Nerd's Eye View

OCTOBER 2, 2024

In this environment, financial advisors have the opportunity to add value for their clients not only by giving a clear explanation about the current status of Social Security and the potential legislative changes that could improve its solvency, but also by modeling what (realistic) changes would mean for their clients' financial plans.

Retirement 246

Retirement Clients Financial Planning Taxes 246

Discipline Funds

DECEMBER 20, 2023

The end of the year is an ideal time to start planning for the year ahead and make sure you’re on target to achieve those goals. Good financial planning is all about asset and liability matching across time. A financial plan with an asset liability mismatch is likely to fail over time.

Financial Planning 76

Financial Planning Planning Asset Allocation Retirement Planning 76

Wealth Management

OCTOBER 15, 2024

Thursday, November 14, 2024 | 2:00 PM ET

Tax Planning 105

Tax Planning Financial Planning Planning Taxes 105

Your Richest Life

FEBRUARY 27, 2024

Tax time is here again, and if you’re not one of the 25 million Americans who have already filed , then you’re probably going through the process of gathering what you need and preparing to file. The Child Tax Credit and Potential Changes The 2023 child tax credit is capped at a refundable amount of $1,600 – for now.

Taxes 52

Taxes Fee Only CFP Financial Planning 52

Ballast Advisors

OCTOBER 6, 2023

Claim the Home Energy Audit Tax Credit: IRS Guidance Explained 7 Tips to Navigate Healthcare Over 65 What’s Happening in the World of Higher Education? 2022 Key Numbers Plan Your Finances as You Would Your Exercise 2021 Year-End Tax Tips 1 2 3 Next »

Financial Planning 52

Financial Planning Planning Financial Planner Healthcare 52

Nerd's Eye View

OCTOBER 30, 2023

In addition, we've also updated our popular " Master Conference List " of all financial advisor conferences in 2024, both for advisors looking for a wider range of events to attend (if you want to delve deeper into a particular topical area), and for vendors looking for more conferences to exhibit at!

Financial Advisor 242

Financial Advisor Numbers Budgeting Financial Planning 242

Harness Wealth

MARCH 5, 2024

Tax advisors, and other tax professionals , offer services from preparing and filing annual tax returns to comprehensive tax strategies that help minimize taxes and preserve wealth over time. In this guide, we’ll explore the average fees of tax advisors in the US for 2024.

Taxes 52

Taxes Tax Planning Ethics Education 52

MainStreet Financial Planning

APRIL 4, 2024

To be eligible for financial aid (grants & student loans) for college your child will need to submit your tax return as part of their FAFSA application when applying to colleges in their senior year. So…if your child is a sophomore in high school right now…2024 is the tax year that will be used for financial aid eligibility.

Taxes 73

Taxes Retirement Planning Financial Planning Planning 73

Integrity Financial Planning

NOVEMBER 14, 2023

We’re coming up on the end of the year, and while it’s a time to take a break and enjoy the holiday season, it’s also a good time to consider tax strategies that may benefit you. Gift Tax Exemptions Each year, you can give up to $17,000 to any number of people tax-free.

Taxes 96

Taxes Retirement Estate Planning Planning 96

Walkner Condon Financial Advisors

NOVEMBER 4, 2024

As 2024 comes to a close, it’s time to work through your 2024 year end financial checklist. It can help you proactively maximize tax efficiency, protect assets and set up for a successful 2025.

Taxes 52

Taxes Assets Financial Planning Planning 52

Harness Wealth

NOVEMBER 12, 2024

As the year comes to a close, now is the time to review potential financial moves to help minimize your tax burden heading into 2025. Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. Find your next tax advisor at Harness today.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Abnormal Returns

NOVEMBER 6, 2023

papers.ssrn.com) Taxes A 2023 year-end tax planning guide. kitces.com) Advisers How the profession of financial planning has changed over time. etf.com) The latest in financial advisortech including a new pay-per-lead generation platform. (riaintel.com) How to prep an RIA for sale. (fa-mag.com)

Wealth Management 264

Wealth Management Retirement Planning Tax Planning Financial Advisor 264

Darrow Wealth Management

JULY 1, 2024

The 2017 Tax Cuts and Jobs Act (TCJA) brought sweeping changes to the tax code, impacting every taxpayer and business owner. Here’s a summary of the major tax law changes coming in 2026 and some steps individuals and business owners can take to prepare. For some, this may lead to more taxes paid on capital gains.

