Nerd's Eye View

JULY 8, 2024

interest rates, and relatively little new tax legislation (yet). Additionally, the upcoming Kitces Value Summit, coming December 12 , 2024, will tackle how real advisors provide and communicate their ongoing value to their clients.

Ethics 179

Ethics Education Financial Advice Taxes 179

Brown Advisory

NOVEMBER 1, 2023

This Present is Accounted For: An Overview of Low-Basis Gifting Strategies achen Wed, 11/01/2023 - 11:20 After spending a career helping clients with tax and estate advice, I often see reminders and lessons about my job in the unlikeliest places. That was not the most interesting angle of the story for many readers.

Accounting 52

Accounting Taxes Assets Clients 52

Ballast Advisors

NOVEMBER 27, 2023

Here are some things to consider as you weigh potential tax moves between now and the end of the year. Defer income to next year Consider opportunities to defer income to 2024, particularly if you think you may be in a lower tax bracket then. Doing so may enable you to postpone payment of tax on the income until next year.

Taxes 40

Taxes Retirement Planning Distribution Retirement 40

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.

Taxes 59

Taxes Tax Planning Accounting Clients 59

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

Ballast Advisors

NOVEMBER 21, 2022

What are appropriate checklists for year-end tax planning? Tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Certain tax benefits may be available if you can claim an individual as a dependent. Family tax planning. Filing status and dependents.

Tax Planning 52

Tax Planning Taxes Planning Retirement Planning 52

Nerd's Eye View

APRIL 7, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the T3/Inside Information Software Survey is available, providing insights into which technology tools advisors use and their level of satisfaction with them, which highlighted the continued rise of specialized financial planning (..)

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Financial Planner Ethics Financial Advisor Clients 222

Ballast Advisors

SEPTEMBER 22, 2023

The IRS has announced guidance for the home energy audit tax credit. Fortunately, there is a federal income tax credit available equal to 30% of the amount paid for home energy audits, up to $150 per tax year. If you claim the credit, the home energy audit should be kept as part of your tax records.

Taxes 40

Taxes Certification Communication Investment Advisor 40

Nerd's Eye View

SEPTEMBER 5, 2024

While strategic advice is crucial, advisors also face the challenge of presenting the strategies to clients in context, explaining different financial planning concepts, and showing clients how to implement these strategies (as well as pointing out any long-term consequences).

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Education Clients Financial Planning Communication 130

Zoe Financial

MAY 16, 2023

Qualified withdrawals from a 529 plan are tax-free at the federal level, and some states also offer tax breaks to their residents. It’s important to evaluate the federal and state tax consequences of plan withdrawals and contributions before you invest in a 529 plan. The federal income tax treatment of these plans is identical.

Tax Planning 52

Tax Planning Taxes Planning Education 52

Ballast Advisors

SEPTEMBER 5, 2024

Financial and Tax Benefits of Charitable Giving From a financial perspective, charitable giving offers significant tax benefits. Donations to qualified organizations are tax-deductible, reducing your taxable income and potentially lowering your tax bill. Past performance is not indicative of future results.

Wealth Management 52

Wealth Management Taxes Charitable Planning Estate Planning 52

Brown Advisory

MARCH 26, 2020

Tax Loss Harvesting: Upside To A Down Market ajackson Thu, 03/26/2020 - 14:08 The market's path forward is extremely uncertain right now, but there are still planning steps that investors can implement today to generate positive results down the line. TAX LOSS HARVESTING: WHAT IS IT? Assets should not be sold solely for tax reasons.

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Taxes Marketing Marketing Clients 52

Brown Advisory

MARCH 26, 2020

Tax Loss Harvesting: Upside To A Down Market. Tax loss harvesting (the process of realizing a loss on the sale of an asset, in order to mitigate taxes on subsequent capital gains) is one of those planning steps. TAX LOSS HARVESTING: WHAT IS IT? TAX LOSS HARVESTING: KEY TAKEAWAYS. TAX LOSS HARVESTING 101.

Taxes 52

Taxes Marketing Marketing Clients 52

Ballast Advisors

JUNE 18, 2024

Join us as we delve into the tax strategy, legal documentation, and insurance coverage considerations needed to successfully balance the ownership of multiple residences for snowbirds. Tax Considerations When it comes to tax considerations for snowbirds, there are several factors to keep in mind.

