Darrow Wealth Management

MARCH 29, 2024

Article is for informational purposes only and should not be misinterpreted as personalized advice of any kind or a recommendation for any specific financial or tax strategy. This is a general communication should not be used as the basis for making any type of tax, financial, legal, or investment decision.

Taxes 52

Taxes Tax Planning Planning Wealth Management 52

Harness Wealth

FEBRUARY 19, 2025

Enter company applicant information (if applicable) Only reporting companies created or registered in 2024 or later need to fill in this section. If your company was formed before 2024, you can skip this section. This email address will be used for communication regarding the report.

Taxes 52

Taxes Financial Advisor Consulting Certification 52

Darrow Wealth Management

NOVEMBER 20, 2023

As part of the new rules, non-spouse beneficiaries inheriting a pre-tax retirement account after 2020 must drain the account within 10 years (and potentially take RMDs within that time also, though further guidance is expected in 2024). But there are other ways to go about tax planning.

Retirement 101

Retirement Distribution Taxes Accounting 101

Darrow Wealth Management

JULY 30, 2024

For founders, employees, and executives with stock-based compensation, an 83(b) election can be a powerful tax planning tool. When you make an 83(b) election, you’re opting to pay tax on unvested shares now, instead of when the stock vests. It can also preclude some tax planning strategies down the road.

Taxes 52

Taxes Tax Planning Startup Valuation 52

Darrow Wealth Management

JULY 1, 2024

Lowering the estate and gift tax limits The current exemption was raised dramatically in 2018. In 2024, a single taxpayer can claim a federal estate and lifetime gift tax exemption of $13.61 This tax benefit is scheduled to sunset at the end of 2026. Last reviewed June 2024 The post Major Tax Changes Are Coming in 2026.

Taxes 52

Taxes Tax Planning Planning Estate Planning 52

FMG

FEBRUARY 22, 2023

For example, FMG and Holistiplan held a webinar about how tax offering tax planning is a big growth opportunity for financial advisors. Why we love it: Email is used as both a method of communication and a way for financial advisors to market their business.

Marketing 52

Marketing Marketing Financial Advisor Media 52

Harness Wealth

OCTOBER 16, 2024

We recently connected with Michael Paley, Chief Operating Officer of Klingman & Associates , for a Q&A on how tax advisors can collaborate with wealth managers to better serve clients. Unlike an endowment, taxes really matter. What we often see is people are too late to think about estate taxes.

Wealth Management 52

Wealth Management Taxes Clients Management 52

Harness Wealth

JUNE 5, 2024

In January of 2023, Kelley started with zero clients but has grown to 140 clients in early 2024 with annual revenue projected to be upwards of $250,000 this year. Finding the ideal client Kelley leveraged Harness’s curated tax client introductions. Onboarding tax clients with ease “Client onboarding is pretty quick with Harness.

Taxes 64

Taxes Clients Planning Tax Planning 64

Darrow Wealth Management

FEBRUARY 19, 2024

In February 2024, Microsoft is the largest company by market cap in the world with a 7.3% Important disclosure This is a general communication for informational and educational purposes only and not to be misinterpreted as personalized advice or a recommendation for any specific investment product, strategy, or financial decision.

Management 110

Management Taxes Portfolio Estate Planning 110

Nerd's Eye View

DECEMBER 30, 2024

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

Financial Advisor 240

Financial Advisor Insurance Tax Planning Taxes 240

Darrow Wealth Management

NOVEMBER 14, 2024

Important note This article is for informational purposes only and should not be misinterpreted as personalized advice of any kind or a recommendation for any specific investment product, financial or tax strategy. Disclosure [Last reviewed November 2024] The post How Are Stock Options Taxed?

Taxes 53

Taxes Sales Wealth Management Planning 53

Darrow Wealth Management

NOVEMBER 5, 2024

In addition, 7% of the amount excluded is a preference item for the alternative minimum tax. Remember, this is a summary of the tax implications for section 1202 of the tax code (as of 11/2024); it’s not tax advice! Discuss your situation with a tax advisor.

Taxes 68

Taxes Wealth Management Tax Planning Assets 68

Zajac Group

NOVEMBER 7, 2024

Creating wealth that can provide financial security for generations to come is an incredible feat, and it requires careful planning, consideration, and communication among family members. Let’s take a look at the tax impact and other considerations of each. million before triggering federal estate taxes). Inheritance Tax?

Planning 52

Planning Estate Planning Taxes Assets 52

Indigo Marketing Agency

JANUARY 25, 2025

Whether its tax planning, practice management, or technology trends, Michael remains a go-to resource for cutting-edge knowledge. Samantha was also a finalist in the 2024 Wealthies. ( Bill Cates Reason to Follow: The referral coach every advisor needs Bill Cates is a leading expert on referrals and niche marketing.

Financial Advisor 52

Financial Advisor Education CFP Clients 52

The Big Picture

OCTOBER 3, 2023

You know, I also had, you know, my, my chief of staff, my chief of communications, Ashley Hickeys, she, she was over the top amazing. She left there, she became a crisis communications expert. She worked on some of the most, you know, known crisis communication issues. She also knew Washington in and out.

Taxes 281

Taxes Banking Clients Management 281