Wealth Management

NOVEMBER 6, 2024

Smith, executive director with Eaton Vance, discusses tax law changes in 2026 and emphasizes the importance of proactive tax planning for investors.

Taxes 190

Taxes Tax Planning Planning 190

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 52

Taxes Tax Planning Planning Estate Planning 52

Abnormal Returns

SEPTEMBER 30, 2024

Podcasts Michael Kitces talks with Ann Garcia, partner of Independent Progressive Advisors, about planning for mid-work professionals. 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.

Financial Advice 130

Financial Advice Fee Only Estate Planning Taxes 130

Darrow Wealth Management

DECEMBER 23, 2022

Some of the measures in the bill include increasing the required minimum distribution age, raising catch-up contribution limits, permitting some rollovers from 529 plans to Roth IRAs, and expanded access to employer plans. Starting in 2026, the catch-up will be indexed by inflation. 529 plan to Roth IRA rollovers.

Retirement 99

Retirement Retirement Planning Distribution Taxes 99

Darrow Wealth Management

JULY 30, 2024

For founders, employees, and executives with stock-based compensation, an 83(b) election can be a powerful tax planning tool. Most tax planning strategies focus on deferring tax, but an 83(b) election is all about accelerating it. It can also preclude some tax planning strategies down the road. Why make an 83(b) election?

Taxes 92

Taxes Tax Planning Startup Valuation 92

Darrow Wealth Management

AUGUST 30, 2022

Developing an asset allocation and investment plan that suits you , which may be different than who left you the inheritance. Concentrated holdings with an emotional attachment (often blue-chip stocks) can derail an investment plan. Make a plan to reinvest the money in a brokerage account. Shoring up college funds.

Distribution 104

Distribution Retirement Accounting Taxes 104

Darrow Wealth Management

MARCH 29, 2024

These higher limits are scheduled to sunset in 2026. Tax and financial planning with stock options Not every individual with incentive stock options will have tax planning options to consider. At the end of the day, all of the tax planning opportunities with ISOs involve risks. There are two AMT tax rates: 26% and 28%.

Taxes 96

Taxes Tax Planning Planning Wealth Management 96

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. The importance of strategic annual planning. What researching the presidents taught Megan about universal money management challenges.

Financial Planning 52

Financial Planning Taxes Clients Planning 52

Darrow Wealth Management

JULY 30, 2024

For founders, employees, and executives with stock-based compensation, an 83(b) election can be a powerful tax planning tool. Most tax planning strategies focus on deferring tax, but an 83(b) election is all about accelerating it. It can also preclude some tax planning strategies down the road. Why make an 83(b) election?

Taxes 52

Taxes Tax Planning Startup Valuation 52

Darrow Wealth Management

MARCH 24, 2024

Here are six tax planning strategies to consider when exercising and selling ISOs in 2024: Exercise early in the year Exercise late in the year Exercise unvested ISOs Tax planning around AMT exemptions, phase outs, and tax deductions Ways to accelerate AMT credits Exercise ISOs when regular income is already high 1.

Taxes 59

Taxes Tax Planning Planning Financial Advisor 59

Darrow Wealth Management

MARCH 24, 2024

Here are six tax planning strategies to consider when exercising and selling ISOs in 2024: Exercise early in the year Exercise late in the year Exercise unvested ISOs Tax planning around AMT exemptions, phase outs, and tax deductions Ways to accelerate AMT credits Exercise ISOs when regular income is already high 1.

Taxes 52

Taxes Tax Planning Planning Financial Advisor 52

Darrow Wealth Management

APRIL 20, 2022

Pend-up demand, reopening, healthy corporate and consumer balance sheets, and relatively low tax rates , have economists forecasting real GDP slightly under the long-term average of 2% through 2026. Rather than trying to prepare for the next recession or downturn, take steps to plan for any type of personal financial crisis.

Economy 52

Economy Nonprofit Wealth Management Food 52

Darrow Wealth Management

MARCH 29, 2024

These higher limits are scheduled to sunset in 2026. Tax and financial planning with stock options Not every individual with incentive stock options will have tax planning options to consider. At the end of the day, all of the tax planning opportunities with ISOs involve risks. There are two AMT tax rates: 26% and 28%.

Taxes 52

Taxes Tax Planning Planning Wealth Management 52

Harness Wealth

MARCH 10, 2023

The manager’s carried interest is 20%, or $200,000. If the manager chooses to use the Three-Year Carried Interest Loophole, they would not be required to pay taxes on that $200,000 until 2026. Harness Wealth can help investors with cost-basis tracking and tax planning for portfolio companies.

Taxes 52

Taxes Tax Planning Startup Portfolio 52

Darrow Wealth Management

JANUARY 30, 2023

just upended retirement planning…again. Raising the age when withdrawals must begin is great as it gives investors more planning opportunities. Here are some tax planning strategies to consider when you should start drawing from your IRA. Retirees in a low tax bracket for the year have several planning options to consider.

Distribution 95

Distribution Tax Planning Retirement Taxes 95

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. citizens and residents.

Estate Planning 59

Estate Planning Taxes Planning Tax Planning 59

Dear Mr. Market

NOVEMBER 22, 2024

Has it been nearly a decade (or more) since you and your spouse updated your estate plan? If so, there’s a good chance your plan includes the classic “AB Trust” structure, which—prior to 2011—was the primary way for married couples to double the value of their federal estate tax exemptions.

Estate Planning 52

Estate Planning Taxes Planning Assets 52