Nerd's Eye View

SEPTEMBER 2, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that, in its newly released draft strategic plan for 2022-2026, the SEC has indicated that the enforcement of Regulation Best Interest’s requirement that brokers act in their clients’ best interests when (..)

Financial Planner 246

Financial Planner Strategic Planning Retirement Planning Retirement 246

Financial Symmetry

APRIL 9, 2025

Business ventures or new income sources without tax withholding also necessitate proactive planning to avoid year-end surprises. Crafting a Smart Donation Strategy The decision to itemize or claim the standard deduction involves strategic planning, especially given the elevated standard deduction under current laws.

Taxes 52

Taxes Tax Planning Retirement Planning 52

Trade Brains

AUGUST 1, 2024

But that does not mean that we are not having our hands in it, we are investing about Rs 3 crores to develop this technology and are hopeful that by April 2026 we will be having our first Dry Gas Seal in the market. Could you provide insights into your strategic plans and anticipated milestones?

Planning 59

Planning Manufacturing Investing Investments 59

Brown Advisory

NOVEMBER 1, 2019

Market conditions may be volatile, but our planning efforts are, as always, focused on stability and consistency. Accordingly, 2019 (which is seven years ahead of 2026) is the last tax year in which an OZ investment may qualify for the full 15% gain reduction.

Planning 52

Planning Taxes Clients Assets 52

WiserAdvisor

JANUARY 23, 2024

Seeking professional advice can provide valuable insights and a roadmap to achieve your financial goals with strategic planning. It is a strategic initiative to ensure you are making the most of available opportunities and safeguarding your financial future. The decision to hire a financial advisor is a prudent move.

Financial Advisor 40

Financial Advisor Risk Tolerance Communication Taxes 40