Abnormal Returns

JULY 3, 2023

Fintech Why fintech startups need advisers onboard to help them sell to wealth management firms. beehiiv.com) A round-up of the past month's advisor-tech news including Vanilla's new "estate advisory" platform. kitces.com) Estate planning Four things to consider in anticipation of 2026.

Estate Planning 240

Estate Planning Recruitment Wealth Management Startup 240

Abnormal Returns

MAY 29, 2023

(ritholtz.com) Are you a Texas-based adviser interested working with Ritholtz Wealth Management? thereformedbroker.com) 2025 If nothing changes legislation-wise, there will be a run on estate planning going into 2025. 1, 2026 and becomes a big problem for reactive RIAs who fail to help clients take action now."

Wealth Management 242

Wealth Management Estate Planning Financial Advising Banking 242

Abnormal Returns

MAY 8, 2023

citywire.com) Dynasty Financial Partners has formed Dynasty Investment Bank to provide services related to mergers and acquisitions in wealth management. kitces.com) Practice management Why succession planning is important to firm owners whether they plan to sell or not. investmentnews.com)

Wealth Management 246

Wealth Management Estate Planning Taxes Valuation 246

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 89

Taxes Tax Planning Planning Estate Planning 89

Abnormal Returns

SEPTEMBER 30, 2024

kitces.com) Tax strategies if the TCJA expires in 2026. flowfp.com) Don't let the potential for estate law changes be an excuse to not do estate planning. (riabiz.com) Taxes How pre-tax retirement contributions provide flexibility down the road.

Financial Advice 130

Financial Advice Fee Only Estate Planning Taxes 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 52

Taxes Tax Planning Planning Estate Planning 52

Harness Wealth

JULY 29, 2024

covers some of the top estate planning trends that tax advisors should be tracking during the second half of 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. The SECURE Act 2.0

Estate Planning 59

Estate Planning Taxes Planning Tax Planning 59