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2025 Investing Taxes 
Calculated Risk
DECEMBER 22, 2024
Below are my ten questions for 2025 (I've been doing this online every year for 20 years!). economy will likely perform in 2025, and if there are surprises - like in 2020 with the pandemic - to adjust my thinking. There is significant uncertainty as to fiscal and regulatory policy in 2025. Q4-over-Q4 in 2025. Q4-over-Q4).
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MainStreet Financial Planning
NOVEMBER 25, 2024
The IRS and Social Security Administration recently announced changes for 2025. The maximum amount of earnings subject to Social Security tax (taxable maximum) will increase to $176,100 from $168,600. The individual tax brackets for ordinary income have been adjusted by inflation.
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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
Calculated Risk
FEBRUARY 23, 2025
Here is an update to a graph that uses new home sales, single family housing starts and residential investment. (I Note that Residential Investment is quarterly and single-family starts and new home sales are monthly. The dashed line is the January 2025 seasonally adjusted annual sales rate (SAAR).
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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
JANUARY 6, 2025
Welcome to the January 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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Nerd's Eye View
DECEMBER 30, 2024
Read More.
The Big Picture
FEBRUARY 10, 2025
Sports betting on Super Bowl LIX (2025) was estimated at more than $1.5 We assume we are investing when what we are so often actually doing is speculating… ~~~ A few years ago (2015ish?), 9, 2025 Betting $10,000 Every Sunday By Charley Locke Businessweek, February 6, 2025 _ 1. It is an old but true story.
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MainStreet Financial Planning
NOVEMBER 8, 2024
As December unfolds, it’s easy to overlook year-end tax planning amid the holiday hustle. However, dedicating a few moments now can lead to significant savings come tax season. To help you retain more of your hard-earned money and reduce your tax liability, consider these five strategic moves before the year concludes.
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Harness Wealth
MARCH 14, 2025
This edition of the Tax Advisor Weekly covers key updates for financial professionals. To round things out, we provide a refresher on the most common tax return mistakes to watch for this season. Citizens, Businesses ( Martha Waggoner , The Tax Adviser) U.S. Property taxes accounted for 70.2 You can find it here.
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Abnormal Returns
DECEMBER 25, 2024
podcast.moneywithkatie.com) Peter Lazaroff on how tax projections work. peterlazaroff.com) Housing Taxes and insurance are creeping up as a percentage of total home ownership costs. theretirementmanifesto.com) What's changing for retirement in 2025. morningstar.com) Investing Three easy ways to simplify your portfolio.
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Wealth Management
OCTOBER 16, 2024
New UMA capabilities, personalized indexing, automated tax-loss harvesting and CTO Services announced for 2025 by Commonwealth.
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Dear Mr. Market
DECEMBER 31, 2024
Write Down Your 10 Financial Goals for 2025! For 2025, the IRS has increased contribution limitsdont miss out. Review Investment Allocations Markets evolve, and so should your portfolio. Remember: investing isnt about timing the market, its about time in the market. Happy Planning and best to you in 2025!
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Nerd's Eye View
OCTOBER 16, 2024
Since the Tax Cuts & Jobs Act (TJCA) was passed in 2017, few households have been subject to the Alternative Minimum Tax (AMT), which TCJA restructured so that it applied mainly to a select number of upper-income households.
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Harness Wealth
MARCH 21, 2025
This weeks Tax Advisor Weekly covers key updates for financial professionals. We also highlight a report on unruly crowds at IRS tax assistance events last year. OBannon , CPA Practice Advisor) Nothing is certain but death and taxes. Did you miss last weeks edition? You can find it here. You can find it here.
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Harness Wealth
MARCH 7, 2025
This weeks Tax Advisor news roundup covers key updates for financial professionals. Last but not least, we have a rundown of the IRSs ‘Dirty Dozen’ tax scams for 2025. Wealth Taxes in Europe, 2025 ( Cristina Enache , Tax Foundation) Net wealth taxes are recurrent taxes on an individuals wealth, net of debt.
