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Nerd's Eye View
JANUARY 20, 2025
Luckily, alongside the increasing popularity of podcasts on a seemingly infinite range of topics, there is a growing ecosystem of podcasts aimed at financial advisors, covering everything from practice management and career development to technical topics, such as investment, tax, and estate planning.
Nerd's Eye View
MARCH 3, 2025
Welcome to the March 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
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Book of Secrets on the Month-End Close
What Your Financial Statements Are Telling You—And How to Listen!
Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management
Wealth Management
JANUARY 21, 2025
Shenkman and Joy Matak discuss three issues in 2025 paramount to the estate-planning landscape.
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Dear Mr. Market
DECEMBER 31, 2024
Heres your top 10 financial planning checklist for the new year. Write Down Your 10 Financial Goals for 2025! For 2025, the IRS has increased contribution limitsdont miss out. A little planning now avoids big headaches later. Whether youre fine-tuning your budget or planning your retirement roadmap, dont go it alone.
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Nerd's Eye View
DECEMBER 30, 2024
Read More.
MainStreet Financial Planning
JANUARY 23, 2025
Review Your Estate Planning Documents Take some time to review the key documents in your estate plan, such as your will, power of attorney, and property deeds. The post Start the Year Strong: Get Your Financials in Shape for 2025 appeared first on MainStreet Financial Planning.
Wealth Management
FEBRUARY 5, 2025
Wednesday, February 26, 2025 | 2:00 PM ET
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Wealth Management
MARCH 21, 2025
Feature on Estate Planning & Taxation
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Abnormal Returns
DECEMBER 4, 2024
Podcasts Christine Benz talks 2025 taxes with Ed Slott author of "The Retirement Savings Time Bomb Ticks Louder." humbledollar.com) Lessons learned from Warren Buffett's approach to estate planning. humansvsretirement.com) Barry Ritholtz talks with Matt Hougan, CIO at Bitwise Asset Management, about how to get crypto exposure.
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Abnormal Returns
AUGUST 23, 2023
(papers.ssrn.com) How 529 plan accounts are treated in a divorce. marketwatch.com) Estate planning Estate planning is about showing our love for our families. wealthfoundme.com) More families are at risk from estate taxes looking out into 2025 and beyond.
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Abnormal Returns
MAY 29, 2023
thereformedbroker.com) 2025 If nothing changes legislation-wise, there will be a run on estate planning going into 2025. (ritholtz.com) Are you a Texas-based adviser interested working with Ritholtz Wealth Management? Come meet the team in Austin on June 12-14th.
Darrow Wealth Management
JANUARY 16, 2025
At a high level, if the asset is part of the decedent’s estate it’s typically eligible for a step-up. This can get very tricky so it’s important to work with the estate planning attorney settling the estate. Assets that bypass the estate through a trust or another mechanism are usually not eligible.
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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. In 2025, the lifetime gift tax exclusion will rise to $13.99 million ($27.22
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Zoe Financial
DECEMBER 28, 2024
New Year, New Wealth: A Guide to Financial Resolutions for 2025 Updated December 30th, 2024 Reading Time: 7 minutes Written by: The Zoe Team As the New Year approaches, many of us set personal goals to make the coming year better than the last. Revisit your plan after major life events or annually to reflect changing circumstances.
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.
Harness Wealth
MARCH 6, 2025
As is traditional, the 2025 IRS tax filing deadline is April 15th. In this guide, well explore the 2025 tax extension process, the reasons for requesting an extension, and how a tax advisor from Harness can help you. Extension request deadline: This is the same as the original filing deadline April 15th, 2025.
52 Wealth Management
FEBRUARY 26, 2025
Features on Estate Planning & Taxation, Philanthropy and Perspectives
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Nerd's Eye View
SEPTEMBER 27, 2023
Nonetheless, Parent PLUS borrowers (and their advisors) have an opportunity (until July 1, 2025) to access more generous IDR plans by using a "Double Consolidation" loan strategy. Which not only cuts into a parent's current cash flow, but also limits their ability to save for their (potentially fast-approaching) retirement.
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Harness Wealth
JULY 29, 2024
covers some of the top estate planning trends that tax advisors should be tracking during the second half of 2024. Now that the mid-point of 2024 has passed, we are faced with an environment where little has changed with respect to the wait-and-see posture of estate and wealth transfer planning. citizens and residents.
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.
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Advisor Perspectives
FEBRUARY 21, 2025
Consider estate planning strategies to minimize the impact of taxes on your estate. Our Bill Cass highlights several key actions including document reviews, naming beneficiaries and the use of 529 college savings plans to enhance tax efficiency.
Advisor Perspectives
FEBRUARY 20, 2025
Consider estate planning strategies to minimize the impact of taxes on your estate. Our Bill Cass highlights several key actions including document reviews, naming beneficiaries and the use of 529 college savings plans to enhance tax efficiency.
Darrow Wealth Management
MARCH 13, 2025
In March 2025, the technology sector is roughly 31% of the S&P 500 index. In this case, you can speak with your estate planning attorney about gifting stock to family outright during your life (perhaps someone in a lower tax bracket!) The rest of your portfolio is 40% in an S&P 500 fund and 30% bonds.
