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

Darrow Wealth Management

The 2017 Tax Cuts and Jobs Act (TCJA) brought sweeping changes to the tax code, impacting every taxpayer and business owner. Although a number of these provisions will negatively impact taxpayers starting in 2026, there a few changes that will be positive. For some, this may lead to more taxes paid on capital gains.

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

Darrow Wealth Management

The 2017 Tax Cuts and Jobs Act (TCJA) brought sweeping changes to the tax code, impacting every taxpayer and business owner. Although a number of these provisions will negatively impact taxpayers starting in 2026, there a few changes that will be positive. For some, this may lead to more taxes paid on capital gains.

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Adviser links: AI-assisted financial advice

Abnormal Returns

riabiz.com) Charles Schwab ($SCHW) is mothballing the Institutional Intelligent Portfolios platform. riabiz.com) Taxes How pre-tax retirement contributions provide flexibility down the road. kitces.com) Tax strategies if the TCJA expires in 2026. (riabiz.com) Kitces' FinTech Solutions Map just keeps growing.

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Adviser links: a fundamental misalignment

Abnormal Returns

thinkadvisor.com) The latest in advisortech news from April including the SEC's scrutiny of tax-loss harvesting systems. sciencedaily.com) How tax-adjusting a portfolio works in practice. thinkadvisor.com) A number of tax provisions will sunset in 2026 including the lifetime exclusion amount.

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10 High-Income Tax Planning Strategies to Complete Before 2025: A Year-end Checklist

Harness Wealth

As the year comes to a close, now is the time to review potential financial moves to help minimize your tax burden heading into 2025. Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. Find your next tax advisor at Harness today. Starting at $2,500.

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A Tax Guide for VC, Private Equity, and Angel Investors for 2023

Harness Wealth

Whether you’re in venture capital, private equity, or angel investing, it’s important to understand the tax implications of your investment income. One of the unique characteristics of carried interest is that it is taxed as a capital gain rather than ordinary income. K-1 forms are reported on an individual’s tax return.

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Are Alternative Investments the Key to Diversifying Your Portfolio?

Fortune Financial

Are Alternative Investments the Key to Diversifying Your Portfolio? If you prefer a more indirect approach, Real Estate Investment Trusts (REITs) allow you to invest in a portfolio of properties without the hassle of direct ownership. trillion by 2021, it is expected to rise to $23 trillion by 2026. trillion in 2015 to$13.32