Taxes 89

Taxes Tax Planning Planning Estate Planning 89

MainStreet Financial Planning

MAY 23, 2024

This additional taxable income could cause your marginal tax rate to go up. The marginal tax rate is the additional tax paid on the next dollar of income. That seems pretty intuitive—you earn more income, you pay more tax. That’s quite a difference in tax if your income happens to go over the threshold by even one dollar!

Taxes 52

Taxes Retirement Financial Planning Accounting 52

Harness Wealth

JUNE 9, 2023

Recognizing the need for a financial plan is a significant first step toward the goal of achieving personal financial security. Table of Contents What is a Financial Plan? Table of Contents What is a Financial Plan? Why is Financial Planning so Important?

Financial Planning 52

Financial Planning Planning Financial Planner Wealth Management 52

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. In tax lingo, this is known as substantial risk of forfeiture.

Taxes 79

Taxes Tax Planning Startup Valuation 79

MainStreet Financial Planning

MARCH 22, 2023

Are you one of the few out there that might have saved too much for your child’s college into a tax-advantaged 529 savings plan? I am sure you don’t want to take out the money for non -education expenses because then you will have to pay taxes and penalties. Not sure what to do with it now? Um, no thank you. Sounds great right?

Taxes 87

Taxes Planning Education Accounting 87

Nerd's Eye View

NOVEMBER 1, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that SIFMA, which represents broker-dealers, investment banks, and asset managers, released a white paper that argues that CFP Board "increasingly functions as a de facto private regulator for CFP certificants" and proposes that CFP (..)

Financial Planner 203

Financial Planner CFP Certification Retirement Planning 203

MainStreet Financial Planning

NOVEMBER 12, 2024

Many families that I work with often worry about having unused or leftover funds in a 529 plan if things do not go according to plan. A new rule for 2024…allows you to rollover unused or leftover 529 plan money to a Roth IRA owned by the 529 plan beneficiary. 529 plans are a great education savings vehicle.

Planning 52

Planning Education Taxes Accounting 52

Abnormal Returns

OCTOBER 23, 2023

(kitces.com) The SEC's examination priorities for 2024 include the marketing rule and alternative assets. riabiz.com) The upside of pro bono financial planning. wealthmanagement.com) Another example of an RIA adding tax capabilities. wealthmanagement.com) Another example of an RIA adding tax capabilities.

Compliance 162

Compliance Estate Planning Financial Advice Financial Advisor 162

MainStreet Financial Planning

OCTOBER 24, 2024

Whether you’re new to HSAs or looking to optimize your existing one, this guide will break down everything you need to know about these tax-advantaged accounts. The real beauty of HSAs lies in their triple tax advantage: Tax-deductible contributions: The money you contribute to your HSA is pre-tax, which lowers your taxable income.

Accounting 88

Accounting Medical Healthcare Taxes 88

Tobias Financial

OCTOBER 13, 2024

We are excited to announce that our Wealth Advisor, Franklin Gay , CFP®, EA, will be a keynote speaker at the 19th Annual Financial Planning Association (FPA) Miami Symposium! As keynote speaker for Concurrent Session 2, Franklin will provide actionable strategies for working with allied professionals like accountants and tax advisors.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Financial Planning Wealth Advisor 52

Darrow Wealth Management

JULY 1, 2024

The 2017 Tax Cuts and Jobs Act (TCJA) brought sweeping changes to the tax code, impacting every taxpayer and business owner. Here’s a summary of the major tax law changes coming in 2026 and some steps individuals and business owners can take to prepare. For some, this may lead to more taxes paid on capital gains.

Taxes 52

Taxes Tax Planning Planning Estate Planning 52

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. In tax lingo, this is known as substantial risk of forfeiture.

Taxes 52

Taxes Tax Planning Startup Valuation 52

Walkner Condon Financial Advisors

FEBRUARY 15, 2024

As we move into 2024, we must consider the important factors causing this trend and affecting the future of charitable giving. Whichever way you look at it, 2024 will bring uncertainty for a vast swath of the nonprofit sector, making planning and charitable spending more conservative and less dependable.

Nonprofit 89

Nonprofit Distribution Government Taxes 89

Darrow Wealth Management

OCTOBER 28, 2024

Don’t discount your non-financial goals and what you plan to do after you sell. Create a formal financial plan. A comprehensive financial plan can help you analyze whether the sale proceeds will allow you to maintain your lifestyle and what variables you can play with to optimize the outcome.

