The Rivlin Group

07/23/2018

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

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 ...

06/05/2018

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."

Cut your costs and get the market return in a risk-adjusted portfolio

05/25/2018

Three things for accountants to consider before moving to the cloud.

Making the most of cloud solutions is about more than a lift-and-shift of your processes.

05/21/2018

We are so excited to share our new website with you! Please check it out and let us know your thoughts:

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

05/09/2018

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.

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

05/01/2018

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.

If you’re an accountant looking for a career change, here’s why you should consider exploring opportunities in cloud accounting.

04/27/2018

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

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.

04/19/2018

04/19/2018

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?

It's tax day — and the Internal Revenue Service experienced technical difficulties.

04/11/2018

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

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.

03/30/2018

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.

Investors no longer have to rely solely on advisers to understand their financial lives. Today, that information can be right at their fingertips.

03/29/2018

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