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!

Startup 188

Startup Financial Advisor Clients Portfolio Management 188

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.

Taxes 97

Taxes Medical Consulting Education 97

Dear Mr. Market

DECEMBER 31, 2024

Because when it comes to financial planning, you’re ready to write it downand studies show that writing down your goals makes you 42% more likely to achieve them. Heres your top 10 financial planning checklist for the new year. Write Down Your 10 Financial Goals for 2025! A little planning now avoids big headaches later.

Budgeting 96

Budgeting Financial Planning Estate Planning Planning 96

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!

Insurance 130

Insurance Financial Advisor Taxes Tax Planning 130

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.

Taxes 246

Taxes Planning Tax Planning Numbers 246

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.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Carson Wealth

FEBRUARY 6, 2025

Every year brings changes in tax rules, and 2025 is no exception. Whether you are saving for retirement, running a business, or planning for your family’s future, these updates could affect your financial decisions throughout the year. For married couples, this means more of your income will be taxed at lower rates.

Taxes 60

Taxes Retirement Tax Planning Planning 60

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.

Taxes 52

Taxes Retirement Financial Advisor Retirement Planning 52

MainStreet Financial Planning

JANUARY 23, 2025

For 2024, the maximum taxable earnings subject to Social Security tax is $168,600. 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. If you notice any errors, you can easily request a correction online.

Estate Planning 77

Estate Planning Budgeting Taxes Insurance 77

Your Richest Life

MARCH 12, 2025

The tax deadline is next month, and if youre like most Americans, you are still preparing to file. Standard and Itemized Deduction for filing 2024 Taxes For the 2024 tax year, the standard deduction increased to $29,200 for married filing jointly, $14,600 for single filers and married filing separately, and $21,900 for heads of household.

Taxes 52

Taxes Fee Only Electronics CFP 52

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.

Taxes 52

Taxes Medical Distribution Tax Planning 52

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?

Taxes 52

Taxes Tax Planning Consulting Electronics 52

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!),

Financial Advice 148

Financial Advice Ethics Financial Planning Education 148

Abnormal Returns

DECEMBER 4, 2024

Podcasts Christine Benz talks 2025 taxes with Ed Slott author of "The Retirement Savings Time Bomb Ticks Louder." apolloacademy.com) Taxes Some things to know about doing a QCD. humbledollar.com) Lessons learned from Warren Buffett's approach to estate planning. tonyisola.com) How to get more money into a 529 account.

Retirement 147

Retirement Estate Planning Taxes Assets 147

Advisor Perspectives

JANUARY 8, 2025

A look at the 2025 tax rates and contribution limits means individuals may save or gift more this year. Our Bill Cass shares the updated key tax figures and some planning considerations for the year ahead.

Taxes 98

Taxes Planning 98

Abnormal Returns

MAY 1, 2024

youtube.com) Peter Lazaroff talks with Sara Gelsheimer, Senior Wealth Manager at Plancorp, about the unique planning needs for women who are primary breadwinners. humansvsretirement.com) Taxes Direct File was a success. Look for it to expand in 2025. wsj.com) How to start preparing for next year's tax season.

Retirement 277

Retirement Wealth Management Taxes Media 277

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. Check Out This Advisors New Website!

Financial Advisor 95

Financial Advisor Engineering Clients Communication 95

Abnormal Returns

AUGUST 4, 2024

spyglass.org) Work How a national retirement savings plan would work. papers.ssrn.com) Taxes No matter who is President in 2025, taxes will be at the top of the agenda. (sherwood.news) Should a startup ever spend $1.8 million on a URL? papers.ssrn.com) How McDonalds' ($MCD) wages vary by geography.

Financial Advising 274

Financial Advising Startup Economy Taxes 274

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. And, if the U.S.

Risk Management 52

Risk Management Compliance Taxes Management 52

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. The resulting loan would be eligible for more favorable IDR plans, including the SAVE plan, otherwise unavailable for those with Parent PLUS loans.

Education 246

Education Financial Advisor Planning Clients 246

Covisum

AUGUST 5, 2022

In the absence of Congressional action, multiple provisions of the Tax Cut and Jobs Act (TCJA) will expire at the end of 2025, and tax rules will revert to what they were before the legislation. The TCJA reduced specific tax brackets and increased the standard deduction.

Tax Planning 98

Tax Planning Taxes Planning Retirement 98

Financial Symmetry

APRIL 9, 2025

Tax planning might not top everyone’s list of leisure activities, but in the middle of tax season, theres a hidden opportunity. In this episode, we talk about five strategies you can use during tax season to create opportunities to help you reach your financial goals.