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Insurance Coverage Management Insurance Taxes 52

Ballast Advisors

AUGUST 16, 2023

An HSA is a tax-advantaged account that enables you to save money to cover health-care and medical costs that your insurance doesn’t pay. The funds contributed are made with pre-tax dollars if you contribute via payroll deduction or are tax deductible if you make them yourself using after-tax dollars.

Accounting 52

Accounting Numbers Medical Taxes 52

Ballast Advisors

JULY 18, 2024

The third-party material presented is derived from sources Ballast Advisors consider to be reliable, but the accuracy and completeness cannot be guaranteed. Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations.

Wealth Management 52

Wealth Management Retirement Taxes Education 52

Harness Wealth

SEPTEMBER 15, 2023

In this guide, we explore best practices for client onboarding for solo CPAs and small accounting firms, as well as how Harness Tax can help modernize and add efficiencies to the ever-evolving process. You’ll want to direct them to an engagement letter, a tax questionnaire, a payment portal, and more.

Accounting 59

Accounting Clients Taxes Communication 59

Zoe Financial

JULY 1, 2024

The gains have been led by technology stocks, communication services, and financials. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Ready to Grow Your Wealth?

Marketing 40

Marketing Marketing Economics Taxes 40

Trade Brains

APRIL 12, 2023

Thus, in this article, we present you the best small cap stocks under Rs 100 that you can add to your watchlists. As of the present date, RVNL is a central public sector enterprise under the Ministry of Railways, Government of India. and presently trades at a price-to-book value (P/B) ratio of 2.2. 15,500 EPS ₹6.9 Stock P/E 10.7

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Banking Retail Communication Assets 97

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Weekly Market Insights: Stocks Hit New Highs On AI’s Promise Presented by Cornerstone Financial Advisory, LLC Stocks vaulted to new heights last week on the back of an artificial intelligence (AI) semiconductor company, marking investors’ belief that AI has the potential to transform the U.S. WDAY), Zoom Video Communications, Inc. (ZM)

Marketing 105

Marketing Marketing Economics Taxes 105

Harness Wealth

OCTOBER 11, 2023

In this guide from Harness Tax , we’ll explore why cybersecurity is increasingly important in the accounting industry, delve into the types of cybersecurity risks, and offer a set of best practices for risk management. According to a 2023 report from the Deloitte Center for Controllership , 34.5% trillion annually.

Accounting 59

Accounting Taxes Clients Communication 59

eMoney Advisor

JUNE 12, 2023

The way you present data has a far-reaching impact on the way that clients understand, engage with, and follow through on their financial plan. If a client has expressed that they get lost when they’re presented with lots of data, showing them a bunch of charts and numbers is going to make them feel overwhelmed.

Financial Planner 52

Financial Planner Clients Financial Planning Planning 52

Ballast Advisors

JULY 18, 2024

Closing costs may include: Loan Origination Fees Appraisal Fees Title Insurance Home Inspection Fees Recording Fees Property Taxes All in all… Buying a home is a significant financial commitment, but with careful planning and research, it can also be an incredibly rewarding experience. Broadridge Investor Communication Solutions, Inc.

Taxes 52

Taxes Insurance Budgeting Education 52

Gen Y Planning

MARCH 8, 2023

If you think your employer will need some convincing before sending you away, create a presentation focusing on how the move could benefit you and the company. Don’t Forget About International Taxes Depending on how long you plan on visiting or living abroad, you may be subject to different tax requirements. tax return.

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Taxes Transportation Planning Communication 98

Sara Grillo

JUNE 7, 2024

Are you ready to present yourself to them? Wear a suit and present yourself conservatively. “I want to upgrade my client base and work with ultra high net worth individuals and Family Office clients. How do I meet them?” ” Whoa, let’s press pause for a second. These are some of the richest families in the world.