Sales 83

Sales Taxes Estate Planning Retirement 83

Indigo Marketing Agency

JULY 23, 2024

Instead of setting your web presence on the back burner for another month, draw inspiration from some of the effective, professional websites for financial advisors that the marketing experts here at Indigo Marketing Agency have built recently. Seals Financial Planning & Investments What does Seals do right?

Financial Advisor 98

Financial Advisor Certified Financial Planner Retirement Clients 98

Trade Brains

DECEMBER 7, 2023

The course covers an introduction to personal finance, credit cards, life insurance, health insurance, investment instruments, loans, income tax and planning, budgeting and building a strong portfolio. Also, you will learn how to plan your taxes, credit score importance and how to budget your income to create a portfolio.

Budgeting 59

Budgeting Certification Education Asset Allocation 59

Darrow Wealth Management

MARCH 29, 2024

If you have incentive stock options, you’ve probably heard of the alternative minimum tax (AMT). Essentially, the alternative minimum tax is a prepayment of taxes. The credit reduces your tax liability to reflect prepaid tax. Early sales of ISOs are taxed in the regular tax system.

Taxes 82

Taxes Tax Planning Planning Wealth Management 82

Ballast Advisors

AUGUST 16, 2023

The IRS recently released the 2024 contribution limits for health savings accounts (HSAs), as well as the 2024 minimum deductible and maximum out-of-pocket amounts for high-deductible health plans (HDHPs). HSA contributions and earnings may or may not be subject to state taxes.) What’s changed for 2024?

Accounting 52

Accounting Numbers Medical Taxes 52

Ballast Advisors

NOVEMBER 27, 2023

Here are some things to consider as you weigh potential tax moves between now and the end of the year. Defer income to next year Consider opportunities to defer income to 2024, particularly if you think you may be in a lower tax bracket then. Doing so may enable you to postpone payment of tax on the income until next year.

Taxes 40

Taxes Retirement Planning Distribution Retirement 40

NAIFA Advisor Today

AUGUST 16, 2023

Brought to you exclusively by NAIFA and the Society of FSP, this essential webinar delves deep into the time-sensitive implications of provisions in the Tax Cuts and Jobs Act (TCJA) of 2017 that are scheduled to sunset by 2025.

Taxes 52

Taxes Estate Planning Clients Planning 52

Sara Grillo

APRIL 28, 2023

When : Wednesday, March 13th – Thursday, March 14th, 2024 Where : DoubleTree by Hilton St. plus the cost of sales tax. If you wish to transfer your ticket to another party, you may do so before March 1, 2024, and you agree to notify Sara Grillo immediately of any changes in ownership. Will you join us? Join the Immersion.

CFP 52

CFP Taxes Sales Financial Advisor 52

Trade Brains

NOVEMBER 30, 2023

Whether you’re aiming for long-term wealth accumulation or exploring short-term opportunities, the courses guide you through proper financial planning. The course covers what are mutual funds, types & terminologies of mutual funds, SIP, advantages, risks involved, regular vs direct funds and taxes in mutual funds.

Certification 59

Certification Education Financial Planning Wealth Accumulation 59

Investing Caffeine

MARCH 1, 2024

To put this AI wave into perspective, you need look no further than to the comments made by Meta CEO Mark Zuckerberg, who stated by the end of 2024, the company should have 350,000 of NVIDIA’s H100 graphics processing units (GPUs) as part of the company’s AI infrastructure. Slome, CFA, CFP® Plan. www.Sidoxia.com Wade W.

Taxes 52

Taxes Risk Tolerance Retirement Investing 52

Harness Wealth

JUNE 5, 2024

“Until I found Harness, starting my own tax practice wasn’t an option that I was seriously considering.” Due to Mr. Maddox’s relationship with Harness as a tax adviser on the platform, material conflicts of interest may arise. Maddox’s relationship with Harness as a tax adviser on the platform, material conflicts of interest may arise.

Taxes 64

Taxes Clients Planning Tax Planning 64

Carson Wealth

DECEMBER 8, 2023

That must mean it’s time to roll up my sleeves and get to work on year-end financial planning – with an emphasis on 2023 income tax. One consideration this year is that we’re two years from the expiration of the Tax Cuts and Jobs Act of 2017 (TJCA). AGI impacts multiple other tax considerations.

Planning 142

Planning Retirement Planning Taxes Retirement 142