Carson Wealth

MAY 30, 2023

By Mike Valenti, CPA, CFP ® , Director, Tax Planning Corporate executives often receive the brunt of the U.S. tax system. Typically, most or all of their income is W-2 income and subject to the higher ordinary tax rates as well as FICA taxes.

Executive Compensation 52

Executive Compensation Tax Planning Taxes Planning 52

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. It can also preclude some tax planning strategies down the road.

Taxes 92

Taxes Tax Planning Startup Valuation 92

WiserAdvisor

NOVEMBER 21, 2022

As an individual or business owner, you have a unique set of circumstances, goals, and risk tolerance that are each necessary to consider when creating a successful financial plan. This is where a Certified Financial Planner (CFP) can step in. Department of Education before appearing for the CFP exam.

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Certified Financial Planner Financial Planner CFP Financial Planning 40

Carson Wealth

JANUARY 25, 2023

Mike Valenti, CPA, CFP ® , Director of Tax Planning Tom Fridrich, JD, CLU, ChFC ® , Senior Wealth Planner It’s January, so it’s officially tax season! One of the most common client questions heard by tax preparers is, “So, what do you need from me?” The short answer to that question is often, “Everything.”

Taxes 98

Taxes Medical Distribution Accounting 98

Sara Grillo

OCTOBER 21, 2022

Paraplanners can also hold various designations such as the CFP® certification , ChFC, Enrolled Agent, CPA, etc. One source interviewed for this article feels that a CFP® certificant who is a virtual paraplanner shouldn’t be charging less than $75/hour, which may then scale up with experience.

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

Darrow Wealth Management

JULY 1, 2024

This tax benefit is scheduled to sunset at the end of 2026. Tax planning for 2026 Depending on your situation, income, and goals, your planning options will vary. As with anything in tax planning, it’s important not to let the tax-tail wag the dog.

Taxes 101

Taxes Tax Planning Planning Estate Planning 101

Carson Wealth

FEBRUARY 16, 2024

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.)

Taxes 97

Taxes Consulting Accounting Planning 97

Tobias Financial

JULY 5, 2024

In a recent CNBC article, our Wealth Advisor, Catalina Franco-Cicero, MS, CFP®, CTS , was quoted on the topic of tax strategies during periods of unemployment. However, a period of lower income in 2024 could present valuable tax planning opportunities.

Taxes 52

Taxes Tax Planning Wealth Advisor CFP 52

Darrow Wealth Management

JANUARY 29, 2024

Limiting access can provide estate tax planning benefits for some). Other living trust benefits State estate tax planning. States have their own estate tax laws. For example, the Massachusetts estate tax exemption is currently $2M per person. And unlike the federal exemption, the amount isn’t portable.

Estate Planning 93

Estate Planning Distribution Taxes Assets 93

Darrow Wealth Management

SEPTEMBER 7, 2023

That difference might be taxed all at the same rate (regular income or capital gains) or some mix between the two and AMT depending on the situation. That said, tax planning moves done in advance can also easily be negated by a sales plan that’s too bullish. Make no mistake – this gap can equal a lot of money.

Wealth Management 82

Wealth Management Taxes Tax Planning Valuation 82

International College of Financial Planning

OCTOBER 17, 2023

The Rise of Financial Planning Software In financial services, staying updated in real-time has become crucial. Financial planning software offers CFPs the advantage of tracking market trends, analyzing data, and making informed decisions. Tax Planning in Real Time Gone are the days when tax planning was an annual event.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Risk Tolerance Financial Planning 52

Harness Wealth

MAY 25, 2023

Keep in mind that many financial advisor certifications and distinctions, including the Certified Financial Planner (CFP) , uphold strict ethical standards, and require their financial advisors to act as a fiduciary, meaning that they must put the needs and best interests of the clients ahead of their own.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

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. It can also preclude some tax planning strategies down the road.

Taxes 52

Taxes Tax Planning Startup Valuation 52

Darrow Wealth Management

NOVEMBER 20, 2023

If your assets are mostly pre-tax, a Roth conversion can add tax diversification while preserving tax-deferred growth and potentially tax-free withdrawals. But there are other ways to go about tax planning.

