Indigo Marketing Agency

DECEMBER 17, 2024

Personalized communication consistently delivers higher engagement and stronger client loyalty. Lets make your 2025 marketing strategy one that delivers big results with small, intentional actions. Topics like How Market Volatility Affects Investments or Tax Planning Tips for Year-End are practical and relatable.

Marketing 52

Marketing Marketing Financial Advisor Clients 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. The TCJA has many provisions that are set to expire (sunset) at the end of 2025. In addition, the SALT cap, currently $10,000 per tax return (not per person) will be eliminated.

Taxes 101

Taxes Tax Planning Planning Estate Planning 101

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. The TCJA has many provisions that are set to expire (sunset) at the end of 2025. In addition, the SALT cap, currently $10,000 per tax return (not per person) will be eliminated.

Taxes 52

Taxes Tax Planning Planning Estate Planning 52

Harness Wealth

FEBRUARY 19, 2025

This email address will be used for communication regarding the report. Consulting with a legal or tax professional is recommended. While the CTA remains law, BOI reporting obligations are currently on hold (Feb 2025) due to an ongoing nationwide injunction (Smith v. Full name: Enter the submitter’s full legal name.

Taxes 52

Taxes Financial Advisor Consulting Certification 52

Nerd's Eye View

DECEMBER 30, 2024

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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 52

Taxes Sales Wealth Management Planning 52

Darrow Wealth Management

NOVEMBER 5, 2024

Unfortunately, the Commonwealth also passed a ‘millionaire tax’, which adds a 4% surtax to taxable income over $1M , even for one-time sudden wealth events. To expand the tax benefits past the 10x/$10M limits, consider planning strategies such as gifting stock to family members.

Taxes 62

Taxes Wealth Management Tax Planning Assets 62