Nerd's Eye View

OCTOBER 25, 2024

Nonetheless, given Kitces Research findings that being 'too' comprehensive can eat into a firm's bottom line, advisors might seek a 'sweet spot' of providing a comprehensive slate of services (but not necessarily every possible service) that are most valuable for their ideal target client.

Financial Planner 246

Financial Planner Financial Advisor Estate Planning Compliance 246

MainStreet Financial Planning

NOVEMBER 8, 2024

While IRA contributions for 2024 can be made until April 15, 2025, contributing before year-end allows you to benefit from tax-deferred growth sooner. of your adjusted gross income. – Property Taxes: Paying property taxes due in early 2025 before December 31, 2024, keeping in mind the $10,000 cap on state and local tax deductions.

Taxes 97

Taxes Medical Consulting Education 97

Nerd's Eye View

SEPTEMBER 6, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the Treasury Department has finalized rules requiring most SEC-registered RIAs to implement risk-based Anti-Money Laundering and Countering the Financing of Terrorism programs, including a requirement to report suspicious (..)

Financial Planner 246

Financial Planner Tax Planning Compliance Financial Advice 246

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. Note that for an IRA, you have until Tax Day of 2025 (April 15, 2025) to make any contributions for your 2024 taxes. In 2025, the lifetime gift tax exclusion will rise to $13.99

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Carson Wealth

DECEMBER 2, 2024

20% Back-To-Back Years Bode Well for 2025 Many bears are back at it, claiming that because stocks are looking at back-to-back 20% gains 2025 must be doomed. The past few weeks we’ve discussed why we think this bull market is alive and well, but we also see no major reasons to expect the economy to fall into a recession in 2025.

Marketing 75

Marketing Marketing Economy Compliance 75

Carson Wealth

MARCH 10, 2025

So 2025 wont be the first year ever to go up each day and never have a scary headline, because thats just not the way that markets work. This is officially the first 5% mild correction of 2025, something that even the best years tend to see, and no reason in itself to become pessimistic.

Marketing 80

Marketing Marketing Economy Government 80

Nerd's Eye View

FEBRUARY 21, 2024

The law's provisions became effective on January 1, 2024, and so many small businesses – including a good number of RIA firms – will be required to submit a Beneficial Ownership Information (BOI) report to the Treasury Department's Financial Crimes Enforcement Network (FinCEN).

Insurance 241

Insurance Numbers Clients Business Planning 241

Carson Wealth

MARCH 17, 2025

On top of that, factor in that the first quarter after a year with a 20% gain tends to be weak and that the past 20 years the first quarter has been weak in general, and things were ripe for some volatility early in 2025. Well, the word of the day in 2025 is diversify, as portfolios that have been diversified have held up quite well.

Marketing 84

Marketing Marketing Economy Portfolio 84

Carson Wealth

JANUARY 13, 2025

Current Market Volatility Normal for a Bull Market The S&P 500 is off to a bit of a rocky start in 2025, an extension of weakness in December 2024. Cue expectations for rate cuts in 2025, which moved significantly after the payroll report was released. The 2025 policy rate is expected to be about 4.1% (currently at 4.4%).

Marketing 75

Marketing Marketing Economy Compliance 75

Indigo Marketing Agency

FEBRUARY 19, 2025

In 2025, small business owners feel like they need to be a social media influencer, thought leader, SEO specialist , PPC ninja, and content creating machine, uploading epic content daily to a dozen or more platforms to attract clients. Financial services marketing is heavily regulated, requiring compliance with industry rules.

Financial Services 59

Financial Services Financial Planner Advertising Financial Advisor 59

Carson Wealth

NOVEMBER 4, 2024

range (or even lower) in Q4 2024 and Q1 2025. This is counterintuitive, since the Fed went big with a 0.50%-point cut at their September meeting and projected more cuts into 2024 and 2025. Compliance Case # 02490965_110424_C The post Market Commentary: Seasonal Tailwinds Ahead, but First an Election appeared first on Carson Wealth.

Marketing 96

Marketing Marketing Economy Numbers 96

Indigo Marketing Agency

DECEMBER 13, 2024

Start by Owning January: 2025 Marketing Moves for Advisors As 2025 approaches, its crucial for financial advisors to prepare for a strong start to the new year. Start 2025 Strong Dont wait to plan your marketing strategy. Pre-Approve Content: Work with your compliance team to pre-approve posts before they go live.

Marketing 52

Marketing Marketing Financial Advisor Compliance 52

Carson Wealth

DECEMBER 9, 2024

However, this is something were going to be watching very carefully as 2025 progresses. But were going to face some uncertainty in 2025, for two reasons. Compliance Case # 02542778_120924_C The post Market Commentary: Stocks Hit New Highs Amid a Year of Milestones appeared first on Carson Wealth.

