Harness Wealth

JANUARY 10, 2025

Tax advice is a common topic on social media platforms like TikTok. Influencers promise easy ways to secure tax deductions, simplifying complex ideas into bite-sized claims that gloss over important details in the process. Can Hiring Your Children Help You Save on Taxes? Can You Claim Your Pet as a Tax Write-Off?

Taxes 52

Taxes Assets Media Education 52

Nerd's Eye View

JANUARY 8, 2024

Dr. Peter Attia, author of the book Outlive: The Science & Art of Longevity , describes the trajectory of medicine in 3 stages: Medicine 1.0 And the wide scope of technology tools supporting advisors to shift into providing more client-centric services makes this new era in the future of financial advice possible!

Financial Advice 245

Financial Advice Medicine Financial Planning Estate Planning 245

The Richer Geek

FEBRUARY 1, 2023

In this episode, we’re discussing… [2:23] His background and how he got obsessed with NTF’s and crypto [5:03] Is crypto tax like a stock, or is it taxed more like gold or silver? [8:34] 8:34] How are Crypto trades taxed? [10:35] 10:35] How do I track Crypto Activity? [12:36]

Tax Planning 52

Tax Planning Taxes Planning Clients 52

Carson Wealth

NOVEMBER 3, 2022

And while the holidays are traditionally a time to reflect on our blessings and help those less fortunate than ourselves, there’s another factor influencing the timing of these donations — and that’s the goal of minimizing a tax bill. Three Tax-Advantaged Donation Strategies to Consider. Create a donor-advised fund (DAF).

Taxes 98

Taxes Distribution Accounting Nonprofit 98

Truemind Capital

JULY 8, 2024

🔊 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? If not already, why not from today?

Taxes 64

Taxes Asset Allocation Tax Planning Financial Planning 64

Harness Wealth

OCTOBER 2, 2024

To attract new clients and foster long-term relationships, tax advisors could consider adopting digital marketing strategies. It’s also an important touchpoint to introduce your tax practice’s staff to potential clients, giving you to potential build a personal relationship from the start.

Taxes 52

Taxes Tax Planning Marketing Marketing 52

Harness Wealth

DECEMBER 30, 2024

However, as appealing as these forms of compensation may be, they can result in sizable and unexpected tax bills. Along with the 83(b) election, there is a less well-known provisionthe 83(i) election that offers other tax advantages to certain types of employees. Table of Contents What is an 83(i) election?

Taxes 52

Taxes Compliance Compensation Planning Financial Advisor 52

Harness Wealth

OCTOBER 8, 2024

Key Takeaways: The Harness Marketplace allows your tax firm to be paired with high-value tax clients whose unique needs align with your expertise. The Harness Marketplace attracts employees, founders, and investors in tech, healthcare, management consulting, and other high-earning industries who need help managing complex tax needs.

Taxes 52

Taxes Clients Tax Planning Healthcare 52

Harness Wealth

JUNE 5, 2024

“Until I found Harness, starting my own tax practice wasn’t an option that I was seriously considering.” Due to Mr. Maddox’s relationship with Harness as a tax adviser on the platform, material conflicts of interest may arise. Maddox’s relationship with Harness as a tax adviser on the platform, material conflicts of interest may arise.

Taxes 64

Taxes Clients Planning Tax Planning 64

MainStreet Financial Planning

DECEMBER 13, 2022

Some tax-deductible transactions can be made after December 31 st and still count on your tax return, but not many. Traditional IRA contributions can be made until April 18, 2023, but are subject to Modified Adjusted Gross Income (MAGI) limits and if you have a plan at work that is subject to limits, rather than self-employment.

Taxes 52

Taxes Tax Planning Planning Medical 52

Truemind Capital

FEBRUARY 2, 2021

This reminded him of the last time when he didn’t submit any investment proof, a significant portion of his salary was deducted in lieu of taxes. He asked his colleagues what they are doing for saving taxes. This happens due to a lack of knowledge regarding different investment options and the absence of tax planning.

Taxes 52

Taxes Planning Insurance Coverage Insurance 52

MazumaBusinessAccounting

JULY 15, 2021

Strategizing around how to pay yourself, your taxes, and other expenses. While there is a lot we could cover on the topic of business planning, for today we are going to focus on 3 important financial elements. Tax Planning. Calculating tax rates can be tricky for small business owners. Maximize Your Tax Benefits.

