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

FMG

OCTOBER 6, 2022

SmartOffice — SmartOffice , the customer relationship managemen t s olution from Ebix, is a financial planning CRM that helps financial advisors tackle critical tasks like analysis, communication, and client services. . CRM systems make it easier to juggle tasks, opportunities, and communications.

Financial Advisor 83

Financial Advisor Clients Communication Financial Planning 83

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

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

Darrow Wealth Management

MARCH 24, 2024

6 tax strategies for incentive stock options and AMT Triggering the alternative minimum tax isn’t the end of the world, but you don’t want to do it by accident. You’d have liquidity from the sale to pay any tax due in April. The cash crunch is quick to rain on a potential tax planning parade.

Taxes 59

Taxes Tax Planning Planning Financial Advisor 59

Darrow Wealth Management

MARCH 24, 2024

6 tax strategies for incentive stock options and AMT Triggering the alternative minimum tax isn’t the end of the world, but you don’t want to do it by accident. You’d have liquidity from the sale to pay any tax due in April. The cash crunch is quick to rain on a potential tax planning parade.

Taxes 52

Taxes Tax Planning Planning Financial Advisor 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

Particularly for individuals who are holding a lot of cash or have proceeds from a windfall such as the sale of a business, a multi-year Roth conversion strategy is worth considering. 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.

Retirement 95

Retirement Distribution Taxes Accounting 95

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 5, 2024

Video: Qualified Small Business Stock (QSBS) Explained QSBS tax benefits: excluding capital gains taxes If you have Section 1202 shares, the gain you’re able to exclude from federal long term capital gains tax at sale depends on your gain and the date the stock was acquired.

Taxes 62

Taxes Wealth Management Tax Planning Assets 62

Harness Wealth

SEPTEMBER 23, 2024

The Challenge: Tax Firms and CPAs Struggle to Expand Client Relationships Today, there is a significant opportunity for tax practices and CPAs to expand and deepen their tax-client relationships by offering more valuable, long-term services, including comprehensive tax planning.

Taxes 52

Taxes Clients Compliance Tax Planning 52

Harness Wealth

FEBRUARY 19, 2025

and have reported more than $5 million in gross receipts or sales on their previous year’s tax return. This email address will be used for communication regarding the report. gross receipts/sales), and certain other regulated entities are typically exempt. Full name: Enter the submitter’s full legal name.

Taxes 52

Taxes Financial Advisor Consulting Certification 52

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

Indigo Marketing Agency

JULY 1, 2024

Understanding Financial Planning Marketing Financial planning marketing encompasses various strategies to attract clients to financial advisory services. This means identifying your target audience, crafting attention-grabbing messages, and using effective communication methods.

Financial Planning 52

Financial Planning Planning Marketing Marketing 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

DECEMBER 6, 2024

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

Marketing 52

Marketing Marketing Media Engineering 52

Darrow Wealth Management

NOVEMBER 14, 2024

How stock options are taxed depends on the type of options you have and your sale and exercise strategy. In most cases, incentive stock options receive more favorable tax treatment compared to non-qualified stock options. Here’s a primer on how employee stock options are taxed at exercise and sale.

Taxes 52

Taxes Sales Wealth Management Planning 52

Darrow Wealth Management

FEBRUARY 19, 2024

A deep discussion of these strategies is outside the scope of this overview, and because every situation is so different, be sure to discuss your situation with your tax and financial advisor. Again, every situation is different, so be sure to discuss your situation with your tax and financial advisor. holding period of over one year).

Management 106

Management Taxes Portfolio Estate Planning 106

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

International College of Financial Planning

JULY 10, 2023

Investment advisors can also specialize in specific areas such as retirement planning, tax planning, or portfolio management. Their tasks include regularly reviewing the credit histories of existing and potential customers to assess their creditworthiness and ensure their contributions to the company’s sales.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

Inside Information

JUNE 28, 2022

People my age, who I grew up with in the business, the one-time rebels in the financial services community who bravely, boldly created the planning profession out of a dysfunctional sales culture, have gradually become obstacles to change in their own firms.

Clients 40

Clients Financial Services Retirement Planning Estate Planning 40

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

Sara Grillo

MAY 8, 2023

Indexed universal life (IUL) is often sold using smoke-and-mirrors sales shams, but in this podcast we’ll expose the truth! Listen to this if you are a financial advisors or consumer who wants to see through the crap and make better decisions about whether IUL is good for you (or your client) or NOT. And that would be a huge problem.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

Sara Grillo

APRIL 11, 2022

These services often include recommendations on investments, financial planning, retirement, Social Security, Medicare, tax planning, and other wealth-related topics. And it’s just all hourly, there’s no way you win there at all, no product sales. Hourly financial advisors are not common. Jon Luskin.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

The Big Picture

OCTOBER 19, 2022

So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll do tax planning, right? We’ll do estate planning and other complex financial planning. So Jack hates ETFs, doesn’t like advisors, and he hates sales.

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Financial Advisor Clients Taxes Investments 286

The Big Picture

OCTOBER 3, 2023

Now, there was one really important part of, of that as part of my job training, I was sent to the big sales offices to learn how the product was sold. One of the big sales offices was out in Long Island in Garden City. She left there, she became a crisis communications expert. She also knew Washington in and out.

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Taxes Banking Clients Management 280