Taxes 52

Taxes Tax Planning Retirement Planning 52

Wealth Management

MARCH 12, 2025

The changes, which take effect September 2025, expand the CPWAs curriculum related to human dynamics, tax planning and specialty client strategies.

Tax Planning 178

Tax Planning Taxes Clients Planning 178

Zoe Financial

APRIL 7, 2025

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 7th, 2025 Watch Time: 5 min. Tariffs impact: Proposed increases could raise the effective tax rate on U.S. to 2025% the highest in 100+ years. For investors, this may be a time to revisit your financial plan, not to panic. imports from 2.3%

Marketing 81

Marketing Marketing Risk Tolerance Financial Advisor 81

Nerd's Eye View

SEPTEMBER 6, 2024

Notably, while the rule will create an additional compliance burden, the due diligence advisers offering comprehensive planning services (as well as their investment custodians) are likely already conducting on their clients to create an effective financial plan could be a 'defense mechanism' for these firms against criminals looking to take advantage (..)

Financial Planner 246

Financial Planner Tax Planning Compliance Financial Advice 246

Nerd's Eye View

APRIL 7, 2025

Welcome to the April 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!

Tax Planning 130

Tax Planning Taxes Planning Clients 130

FMG

FEBRUARY 13, 2025

Client events are evolving in 2025, offering unparalleled opportunities to connect with clients, strengthen relationships, and drive quality leads. In this guide, well walk you through actionable strategies, creative ideas, and promotion tips to ensure every event you plan is a success. It’s a win-win for you and the experts.

Clients 52

Clients Planning Education Communication 52

FMG

FEBRUARY 13, 2025

Client events are evolving in 2025, offering unparalleled opportunities to connect with clients, strengthen relationships, and drive quality leads. In this guide, well walk you through actionable strategies, creative ideas, and promotion tips to ensure every event you plan is a success. It’s a win-win for you and the experts.

Clients 52

Clients Planning Education Communication 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. A spending plan isnt about restrictionits about intentionality.

Estate Planning 40

Estate Planning Financial Advisor Wealth Advisor Accounting 40

Carson Wealth

DECEMBER 8, 2023

Petersen, CPA, CFP ® , CP, Affluent Wealth Planning The holidays are upon us! That must mean it’s time to roll up my sleeves and get to work on year-end financial planning – with an emphasis on 2023 income tax. One consideration this year is that we’re two years from the expiration of the Tax Cuts and Jobs Act of 2017 (TJCA).

Planning 142

Planning Retirement Planning Taxes Retirement 142

Carson Wealth

APRIL 9, 2025

As the first quarter of 2025 comes to a close, the team at Carson Wealth Pella has been hard at work helping to ensure our clients remain on track with their financial goals. From tax season preparations to professional development and a few well-deserved breaks, heres a look at what weve been up to.

Taxes 52

Taxes License Wealth Advisor Clients 52

Darrow Wealth Management

FEBRUARY 9, 2025

So historically, every $1 million invested would yield annual dividend income of $19,800 on average… before tax. If you own 10,000 shares, you receive $40,000 in dividend income (before taxes) and have a portfolio currently worth $2M. Over the last 30 years, the S&P 500’s average dividend yield was 1.98%.

Retirement 67

Retirement Asset Allocation Taxes Portfolio 67

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%.

Taxes 101

Taxes Tax Planning Planning Estate Planning 101

Advisor Perspectives

FEBRUARY 13, 2025

For 2025 tax planning, our Bill Cass shares income tax planning strategies that can help manage current tax bills and prepare for future changes. Here are the highlights.

Taxes 52

Taxes Planning Tax Planning Management 52

oXYGen Financial

FEBRUARY 23, 2025

[CDATA[ There's always a big push towards December 31 to maximize 401(k) contributions and tax loss harvesting. April 15 is the other big calendar event for American taxpayers; one most people dread, but which can offer some valuable savings and planning opportunities by being proactive.

Taxes 83

Taxes Planning 83

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.

Marketing 98

Marketing Marketing Financial Advisor Taxes 98

Carson Wealth

FEBRUARY 28, 2025

Want to plan better for next years tax return ? Learn about smart tax planning in our Winning in 2025: Tax Strategies for a Thriving Year webinar , now available for viewing on-demand. The post Winning in 2025: Tax Strategies for a Thriving Year appeared first on Carson Wealth.

Taxes 52

Taxes Tax Planning Planning 52