Abnormal Returns

JANUARY 16, 2023

thinkadvisor.com) Taxes Some steps you can take to upgrade your tax-planning game. blogs.cfainstitute.org) How Merit Financial Advisors is building out its tax practice. thinkadvisor.com) The biz The M&A has shifted in 2023 with a focus on firms with alts capacity. financial-planning.com).

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Financial Advising Wealth Advisor Tax Planning Financial Advice 130

Harness Wealth

MAY 25, 2023

Here’s a deep dive into the average fees of financial advisors, in 2023. The primary fee structures are: Fee-only : Advisors only receive payment from their clients for the services they provide, not receiving any commissions or other incentives from product providers. Between 0.5%

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Financial Advisor Certified Financial Planner Ethics CFP 52

Cordant Wealth Partners

NOVEMBER 18, 2024

We also get you up to speed on the tax benefits of using a DAF. If you've heard of a DAF and are curious about incorporating it into your giving and tax planning strategy, this article is for you. Key Takeaways: Contributions to a donor-advised fund reduce your tax bill in the year your contribution is made.

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Taxes Tax Planning Nonprofit Accounting 52

Darrow Wealth Management

NOVEMBER 17, 2022

In November 2022, proponents of the Massachusetts ‘millionaires’ tax (question 1) won their bid to nearly double the income tax rate on individuals with taxable income over $1M a year. Starting in 2023, a 4% surtax will be applied to taxable income and capital gains over $1M.

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Taxes Wealth Management Tax Planning Planning 107

Indigo Marketing Agency

FEBRUARY 2, 2023

With over 18 years of sales and marketing experience, Katie was able to share her industry knowledge with financial advisors looking to leverage their marketing and grow their businesses. Read on to learn more about marketing your speciality as an advisor. how are you going to differentiate yourself from the crowd?

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Marketing Marketing Financial Advisor Clients 81

Zoe Financial

FEBRUARY 14, 2023

Zoe’s Tell-All: 2023 Tax Season Published February 14th, 2023 Reading Time: 5 minutes Written by: The Zoe Team If you’re a golfer, you know a lot goes into the brilliant game. Similarly, filing taxes includes many steps and details everyone needs to know about. A financial advisor is like a golf coach.

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Taxes Financial Advisor Tax Planning Planning 52

WiserAdvisor

FEBRUARY 29, 2024

Working with a financial advisor can significantly enhance your chances of retiring with more wealth. According to the National Study of Millionaires, nearly 7 out of 10 millionaires attribute their success, in part, to partnering with an investment professional or financial advisor. However, there is good news.

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Financial Advisor Retirement Asset Allocation Risk Tolerance 45

FMG

FEBRUARY 2, 2023

For today’s Financial Advisor Website Showcase, we are joined by Harrison Till of Till Advisory and Capital. What would you say helps you stand out against other New Jersey-based advisors? My ability to build relationships, focus on tax planning and provide transparency for every step in the financial planning process.

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Financial Advisor Communication Clients Financial Planning 52

James Hendries

AUGUST 10, 2022

The IRS has released the 2023 contribution limits for health savings accounts (HSAs), as well as the 2023 minimum deductible and maximum out-of-pocket amounts for high-deductible health plans (HDHPs). An HSA is a tax-advantaged account that’s paired with an HDHP. High-deductible health plan: self-only coverage.

Accounting 52

Accounting Numbers Taxes Tax Planning 52

Zoe Financial

JUNE 5, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA June 5, 2023 Watch Time: 2 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. for the week.

Marketing 52

Marketing Marketing Financial Advisor Tax Planning 52

Zoe Financial

MAY 23, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 23, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. for the week.

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Marketing Marketing Financial Advisor Tax Planning 52

Zoe Financial

FEBRUARY 21, 2023

Published February 21st, 2023 Reading Time: 3 minutes Written by: The Zoe Team When it comes to managing your money, knowing who to turn to can be challenging. Depending on your situation, you may need the help of a financial advisor or an accountant. When looking for a financial advisor, ensure they’re certified.

