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.”

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Taxes Medical Distribution Accounting 98

Harness Wealth

OCTOBER 5, 2023

From quarterly estimated tax planning to equity compensation and crypto tax planning, diversifying your service offerings can not only set you apart from the competition, it can also help you significantly grow your revenue and retain clients.

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Taxes Tax Planning Accounting Clients 59

Darrow Wealth Management

MARCH 29, 2024

Article is for informational purposes only and should not be misinterpreted as personalized advice of any kind or a recommendation for any specific financial or tax strategy. This is a general communication should not be used as the basis for making any type of tax, financial, legal, or investment decision.

Taxes 96

Taxes Tax Planning Planning Wealth Management 96

FMG

FEBRUARY 22, 2023

As a refresher, some of the most popular forms of marketing include: Events Webinars Social Media Email Marketing SEO/Website Traffic Podcasts Video/YouTube PPC Read on to see real-life examples of financial advisors using some of these marketing tactics and how they worked for them. Looking to start planning events for your firm?

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Marketing Marketing Financial Advisor Media 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.

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Taxes Tax Planning Startup Valuation 52

Harness Wealth

OCTOBER 16, 2024

As a Harness Marketplace member, Klingman & Associates works with tax firms on the Harness platform to refer and serve clients dealing with equity compensation, liquidity events, and other high-net-worth planning needs. Q: How can tax advisors align with the work of wealth advisors? It’s often event-driven.

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Wealth Management Taxes Clients Management 52

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. Form 8949 and Schedule D).

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Taxes Wealth Management Tax Planning Assets 62

Harness Wealth

FEBRUARY 19, 2025

This email address will be used for communication regarding the report. How Harness can help with BOI reporting In the event that BOI reporting requirements are reinstated, company owners are advised to seek professional advice. In any event, it’s important to stay informed about any updates from FinCEN.

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Taxes Financial Advisor Consulting Certification 52

Harness Wealth

NOVEMBER 27, 2023

Core components of CAS involve bookkeeping, payroll, tax planning & compliance services customized for each client. Tax Planning and Compliance With any of the above components, tax planning and compliance will be a major area of need, particularly for newer businesses.

Accounting 59

Accounting Clients Compliance Taxes 59

Darrow Wealth Management

NOVEMBER 20, 2023

Aside from the tax bill, you’ll want to have enough cash or resources to live on to minimize your taxable income in the year of conversion. As you consider your cash runway and resources, remember to consult your financial and tax advisors to discuss taxes, penalties, and distribution rules.

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Retirement Distribution Taxes Accounting 95

Zajac Group

NOVEMBER 7, 2024

Creating wealth that can provide financial security for generations to come is an incredible feat, and it requires careful planning, consideration, and communication among family members. For average earners or those with modest-sized estates, doing so will not create a federal estate tax event for their estate or inheritors.

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Planning Estate Planning Taxes Assets 52

Harness Wealth

JUNE 5, 2024

“Preferably someone holding stock options (ISOs or NSOs) with limited understanding of the tax implications of their holdings,” Kelley explains. Onboarding tax clients with ease “Client onboarding is pretty quick with Harness. His team consists of Gabe, from the Harness Concierge team , and Francis, a senior tax associate at Harness.

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Taxes Clients Planning Tax Planning 64

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

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. We had to quickly learn how to adapt to new ways of communicating with clients and with each other as a team.

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Wealth Advisor Financial Advisor Media Clients 52

Brown Advisory

JUNE 2, 2016

For various reasons, making lifetime gifts may be more efficient from an estate and gift tax standpoint than transferring assets through a last will and testament. When clients have sufficient assets to warrant estate tax planning, we often recommend transferring a considerable amount of their estate to trusts that benefit family members.

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Taxes Assets Clients Tax Planning 52

WiserAdvisor

AUGUST 8, 2022

Getting the right financial advisor: Financial planning for high-net-worth individuals can include tax planning, managing philanthropic activities like charity, asset protection, estate and succession planning, and risk management, among several other things. also require a change in your primary financial plan.

Wealth Management 52

Wealth Management Financial Planning Financial Advisor Taxes 52

Darrow Wealth Management

MARCH 29, 2024

Article is for informational purposes only and should not be misinterpreted as personalized advice of any kind or a recommendation for any specific financial or tax strategy. This is a general communication should not be used as the basis for making any type of tax, financial, legal, or investment decision.

Taxes 52

Taxes Tax Planning Planning Wealth Management 52

Midstream Marketing

NOVEMBER 6, 2024

Tax Planning: Help clients learn smart tax strategies. Discuss estate planning and how financial decisions can impact taxes. You should plan your content before time. Think about holidays, financial news, and important events in your field. You could invite clients to events that show appreciation.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

eMoney Advisor

FEBRUARY 9, 2023

Financial Planning Needs: Retirement planning Education and family planning Obtaining appropriate insurance coverage Business and tax planning Significant asset purchases Strategies for Serving Clients in This Stage: Clients at this stage are experiencing life events — both large and small — that will impact their financial planning needs.