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Nerd's Eye View
FEBRUARY 3, 2025
Welcome to the February 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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Carson Wealth
FEBRUARY 6, 2025
Every year brings changes in tax rules, and 2025 is no exception. Staying informed about these tax updates isn’t just about being prepared for tax seasonit’s about making smart money moves all year long. For married couples, this means more of your income will be taxed at lower rates.
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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. Table of Contents What is a tax extension? Why do I need a tax extension?
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Darrow Wealth Management
NOVEMBER 11, 2024
Updated for 2024 – 2025. Because many taxpayers earn too much to make pre-tax IRA contributions as they have a 401(k) at work. Many people end up paying taxes twice. There are income limits for contributions to a traditional IRA that qualify for a tax deduction. In the vast majority of cases the answer is no.
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The Big Picture
MARCH 10, 2025
David Nadig, “ Rabbithole ” March 7, 2025 I had fun chatting with Dave Nadig about philosophy, behavior, and investing ( video after the jump). Question : “ Barry, your book How Not to Invest dissects numerous financial misconceptions. But let’s set aside markets and investing strategies entirely.
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Harness Wealth
JANUARY 29, 2025
April 15 marks the IRS tax return filing deadline for 2025. Although this is the traditional tax filing deadline, given the spate of recent natural disasters (such as the California wildfires and Hurricane Milton), the IRS is granting certain filing and payment extensions beyond this date.
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Nerd's Eye View
MAY 31, 2023
The 2017 Tax Cuts & Jobs Act introduced a $10,000 limit on the State And Local Tax (SALT) deduction that was previously available for taxpayers who itemized their deductions. Another set of considerations involves owners of businesses that operate in multiple states, which can compound the complexity of electing a PTET.
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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. Find your next tax advisor at Harness today. Starting at $2,500.
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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." docs.google.com) Peter Lazaroff talks retirement investing with PIMCO’s David Braun. apolloacademy.com) Taxes Some things to know about doing a QCD. tonyisola.com) How to get more money into a 529 account.
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Harness Wealth
FEBRUARY 4, 2025
Alternative investments offer investors access to startups, real estate, and other non-traditional opportunities beyond stocks and bonds. In this article, well explore all the details of alternative investments, the reasons behind their growth as an investment choice, and how their tax treatment differs from traditional assets.
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Abnormal Returns
OCTOBER 16, 2024
(peterlazaroff.com) Justin Carbonneau and Matt Zeigler talk with Ben Carlson about major investing mistakes. humansvsretirement.com) Jim Dahle talks with Andrew Tobias author of "The Only Investment Guide You'll Ever Need." theatlantic.com) Investing Lost decades for the stock market happen. Get that right first.
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Indigo Marketing Agency
FEBRUARY 1, 2025
Ready for a Brand Refresh in 2025? Each core offeringsuch as investment management, financial planning, and tax strategieshas its own dedicated page. Is Your Website Ready for 2025? Lets make your website your best marketing asset for 2025 and beyond. The post Ready for a Brand Refresh in 2025?
Nerd's Eye View
JANUARY 13, 2025
And so we're excited to announce that, for 2025, our major company initiative will be a complete redesign and rebuild of our Members Section! And we continue to expand the types of CE we provide as well, including the ability for Canadian CFP certificants to earn CE credit from Kitces (effective immediately for 2025!), Read More.
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Carson Wealth
FEBRUARY 4, 2025
Understanding Tax Compliance and Risk Management Ultra-high-net-worth individuals face unique tax challenges, including high rates and ever-changing complex tax codes. If managed improperly or inefficiently, tax issues could significantly erode your familys wealth and even lead to legal complications.