Marketing 69

Marketing Marketing Economy Manufacturing 69

Harness Wealth

FEBRUARY 5, 2025

federal income tax (2025). tax on the $20,000 that exceeds the 2025 $130,000 limit. Step 4: Calculating the FEIE (Part VII): For 2024 (filing in 2025), the maximum exclusion is $126,500. taxpayer has $250,000 in foreign-earned income, they can exclude up to $130,000 using the FEIE (2025). 1 EUR = 1.10 tax obligations.

Taxes 52

Taxes Compliance Accounting Government 52

Indigo Marketing Agency

DECEMBER 17, 2024

New Year, New Growth: Is Your 2025 Marketing Plan Ready? How can you set your business up for growth in 2025? To make it work for you in 2025, focus on these trends: Pick topics that resonate: Advisors who share their unique thoughts attract like-minded clients. Develop a clear road map for achieving your 2025 objectives.

Planning 52

Planning Marketing Marketing Financial Advisor 52

Carson Wealth

MARCH 3, 2025

In other words, after back-to-back 20% gains the past two years, maybe a well-deserved break to kick off 2025 is perfectly normal. This is a risk we highlighted in our 2025 Outlook. As I pointed out above, and as we wrote in our 2025 Outlook, there certainly are risks and threats on the horizon.

Marketing 78

Marketing Marketing Government Economy 78

Nerd's Eye View

JULY 24, 2024

Beyond the confirmation of the general post-death RMD rules, the 260-page Final Regulations document offers a slew of other regulatory guidance for specific circumstances where the new rules for Eligible and Non-Eligible Designated Beneficiaries apply.

Distribution 190

Distribution Accounting Retirement Tax Planning 190

Harness Wealth

FEBRUARY 4, 2025

To qualify as an accredited investor in 2025, you must meet one of the following criteria: Income Requirement: Earn at least $200,000 per year ($300,000 with a spouse or domestic partner) for the past two years, with expectations of the same for the current year. Tax related products and services provided through Harness Tax LLC.

Taxes 52

Taxes Investing Investments Startup 52

Harness Wealth

FEBRUARY 19, 2025

Ensure BOI reporting compliance and remain updated with the latest BOI regulations with a tax advisor from Harness. A tax advisor from Harness can also help businesses stay up-to-date with the changing legal framework surrounding BOI reporting, ensuring ongoing compliance. Starting at $1,500 per year. Do I need to file a BOI report?

Taxes 52

Taxes Financial Advisor Consulting Certification 52

Tobias Financial

AUGUST 7, 2024

The finalized regulations, effective September 17, 2024, but applicable starting January 1, 2025, do not extend the 10-year period. This decision allows beneficiaries to start fresh in 2025 without facing penalties for past omissions. This means beneficiaries must adhere to the original timeline.

Accounting 52

Accounting Retirement Distribution Compliance 52

Trade Brains

SEPTEMBER 13, 2024

Its projects stand out for modern designs, sustainable practices, and compliance with regulatory norms, including RERA compliance. The real estate sector is projected to reach a market size of US $1 trillion by 2030, up from US $200 billion in 2021 and contributing 13% to the nation’s GDP by 2025. of the Indian GDP.

Compliance 52

Compliance Sales Marketing Marketing 52

Carson Wealth

OCTOBER 14, 2024

That’s going to be a big tailwind for the economy, and markets, as we go into 2025. Compliance Case # 02458465_101424_C The post Market Commentary: Bull Market Turns Two appeared first on Carson Wealth. They may not have to go with a big cut at every meeting, like the 0.5%-point But they can cut gradually, and we expect they will.

Marketing 96

Marketing Marketing Numbers Food 96

The Big Picture

JANUARY 21, 2025

It was just a struggle from day one, particularly in the regulatory environment that is the securities business between lawyers and compliance people. I’m hoping I’ll make it through 2025. It’s also why as soon as January one passed this year, that’s why I made them a gift for 2025.

Investments 147

Investments Investing Management Retirement 147

Trade Brains

SEPTEMBER 15, 2023

Upgradation, digitalization and compliance of Information Technology (IT). Expansion of Plant and machinery of certain products, and also for improvement of “productivity & in-process quality”. Replacement of Old Machineries. Upgradation of R&D Infrastructure.

