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What's unique about Anjali, though, is how she has tripled her annual revenue from $250,000 to $750,000 during the past 6 years, while only adding a net of 10 client households (going from 35 to 45 clients in total), by hyperfocusing into her niches of physicians with complex tax needs and small business owners with $5M–$20M of revenue, offering (..)
And also make it easier for us to redesign the Nerd's Eye View blog side of the website as well, in 2026!) In addition to rebuilding the platform that runs Kitces.com, we're also making several updates to our content offerings for both Nerd's Eye View blog Readers and advicers who have joined our Members Section.
interest rates, and relatively little new tax legislation (yet). After several turbulent years in both markets and workforces, 2024 appears to be the 'most normal' year of late, with strong market performance, cooling (or at least no longer rising!?)
Also in industry news this week: A recent survey indicates that younger "DIY" investors are more likely to be interested in working with a human advisor than their older counterparts, suggesting an opportunity for advisors to tap into this demographic (perhaps by setting minimum planning fees that ensure these clients can be served profitably today (..)
First and foremost, we’re excited to announce that, effective immediately, all of our Nerd’s Eye View blog and recorded webinar CE from 2022 (and all future CE) is now eligible for the new IAR CE requirements. A gap our Kitces Courses aim to fill!
Our newest course on Life Insurance Policies adds to our existing programs on reviewing Tax Returns and navigating Estate Documents as well, and we're committed to continue to expand our financial advicer curriculum in the years to come!
This weeks Tax Advisor Weekly covers key updates for financial professionals. We begin with guidance on navigating property tax considerations during business mergers and expansions. In this blog post, well cover key business events that impact property tax and business licenses, along with what you need to consider for each.
As dynamic as the secondary market may be, secondaries come with complex tax implications that can significantly impact returns if not properly managed. What are the tax implications of secondary transactions? What are the tax challenges in secondary transactions? What tax strategies optimize secondary investments?
At Wealthfront, our focus on optimizing your after-tax returns is one of the key factors that sets us apart from other robo-advisors. We estimate our clients have saved about $1 billion in taxes over the last decade.
Tax planning might not top everyone’s list of leisure activities, but in the middle of tax season, theres a hidden opportunity. In this episode, we talk about five strategies you can use during tax season to create opportunities to help you reach your financial goals.
morningstar.com) Wealthy couples have some tax levers to pull in retirement. crr.bc.edu) Some highlights from the Nerd's Eye View blog in 2023. And more questions to ask when growing your practice. advisorperspectives.com) Do financial advisers recommend annuities to their clients? kitces.com)
A few days ago I hit the 20 year anniversary of when I first started blogging. That original blog was called Random Roger's Big Picture. Barry Ritholtz started before me, that much I know and we became blogging buddies talking every so often. Blogging led to several opportunities. I mentioned Seeking Alpha above.
Over the years, Nerd’s Eye View reader feedback has shaped everything from the visual design of the blog (from its original dense small font!) Which means now it’s time once again to take at least a brief pause to get some feedback about how we’re doing. I hope you'll participate in this year's survey.
tonyisola.com) More retirees are seeing their Social Security benefits taxed. theretirementmanifesto.com) 10 of the best personal financial blogs. (open.spotify.com) Robin Powell talks meaning and money with Jonathan Clements. podcasts.apple.com) Retirement How to find a new you in retirement. cardrates.com)
No matter how long you spend scouring the internet for stock tips and reading page after page of expert commentary, youre unlikely to consistently generate outsized pre-tax returns. But at Wealthfront, we do think its possible to beat the market on an after-tax […] The post Want To Beat the Market?
Breathe Easier Next Tax Season with These Planning Strategies Every year, most of us smile when we see April 15th in the rearview mirror. The completion of our tax returns being filed marks the beginning of a nine month period where we don’t need to think about funny acronyms and form numbers.
By Mike Valenti, CPA, CFP ® , Director of Tax Planning It’s that time of year again! W-2s, 1099s and mortgage statements have been to hit your mailbox: a daily reminder that it is, once again, Tax Season. Overall, it was a relatively quiet year on the tax front. Although Congress isn’t done yet! More on that later.)
How you handle taxes and when you are taxed are two of the most important factors when it comes to retirement planning. There are also Roth 401(k)s that have a similar tax treatment but are subject to some different rules.
That will cause a drop in property taxes and strain city budgets. The Political Economy Blog ). Working from home has caused commercial office occupancy rates to plummet and commercial property prices to fall in crowded zip codes. Stanford Institute for Economic Policy Research ). • New York Times ). New Yorker ).
Taxes are among the most common concern for people in retirement. You might be wondering how to start thinking about your tax strategy so you aren’t taxed more than you need to be. These three mistakes can help start the conversation about what a comprehensive tax strategy might look like for you. Taking Too Much Income.
Even as tax season winds down, it’s still important that you consider tax strategy as part of your financial picture. Many couples file jointly, and while it can sometimes help save on your taxes, it isn’t always the best option in each case! Determine if you can file jointly. 1] Consider your deductions and credits.
Using a strategy called tax-loss harvesting, you can earn capital gains tax credits on your investment losses. What is Tax-Loss Harvesting? It’s crucial to know that tax-loss harvesting only defers your capital gains taxes; it does not eliminate them. When is the Right Time for Tax-Loss Harvesting?