Business Planning 105

Business Planning Taxes Planning Retirement 105

Advisor Perspectives

FEBRUARY 8, 2023

With the new year in its infancy, it may be too early to think about where to spend Thanksgiving or booking your car’s fall tune-up.

Tax Planning 40

Tax Planning Taxes Planning 40

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. We also discuss insights from Megan’s new book, All the Presidents’ Money: How the Men Who Governed America Governed Their Money.

Financial Planning 52

Financial Planning Clients Taxes Planning 52

Sara Grillo

NOVEMBER 11, 2024

Andy Panko started a taxes in retirement Facebook group. Just say, “ I was researching this company and I know that taxes have just onge up in the local area. I just wanted to come in and do a seminar about how to do tax planning in XYZ County. Or you can specialize. Devin Carroll is a social security specialist.

Clients 59

Clients Financial Advisor Marketing Marketing 59

Harness Wealth

NOVEMBER 27, 2023

Within the accounting profession, Client Accounting Services (CAS) has emerged as a pivotal offering for entrepreneurial CPAs wishing to help their clients with more than just annual tax filings. Core components of CAS involve bookkeeping, payroll, tax planning & compliance services customized for each client.

Accounting 59

Accounting Clients Compliance Taxes 59

Indigo Marketing Agency

MARCH 10, 2025

Instead of just talking about taxes in retirement, Joe presents a clear problem (overpaying taxes) and an actionable solution (his free video series on tax planning through retirement). A strong hook: He immediately addresses a common pain point: Worried about taxes eroding your retirement savings?

Financial Advisor 64

Financial Advisor Media Clients Retirement 64

Harness Wealth

FEBRUARY 7, 2023

In this article, we’ll go into all that and more, including: Vesting schedules and cliffs Alternative Minimum Tax The Post-Termination Exercise Period State residency considerations for relocation Vesting schedules and cliffs A vesting schedule is the timeline of when you will receive your stock options or grants.

Startup 52

Startup Taxes Tax Planning Commission 52

Indigo Marketing Agency

MARCH 24, 2023

Expertise in Tax Planning & Compliance: A CPA can help you identify tax-saving opportunities and help keep your clients in compliance with tax laws, reducing the risk of costly penalties and fees. This can allow you both to work together to come up with solutions before tax season.

Financial Advisor 52

Financial Advisor Tax Planning Taxes Clients 52

Sara Grillo

OCTOBER 21, 2022

Financial paraplanners can be recent college graduates with no work experience, or may also be career changers with an extensive background in other areas that can add more value to an RIA owner, such as tax professionals. He cold called over 500 financial planning companies over a year or so to get to a full book of clients.

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

International College of Financial Planning

OCTOBER 17, 2023

Tax Planning in Real Time Gone are the days when tax planning was an annual event. With financial planning tools available in real-time, CFP s can assist clients with efficient tax planning strategies throughout the year.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Risk Tolerance Financial Planning 52

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.

Planning 52

Planning Taxes Insurance Accounting 52

International College of Financial Planning

SEPTEMBER 7, 2024

At its core, the CFP® Fast Track equips you with the expertise to offer sound financial advice, specializing in areas such as retirement planning, risk management, tax planning, and wealth management. By pursuing this course, you become proficient in helping individuals and companies achieve their financial goals.

CFP 52

CFP Certification Certified Financial Planner Financial Planning 52

Harness Wealth

OCTOBER 23, 2023

Key Takeaways: Accounting advisory services extend beyond traditional tax preparation to offer strategic financial guidance. Specialized areas can include estate planning and tax-efficient investment strategies. Table of Contents What Are Accounting Advisory Services?

Accounting 52

Accounting Taxes Strategic Planning Estate Planning 52

Harness Wealth

MARCH 9, 2023

Each type of equity has its own tax implications, which we’ll explain below: ISOs and NSOs If you have ISOs or NSOs, exercising your options before the IPO date can provide many tax benefits. Another consideration is that exercising your options will come with capital gains taxes.

Planning 52

Planning Taxes Advertising Commission 52

Sara Grillo

JUNE 7, 2024

Several of the wealth managers had specialists in-house such as: Chief Philanthropic Advisor, Head of Tax Planning, Family Legal Counselor, Trust Officer If you can’t hire these specialists, work out an arrangement with a close third-party with this expertise. Wear a suit and present yourself conservatively.

