2026 Assets Tax Planning 
Darrow Wealth Management
JULY 1, 2024
Although a number of these provisions will negatively impact taxpayers starting in 2026, there a few changes that will be positive. Here’s a summary of the major tax law changes coming in 2026 and some steps individuals and business owners can take to prepare. For some, this may lead to more taxes paid on capital gains.
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. million ($27.22
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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 (..)
Nerd's Eye View
APRIL 5, 2023
Given how frequently the tax code changes, advisors can add value for clients by ensuring their estate plans are aligned with current law to meet the clients’ objectives, and not with past rules that may no longer apply to them. However, the passage of TCJA resulted in the estate gift tax exemption nearly doubling (from $5.6M
Darrow Wealth Management
JULY 1, 2024
Although a number of these provisions will negatively impact taxpayers starting in 2026, there a few changes that will be positive. Here’s a summary of the major tax law changes coming in 2026 and some steps individuals and business owners can take to prepare. For some, this may lead to more taxes paid on capital gains.
Harness Wealth
JANUARY 29, 2025
The IRS implements whats known as the wash-sale rule, which prohibits you from buying a substantially identical security within 30 days before or after the sale of a loss-producing asset. Defer income where possible Strategically timing your income can have a major effect on your tax liability.
Harness Wealth
MARCH 10, 2023
If the manager chooses to use the Three-Year Carried Interest Loophole, they would not be required to pay taxes on that $200,000 until 2026. However, if the investment is sold before the three-year mark, the standard tax rate would apply, and the manager would need to pay tax on their carried interest.
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