Remove 2025 Remove Investments Remove Planning
article thumbnail

Alternative Minimum Tax (AMT) Planning After TCJA Sunset: Preparing Clients To (Re)Encounter AMT After 2025

Nerd's Eye View

For example, personal exemptions and miscellaneous itemized deductions such as investment advisory fees, both of which will be reinstated after TCJA's sunset. The sunset of TCJA will add back several common adjustment items that will create potential AMT exposure for many households.

Taxes 246
article thumbnail

The 18 Best Financial Advisor Conferences To Attend In 2025

Nerd's Eye View

continuing education) and often held a space for the vendors who served those advisors, with organizations like the Financial Planning Association convening the largest conferences for financial advisors.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

2025 Tax Brackets, Social Security Benefits Increase, and Other Inflation Adjustments

MainStreet Financial Planning

The IRS and Social Security Administration recently announced changes for 2025. The refundable portion of the child tax credit is adjusted for inflation and will remain $1,700 for 2025. 2025 amounts should become available later this year. Estates of decedents who die during 2025 have a basic exclusion amount of $13,990,000.

Taxes 86
article thumbnail

Weekend Reading For Financial Planners (October 26–27)

Nerd's Eye View

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.

article thumbnail

Pass-Through Entity Taxes: Mechanics, Considerations, And Planning Opportunities For Navigating SALT Cap Workarounds

Nerd's Eye View

However, even though the PTET can result in higher state taxes, the savings in Federal taxes that can result from being able to deduct the PTET as a business expense (including not just income tax but potentially self-employment taxes, net investment income tax, and additional Medicare taxes as well) might still make the election worth it overall.

Taxes 246
article thumbnail

Monday links: upended plans

Abnormal Returns

spyglass.org) Disney ($DIS) is not done investing in parks. theringer.com) Economy The Fed is unlikely to impact the housing market until 2025. (ft.com) Media Why Apple ($AAPL) should. buy Warner Bros. Discovery ($WBD). wsj.com) Matt Belloni talks with Rich Greenfield about the linear TV meltdown.

Planning 148
article thumbnail

Personal finance links: the myths of aging

Abnormal Returns

Real estate A house is a place to live, not an investment. 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.