Financial Advisor 52

Financial Advisor Clients Executive Compensation Compliance 52

Indigo Marketing Agency

JULY 1, 2024

Here are some innovative financial planning marketing ideas: Host workshops and webinars: These are effective ways to educate your audience on topics such as retirement planning, investing strategies, and tax planning. E-books and Whitepapers: Offer downloadable tools such as e-books and whitepapers on your website.

Financial Planning 52

Financial Planning Planning Marketing Marketing 52

Midstream Marketing

DECEMBER 6, 2024

Running focused social media campaigns that highlight their services and share their skills in areas like tax planning or retirement planning. Pay attention to their special problems, such as preparing for the future, managing taxes better, and protecting wealth. They like communication that is tailored just for them.

Marketing 52

Marketing Marketing Media Engineering 52

Gen Y Planning

DECEMBER 5, 2022

Contributions to your 401(k) are pre-tax, meaning that for every dollar you contribute, you actively lower your taxable income. If you’re covered by a workplace retirement plan, you likely won’t be eligible to make deductible (pre-tax) contributions to your traditional IRA, but investing in it still provides valuable benefits in retirement.

Taxes 59

Taxes Estate Planning Planning Budgeting 59

Indigo Marketing Agency

JUNE 20, 2023

Tracking codes should be correctly placed on relevant pages (Get Started Now, Book an Appointment, etc.) For instance, an uptick in searches related to tax planning in the beginning of the year could see your ads performing very well, until the April 15th tax deadline, when the frenzy for tax advice decreases substantially.

Financial Advisor 52

Financial Advisor Tax Planning Taxes Clients 52

Harness Wealth

APRIL 17, 2023

In this guide, we’ll explore the ins and outs of tender offers, discuss their associated tax implications, and give you the information you need to plan ahead for any tender offers in your future. Do You Owe Taxes In A Tender Offer? Do You Owe Taxes In A Tender Offer? Table of Contents: What Is A Tender Offer?

Startup 52

Startup Taxes Risk Tolerance Sales 52

WiserAdvisor

JULY 1, 2022

A financial plan can also help you ensure that you and your company are on track to reaching your financial goals. This can include taking courses, attending workshops, reading books on financial planning, or staying up to date with the latest developments in the financial world. Make the best use of tax-saving strategies.

Financial Planning 52

Financial Planning Planning Financial Planner Retirement 52

FMG

JULY 14, 2022

While many firms offer investment and financial planning, we go the extra mile by offering tax planning and advice, as well as business consulting and insurance and estate planning, just to name a few. “You see this book? This book tells the future. We wish we could time travel!

Wealth Advisor 52

Wealth Advisor Financial Advisor Media Clients 52

Cordant Wealth Partners

SEPTEMBER 9, 2022

Source: Levels.fyi Planning opportunities with salary: Contribute to your 401(k), HSA, and (for those Level 67+) Deferred Compensation accounts to reduce your taxes today. Restricted Stock Units vest over time and are taxed as income at vesting. Incorporate tax planning with your RSU vesting schedule to minimize taxes.

Engineering 52

Engineering Taxes Insurance Accounting 52

Cordant Wealth Partners

SEPTEMBER 27, 2021

Planning opportunities with salary: Contribute to your 401(k), HSA, and (for those Level 67+) Deferred Compensation accounts to reduce your taxes today. Restricted Stock Units vest over time and are taxed as income. Planning opportunities with RSUs: Use RSU income to maximize contributions to other benefits programs.

Engineering 52

Engineering Taxes Insurance Accounting 52

Zoe Financial

APRIL 4, 2023

If you are ready to start planning retirement abroad, make sure the place you’ll soon call home meets your expectations regarding climate, safety, quality of life, cultural enrichment, and other priorities. Above all else, ensure it matches your financial plan and that you know the tax responsibilities of the move. tax filings.

Retirement 40

Retirement Taxes Compliance CFP 40

WiserAdvisor

NOVEMBER 6, 2023

A 529 account is a specialized investment tool designed to cater to higher education expenses, like college tuition, books, etc. Pay attention to taxes Recognizing the potential impact of taxes on your investments is crucial, given the substantial sum of $100,000. Tax planning can help you maximize your earnings effectively.

Investing 40

Investing Investments Financial Advisor Taxes 40