Abnormal Returns

SEPTEMBER 26, 2022

Podcasts Christine Benz and Jeff Ptak talk with Tim Steffen, director of tax planning for Baird. riabiz.com) Compliance Many clients want to text with their adviser. ft.com) Advisers Why checklist-style financial planning isn't all bad. kitces.com) How one firm plans to use client testimonials.

Tax Planning 130

Tax Planning Startup Compliance Financial Planning 130

WiserAdvisor

AUGUST 31, 2023

Financial advisors play a crucial role in assisting you before your retire. They can also help you optimize your savings and investment plans, ensuring that you maximize your earning potential while minimizing risks. Here are 5 benefits of hiring a financial advisor after you retire: 1.

Financial Advisor 90

Financial Advisor Retirement Risk Tolerance Estate Planning 90

Harness Wealth

APRIL 17, 2025

The calculation becomes increasingly complex for higher-income taxpayers , as it introduces factors such as W-2 wages paid to employees, the unadjusted basis of qualified property, and retirement plan contributions. Bonus Depreciation continues to evolve, with 2025 offering a 40% deduction rate for eligible new and used property.

Taxes 52

Taxes Tax Planning Professional Services Planning 52

Harness Wealth

APRIL 17, 2025

These include student loan interest, educator expenses, and certain contributions to retirement accounts. Why do tax credits exist? Whether it is promoting education, incentivizing retirement savings, or supporting parents and low-income workers, these credits serve as powerful policy tools.

Taxes 52

Taxes Tax Planning Education Medical 52

Harness Wealth

APRIL 16, 2025

Roth IRA conversions present a significant challenge for retirement planners: pay taxes now or later? Moving funds from traditional IRAs to Roth accounts triggers immediate taxation but promises tax-free withdrawals in retirement. One of the Roth IRA’s most compelling features?

Taxes 52

Taxes Retirement Retirement Planning Distribution 52

Harness Wealth

JANUARY 9, 2025

Backdoor strategies are retirement contribution methods that allow individuals to bypass income limits and contribute to tax-advantaged retirement accounts. The strategies typically involve making after-tax contributions to a traditional IRA or 401(k), then converting those funds into a Roth IRA or Roth 401(k).

Taxes 52

Taxes Planning Retirement Retirement Planning 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. Compliance and Security for RIAs Compliance and data security matter a lot in the financial services industry. A lot of clients use these devices.

Marketing 52

Marketing Marketing Media Engineering 52

Zoe Financial

APRIL 4, 2023

Retiring Abroad? TEP Zoe Financial Services Partner Retiring Abroad? TEP Zoe Financial Services Partner From sandy beaches to bustling cities, there are no limits to the retirement of your dreams as long as you know how to plan for it. The world is in your hands, and the choices are endless!

Retirement 40

Retirement Taxes Compliance CFP 40

Harness Wealth

JANUARY 10, 2025

The key benefits Reduced tax liability: So long as youre paying reasonable wages to your child, you can lower overall tax liability. For instance, children can earn a gross income up to $14,000 (2024) tax-free under the standard deduction, shifting income to a lower tax bracket. Do You Need an LLC to Claim Tax Write-Offs?

Taxes 52

Taxes Assets Media Education 52

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

Midstream Marketing

NOVEMBER 6, 2024

Or are you focusing on older people who are concerned about estate planning for retirement or retirement income planning? Financial Goals: These include saving for retirement, managing money, and paying for education. Retirement Planning: Give tips on how to save for retirement.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Fortune Financial

SEPTEMBER 25, 2023

Whether planning for retirement, saving for your children’s education or simply looking to grow your investments, finding the right wealth management services in Kansas City can make all the difference. Long-term goals typically encompass retirement planning, wealth preservation and estate planning.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Diamond Consultants

AUGUST 9, 2022

The notion of taking on the task of managing compliance, technology, HR, and finance is often what stops advisors from going independent. Plus, these platforms don’t just provide support at launch; they also offer ongoing operational, compliance, marketing, and practice management support to optimize the business for growth.

Compliance 59

Compliance Recruitment Clients Retirement 59

Sara Grillo

MARCH 22, 2024

Matthew Etzler [link] Colorado Skip Fleming Home Advice only planner Downshift Financial Home Eric Courage Margin Flat fee advisor Delaware Sam Lewis www.wecanplanforthat.com Flat Fee and hourly Advice-only only planning to help young professionals and pre-retirees retire early. Tax preparation is also available.

Financial Planning 52

Financial Planning Fee Only Financial Planner Financial Advisor 52

Fortune Financial

SEPTEMBER 25, 2023

Whether planning for retirement, saving for your children’s education or simply looking to grow your investments, finding the right wealth management services in Kansas City can make all the difference. Long-term goals typically encompass retirement planning, wealth preservation and estate planning.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

Harness Wealth

JANUARY 29, 2025

Selling assets purely for tax purposes can disrupt long-term investment strategies and reduce diversification. When you have limited expertise: tax-loss harvesting requires careful monitoring and compliance with IRS regulations. Is tax-loss harvesting right for you? Does tax-loss harvesting apply to retirement accounts?