Retirement 95

Retirement Distribution Taxes Accounting 95

eMoney Advisor

FEBRUARY 16, 2023

There’s nothing quite like the flurry of excitement and activity around onboarding a new client and getting started on their financial plan. It’s a busy time—having meetings and conversations to get to know the client, collecting and inputting their information, and helping them uncover their financial hopes and aspirations.

Financial Planning 75

Financial Planning Clients Planning Estate Planning 75

Darrow Wealth Management

AUGUST 8, 2022

Article is for informational purposes only and should not be misinterpreted as personalized advice of any kind or a recommendation for any specific investment product, financial or tax strategy. Do not use this article as the basis for making any type of tax, financial, legal, or investment decision. .

Distribution 92

Distribution Retirement Taxes Accounting 92

International College of Financial Planning

JULY 10, 2023

Their primary objective is to help clients make informed investment decisions, manage risks, and achieve financial objectives. Investment advisors can also specialize in specific areas such as retirement planning, tax planning, or portfolio management. Excellent communication and interpersonal skills.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

International College of Financial Planning

OCTOBER 26, 2023

A financial advisor provides financial knowledge and advice to customers to make informed decisions, which is critical, especially when it comes to meeting long-term financial goals. They’re well-versed in recommending vital products like life insurance and are wizards at tax planning. What Do Financial Advisors Do?

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

Fortune Financial

SEPTEMBER 25, 2023

Certified Financial Planner (CFP) CFPs are professionals who have completed rigorous education, passed a comprehensive exam and have substantial experience in financial planning. They are well-versed in various aspects of financial planning, including investments, retirement planning, estate planning and tax management.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Darrow Wealth Management

NOVEMBER 5, 2024

Unfortunately, the Commonwealth also passed a ‘millionaire tax’, which adds a 4% surtax to taxable income over $1M , even for one-time sudden wealth events. To expand the tax benefits past the 10x/$10M limits, consider planning strategies such as gifting stock to family members.

Taxes 62

Taxes Wealth Management Tax Planning Assets 62

Sara Grillo

MARCH 22, 2024

Mike Staman Delaware Financial Planning Advice-only planner Florida Kelly Berenbaum Home Flat fee, fiduciary Christopher Diodato [link] Flat-fee financial guidance specializing in individuals interested in FIRE/early retirement. I also provide one-time retirement plans for DIY investors. Tax preparation is also available.

Financial Planning 52

Financial Planning Fee Only Financial Planner Financial Advisor 52

International College of Financial Planning

AUGUST 2, 2021

If that sounds your case in this article, we shall look at the information you must know with regards to a career as a Financial Advisor. Accounting & Tax Planning Firms. However, if you are looking to scale the top of the pyramid you must opt for CFP or the Certified Financial Planner Charter. Banks & NBFCs.

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Tobias Financial

MARCH 20, 2024

In a recent MarketWatch article spotlighting tax filing options for married couples, our CEO, Marianela Collado, CPA/PFS, CFP®, CDS®, shared valuable insights on the choices between filing jointly or separately. While the tax code generally favors joint returns, there are instances where spouses may benefit from filing apart.

Taxes 52

Taxes CFP Education Planning 52

Tobias Financial

MARCH 20, 2024

In a recent MarketWatch article spotlighting tax filing options for married couples, our CEO, Marianela Collado, CPA/PFS, CFP®, CDS®, shared valuable insights on the choices between filing jointly or separately. While the tax code generally favors joint returns, there are instances where spouses may benefit from filing apart.

Taxes 52

Taxes CFP Education Planning 52

Fortune Financial

SEPTEMBER 25, 2023

Certified Financial Planner (CFP) CFPs are professionals who have completed rigorous education, passed a comprehensive exam and have substantial experience in financial planning. They are well-versed in various aspects of financial planning, including investments, retirement planning, estate planning and tax management.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

Harness Wealth

JUNE 5, 2024

Maddox to promote Harness as he is a tax adviser available through the Harness platform. CFP® Before moving to Harness, Kelley Maddox was on a typical trajectory at his previous company. Preferably someone holding stock options (ISOs or NSOs) with limited understanding of the tax implications of their holdings,” Kelley explains.

