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Financial Planners, Annuities & Retirement Insurance Plans, Financial Planning Consultants

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AKA: Abboud T Scott
Categories: Financial Planners, Annuities & Retirement Insurance Plans, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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Phone: (770) 475-0495

Address: 11800 Northfall Ln, Alpharetta, GA 30009

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T Scott Abboud Cfp

Taxes

Tax Planning
Financial Planning Software allows advisors the ability to produce reports for retirement planning, estate planning, college funding, capital needs analysis and income tax planning. Financial planning software can include summary planning comprehensive planning or modular financial planning.
Estate Taxes
Tax Services
Tax Focus - From our first product 20 years ago, our software has provided users with tools to help manage the impact of taxes upon their investments. This continues with Captools/net. Account-assignable tax rate classes, designed to accommodate past and future tax rate changes, enable Captools/net to compute estimated taxes on actual and prospective transactions, as well as before and after-tax ROI performance. Five tax-lot methods (Specific, FIFO, LIFO, Average (single & double category)) and automated tax-lot matching help you to choose and implement the tax lot method which will minimize taxes on your taxable transactions, taking into account holding periods, local, state and federal taxes and same security wash sale tax rules. Tax oriented income reports segregate income by relevant categories, including taxable and non-taxable, qualified and non-qualified, and realized gains by relevant holding periods, with reports optionally available in 1099 and other tax form relevant formats at higher program levels. Lastly, Captools/net provides you with a export function which allows you to generate TXF format files which can be imported into the Turbo-Tax tax preparation program.
Income Tax
The first item, Income Tax Rate is simply that. When this item is activated, the software will net the portfolio’s ordinary income tax portion of the return from the gross return. It is not necessary to CLICK on the YES box unless you want to automatically tax effect all accounts and portfolios. I would recommend leaving all the YES boxes uncheck here since you can very easily turn these items on and off with the toolbar.

Investment

Investment Management
The Import/Export feature allows the user to import from many third party portfolio management software packages. If you are using Dbcams, Centerpiece, Total Resource or are an LPL rep, you can use this option. Contact your software provider for directions on exporting to this software package.
Mutual Funds
Laser App is a software program incorporating hundreds of application forms from mutual funds, broker dealers, annuity and insurance companies. The forms from varioius companies have been scanned in as images and can be populated using a single database.
Bonds
Wealth Management
Practice Management Solution, FSC Practice Management Solutions, Practice Management Software, CRM for Financial, ACT! for Financial Advisors, client and contact management software, crm software, asset allocation software, portfolio management software, financial planning software, registered reps... Practice Management Solution, FSC Practice Management Solutions, Practice Management Software, CRM for Financial, ACT! for Financial Advisors, client and contact management software, crm software, asset allocation software, portfolio management software, financial planning software, registered reps... “A middle ground CRM program that will meet many advisors' needs.” “If ACT! is such a great product, why do you need ACT4Advisors? The answer is simple: ACT! is designed for general sales, not specifically for the financial-services industry. It is possible to customize ACT! to meet the needs of financial advisors, but to do so would be time consuming. Wouldn't you be better off purchasing a set of industry specific layouts, templates, and reports that were already customized for advisors? Well, that is exactly what ACT4Advisors offers.” See the Article » “While Cuomo's firm does not track all of its clients' investments from within ACT4Advisors, she still finds the Security Quote field on the Investment tab very useful. "A number of clients call from time to time for stock quotes," she says. "If I enter the stocks in the Security Quote field, I can obtain quotes right from their contact record within ACT4Advisors.” “The primary advantage of ACT4Advisors is that advisors receive a highly customized version of ACT! at a very affordable price. "ACT! combined with ACT4Advisors is a bargain," says Michael Dubis, president of Touchstone Financial, in Madison, Wisc. ” “It's easy to use," says Dubis. "It's detailed enough to be just right, but not too detailed that you never want to use it.” “Cuomo agrees: "It's really powerful, but not difficult.” “The group of users I spoke with had good things to say about service and support. Dubis described ACT4Advisor as "very responsive and patient.” “With ACT!'s large user base, there's a good chance that some of your staff is familiar with the program, which means that your training cost will be minimized. Finding competent temps or virtual work partners to perform various tasks within ACT! shouldn't prove much of a challenge either.” Author: Joel P. Bruckenstein ~ Morningstar Advisor April 2003 “The Growing Importance of Contact Management.” “Frequent contact with customers, or "relationship management," is important in building a successful business. The payback is clear: Retaining current customers costs five to seven times less than finding new ones. Studies show that over a lifetime, loyal customers purchase more, cost less to sell to, and will refer five other people to a business.” News and Updates ------------------------------------------------------------------------

Accounting

Accounting Services
Accountant - Portfolio management licensed for use by those performing an accounting role for a limited number of accounts, typically for extended family, non-profit organization, business internal accounts, or non-money management oversight tracking by an accountant. Supports merged account reporting and and optionally supports multi-currency portfolios. Client and account records fields and reporting are limited to needs typical for organization internal reporting. The number of accounts are limited. Users requiring more accounts can upgrade to the Pro or Enterprise versions. Not licensed to individuals or firms registered with government as offering any kind of investment related services, or to firms offering accounting services to such individuals or firms.

Planning

Financial Planning
Over the last decade, the financial planning industry has changed considerably. What used to be used solely for asset gathering, financial planning software now serves advisors and their clients as a vital analytical decision making tool. Goal setting complicated by tax law changes, investment uncertainty and timely financial decisions make financial planning software a necessity for any serious advisor.
Retirement Planning
Cash-flow Retirement Component (Golden Years) provides the flexibility to perform nearly unlimited "what-if" scenarios. Change the inflation rate or amount of income needed up to five times. Change the earned income and pension plan amounts up to five times to account for changing needs or special plan options. In years when the client has surplus income, specify what percent is reinvested in each of four different savings and investment categories, and change the mix after retirement or another specified age. Run the report either with or without indexing of the IRS tax rate brackets. Finally enjoy the freedom of true flexibility.
Annuities
Power Optimizer incorporates flexibility with ease of use to make it the most powerful investment analysis and presentation tool on the market today. Power Optimizer allows the user to create portfolios using our databases of Stocks, Funds,Variable Annuities and up to 300 indices in any combination. The software can produce historic return and risk calculations on ANY set of assets and optimize the mix for a better solution.
Asset Management
Thank you for purchasing this introductory training CD on the Power Optimizer software offered by Wilson Associates. Power Optimizer is a sophisticated asset allocation program for investment advisors. This software helps analyze, construct and compare investment portfolios using Modern Portfolio Theory. The innovator of Modern Portfolio theory, Harry Markowitz, received a Nobel Prize in Economics for his efforts and Power Optimizer uses this theory in its analysis.
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