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WiserAdvisor

JANUARY 27, 2023

Due to the complex and diverse range of their financial assets, these individuals also require specialized high-net-worth financial planners and personalized investment management tailored to meet their specific needs. 2023 may see several changes with respect to retirement plans, Social Security, etc.,

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Wealth Management Taxes Financial Planner Assets 52

Harness Wealth

MARCH 10, 2023

Under this structure, fund managers can defer paying taxes on their carried interest for up to three years after the profits are realized. For instance, suppose a fund manager invests in a startup that generates $1 million in profits in 2023. Tax services provided through Harness Tax LLC.

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Taxes Tax Planning Startup Portfolio 52

Integrity Financial Planning

JULY 17, 2023

Usually, non-Roth retirement accounts are taxed when they are withdrawn, so if you are in a higher tax bracket at the time of your retirement, accounts that require you to pay taxes on withdrawals will contribute to your tax liability at that time. [3]

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Retirement Taxes Retirement Planning Accounting 97

Harness Wealth

MARCH 31, 2023

The Igloo Company Pudgy Penguin #7625 – source: sothebys.com As non-fungible tokens (NFTs) have gained mainstream popularity, it’s essential to understand the tax implications associated with these crypto assets. Table of contents Introduction to NFTs How are NFTs taxed Taxes when buying NFTs Can NFTs be taxed as collectibles?

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Harness Wealth

MARCH 9, 2023

Reddit is planning an IPO for the second half of 2023. But between subpar macroeconomic conditions and a lackluster IPO market, the plans were soon put back on the shelf. As of now, Reddit has yet to announce a date for its initial public offering (IPO), but all signs are pointing to the second half of 2023.

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WiserAdvisor

JANUARY 8, 2023

The record inflation and the global financial turmoil caused by the Ukraine-Russia war are other striking concerns. However, as you look ahead to 2023, there are a number of key trends and concerns that you may want to keep an eye on. Many experts believe that the Fed will also continue raising interest rates in the first half of 2023.

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Harness Wealth

FEBRUARY 5, 2025

The Internal Revenue Service (IRS) adjusts FEIE exclusion amounts annually based on inflation, with the exclusion amounts for the past 5 years being as follows: Tax Year FEIE Amount 2025 $130,000 2024 $126,500 2023 $120,000 2022 $112,000 That said, the FEIE only applies to foreign earned income, with foreign passive income ineligible for exclusion.

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Taxes Compliance Accounting Government 52

Zoe Financial

DECEMBER 5, 2023

The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA December 5, 2023 Watch Time: 3 minutes Transcript: Welcome to this week’s Wealth Management Digest. Financial planning, estate planning, tax planning, etc, rather than just picking stocks like in the old days.

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Wealth Management Management Financial Planning Taxes 52

Darrow Wealth Management

OCTOBER 24, 2022

Further, if you’re not working with a financial advisor , consider your appetite for frequent trading. How to take RMDs and avoid any taxes (legally of course). Retirees can donate all, or a portion of, their required minimum distribution directly to charity to legally avoid paying tax on the gifted amount.

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Distribution Taxes Retirement Accounting 74

Darrow Wealth Management

SEPTEMBER 7, 2023

Although the spread is still considerable, at the 22% statutory withholding rate for non-qualified stock options (if under $1M), the tax due with simple hypothetical math is ‘only’ about $38,500. That said, tax planning moves done in advance can also easily be negated by a sales plan that’s too bullish.

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Wealth Management Taxes Tax Planning Valuation 82

Investing Caffeine

MAY 3, 2023

Tax Planning: Are you maximizing your tax-deferred investment accounts? Many people are not adequately equipped to manage their own investments, however identifying a proper financial advisor still requires significant legwork and research as well. Slome, CFA, CFP ® Plan. I know what my answer is.

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Retirement Retirement Planning Financial Advisor Planning 59

Harness Wealth

APRIL 17, 2023

In this article, we’ll discuss: Who Pays the Alternative Minimum Tax? Income below the AMT threshold is subject to the 26 percent tax rate, while income above the threshold is taxed at 28 percent (similar to the progressive federal income tax brackets). Tax services provided through Harness Tax LLC.

