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Wealth Management
OCTOBER 4, 2024
The estate and gift tax exemption (set at $13.61 If Congress doesn’t act, that tax exemption will be cut in half to about $6 million. million per individual in 2024) is due to expire on Jan. To help your clients prepare for the real possibil
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Nerd's Eye View
OCTOBER 16, 2024
Since the Tax Cuts & Jobs Act (TJCA) was passed in 2017, few households have been subject to the Alternative Minimum Tax (AMT), which TCJA restructured so that it applied mainly to a select number of upper-income households.
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Book of Secrets on the Month-End Close
Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments
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.
207 
Nerd's Eye View
JULY 10, 2024
The Tax Cuts and Jobs Act (TCJA), passed in 2017, was one of the most extensive pieces of tax legislation to be passed in the last 30 years, touching many aspects of individual, corporate, and estate tax.
246 
Darrow Wealth Management
JULY 1, 2024
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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Wealth Management
OCTOBER 21, 2024
Timing considerations for late allocations of GST tax exemption before 2026.
252 252 
Abnormal Returns
MAY 8, 2023
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.
Harness Wealth
JANUARY 29, 2025
April 15 marks the IRS tax return filing deadline for 2025. Although this is the traditional tax filing deadline, given the spate of recent natural disasters (such as the California wildfires and Hurricane Milton), the IRS is granting certain filing and payment extensions beyond this date.
52 
Nerd's Eye View
APRIL 5, 2023
Given how frequently the tax code changes, advisors can add value for clients by ensuring their estate plans are aligned with current law to meet the clients’ objectives, and not with past rules that may no longer apply to them. However, the passage of TCJA resulted in the estate gift tax exemption nearly doubling (from $5.6M
246 
Nerd's Eye View
SEPTEMBER 6, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the Treasury Department has finalized rules requiring most SEC-registered RIAs to implement risk-based Anti-Money Laundering and Countering the Financing of Terrorism programs, including a requirement to report suspicious (..)
Darrow Wealth Management
JULY 1, 2024
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.
52 
Harness Wealth
NOVEMBER 12, 2024
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 $2,500.
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Nationwide Financial
AUGUST 29, 2022
Key Takeaways: Even without new legislation, the prospect of higher taxes in the future is still looming. The impact of higher taxes on retirees could be substantial, so staying up to date on the current tax landscape is vital. But even without new legislation, the prospect of higher taxes in the future is still looming.
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Abnormal Returns
SEPTEMBER 30, 2024
riabiz.com) Taxes How pre-tax retirement contributions provide flexibility down the road. kitces.com) Tax strategies if the TCJA expires in 2026. (riabiz.com) Charles Schwab ($SCHW) is mothballing the Institutional Intelligent Portfolios platform.
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Nerd's Eye View
JANUARY 13, 2025
And also make it easier for us to redesign the Nerd's Eye View blog side of the website as well, in 2026!) Which means over the next 12 months, we're going to rebuild it all from scratch, with a modern technology foundation that will allow us to better scale over the next decade.
141 
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. When you make an 83(b) election, you’re opting to pay tax on unvested shares now, instead of when the stock vests. In tax lingo, this is known as substantial risk of forfeiture.
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Nationwide Financial
MARCH 6, 2023
Even if a client believes they would not be subject to estate or gift tax under current law, you may want to re-examine the value of their assets to determine whether they exceed a lower exemption amount. Tax season has begun, and it’s not too early to think about planning for the 2023 tax year.
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Carson Wealth
DECEMBER 8, 2023
That must mean it’s time to roll up my sleeves and get to work on year-end financial planning – with an emphasis on 2023 income tax. One consideration this year is that we’re two years from the expiration of the Tax Cuts and Jobs Act of 2017 (TJCA). AGI impacts multiple other tax considerations.
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Zajac Group
NOVEMBER 7, 2024
One of the most important aspects of developing a thorough estate plan is tax planning, as this has the potential to diminish the impact of your gifts and your loved ones’ inheritances. Let’s take a look at the tax impact and other considerations of each. million before triggering federal estate taxes).
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Harness Wealth
JULY 29, 2024
In this guest post, Harness Tax Advisory Council member, Griffin Bridgers, J.D., covers some of the top estate planning trends that tax advisors should be tracking during the second half of 2024. On the estate planning front, chief among these potential changes is the sunset of the gift and estate tax basic exclusion amount for U.S.
Steve Feinberg
MARCH 28, 2022
Parsing any state’s tax code can be a multifaceted and complicated affair, but small business owners especially should understand what types of taxes they are required to pay if they live and operate their company in New Hampshire. What is the Small Business Tax Rate in New Hampshire? Is There a Sales Tax in New Hampshire?
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Darrow Wealth Management
MARCH 24, 2024
6 tax strategies for incentive stock options and AMT Triggering the alternative minimum tax isn’t the end of the world, but you don’t want to do it by accident. Exercise ISOs early in the year to manage or avoid AMT To get long-term capital gains tax treatment, you need to hold ISOs through the end of the year of exercise.
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Steve Feinberg
FEBRUARY 3, 2022
At first glance, you wouldn’t think this news matters that much as most small businesses don’t pay Interest/Dividends tax. In 2022 the rate is 5%, and then 4% in 2023, 3% in 2024, 2% in 2025, 1% in 2026, and then completely repealed after 2026. So, what’s changing?
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Darrow Wealth Management
JANUARY 30, 2023
Here are some tax planning strategies to consider when you should start drawing from your IRA. Tax planning strategies for required minimum distributions Tax planning shouldn’t stop when you retire. Retirees in a low tax bracket for the year have several planning options to consider.
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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. When you make an 83(b) election, you’re opting to pay tax on unvested shares now, instead of when the stock vests. In tax lingo, this is known as substantial risk of forfeiture.
