Wealth Management

MARCH 21, 2025

Feature on Estate Planning & Taxation

Estate Planning 130

Estate Planning Planning 130

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.

Wealth Management 242

Wealth Management Financial Advising Estate Planning Banking 242

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

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

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.

Estate Planning 40

Estate Planning Financial Advisor Wealth Advisor Accounting 40

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.

Taxes 52

Taxes Tax Planning Consulting Electronics 52

Wealth Management

FEBRUARY 26, 2025

Features on Estate Planning & Taxation, Philanthropy and Perspectives

Estate Planning 101

Estate Planning Planning 101

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.

Education 246

Education Financial Advisor Planning Clients 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

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.

Estate Planning 40

Estate Planning Planning Taxes 40

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.

Estate Planning 40

Estate Planning Planning Taxes 40

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?

Financial Advisor 40

Financial Advisor Strategic Planning Estate Planning Retirement 40

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.

Management 66

Management Taxes Estate Planning Asset Allocation 66

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.

Taxes 52

Taxes Estate Planning Clients Planning 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.

Taxes 101

Taxes Tax Planning Planning Estate Planning 101

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.

Planning 142

Planning Retirement Planning Taxes Retirement 142

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.

Taxes 52

Taxes Estate Planning Distribution Sales 52

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.

Taxes 52

Taxes Estate Planning Distribution Sales 52

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.

Banking 74

Banking Clients Planning Financial Planning 74

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.

Taxes 52

Taxes Tax Planning Planning Estate Planning 52

Good Financial Cents

APRIL 25, 2023

Renovate my basement to rent on Airbnb. Earn $10K side income before next year’s FinCon.

Budgeting 96

Budgeting Insurance Estate Planning Accounting 96

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.

Planning 52

Planning Taxes Clients Assets 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.

Clients 52

Clients Recruitment Economics Estate Planning 52

Carson Wealth

FEBRUARY 26, 2024

I do my best to ensure that prior planning is taking place early on whether it is to avoid unprepared heirs or if it is something more like planning to minimize estate taxes.

Planning 52

Planning Taxes Clients Estate Planning 52

Carson Wealth

DECEMBER 15, 2023

I do my best to ensure that prior planning is taking place early on whether it is to avoid unprepared heirs or if it is something more like planning to minimize estate taxes.

Planning 52

Planning Taxes Clients Estate Planning 52

Trade Brains

SEPTEMBER 27, 2022

7,200 Cr by 2025. Financial planning, depository participant services, mutual fund distribution, bonds, PMS, AIF, retirement planning, and estate planning. It has proposed the expansion in the State of Madhya Pradesh with a total capital outlay of ? Further, the company has drastically reduced its debt since 2019.

Manufacturing 52

Manufacturing Retail Government Investing 52

Nerd's Eye View

DECEMBER 30, 2024

Read More.

Financial Advisor 240

Financial Advisor Insurance Tax Planning Taxes 240

Brown Advisory

APRIL 1, 2020

These planning opportunities are driven primarily by four factors: Materially lower market values for publicly traded securities, and a likely downturn in valuations of real estate and other illiquid assets. Possible future increases in income and wealth transfer taxes, including the potential reversion of certain elements of the U.S.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Brown Advisory

APRIL 1, 2020

These planning opportunities are driven primarily by four factors: Materially lower market values for publicly traded securities, and a likely downturn in valuations of real estate and other illiquid assets. Possible future increases in income and wealth transfer taxes, including the potential reversion of certain elements of the U.S.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

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.

Estate Planning 246

Estate Planning Retirement Communication Taxes 246

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

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.

Assets 98

Assets Estate Planning Taxes Wealth Management 98

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.

Estate Planning 59

Estate Planning Taxes Planning Tax Planning 59

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.

Estate Planning 52

Estate Planning Financial Planning Planning Taxes 52

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.

Investing 147

Investing Investments Management Retirement 147

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

Planning 52

Planning Estate Planning Taxes Assets 52

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?

Taxes 52

Taxes Investments Investing Startup 52

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).

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52