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Taxes Tax Planning Planning Investing 52

Harness Wealth

DECEMBER 19, 2022

Armed with this information, you’ll be better equipped to work with a tax or financial advisor who can answer important questions about how to make decisions about your investments. The post 5 Tips to Set Yourself Up for Financial Success in 2023 appeared first on Harness Wealth - Advice for Equity Owners.

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Taxes Assets Insurance Coverage Financial Planning 52

XY Planning Network

JANUARY 6, 2023

So much occurred in 2022, and we're excited (and anxious) to see what 2023 has in store! 4 MIN READ. Another year has come and gone in what feels like a blink of an eye.

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Taxes Clients Fee Only Tax Planning 87

Fortune Financial

APRIL 11, 2024

Diligent oversight and management of these retirement accounts is essential for anyone aiming to build a solid financial foundation for a comfortable and secure retirement. Optimize and Manage Recovered Funds: Assess and diversify your investment options within your current retirement plan to manage risk and aim for balanced growth.

Retirement 59

Retirement Retirement Planning Financial Advisor Accounting 59

Zoe Financial

JANUARY 17, 2024

The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA January 17, 2023 Watch Time: 3 minutes Transcript : Welcome to this week’s Wealth Management Digest. The second headline was Edelman Financial engines closed down their tax prep services (separate/different from their tax planning services).

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Wealth Management Management Taxes Asset Allocation 52

Zoe Financial

APRIL 17, 2023

Besides meeting all the requirements for this date, have you considered the impact of implementing long-term tax strategies on your wealth? Taking steps now can set you up for financial success and security. So take advantage of the opportunity to optimize your tax planning and maximize your financial growth potential.

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Taxes Retirement Accounting Tax Planning 40

WiserAdvisor

SEPTEMBER 27, 2023

Reaching the age of 50 with over $2 million in your 401(k) is an impressive financial landmark that can provide you with a comfortable retirement if managed wisely. Consult with a financial advisor to understand the benefits of having a 401(k) and managing a sum as large as over $2 million in the account.

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Risk Tolerance Retirement Taxes Retirement Planning 40

WiserAdvisor

FEBRUARY 19, 2024

Overcoming these challenges can prove difficult if not addressed in retirement planning well in advance. A financial advisor can help you identify common retirement planning blind spots. This article will also uncover some of the key blind spots you need to be aware of in your retirement planning journey.

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Retirement Retirement Planning Healthcare Estate Planning 66

WiserAdvisor

MARCH 19, 2024

The affluent also understand the importance of minimizing taxes on their investment gains and employ sophisticated tax planning strategies to take advantage of tax-efficient investment vehicles and maximize their after-tax returns. Need a financial advisor?

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Investments Investing Financial Advisor Taxes 45

Zoe Financial

APRIL 4, 2023

Financial Tips to Keep in Mind Published April 5th, 2023 Reading Time: 6 minutes Written by: Kevin Ostergaard, CFP®, CIMA® & Mishkin Santa, J.D., TEP Zoe Financial Services Partner Retiring Abroad? This planning should encompass all sources of income and how they will be taxed for US purposes while living abroad.

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Retirement Taxes Compliance CFP 40

Harness Wealth

MARCH 24, 2023

In 2023, Stripe raised $6.5 However, the 83(b) election carries risks and should be carefully considered with the help of a financial advisor. Harness Wealth specializes in working with startup employees, founders, and other modern workers on unique tax and financial planning strategies for the long term.

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Harness Wealth

JUNE 9, 2023

While it may seem like a luxury that is only available to the wealthy, anyone is capable of building an effective financial plan and putting it into action. Without effective personal financial management, you risk losing money to poor budgeting, poor tax planning, or even just to inflation.

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Financial Planning Planning Financial Planner Wealth Management 52

Harness Wealth

APRIL 17, 2023

In the case of Stripe, for their 2023 tender offer, the payment processing company used the money raised to provide liquidity to many of its early employees holding double-trigger RSUs that were set to expire after 10 years in 2024.

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Startup Taxes Risk Tolerance Sales 52

Nerd's Eye View

DECEMBER 28, 2022

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range of changes to the retirement planning landscape, from the death of the ‘stretch’ IRA to raising the age for Required Minimum Distributions (RMDs) to 72. Read More.

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