Financial Advisor 52

Financial Advisor Clients Executive Compensation Compliance 52

MarketWatch

JUNE 5, 2023

As part of its Investor Day presentation, the company said it expects 2023 revenue of approximately $14.2 Meanwhile, the company reiterated its previously provided guidance for free cash flow (FCF) of zero to $200 million and said it expects adjusted earnings before interest, taxes, depreciation and amortization (Ebitda) of approximately $4.7

Communication 40

Communication Taxes Marketing Marketing 40

Cornerstone Financial Advisory

OCTOBER 23, 2023

Weekly Market Insights: Stocks Retreat Despite Solid Earnings Presented By Cornerstone Financial Advisory, LLC Rising bond yields and uncertainty over whether this was the close of the Fed’s rate-hike cycle dragged markets lower last week despite solid corporate earnings results. The forecasts also are subject to revision. VZ), Alphabet, Inc.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

FEBRUARY 5, 2024

Weekly Market Insights: Investors Move Past Mixed Fed Message Presented by Cornerstone Financial Advisory, LLC Stocks pushed higher last week as investors cheered mega-cap tech corporate reports and a better-than-expected employment report. In addition, rental income may be subject to a net investment income tax.

Marketing 104

Marketing Marketing Taxes Economics 104

Cornerstone Financial Advisory

JULY 1, 2024

Weekly Market Insights: Mixed Message From Fed Chair, Governor Presented by Cornerstone Financial Advisory, LLC Stocks finished the last week of June and Q2 mixed as investors digested a fresh round of economic data. The Tax Cuts and Jobs Act changed itemized deductions. The tech-heavy Nasdaq Composite gained 0.24

Marketing 52

Marketing Marketing Economics Taxes 52

Brown Advisory

MARCH 1, 2016

Present at the Creation: Early-Stage Venture Capital. This communication and any accompanying documents are confidential and privileged. Tue, 03/01/2016 - 16:02. No responsibility can be taken for any loss arising from action taken or refrained from on the basis of this publication. They are intended for the sole use of the addressee.

Valuation 52

Valuation Clients Investing Investments 52

Ballast Advisors

NOVEMBER 14, 2023

The third-party material presented is derived from sources Ballast Advisors consider to be reliable, but the accuracy and completeness cannot be guaranteed. Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations.

Insurance 52

Insurance Taxes Planning Medical 52

Cornerstone Financial Advisory

FEBRUARY 19, 2024

Weekly Market Insights: Market Retreats On Inflation, Economic Reports Presented by Cornerstone Financial Advisory, LLC Stocks fell last week as investors reacted to disappointing inflation updates and other economic reports that fell short of estimates. Please discuss your specific tax issues with a qualified tax professional.

Marketing 105

Marketing Marketing Taxes Economics 105

Indigo Marketing Agency

JULY 27, 2023

Financial advisors who can effectively communicate the benefits they provide will build a practice based on value, rather than fees. During your initial conversations or presentations, clearly explain how your fees are structured and what services they cover. Others are convinced that they can DIY their financial plan for free.

Financial Planning 52

Financial Planning Financial Advisor Clients Communication 52

MazumaBusinessAccounting

MAY 31, 2023

Having someone who specializes in bookkeeping focus on your books and an accountant who specializes in tax do your taxes can improve accuracy and save you money. Communication is Key If you are not good with numbers, you need a professional who will help you understand and appreciate the numbers.

Accounting 52

Accounting Communication Numbers Taxes 52

MazumaBusinessAccounting

JUNE 1, 2023

Having someone who specializes in bookkeeping focus on your books and an accountant who specializes in tax do your taxes can improve accuracy and save you money. Communication is Key If you are not good with numbers, you need a professional who will help you understand and appreciate the numbers.

Accounting 52

Accounting Communication Numbers Taxes 52

Cornerstone Financial Advisory

NOVEMBER 13, 2023

Weekly Market Insights: Stocks Rally Friday; Powell Cautious On Progress Presented by Cornerstone Financial Advisory, LLC A powerful Friday rally left stocks higher last week, extending the market’s early November gains. Even better, these donations may qualify for a tax deduction if you itemize the deductions and show proof of the donations.

Marketing 105

Marketing Marketing Taxes Economics 105

eMoney Advisor

DECEMBER 5, 2022

Using communication skills derived from financial counseling , learn what would be a win for each of the partners. This can put the financial planner in a challenging position, but also present an opportunity to really help. Nonviolent communication was created by Marshall Rosenberg in the 60s. Sources: 1 Asebedo, Ph.D.,

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Financial Planning Planning Financial Planner Communication 73