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Zajac Group
NOVEMBER 7, 2024
Creating wealth that can provide financial security for generations to come is an incredible feat, and it requires careful planning, consideration, and communication among family members. Transfer After Death The IRS does impose a federal estate tax—though the exemption limit in 2024 is at a historically high rate of $13.61
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Zoe Financial
MARCH 21, 2025
Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. Estate Planning : Ensuring your wealth is passed on according to your wishes. What Do Financial Advisors Do?
Harness Wealth
JUNE 23, 2023
Estate planning is a critical component of a comprehensive financial plan. Furthermore, estate planning includes aspects such as tax minimization strategies, asset protection, and charitable giving. There are many different types of trusts, each designed to address specific estate planning needs.
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.
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Darrow Wealth Management
JULY 1, 2024
The TCJA has many provisions that are set to expire (sunset) at the end of 2025. Mortgage interest will once again be tax-deductible on larger loans As a result of the 2017 legislation, between 2018 and 2025, interest on new mortgages is only tax-deductible up to $750,000 of mortgage debt on a primary or second home.
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Carson Wealth
FEBRUARY 29, 2024
It’s a simple, human act – one that seems like it shouldn’t take too much planning to do it correctly. What do you need to consider about gifting as it relates to your overall estate plan? Let’s take a closer look at estate and gift taxes and how you can approach them with a financial planning mindset.
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Carson Wealth
DECEMBER 8, 2023
The potential supplemental estate tax liability for a married couple may be in the $5.6 Attorneys are telling us that 2024 is the time to review and change your estate plan as the lines may be out the door in 2025 for taxpayers wanting to make last minute changes to take advantage of the higher exemption amount.
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The Big Picture
JANUARY 21, 2025
And I think you will also, if you are at all curious about estate planning or investing or personal finance, this is not the usual discussion and I think it’s very worthwhile for you to hear this and share it with friends and family. I’m hoping I’ll make it through 2025.
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Advisor Perspectives
OCTOBER 1, 2023
When those changes involve tax law, it is extremely important for clients to meet with their financial professional, tax advisor, and legal advisor to discuss any adjustments that may need to be made to their financial, retirement, or estate plan.
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Advisor Perspectives
SEPTEMBER 27, 2023
When those changes involve tax law, it is extremely important for clients to meet with their financial professional, tax advisor, and legal advisor to discuss any adjustments that may need to be made to their financial, retirement, or estate plan.
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eMoney Advisor
APRIL 13, 2023
In its Retail Banking: 2025 and Beyond report, PwC analysts explore five possible versions of the sector’s future. This would allow the client to store and share all documents connected to their financial plan, including estate plans , with their advisor. Retail Banking 2025 and Beyond,” August 2022.
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Harness Wealth
DECEMBER 8, 2022
The exclusion may reduce back to pre-2017 levels of $5M after 2025. Estate planning. The end of the year is a common time to take stock of your long term estate planning. An example of estate planning to preserve assets for beneficiaries to consider is utilizing a Grantor Retained Annuity Trust (GRAT).
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Nationwide Financial
MARCH 6, 2023
Informally fund nonqualified deferred compensation plans If the business has a nonqualified deferred compensation plan for key employees, it may make sense to informally fund that plan in 2023 to ensure the company has the cash flow to meet the future obligation. A few have already been mentioned.
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Zajac Group
MARCH 11, 2025
In addition to mitigating concentration risk and potentially deferring tax recognition, an exchange fund can also be a useful tool for estate planning. Just keep in mind that the value of the fund share does count toward your federal estate tax exemption limit, which currently is $13.99 million for 2025 and is adjusted annually.
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Harness Wealth
FEBRUARY 4, 2025
Step-Up in Basis (Estate Planning for Alternative Investments): When heirs inherit alternative investments, the cost basis is ‘stepped up’ to the fair market value at the time of the original owner’s death, eliminating any unrealized capital gains. How can I reduce taxes on my alternative investments?
52 
Darrow Wealth Management
JULY 1, 2024
The TCJA has many provisions that are set to expire (sunset) at the end of 2025. Mortgage interest will once again be tax-deductible on larger loans As a result of the 2017 legislation, between 2018 and 2025, interest on new mortgages is only tax-deductible up to $750,000 of mortgage debt on a primary or second home.
52 
Carson Wealth
FEBRUARY 11, 2025
For the 2025 tax year, capital gains rates are 15% for individuals whose income is $48,351 to $533,400 and 20% for those above that income level. Estate Planning for Tax Efficiency An essential aspect of estate planning is structuring your gifts to minimize tax liabilities.
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Good Financial Cents
APRIL 25, 2023
Renovate my basement to rent on Airbnb. Earn $10K side income before next year’s FinCon.
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Brown Advisory
NOVEMBER 1, 2019
Because that sunset doesn’t occur until the end of 2025—six years from now—some clients may not feel an urgency to engage in significant planning right now, but there are a variety of planning actions related to the new tax law that merit attention in the near term, and in some cases before the end of the calendar year.
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Brown Advisory
NOVEMBER 28, 2018
Many clients whose net worth exceeds the new exemption amount may want to consider the option of making substantial gifts to remove additional assets from their estates. The fact that the provision may sunset in 2025 may spur some clients to make those gifts now, although a number of other factors (age, nature of the assets being gifted, etc.)
52 
Diamond Consultants
APRIL 18, 2023
Cerulli Associates projects that by 2025, more than a quarter of the industry’s assets will be managed by advisors in RIA channels. As shared in our recently released 2022 Advisor Transition Report, independence has been the fastest-growing form of advisor affiliation over the last 10 years.
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