Taxes 64

Taxes Clients Planning Tax Planning 64

Darrow Wealth Management

JULY 1, 2024

This tax benefit is scheduled to sunset at the end of 2026. Tax planning for 2026 Depending on your situation, income, and goals, your planning options will vary. As with anything in tax planning, it’s important not to let the tax-tail wag the dog.

Taxes 52

Taxes Tax Planning Planning Estate Planning 52

Darrow Wealth Management

AUGUST 28, 2023

Your estate planning attorney can help ensure your post-close financial situation and goals are reflected in your current estate plan and trust structure. It may also be a good opportunity after the sale to discuss any charitable goals , legacy objectives for heirs, or estate tax planning strategies.

Sales 91

Sales Estate Planning Wealth Advisor Taxes 91

FMG

FEBRUARY 22, 2023

They’re also a way to bring people to your website and see what information you have to offer. For example, FMG and Holistiplan held a webinar about how tax offering tax planning is a big growth opportunity for financial advisors. Our guide to creating memorable client events can help you get started.

Marketing 52

Marketing Marketing Financial Advisor Media 52

Investing Caffeine

MAY 3, 2023

Tax Planning: Are you maximizing your tax-deferred investment accounts? Whether you are contributing the limit to your IRA (Individual Retirement Account), 401(k) retirement plan at work, or pension (for larger business owner contributions), these are tremendous tax-deferral savings vehicles.

Retirement 59

Retirement Retirement Planning Financial Advisor Planning 59

Darrow Wealth Management

FEBRUARY 19, 2024

Regardless of the situation, it’s important to remember two key things: stocks don’t only go up and taxes alone shouldn’t drive the decision. Kristin McKenna, CFP® originally published an abbreviated version of this article at Forbes References ¹ Dimensional, using data from CRSP and Compustat.

Management 106

Management Taxes Portfolio Estate Planning 106

Zoe Financial

APRIL 4, 2023

Financial Tips to Keep in Mind Published April 5th, 2023 Reading Time: 6 minutes Written by: Kevin Ostergaard, CFP®, CIMA® & Mishkin Santa, J.D., Financial Tips to Keep in Mind Published April 5th, 2023 Reading Time: 6 minutes Written by: Kevin Ostergaard, CFP®, CIMA® & Mishkin Santa, J.D., tax filings.

Retirement 40

Retirement Taxes Compliance CFP 40

WiserAdvisor

DECEMBER 1, 2023

With reliable expertise, physicians can make informed decisions, allocate their resources strategically, and plan for significant life milestones. A well-structured plan not only serves as a roadmap for the present but also paves the way for a more secure future. Looking for expert financial advice for physicians?

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

Harness Wealth

JUNE 1, 2023

Financial Planning: This involves creating a comprehensive financial plan, considering all aspects of your financial situation. This plan may cover estate and retirement planning, college savings, debt management, and more. It is provided for information purposes only. The post Is Wealth Management Worth It?

Wealth Management 52

Wealth Management Financial Advisor Management Risk Tolerance 52

International College of Financial Planning

JULY 31, 2023

Let’s explore the role of investment advisors in helping individuals avoid these pitfalls and make informed decisions. Mitigating Tax Implications: Investment decisions can have significant tax implications.

Investment Advisor 52

Investment Advisor Investing Investments Risk Tolerance 52

Clever Girl Finance

JULY 16, 2023

With access to information online, it is advisable to do your own financial research first. A Certified Public Accountant (CPA) is best equipped to support all your tax needs. A CPA who is also passionate about financial planning will be able to touch on your bigger financial picture while homing in on your taxes.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

With access to information online, it is advisable to do your own financial research first. A Certified Public Accountant (CPA) is best equipped to support all your tax needs. A CPA who is also passionate about financial planning will be able to touch on your bigger financial picture while homing in on your taxes.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52