Harness Wealth

FEBRUARY 5, 2025

Financial and lifestyle considerations of living abroad The importance of professional tax advice for expats FAQs about the FEIE What is the Foreign Earned Income Exclusion? federal income tax (2025). tax on the $20,000 that exceeds the 2025 $130,000 limit. The Foreign Earned Income Exclusion (FEIE) allows qualifying U.S.

Taxes 52

Taxes Compliance Accounting Government 52

Indigo Marketing Agency

DECEMBER 17, 2024

New Year, New Growth: Is Your 2025 Marketing Plan Ready? For financial advisors, this means implementing a marketing strategy that doesnt just exist on paperit drives results. How can you set your business up for growth in 2025? Develop a clear road map for achieving your 2025 objectives.

Planning 52

Planning Marketing Marketing Financial Advisor 52

Harness Wealth

FEBRUARY 19, 2025

Ensure BOI reporting compliance and remain updated with the latest BOI regulations with a tax advisor from Harness. Get started Harness makes it easy to find tax and financial advisors best suited to your needs. Harness makes it easy to find tax and financial advisors best suited to your needs.

Taxes 52

Taxes Financial Advisor Consulting Certification 52

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. Read More.

Financial Planner 246

Financial Planner Financial Advisor Estate Planning Compliance 246

Harness Wealth

FEBRUARY 4, 2025

Get started Harness makes it easy to find tax and financial advisors best suited to your needs. Harness makes it easy to find tax and financial advisors best suited to your needs. These include legal fees, administrative costs, audit expenses, compliance costs, and operational fees. Starting at $1,500 per year.

Taxes 52

Taxes Investments Investing Startup 52

Nerd's Eye View

JULY 24, 2024

Which makes it all the more valuable for financial advisors to get familiar with the new rules and their planning implications for different circumstances, since clients will be more reliant on sound advice to give them clarity and help them avoid pitfalls when deciding what to do!

Distribution 190

Distribution Accounting Retirement Tax Planning 190

The Big Picture

JANUARY 21, 2025

And suddenly every broker, every financial advisor where they were operating through Merrill Lynch or Schwab could sell those funds and indexing was available to, all prior to that, there were a lot of brokers who would never have sold an index fund because they didn’t have access to Vanguard’s platform.

Investing 147

Investing Investments Management Retirement 147

Sara Grillo

MARCH 16, 2024

The Transparent Advisor Movement is taking Kansas City! Immersion2025 will be the second advice-only and flat fee financial advisor conference in our industry’s history. When : Wednesday, March 12th – Thursday, March 13th, 2025 Where : Kansas City, Missouri. Will you join us? Hotel details to be announced later.

Financial Advice 52

Financial Advice Communication Financial Advisor Consulting 52

Carson Wealth

SEPTEMBER 9, 2024

Someone with experience helping individuals manage their wealth can help you understand exactly where you are on your financial journey and what it can take to get to where you want to be. Look for a financial advisor who is experienced in navigating the options in charitable giving and serving the best interests of both donors and charities.

Taxes 52

Taxes Financial Advisor Distribution Assets 52

The Big Picture

SEPTEMBER 10, 2024

I mean, you know, my mom was a financial advisor in the early eighties. So what are your thoughts on the possibility of a recession in 2024 or, or more likely 2025? You have to get compliance. , MBA from Kellogg at Northwestern. Was investing always the career plan? We don’t have the answer. Not yet to approve that.

Valuation 162

Valuation Clients Investing Investments 162

Nerd's Eye View

JANUARY 3, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a recent survey indicating that a majority of advisors are viewing new client acquisition as their primary challenge in the current competitive environment for financial advice (followed by compliance and technology management) and suggests (..)

Financial Planner 246

Financial Planner Retirement Planning Financial Advice Financial Advisor 246

Harness Wealth

JANUARY 17, 2025

Tax season brings challenges for many, especially those with complex financial situations like equity compensation, multiple income streams, or significant investments. From identifying deductions to ensuring compliance, navigating tax complexities can quickly become overwhelming.

Taxes 52

Taxes Certification Ethics Communication 52