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. What is the Lifetime Gift Tax Exemption? million ($27.22

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Tax Planning Taxes Planning Estate Planning 52

Sara Grillo

OCTOBER 21, 2022

Fee-only advisor – This is an advisor that does not charge commissions and hence is believed to be more aligned with the client’s best interests. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice. For advise on such matters, contact a legal or compliance advisor.

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Insurance Financial Planner Fee Only Financial Advisor 98

Harness Wealth

JANUARY 29, 2025

Beyond remaining compliant with the IRSs wash-sale rule, there are a number of other potential drawbacks that investors should consider before implementing a tax-loss harvesting strategy. These issues can erode the benefits of tax-loss harvesting, particularly for smaller portfolios. Is tax-loss harvesting right for you?

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Taxes Assets Sales Portfolio 52

Fortune Financial

SEPTEMBER 25, 2023

Certified Public Accountant (CPA) CPAs specialize in tax planning and accounting. While they may not be exclusively wealth managers, their expertise in tax matters can be invaluable in managing your taxes efficiently. Tax Planning Effective tax planning can significantly impact your overall financial well-being.

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Wealth Management Management Risk Tolerance Retirement Planning 59

Fortune Financial

SEPTEMBER 25, 2023

Certified Public Accountant (CPA) CPAs specialize in tax planning and accounting. While they may not be exclusively wealth managers, their expertise in tax matters can be invaluable in managing your taxes efficiently. Tax Planning Effective tax planning can significantly impact your overall financial well-being.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

International College of Financial Planning

OCTOBER 5, 2021

Hence, you must have a passion for finance and always stay ahead in the game.The laws, regulations, and compliance requirements concerning investment, planning, and finance keep changing regularly and you must stay abreast with them. Investments, tax planning, retirement planning is a dynamic field.

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Harness Wealth

SEPTEMBER 18, 2023

Operational Support: From scheduling calls to assisting with tax return e-filing, the Harness Concierge team will provide the assistance you need to run your firm efficiently, allowing you to focus on what you do best – serving your clients.

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