well. When we discount ourselves, it allows others to discount us as well. It is often the hardest workers who discount themselves the most. For how hard we work and all that we know, don’t you think that we have earned the right to state our knowledge without putting ourselves down? This is something I will be working on!

Carer’s credit is a National Insurance credit that can help carers to fill gaps in their National Insurance record. Carers who don’t qualify for Carer’s Allowance may qualify for Carer’s Credit. This may also help carers increase their State Pension entitlement. #Carers #CarersAllowance

🎁 Here's the perfect April 15 gift! If you've got the Tax Man on your mind today, it's a great time to think about joining in on the CPA fun at AICPA's #ENGAGE24 conference in June. Use the code below to get $150 off and sit in on my two sessions about annuities (June 3 and 5). The modern history of annuities in the U.S. is a story about taxes and you can trace the development of features and products on that basis alone. However, their ultimate worth goes much deeper than that. 🕰 The time is now: It feels like annuities are having a moment and I look forward to sharing more perspective on innovation, development, and how to best make these products work for investors. Click here https://lnkd.in/gnHfXQpK to sign up and use code ENG24 for $150 off 💸 your registration. I have questions about the Star Trek-leaning hashtag (hey, I can hold love for all the spacefaring franchises, but still) -- I guess accounting is a Vulcan vocation, so tentative 👍 #AnnuityYoda #AICPA #ENGAGEandprosper #conference Toland Consulting, LLC IncomePath

Get Your Speed Date: Match Your Business with R&D Tax Credits! 💖 Valentine's Day might be about quick connections, but at Leyton, we're all about speed dating for business growth! 💼✨ Let's skip the small talk and get straight to boosting your innovation game. 💡🚀 Here's why you should get started now: 1️⃣ We help you maximise your claims: We delve deep into the technicalities of your projects, ensuring no eligible costs are left unclaimed, even in the most complex cases. 2️⃣ We are responsive to regulatory shifts: With over 25 years of experience, we stay ahead of regulatory shifts in R&D schemes, and we know exactly what HMRC is looking for.  3️⃣ We care about your innovations as much as you do: Our team approaches each project with care, presenting findings clearly, and managing risks effectively for a strong and defensible claim. Ready to fast-track your company's success? 💪 Swipe right on scheduling a call with us and let's spark some serious business chemistry. 📈🔍 📅 Schedule your "speed date" with us: https://lnkd.in/eyTQGvyV #ValentinesDay #Innovation #BusinessGrowth #Rndtaxcredits

Practice mobility and substantial equivalency are in the spotlight as various state legislatures look to change education and experience requirements for CPA licensure. In response, the AICPA has stepped up, offering some guidance. They've crafted a compliance checklist designed to navigate interstate practice. Substantial equivalency has long been the backbone of CPA mobility, ensuring standards across states. Yet, with each state wielding the power to redefine these standards, the seamless landscape of CPA practice faces fragmentation. The ripple effects of such changes could extend far beyond individual CPAs, impacting firms and the clients they serve. Let's talk about it. How do you see these potential changes impacting your practice or the broader CPA community?

When our founders launched D+L in 1974, they understood something that few accounting firms do: relationships are the real bottom line. That’s more than a catchy phrase—it’s the driving force behind everything we do. It’s important to be good at accounting, it’s important to be good at business, but ultimately, those are just tools that serve the real purpose behind what we do: building relationships, growing careers, supporting our clients. That’s what really matters.