Wealth Management

AUGUST 23, 2024

The most pressing tax law developments of the past month.

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Taxes 250

Wealth Management

APRIL 16, 2024

The most pressing tax law developments of the past month.

Taxes 249

Taxes 249

Wealth Management

MARCH 18, 2024

The most pressing tax law developments of the past month.

Taxes 264

Taxes 264

Wealth Management

NOVEMBER 19, 2024

The most pressing tax law developments of the past month.

Taxes 238

Taxes 238

Wealth Management

JULY 16, 2024

The most pressing tax law developments of the past month.

Taxes 243

Taxes 243

Wealth Management

FEBRUARY 27, 2024

The most pressing tax law developments of the past month.

Taxes 254

Taxes 254

XY Planning Network

MARCH 3, 2025

Tax season is here, and it's crucial to be aware of the latest updates for 2024 to ensure you're compliant and maximize your returns. Tax law is an everchanging beast, with new rules and regulations being introduced every year. But dont fret; we are here to help you navigate through what has changed since last year!

Taxes 74

Taxes Fee Only Financial Advisor Marketing 74

MainStreet Financial Planning

NOVEMBER 25, 2024

The maximum amount of earnings subject to Social Security tax (taxable maximum) will increase to $176,100 from $168,600. The individual tax brackets for ordinary income have been adjusted by inflation. On average, tax parameters that are adjusted for inflation will increase about 2.80%.

Taxes 98

Taxes Planning Retirement Planning Accounting 98

Wealth Management

OCTOBER 21, 2024

The most pressing tax law developments of the past month.

Taxes 217

Taxes 217

The Big Picture

DECEMBER 4, 2024

December 4, 2024) Are you holding large, concentrated equity positions that have accrued big gains? Would you like to diversify but also defer paying big capital gains taxes? Their new ETF is coming out in December 2024: The Cambria TaxAware ETF – symbol TAX – is a solution to address just these challenges of concentrated positions.

Taxes 130

Taxes Portfolio Accounting Management 130

Wealth Management

JANUARY 3, 2024

The 2024 election will play an essential role in determining what is and isn’t on the table for potential 2025 tax reforms.

Taxes 297

Taxes 297

MainStreet Financial Planning

NOVEMBER 8, 2024

As December unfolds, it’s easy to overlook year-end tax planning amid the holiday hustle. However, dedicating a few moments now can lead to significant savings come tax season. To help you retain more of your hard-earned money and reduce your tax liability, consider these five strategic moves before the year concludes.

Taxes 98

Taxes Medical Consulting Education 98

Wealth Management

OCTOBER 4, 2024

The estate and gift tax exemption (set at $13.61 million per individual in 2024) is due to expire on Jan. If Congress doesn’t act, that tax exemption will be cut in half to about $6 million. To help your clients prepare for the real possibil

Taxes 267

Taxes Clients 267

Wealth Management

SEPTEMBER 17, 2024

The most pressing tax law developments of the past month.

Taxes 201

Taxes 201

Carson Wealth

FEBRUARY 27, 2025

Like gardening or working out, tax planning is one of those activities where you get out what you put in. Tax planning is similar in the sense that you can put work in on the front end that youll reap benefits from later. Tax planning is similar in the sense that you can put work in on the front end that youll reap benefits from later.

Taxes 98

Taxes Tax Planning Distribution Planning 98

Wealth Management

MAY 20, 2024

The most pressing tax law developments of the past month.

Taxes 191

Taxes 191

Abnormal Returns

OCTOBER 28, 2024

riabiz.com) M&A deals in 2024 have been increasing in size. kitces.com) Tax-loss harvesting is going long-short. (youtube.com) The biz Why Hightower Advisors is buying an institutional investment consultant. riabiz.com) Why XYPN felt they needed to launch Sapphire. citywire.com) What's behind the surge in client churn at RIAs?

Risk Tolerance 275

Risk Tolerance Retirement Consulting Financial Planning 275

Wealth Management

NOVEMBER 14, 2024

Kevin Knull, President of TaxStatus, reveals how a direct integration with the IRS is revolutionizing tax planning at Nitrogen's 2024 Fearless Investing Summit.

Taxes 233

Taxes Tax Planning Planning Investments 233

Nerd's Eye View

JULY 10, 2024

The Tax Cuts and Jobs Act (TCJA), passed in 2017, was one of the most extensive pieces of tax legislation to be passed in the last 30 years, touching many aspects of individual, corporate, and estate tax.

Taxes 246

Taxes Clients Planning Numbers 246

Nerd's Eye View

DECEMBER 27, 2024

Also in industry news this week: According to a recent survey, advisors are putting an increasing share of client assets into model portfolios, allowing for customization and time savings that advisors appear to be using to provide more comprehensive planning services RIA M&A deal volume saw an annual record in 2024 as a lower cost of capital, (..)

