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Morningstar Office To Shut Down And Push Advisors To Black Diamond (And More Of The Latest In Financial #AdvisorTech – March 2025)

Nerd's Eye View

Welcome to the March 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

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Major Tax Changes Are Coming in 2026. Are You Ready?

Darrow Wealth Management

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
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Are You Keeping the Faith in Cathie Wood's ARK?

Mish Talk

The three largest holdings in the fund—which is known by its ticker symbol ARKK—are Zoom Video Communications Inc., Wood calls for Zoom, ARKK’s largest holding, to approach $1,500 a share in 2026. 30 alone, they yanked $146 million, which was among the largest single-day outflows of the year. ZM, Tesla Inc., and Exact Sciences Corp.,

Valuation 157
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Major Tax Changes Are Coming in 2026. Are You Ready?

Darrow Wealth Management

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
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83(b) Election: Tax Strategies for Unvested Company Stock

Darrow Wealth Management

Tax laws change periodically, and they’re scheduled to change again in 2026. This is a general communication should not be used as the basis for making any type of tax, financial, legal, or investment decision. It can also preclude some tax planning strategies down the road.

Taxes 92
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Incorporating Equity Compensation into a Multi-Generational Wealth Transfer Plan

Zajac Group

Creating wealth that can provide financial security for generations to come is an incredible feat, and it requires careful planning, consideration, and communication among family members. For reference, the federal estate tax exemption limit is set to revert back to $5 million (or around $7 million when adjusted for inflation).

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Incentive Stock Options: Navigating AMT and AMT Credits

Darrow Wealth Management

This is a general communication should not be used as the basis for making any type of tax, financial, legal, or investment decision. These higher limits are scheduled to sunset in 2026. There are two AMT tax rates: 26% and 28%. AMT exemptions and phase out were increased significantly in the 2017 Tax Cuts and Jobs Act.

Taxes 96