Tax season is fast approaching, so you may find yourself with some important tax questions. This article will cover some of the pitfalls of this process to make sure that you get the most out of your taxes this year. It’s best to be patient and ensure that you have all the documents that you need for submitting your taxes. [1]
As you plan for retirement, it’s important to consider tax optimization strategies to minimize your tax liabilities. Here are three key ways to optimize taxes in retirement, based on information from sources published between 2022 and 2023.
Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2023. Some of these questions concern real estate (inventory, house prices, housing starts, new home sales), and I’ll post thoughts on those in the newsletter (others like GDP and employment will be on this blog). Will there be a recession in 2023?
We’re coming up on the end of the year, and while it’s a time to take a break and enjoy the holiday season, it’s also a good time to consider tax strategies that may benefit you. Gift Tax Exemptions Each year, you can give up to $17,000 to any number of people tax-free.
The index is so popular that it is the basis for the three largest […] The post Meet Wealthfronts S&P 500 Direct: A New Way to Invest In the S&P 500 and Save On Taxes appeared first on Wealthfront Blog.
wealthmanagement.com) Another example of an RIA adding tax capabilities. citywire.com) A list of the top blogs for financial advisors to read. (businessinsider.com) Schwab ($SCHW) feels comfortable that the worst of the TDA transition attrition is behind it. riabiz.com) The upside of pro bono financial planning. smartasset.com)
Between all of the blogs, podcasts, YouTube shows and media appearances produced by our content team at Ritholtz Wealth Management, we get a lot of questions from our audience. Sometimes, people reach out with specific questions about taxes, investing, saving, and all of the other finance-related questions they have about their money.
🔊 Play Audio Have you heard of the Income Tax Saving Festival in India? Well, usually it starts in the last quarter of the financial year (Jan-Mar) when many employees scurry to provide investment proof to save tax outgo. If not already, why not from today?
How Schwager found discretionary trading less emotionally taxing than systematic approaches. Watch on YouTube Listen on Apple Podcasts Listen on Spotify The post Most Great Traders Failed First: These Key Rules Saved Them | Practical Lessons from Jack Schwager appeared first on Validea's Guru Investor Blog.
In a blogging context we look at these stocks occasionally for barbelling returns and because they are beneficiaries of private equity fees, not proxies for investing in PE. Another dynamic that might be weighing the stocks down is the possible ending of the carried interest tax break. This is interesting for a few reasons.
What's unique about Kristopher, though, is how his firm has scaled to more than a billion dollars of AUM while specializing in working with clients whose personal and financial lives touch both the United States and the United Kingdom, a niche for which there is no set 'playbook' to learn the tax, estate, and other planning expertise needed to serve (..)
Main Topics Covered: Tariffs Explained: A deep dive into how tariffs function as a corporate tax, their impact on domestic companies, and the challenges of passing costs to consumers. Here is What It Means for Investors appeared first on Validea's Guru Investor Blog. The Market is Down.
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For those in high-tax states, dividends can be particularly tax-inefficient. The post Five Lessons from Meb Faber appeared first on Validea's Guru Investor Blog. He points out that dividends are essentially a value factor, and investors might be better served by focusing on value directly.
If you are feeling generous, want to make a difference in someone’s life, and want to reap potential tax benefits, this is the blog post for you! The end of the year is a great time to consider charitable gifting. Before we go any further, when we talk about gifting strategies, we’re not talking about […].
In a year when roughly 416 stocks have declined, most investors will likely have something to sell when tax season rolls around, contends an article in Barron’s. The post Make Stock Losses Work For You appeared first on Validea's Guru Investor Blog.
None of these seem to be catastrophic to me which if nothing else means all the related blog posts had at least a hint of productivity to them. This is time well spent even if just for me and I will continue to blog about this stuff. I'm also not sure that 10% is optimal but it obviously wasn't catastrophically wrong from day one.
In December 2022 I went on " recession watch " for only the 3rd time in the 19 years that I've been writing this blog, but I noted I didn't see a recession coming yet. Also note that the sharp decline in 2010 was related to the housing tax credit policy in 2009 - and was just a continuation of the housing bust.
Record short videos or write blog posts sharing your insights. How to Get Started Allocate 3060 minutes each month to review your top-performing blog posts or pages. Blogging can make you 13x more likely to achieve positive ROI. Did you know videos generate 1200% more shares than text and images combined?
Plan Your Tax Strategy Work with a financial advisor to optimize your tax situation. This could include leveraging tax-advantaged accounts, maximizing deductions, or planning for capital gains. Identity: Adopt the Mindset of Financial Empowerment Stay Educated on Personal Finance Commit to becoming financially literate.
Here are examples of high-value topics compared to less effective ones: Effective Topics: The Ultimate Guide to Minimizing Your Taxes for Business Owners With Fewer Than 25 Employees Are You on Track to Financial Independence As a Physician? Instead, aim to address particular pain points with content that offers practical solutions.
Earlier I posted some questions on my blog for this year: Ten Economic Questions for 2024. Some of those questions concerned real estate (inventory, house prices, housing starts, new home sales), and I posted thoughts on those in the newsletter (others like GDP and employment are on this blog). I ignored that pandemic distortion.
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