Planning 105

Planning Manufacturing Compliance Commission 105

Carson Wealth

JUNE 17, 2024

They do have “catch-up” cuts in 2025 and 2026, eventually landing at the same interest rate for 2026 that they indicated in March. Compliance Case # 02284201_061724_C The post Market Commentary: Earnings in the Long Run, and Short appeared first on Carson Wealth. Once bitten, twice shy.

Marketing 86

Marketing Marketing Valuation Economy 86

Trade Brains

SEPTEMBER 11, 2024

With a commitment to brand building and regulatory compliance, Angel One is well-positioned for sustained growth in the evolving fintech landscape. The company is planning to set up 1000 MW of solar power by 2025 to meet the growing demand for renewable energy in India. Market Cap (Cr.) 23,072 EPS (TTM) ₹132.86 Stock P/E (TTM) 19.27

Manufacturing 52

Manufacturing Clients Planning Marketing 52

Trade Brains

OCTOBER 31, 2023

Industry Overview The Indian Fintech industry is expected to reach US$ 150 billion by 2025, making it the third largest in the world. In terms of revenue, the bank earns 81% from interest income on advances, 10% from interest income on investments, 6% from commission income, and 3% from other sources. In Closing ESAF Bank, with a 27.6%

Banking 59

Banking Retail Financial Services Assets 59

Carson Wealth

SEPTEMBER 9, 2024

to $7 million per individual on December 31, 2025, unless Congress acts to extend it.) Iowa’s inheritance tax will no longer apply for any deaths on or after January 1, 2025. (Note that this historically high exemption amount is not necessarily permanent. It is scheduled to be reduced to approximately $6.5

Taxes 52

Taxes Financial Advisor Distribution Assets 52

Trade Brains

APRIL 2, 2023

The chemical sector has still displayed exceptional potential and is further expected to reach US$ 304 billion by 2025. The growing costs within China (capital, operational, compliances) and Chinese factories closing due to environmental concerns. The sector is expected to register a CAGR of 9.3%

Pharmaceutical 52

Pharmaceutical Manufacturing Sales Government 52

Harness Wealth

OCTOBER 11, 2023

And by 2025, cybercrime is projected to cause global damages amounting to $10.5 Conduct a risk assessment, review access controls, and ensure compliance with industry standards. The Financial Impacts of Cyber Attacks The financial repercussions of cyberattacks are escalating at an alarming rate. million in damages. trillion annually.

Accounting 59

Accounting Taxes Clients Communication 59

Brown Advisory

SEPTEMBER 12, 2016

The company aims to expand its use of recycled aluminum to 80% by 2025. An example of American Tower’s SBA is its providing of shared backup power generators for about 12% of its 27,200 towers in the U.S. Sustainability can create competitive advantages and help a company avoid risk, grow revenue, reduce costs or expand market share.

Food 52

Food Executive Compensation Portfolio Management Communication 52

Brown Advisory

SEPTEMBER 12, 2016

The company aims to expand its use of recycled aluminum to 80% by 2025. An example of American Tower’s SBA is its providing of shared backup power generators for about 12% of its 27,200 towers in the U.S. Sustainability can create competitive advantages and help a company avoid risk, grow revenue, reduce costs or expand market share.

Food 52

Food Executive Compensation Portfolio Management Communication 52

Trade Brains

SEPTEMBER 24, 2024

Under these guidelines, three self-regulatory organizations (SROs) will be established to oversee compliance and ensure that only games without wagering or harmful content are permitted. crore in the June quarter of the financial year 2025. His total investment in the company amounts to ₹662.2

Advertising 52

Advertising Portfolio Media Marketing 52

The Big Picture

SEPTEMBER 10, 2024

So what are your thoughts on the possibility of a recession in 2024 or, or more likely 2025? You have to get compliance. So you mentioned the inverted yield curve, and now that that’s dis inverting and, and starting to steepen, everybody tends to focus on the inversion, but that’s not where recessions occur.

Valuation 162

Valuation Clients Investments Investing 162

Carson Wealth

MAY 30, 2023

In exchange for suspending the debt ceiling through January 2025, the two parties agreed to caps on spending. The deal caps discretionary nondefense spending at fiscal year 2023 levels for the next fiscal year (2024) and for 2025; it also limits spending growth to 1%, which is effectively a cut after accounting for inflation.

Marketing 52

Marketing Marketing Budgeting Government 52

Sara Grillo

MARCH 16, 2024

When : Wednesday, March 12th – Thursday, March 13th, 2025 Where : Kansas City, Missouri. pricing, technology, compliance) as they build their transparent advice businesses.” Will you join us? Immersion2025 will be the second advice-only and flat fee financial advisor conference in our industry’s history. I look forward to more!

Financial Advice 52

Financial Advice Communication Financial Advisor Consulting 52