Nerd's Eye View

JANUARY 13, 2025

And also make it easier for us to redesign the Nerd's Eye View blog side of the website as well, in 2026!) 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

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. In 2026, this is all expected to change (again).

Taxes 101

Taxes Tax Planning Planning Estate Planning 101

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. In 2026, this is all expected to change (again).

Taxes 52

Taxes Tax Planning Planning Estate Planning 52

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.

Planning 142

Planning Retirement Planning Taxes Retirement 142

Darrow Wealth Management

JULY 30, 2024

A large spread makes it very difficult financially to exercise shares before the options expire after leaving the company. It can also preclude some tax planning strategies down the road. Tax laws change periodically, and they’re scheduled to change again in 2026.

Taxes 92

Taxes Tax Planning Startup Valuation 92

Darrow Wealth Management

JULY 30, 2024

A large spread makes it very difficult financially to exercise shares before the options expire after leaving the company. It can also preclude some tax planning strategies down the road. Tax laws change periodically, and they’re scheduled to change again in 2026.

Taxes 52

Taxes Tax Planning Startup Valuation 52

Investing Caffeine

APRIL 1, 2024

Slome, CFA, CFP® Plan. DISCLOSURE: Sidoxia Capital Management (SCM) and some of its clients hold positions in individual stocks , certain exchange traded funds (ETFs), and notes including AMC 2026, but at the time of publishing had no direct position in DJT, GME, AMC or any other security referenced in this article.

Economics 105

Economics Media CFP Investing 105