Financial Planner 246

Financial Planner Insurance Coverage Insurance Valuation 246

Nerd's Eye View

JANUARY 31, 2025

Which could include measures such as additional time to comply with rules that have been adopted but not yet enforced and perhaps, more broadly, an approach from the SEC that focuses more on whether a firm has robust program controls and a strong fiduciary culture rather than seeking out specific, (sometimes minor) missteps and producing enforcement (..)

Financial Planner 245

Financial Planner Retirement Planning Compliance Taxes 245

Nerd's Eye View

OCTOBER 9, 2024

While all gifts could technically be considered taxable to the donor, the annual gift tax exclusion (currently at $18,000) provides for a practical allowance that makes it unnecessary to track and report every small gift (because no one wants to spend time accounting for the value of birthday gifts like bikes, books, or cash!).

Taxes 244

Taxes Medical Clients Education 244

Wealth Management

OCTOBER 2, 2024

Five ways to turn potential tax scares into sweet savings.

Estate Planning 309

Estate Planning Planning Taxes 309

Wealth Management

OCTOBER 9, 2024

A breakdown of the top-level proposals from each side of the aisle.

Taxes 281

Taxes Planning 281

Wealth Management

MARCH 15, 2023

What “fair share” taxation means for estate planning.

Estate Planning 242

Estate Planning Taxes Planning 242

Wealth Management

SEPTEMBER 22, 2023

Wherever there's change, there's also opportunity.

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Taxes 321

Calculated Risk

OCTOBER 12, 2023

With the release of the CPI report this morning, we now know the Cost of Living Adjustment (COLA), and the contribution base for 2024. Percent Benefit Increase for 2024 Social Security and Supplemental Security Income (SSI) benefits for more than 71 million Americans will increase 3.2 From Social Security: Social Security Announces 3.2

Retirement 260

Retirement Taxes 260

Wealthfront

MARCH 19, 2025

At Wealthfront, our focus on optimizing your after-tax returns is one of the key factors that sets us apart from other robo-advisors. We estimate our clients have saved about $1 billion in taxes over the last decade.

Taxes 52

Taxes Clients 52

Calculated Risk

SEPTEMBER 12, 2024

today released the  Homeowner Equity Report (HER)  for the second quarter of 2024. trillion in the second quarter of 2024. trillion in the second quarter of 2024. As of the second quarter of 2024, the quarterly and annual changes in negative equity were: Click on graph for larger image. The report shows that U.S.

Numbers 234

Numbers Distribution Insurance Taxes 234

Wealth Management

AUGUST 20, 2024

A bold attempt to tackle the housing crisis and address economic disparities through a combination of housing initiatives and tax reforms

Economics 299

Economics Taxes 299

Abnormal Returns

JANUARY 1, 2025

Podcasts Peter Lazaroff talks with Michael Batnick about lessons learned from the stock market in 2024. youtube.com) Taxes Trading crypto? Pay your taxes. peterlazaroff.com) Khe Hy talks with Dr. Jordan Grumet about finding your life purpose. axios.com) Consider doing Roth IRA conversions for your heirs.

Taxes 162

Taxes Retirement Banking Portfolio 162

Wealth Management

JULY 10, 2024

2024-22 relates to organizational requirements and exempt purposes.

Taxes 258

Taxes 258

The Big Picture

JANUARY 24, 2024

At the Money: How to Pay Less Capital Gains Taxes (January 24, 2024) We’re coming up on tax season, after a banner year for stocks. Successful investors could be looking at a big tax bill from the US government. On this episode of At the Money, we look at direct indexing as a way to manage capital gains taxes.

Taxes 246

Taxes Portfolio Wealth Management Management 246

Wealth Management

OCTOBER 15, 2024

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

Tax Planning 261

Tax Planning Financial Planning Planning Taxes 261

Wealth Management

DECEMBER 17, 2024

Highlights of important new developments from the past year.

Taxes 182

Taxes 182

Wealth Management

APRIL 26, 2023

An overview of some of the important estate-planning proposals included in the 2024 Greenbook.

Estate Planning 271

Estate Planning Financial Advisor Planning Taxes 271

Abnormal Returns

DECEMBER 1, 2024

Markets The S&P 500 returned 5.87% in November 2024. reason.com) Taxing unrealized capital gains is a bad idea. paragraph.xyz) Can adjusting the tax code help increase fertility? on.spdji.com) It's hard to make the math on hedge funds add up. wsj.com) The Microstrategy ($MSTR) story will make for a great book one day.

Math 173

Math Budgeting Food Taxes 173