Darrow Wealth Management
JANUARY 16, 2025
A step-up in basis is a tax advantage for individuals who inherit stocks or other assets, like a home. Understanding step-up in basis at death If youve received an inheritance you may have questions about the tax treatment of certain assets. This increases the tax basis, which determines capital gains or losses when the asset is sold.
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Darrow Wealth Management
FEBRUARY 9, 2025
The idea of living off dividends in retirement sounds nice, but investors often don’t realize how much money they’ll need invested to generate enough income from dividends to cover lifestyle expenses. So historically, every $1 million invested would yield annual dividend income of $19,800 on average… before tax.
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The Big Picture
FEBRUARY 5, 2025
February 5, 2025) At five trillion dollars, hedge funds have never been more popular — or less hedged. He learned about alts working under the legendary David Swensen at the Yale University Investments Office. His latest book is Private Equity Deals: Lessons in investing, dealmaking, and operations. read in the press.
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Zoe Financial
JANUARY 28, 2025
Market Timing vs. Time in the Market Updated January 28th, 2025 Reading Time: 4 minutes Written by: The Zoe Team Though these terms may sound similar, market timing is not the same as time in the market. What do these mean, and which is a sounder investment strategy? Lets take a poll. That said, academia can be redundant.
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Abnormal Returns
AUGUST 23, 2023
Real estate A house is a place to live, not an investment. wealthfoundme.com) More families are at risk from estate taxes looking out into 2025 and beyond. humbledollar.com) Why QCDs can be so valuable, tax-wise. humbledollar.com) Personal finance Seven financial superpowers that have nothing to do with investing.
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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. Set up recurring transfers to your emergency fund, investment accounts, or other savings goals.
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 (..)
Calculated Risk
MAY 29, 2023
GDP projections of Federal Reserve Governors and Reserve Bank presidents, Change in Real GDP 1 Projection Date 2023 2024 2025 Mar 2023 0.0 And on unemployment: Unemployment projections of Federal Reserve Governors and Reserve Bank presidents, Unemployment Rate 2 Projection Date 2023 2024 2025 Mar 2023 4.0
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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. For example, in 2017, the marginal tax brackets were 10%, 15%, 25%, 28%, 33%, 25%, and 39.6%.
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Darrow Wealth Management
MARCH 13, 2025
A diversified portfolio is the cornerstone of a risk-adjusted investment strategy. Diversifying Around It: Balancing the portfolio by investing in assets that offset the concentrated position’s risk. Charitable Contributions: Donating appreciated stock to charity while reducing capital gains tax.
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Investing Caffeine
MARCH 25, 2025
A whole aisle of books could be written about Rothblatts impressive lifetime accomplishments, but the unique investment opportunity for investors cannot be fully understood without appreciating the person that created United Therapeutics 29 years ago in 1996. Source: United Therapeutics Investment Opportunity of a Lifetime?
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Zoe Financial
MARCH 10, 2025
Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA March 10th, 2025 Watch Time: 4 min. Q1 2025 earnings forecast: Dropped from 11.5% It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product.
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FMG
FEBRUARY 13, 2025
Client events are evolving in 2025, offering unparalleled opportunities to connect with clients, strengthen relationships, and drive quality leads. Why a Client Event is a Must-Have in 2025 The landscape of client engagement is more dynamic than ever, and client events have become an essential part of building long-lasting relationships.
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Harness Wealth
OCTOBER 8, 2024
Key Takeaways: T ax Season Start: The IRS will likely begin accepting 2024 tax returns between January 15 and 31, 2025. Key Deadlines: The federal tax filing deadline (Tax Day) is April 15, 2025, with an extension deadline of October 15, 2025. Document Deadlines: Most key tax forms (W-2, 1099, etc.)
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FMG
FEBRUARY 13, 2025
Client events are evolving in 2025, offering unparalleled opportunities to connect with clients, strengthen relationships, and drive quality leads. Why a Client Event is a Must-Have in 2025 The landscape of client engagement is more dynamic than ever, and client events have become an essential part of building long-lasting relationships.
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