WiserAdvisor

JUNE 6, 2023

High-net-worth individuals who possess a significant number and value of assets and complex financial portfolios may find it hard to manage their finances. However, given the high value of wealth, it becomes all the more critical for high-net-worth individuals to plan their finances optimally. in their work endeavors.

Estate Planning 40

Estate Planning Planning Taxes Insurance 40

The Big Picture

JUNE 22, 2024

Income from the licensing deal with UMG for the rest of the world will similarly go to Sony when that deal expires in 2026 or 2027, at which point SME will become the worldwide distributor and owner of all content.” And with total control of all the assets comes power. ” – Hits Daily Double I don’t really care.

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License Estate Planning Advertising Banking 162

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

Nationwide Financial

MARCH 6, 2023

Like individuals, businesses holding investments and other capital assets should consider other income, gains, and losses when determining when to sell capital assets. In 2026, the current larger exemption will be reduced from $12,920,000 in 2023 to about $6 million per person ($5 million per person adjusted for inflation).

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Tax Planning Taxes Planning Distribution 78

WiserAdvisor

DECEMBER 29, 2023

The challenge lies not only in amassing wealth but also in the practical preservation and transfer of assets across generations. But estate tax can eat into this wealth and leave the next generation with a smaller nest egg. Estate planning for wealthy families during a market dip Estate planning can be an expensive affair.

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Estate Planning Marketing Marketing Insurance 52

Steve Sanduski

SEPTEMBER 17, 2024

On today’s show, Megan Gorman discusses how her firm meets the business challenges of serving high-net-worth families, including personalized services that address both the technical and emotional aspects of wealth, executing on client promises, tax and estate planning, and building a world-class team.

Financial Planning 52

Financial Planning Taxes Clients Planning 52

Brown Advisory

NOVEMBER 1, 2019

Market conditions may be volatile, but our planning efforts are, as always, focused on stability and consistency. You can find our annual planning checklist at the end of this article. OZ Funds” allow the deferral, and partial avoidance, of capital gains arising out of the sale of appreciated assets.

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Planning Taxes Clients Assets 52

Carson Wealth

MARCH 6, 2025

If its been some time since you established your estate plan, you may want to think about giving it a review. After all, you dont want your loved ones blowing the dust off your original plan years from now only to discover that you havent accounted for all the changes along the way. How will this affect your overall plan?

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Estate Planning Planning Taxes Financial Advisor 118

Dear Mr. Market

NOVEMBER 22, 2024

Dear Mr. Market: Normally we write you letters about the markets or the economy…but what’s all that worth if your assets are not protected or properly positioned for what you intended them to do? The following article is penned by a guest author and Long Beach estate planner, Curtis Kaiser.

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Estate Planning Taxes Planning Assets 52

Harness Wealth

JANUARY 28, 2025

For individuals with investments in assets such as stocks, real estate, and other securities, changes in the capital gains taxespecially long-term capital gainswill be particularly relevant. Assets held for over one year, however, are subject to more favorable long-term capital gains tax rates. Starting at $1,500 per year.

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Taxes Planning Retirement Estate Planning 52