2026 Clients Tax Planning 
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
In recent years, the Internal Revenue Code (IRC) has endured some drastic changes resulting from legislative action that have altered the strategies estate planning professionals have recommended to clients. For instance, prior to the 2017 Tax Cuts and Jobs Act (TCJA), "A/B trusts" had become ubiquitous for spousal estate tax planning.
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Nationwide Financial
MARCH 6, 2023
One strategy is to accumulate deductions that a client would normally take over 2 years into a single year. For example, they could make most of their charitable contributions and medical expenditures in a year they plan to itemize. Don’t forget about the net investment income tax (NIIT), which is an additional 3.8%
Harness Wealth
JANUARY 29, 2025
Effective ways to achieve this include: For employees : If your employer offers this option, request that your year-end bonus be deferred to January 2026. This moves your taxable income to the next tax year, potentially lowering your tax bill for 2025.
Steve Sanduski
SEPTEMBER 17, 2024
Guest: Megan Gorman, Founder and Managing Partner of Chequers Financial Management , a female-owned, high-net-worth tax and financial planning firm based in San Francisco. In a Nutshell: High-net-worth clients have high-net-worth needs. Megan’s vision of the “perfect” client experience.
Harness Wealth
JULY 29, 2024
Now that the mid-point of 2024 has passed, we are faced with an environment where little has changed with respect to the wait-and-see posture of estate and wealth transfer planning. However, awareness is key, both for clients and advisors.
Cordant Wealth Partners
AUGUST 16, 2024
Other pay : Certain employees can be eligible for “pay in lieu of redeployment” (9 weeks) and an “additional separation bonus” (8 weeks) It’s important to note that severance payouts are taxed as ordinary income in the year of payout. Tax planning for a transition out of Intel is critical.
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