52 
Darrow Wealth Management
MARCH 24, 2024
6 tax strategies for incentive stock options and AMT Triggering the alternative minimum tax isn’t the end of the world, but you don’t want to do it by accident. Exercise ISOs early in the year to manage or avoid AMT To get long-term capital gains tax treatment, you need to hold ISOs through the end of the year of exercise.
52 
Darrow Wealth Management
MARCH 29, 2024
If you have incentive stock options, you’ve probably heard of the alternative minimum tax (AMT). Essentially, the alternative minimum tax is a prepayment of taxes. The credit reduces your tax liability to reflect prepaid tax. Early sales of ISOs are taxed in the regular tax system.
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Trade Brains
OCTOBER 21, 2024
The company’s recent financial performance and looming tax increases have raised concerns among investors and industry analysts. New Tax Policies Add Financial Pressure As if the sales slump wasn’t enough, LVMH now faces an additional financial burden. to about 10%.
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Nationwide Financial
JANUARY 26, 2023
Key Takeaways: 2023 could be a really good year to fund a Roth account because of low tax rates and changes to how the standard deduction, tax brackets, and retirement account contribution limits are adjusted for inflation. The lower the tax rate, the more attractive the Roth contribution becomes relative to a pre-tax contribution.
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Darrow Wealth Management
AUGUST 30, 2022
This is a major advantage as assets can be sold/diversified right away without tax implications. Some of the best things to do after inheriting a retirement account from a parent: Monitor changes in tax law in case annual required minimum distributions become law. Make a plan to reinvest the money in a brokerage account.
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MainStreet Financial Planning
JUNE 23, 2023
in 2026, the eligibility age will be adjusted to 46. Tax-Advantaged Savings : Contributions to ABLE accounts are made with after-tax dollars, but the earnings on the account grow tax-free. Withdrawals are also tax-free if they are used for qualified disability expenses. With the passing of Secure Act 2.0,
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Darrow Wealth Management
DECEMBER 23, 2022
Congress is once again poised to make sweeping changes to the retirement and tax rules in the last two weeks of the year. In the new bill, the age when retirees must begin drawing from non-Roth tax-deferred retirement accounts would increase to 73 in 2023 and 75 in 2033. Starting in 2026, the catch-up will be indexed by inflation.
99 
Carson Wealth
SEPTEMBER 27, 2023
For individuals, a permanent life insurance plan can play a key role in estate planning by helping reduce estate taxes. Offset Taxes in Estate Planning Estate taxes can be a problem for high-net-worth individuals passing on more than the IRS estate tax exclusion, after which the tax rate on transferred money is 40%.
Harness Wealth
MARCH 10, 2023
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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Good Financial Cents
JANUARY 26, 2023
The software maximizes your returns with tax loss harvesting and helps you to reach your specific retirement goals with RetireGuide. For example, if you earn 10% on your investments, but you’re in the 30% tax bracket, your net return is only 7%. You should maximize your tax-sheltered retirement contributions.
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Carson Wealth
DECEMBER 27, 2023
By Ryan Egolf, EA, Senior Tax Planner As the New Year quickly approaches, it’s time to put a bow on your 2023 financial plan. In some cases, those payments are tax-free. One of the greatest things about insurance is the liquidity it provides when needed most and tax efficiency.
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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. ” Megan Gorman and I discuss: How Megan draws on her background as an attorney and her passion for tax strategy when advising high-net-worth clients.
MarketWatch
MAY 22, 2023
F said early Monday that its capital markets day that kicks off later in the day it will announce new battery raw-material agreements, that strengthen sourcing to produce two million electric vehicles by the end of 2026. Ford said it will.
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James Hendries
DECEMBER 11, 2022
Tax Planning – Have necessary steps been taken toward filing required business and individual tax returns, so they get filed on time? The type of business will determine the tax consequence. There are five general types of business taxes and tax changes that can be applied. Income Tax. Estimated Tax.
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Darrow Wealth Management
MARCH 29, 2024
If you have incentive stock options, you’ve probably heard of the alternative minimum tax (AMT). Essentially, the alternative minimum tax is a prepayment of taxes. The credit reduces your tax liability to reflect prepaid tax. Early sales of ISOs are taxed in the regular tax system.
52 
Trade Brains
JUNE 6, 2023
billion in value by 2026. However, the figures of Gujarat Fluorochemicals are not comparable historically because of exception tax treatment in base year FY19. However, the figures are not comparable historically for both companies because of exceptional tax treatments in different years. over the next few years to reach $ 25.1
103 
Trade Brains
OCTOBER 21, 2023
The Indian API industry, which produces these intermediates, was worth INR 798 billion in 2020 and is forecasted to reach INR 1,307 billion by 2026, at a CAGR of 8.57%. -As Profit After Tax (PAT) also grew from ₹135 crore to ₹160 crore during the same period. As of 2023 We did not have outstanding borrowings.
105 
Trade Brains
OCTOBER 15, 2023
Alongside, the Profit After Tax (PAT) has nearly doubled, soaring from ₹34.8 The company’s operational revenue has seen a significant surge, escalating from ₹185.9 crore in March 2021 to a whopping ₹980 crore in March 2023. crore in March 2021 to ₹63.1 crore in March 2023. crore in 2021 to ₹346.2 crore in 2023.
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Trade Brains
OCTOBER 12, 2023
billion in 2017 to US$ 200 billion by 2026. Simultaneously, the Profit After Tax (PAT) has seen a positive shift, moving from -17.94 WomenCart IPO – Industry Overview India’s e-commerce sector is a fast-growing and diverse market, driven by smartphones, 4G, and income growth. It is expected to increase from US$ 38.5 Lakh in 2021 to ₹3.1
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