Taxes 52

Taxes Assets Sales Portfolio 52

International College of Financial Planning

MARCH 31, 2023

The program comprises of six modules that cover a range of topics related to wealth management: Module 1: Introduction to Wealth Management Introduction to Wealth Management Wealth Management Process Wealth Management Strategies Module 2: Financial Planning & Analysis Introduction to Financial Planning Analysis of Financial Statements (..)

Wealth Management 52

Wealth Management Management Risk Management Ethics 52

Harness Wealth

SEPTEMBER 18, 2024

These numbers show an opportunity for tax practices to build deeper, meaningful relationships with their clients, helping them to navigate some of life’s most challenging financial decisions. And you’ll see in our Q&A below, that tax advisors can bring estate planning into the conversation early on in a client relationship.

Taxes 52

Taxes Clients Planning Estate Planning 52

Carson Wealth

NOVEMBER 3, 2022

Use a qualified charitable distribution (QCD) from your individual retirement account (IRA). If you are age 70 ½ or older, you can transfer money from your IRA to a charity as a qualified charitable distribution (QCD), which makes it tax-free up to $100,000 ($200,000 if you file jointly).

Taxes 98

Taxes Distribution Accounting Nonprofit 98

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.

Financial Advisor 52

Financial Advisor Communication Clients Retirement Planning 52

Carson Wealth

FEBRUARY 13, 2023

Working with an estate planning attorney can take the pressure off you. Estate planning attorneys have extensive knowledge of state statutes. It’s their job to stay on top of the law as it changes and make sure your estate plan is in compliance. Do you execute the estate plan? What are your fees?

Estate Planning 52

Estate Planning Planning Consulting Financial Advisor 52

Harness Wealth

SEPTEMBER 18, 2023

In addition, keep in mind that as a solo CPA, you’ll need to set aside income to cover your own benefits, such as health insurance and retirement savings. Accounting for overhead Next, you’ll want to factor in any tax obligations, operational, software, or other overhead costs.

Taxes 59

Taxes Accounting Clients Management 59

Midstream Marketing

NOVEMBER 6, 2024

Or are you targeting older individuals planning for retirement income? Financial Goals : They want to save for retirement , manage their money, and pay for education. Retirement Planning : Offer tips on saving and managing retirement funds. It is important to manage compliance and regulations correctly.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

WiserAdvisor

MARCH 13, 2024

Achieving financial freedom in retirement requires meticulous planning, dedicated effort, and strategic management. Without a solid plan, you risk drifting without direction. Within this framework, the concept of the five pillars of retirement planning emerges as a valuable strategy.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

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. RICK FERRI, CFA: I ended up retiring in 2000. An hourly financial advisor is someone who provides financial advisor for a set hourly rate.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

The Big Picture

AUGUST 15, 2023

Let me say what your compliance wouldn’t allow you to say. It’s part of their own tax planning. Let’s jump to my favorite questions that I ask all of my guests, some of which I think I’m ready to retire. Probably the first one I’m ready to retire, which is a post-lockdown question.

Management 130

Management Investing Investments Government 130

Harness Wealth

APRIL 17, 2025

However, when exercised, holders must calculate the spread between strike price and fair market value for Alternative Minimum Tax purposes. Documentation significantly impacts ISO tax planning. Companies provide Tax Form 3921 in January to detail the information needed for accurate calculations.

Taxes 52

Taxes Tax Planning Planning Sales 52

Nerd's Eye View

JULY 24, 2024

When the original SECURE Act was passed in December 2019, it brought sweeping changes to the post-death tax treatment of qualified retirement accounts.

Distribution 190

Distribution Accounting Retirement Tax Planning 190

Harness Wealth

FEBRUARY 4, 2025

These include legal fees, administrative costs, audit expenses, compliance costs, and operational fees. A qualified tax advisor can help you: Navigate complex tax reporting requirements , including K-1 forms for private equity, hedge funds, and real estate partnerships. This article is a product of Harness Tax LLC.

Taxes 52

Taxes Investments Investing Startup 52

Sara Grillo

MAY 8, 2023

Policy lapse results in phantom income tax on the entire amount of the capital gain in the policy, plus there is the disappointment of having an asset you counted on (maybe to retire) go to zero. The issues lie in how IUL policies are shown to clients, in the illustrations. SARA GRILLO: Is the long… Typically, fixed or variable.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

Harness Wealth

MARCH 20, 2025

Home office space deductions Business equipment deductions Travel expense deductions Vehicle mileage deductions Business meal deductions License fee deductions Health insurance deductions Retirement contribution deductions How do I claim home office tax deductions? How Harness can help FAQs Am I eligible for home office tax deductions?

License 52

License Taxes Insurance Consulting 52

FMG

MARCH 25, 2025

Tax season isnt just about compliance. Savvy advisory firms turn tax planning into a marketing opportunity, using their websites to highlight their expertise, engage clients, and generate leads. Fortress Wealth Group: Using an FAQ Page to Rank in Search Results Clients often have tax-related questions.

Taxes 52

Taxes Clients Tax Planning Marketing 52

Harness Wealth

MARCH 25, 2025

This ensures you have sufficient funds for your quarterly estimated tax payments. Additionally, you can bolster your long-term financial security by maximizing contributions to retirement accounts like SEP IRAs or Solo 401(k)s, capitalizing on their tax-deferred growth potential.

Medical 52

Medical Taxes Tax Planning Education 52