Wealth Management

FEBRUARY 6, 2025

Keller will step down on April 30, 2026, with the Board planning a search for his successor in the coming year. In a LinkedIn post, Keller wrote that leading well means leaving well.

CFP 217

CFP Retirement Planning 217

Abnormal Returns

JULY 3, 2023

kitces.com) Estate planning Four things to consider in anticipation of 2026. financial-planning.com) Wealth.com's Ester will help you read estate planning documents. riaintel.com) Why you should flip your plan presentation meetings on their head. (matts-newsletter-7a3f46.beehiiv.com) Thankfully advisers lead the list.

Estate Planning 240

Estate Planning Recruitment Wealth Management Startup 240

Wealth Management

FEBRUARY 6, 2025

Keller will step down on April 30, 2026, with the Board planning a search for his successor in the coming year. In a LinkedIn post, Keller wrote that leading well means leaving well.

CFP 130

CFP Retirement Planning 130

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

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 147

Financial Advice Ethics Financial Planning Education 147

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. Lastly, I allocate the retirement plan contributions between Roth and Traditional 401(k) accounts.

Planning 143

Planning Retirement Planning Taxes Retirement 143

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