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Financial Planning Clients Planning Education 95

WiserAdvisor

NOVEMBER 4, 2022

Therefore, it is vital for couples to communicate and make decisions together on financial matters. If you get divorced or in the unfortunate event of your spouse’s demise, your personal financial wishes and goals should not be compromised. The salary is more, the comforts are higher, and there is better liquidity.

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Financial Planning Planning Taxes Financial Advisor 93

WiserAdvisor

JANUARY 23, 2024

In case of any doubt or discrepancies, it is vital to communicate with your financial advisor openly. Communication is key in the evaluation of investment performance. Communication is key in the evaluation of investment performance. Transparent communication is paramount in risk management.

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Financial Advisor Risk Tolerance Communication Taxes 40

Gen Y Planning

FEBRUARY 1, 2023

Our generation has lived through some of modern history’s most monumental economic and social events. Everyone has unique stressors, but the most common are saving money, managing debt, and planning for retirement. Generation Y has, for lack of a better term, “been through it.” The result? Stress, and for some, lots of it.

Financial Planning 52

Financial Planning Retirement Financial Advisor Planning 52

Brown Advisory

DECEMBER 4, 2017

presidential election, we have grappled with the lack of clarity regarding the details of new tax legislation. The outcome of the tax reform debate is likely to impact how we advise clients on tax planning, estate planning and a host of other topics. Since last year’s U.S. Those conditions do not exist today.

Planning 52

Planning Taxes Clients Tax Planning 52

Brown Advisory

OCTOBER 12, 2021

If you own a stake (or plan to invest) in a startup or small business, you need to know about an important tax planning tool available to you. If you qualify, you may be able to avoid federal taxes on any and all capital gains you realize when you exit.

Startup 52

Startup Taxes Clients Planning 52

Brown Advisory

OCTOBER 12, 2021

If you own a stake (or plan to invest) in a startup or small business, you need to know about an important tax planning tool available to you. If you qualify, you may be able to avoid federal taxes on any and all capital gains you realize when you exit.

Startup 52

Startup Taxes Clients Planning 52

Darrow Wealth Management

NOVEMBER 14, 2024

However, if ISOs are cancelled and paid out (typically in conjunction with an acquisition), payroll taxes are generally assessed on the spread in addition to ordinary income tax. Especially for founders and early employees, stock options can create a major liquidity event that transforms your financial life.

Taxes 52

Taxes Sales Wealth Management Planning 52

Brown Advisory

AUGUST 1, 2019

Paying tax now instead of later goes against the grain of conventional tax planning. the owner plans to spend down the account in retirement), the benefits of converting may be minimal, as those benefits take a long time to accrue.a Some factors to consider: If the ultimate beneficiary is: the account owner (i.e.,

Planning 52

Planning Distribution Taxes Accounting 52

Brown Advisory

AUGUST 1, 2019

Paying tax now instead of later goes against the grain of conventional tax planning. the owner plans to spend down the account in retirement), the benefits of converting may be minimal, as those benefits take a long time to accrue.a Some factors to consider: If the ultimate beneficiary is: the account owner (i.e.,

Planning 52

Planning Distribution Taxes Accounting 52

Midstream Marketing

NOVEMBER 6, 2024

Retirement Planning : Offer tips on saving and managing retirement funds. Tax Planning : Discuss effective ways to manage taxes and how your financial choices can affect them. You need to plan your material according to holidays, news, and events in your industry. Communicate with your followers regularly.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Clever Girl Finance

JULY 16, 2023

In cases like these, outside counsel can help you navigate money worries and major life events. 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

In cases like these, outside counsel can help you navigate money worries and major life events. 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

Sara Grillo

MAY 8, 2023

A tax advantaged asset Death benefit Tax planning needs Cash value growth Cash value liquidity benefits #2 Use a realistic (low) crediting rate in the illustration The assumed interest rate in an illustration is what is driving the long term performance. Bobby is a regular keynote speaker at corporate and industry events.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

Brown Advisory

APRIL 30, 2021

To pay for these programs and tax cuts, the president has proposed several tax increases that could impact wealthy individuals and high earners (specific tax increase proposals are summarized below). Past performance is not a guarantee of future performance and you may not get back the amount invested.

Planning 52

Planning Taxes Clients Tax Planning 52

Brown Advisory

APRIL 30, 2021

To pay for these programs and tax cuts, the president has proposed several tax increases that could impact wealthy individuals and high earners (specific tax increase proposals are summarized below). Past performance is not a guarantee of future performance and you may not get back the amount invested.

Planning 52

Planning Taxes Clients Tax Planning 52

Brown Advisory

JUNE 28, 2017

And finally, if it decides that it must try to minimize the deficit gap created by tax cuts, which deductions and special-interest provisions in the tax code will be put on the chopping block? We don’t have any of these answers yet, so it is far too early to be building any kind of detailed tax-planning strategies.

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Taxes Economy Clients Government 52

Brown Advisory

JUNE 28, 2017

And finally, if it decides that it must try to minimize the deficit gap created by tax cuts, which deductions and special-interest provisions in the tax code will be put on the chopping block? We don’t have any of these answers yet, so it is far too early to be building any kind of detailed tax-planning strategies.

Taxes 52

Taxes Economy Clients Government 52