Tobias Financial

DECEMBER 20, 2023

As we begin our countdown to 2024, it is a great time to ensure your year-end tax plan is in place. Tax planning is a vital component of meeting your overall financial goals. Our team of professionals is here to assist with your financial and tax planning needs. You can access the webinar recording here.

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Carson Wealth

JANUARY 8, 2025

Holistic Financial Management Beyond investment advice, financial advisors offer comprehensive services such as tax planning, estate planning, and risk management. This support can be important in maintaining discipline and making rational decisions amidst market fluctuations.

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Darrow Wealth Management

JANUARY 16, 2025

These rules can be very complex and nuanced so its essential to consult with a tax professional and trust and estates attorney to understand the specific rules and current law in your state. Darrow Wealth Management does not provide tax or legal advice. Though there can be exceptions (again consult a tax advisor and attorney!),

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Harness Wealth

FEBRUARY 26, 2023

Cost-saving tax planning can be much more difficult to implement after your company is well-established and has reached the stage where an IPO, merger, or acquisition becomes a likely event. ISOs can only be issued to employees, and the company issuing the ISO cannot take a tax deduction.

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Harness Wealth

MARCH 14, 2025

The hours spent managing administrative tasks , following up on missing paperwork, and ensuring compliance take away from time that could be spent on higher-value tax planning services. From a business perspective, automation enables tax firms to grow without adding more staff.

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Harness Wealth

MARCH 6, 2025

Determining the fair market value of stock options, for example, can be time-consuming, with a tax extension allowing individuals to make sure theyre maximizing the potential tax benefits of their equity compensation. Other forms of tax extension Extensions for people living abroad: U.S. Citizens and Resident Aliens Abroad.”

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Harness Wealth

MARCH 27, 2025

State and local taxes Secondary funds and their investors may face various state and local taxes, including income tax, franchise tax, and property tax. These taxes can vary significantly depending on the location of the fund, its investors, and its investments. FIRPTA planning using a U.S.

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Harness Wealth

MARCH 6, 2025

A good rule of thumb is to set aside at least 30% of every payment you receive to cover your estimated tax obligationshowever, this percentage may need to be adjusted based on your individual tax bracket. On the whole, its advisable to consult a tax adviso r to develop a dependable tax plan.

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Harness Wealth

JANUARY 29, 2025

Bunching strategies Bunching strategies are tax planning techniques used to maximize deductions by combining multiple years’ worth of deductible expenses into a single tax year. The Residential Clean Energy Credit offers up to 30% back on installation costs, helping reduce both your tax liability and energy expenses.

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Harness Wealth

DECEMBER 8, 2022

There are three buckets of estate planning to consider: the estate planning everyone should do, which includes will creation, the estate planning for those that want to preserve assets for beneficiaries, and estate planning for strategic tax planning. at the federal level. Get started here.

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Inside Information

JANUARY 31, 2025

In one of my periodic e-messages to my mailing list (more than 8,000 advisors currently) I repeated a complaint that I constantly hear from Joel Bruckenstein and other leading tech consultants. My take is that its become too easy for the software companies and consultants to complain about slow tech adoption in the advisor marketplace.

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Carson Wealth

AUGUST 1, 2024

Making the right decisions around claiming Social Security — based on your spending needs, longevity and tax planning — could mean the difference between meeting your retirement goals or not. Instead, of falling into this RMD tax trap, take advantage of Roth IRA conversions during early retirement years or pre-retirement.

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Darrow Wealth Management

NOVEMBER 17, 2022

Article is a general communication only and should not be used as the basis for making any type of tax, financial, legal, or investment decision. Darrow Wealth Management doesn’t provide tax advice; consult your tax advisor to discuss your personal situation. . that could increase the tax due from the surtax.

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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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Zoe Financial

MAY 16, 2023

It is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Source: Broadridge Investor Communication Solutions, Inc. Disclosure: This blog is original content by CAPTRUST. Ready to Grow Your Wealth?

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James Hendries

SEPTEMBER 20, 2022

The information provided is not intended to be a substitute for specific individualized tax planning or legal advice. We suggest that you consult with a qualified tax or legal professional. All indices are unmanaged and may not be invested into directly. an affiliate of LPL Financial.

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Cornerstone Financial Advisory

MARCH 14, 2025

Seek Wise Counsel: Consult knowledgeable advisors who understand both estate planning and Christian values. Estate planning underlines the significance of responsible stewardship the management of resources in a way that respects God’s desires and values. Ethical Investments: Align investments with Christian values.

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Harness Wealth

JANUARY 24, 2023

While living in any of these states (or territories) can save you money on taxes, it’s important to consider other factors such as cost of living, job opportunities, and quality of life before making a decision to relocate.

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Darrow Wealth Management

SEPTEMBER 11, 2024

So it’s important to consult a financial advisor and attorney to discuss your situation. For more information on what to do after receiving an inheritance , contact us today to schedule a consultation. As a result, tax planning is critical, particularly if you’ve inherited a large 401(k) or IRA.

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James Hendries

JANUARY 8, 2023

To determine which investment(s) may be appropriate for you, consult a financial professional prior to investing. The information provided is not intended to be a substitute for specific individualized tax planning or legal advice. We suggest that you consult with a qualified tax or legal advisor.

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Carson Wealth

FEBRUARY 16, 2024

By Mike Valenti, CPA, CFP ® , Director of Tax Planning It’s that time of year again! W-2s, 1099s and mortgage statements have been to hit your mailbox: a daily reminder that it is, once again, Tax Season. Overall, it was a relatively quiet year on the tax front. Please consult with your tax professional!

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Darrow Wealth Management

NOVEMBER 11, 2024

Keep in mind the relatively low contribution limit and other tax diversification options. Also consider the tax treatment of your whole pool of retirement savings. Taxes should be a factor, but not the driver, when making financial decisions. Consult your tax advisor and financial advisor to discuss your situation.

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Integrity Financial Planning

SEPTEMBER 11, 2023

Pursuant to IRS Circular 230, it is not intended to provide specific legal or tax advice and cannot be used to avoid penalties or to promote, market, or recommend any tax plan or arrangement. You are encouraged to consult your personal tax advisor or attorney.

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Harness Wealth

OCTOBER 2, 2024

To attract new clients and foster long-term relationships, tax advisors could consider adopting digital marketing strategies. For example, “comprehensive tax planning” or “long-term tax strategies for small businesses” can, over time, help you attract the right visitors.

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Harness Wealth

FEBRUARY 4, 2025

Tax Complexity: Many alternative investments issue Schedule K-1s instead of Form 1099, meaning investors may face additional tax reporting requirements, potential delays in tax filings, and increased preparation costs. Tax related products and services provided through Harness Tax LLC.

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eMoney Advisor

JANUARY 17, 2023

As a technology consultant in the wealth management industry, the number one question I get asked by advisors, planners, business owners, and even tech CEOs is, “If you had your own RIA, what would your tech stack look like?” Do you offer tax planning as a service but manage client tax data in Microsoft Excel?

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Harness Wealth

MARCH 27, 2025

Each state has developed its own distinct set of regulations , including eligibility criteria, specific election procedures, varying tax rates, and unique payment schedules. The state-specific differences of PTET require an in-depth understanding of each jurisdictions tax rules. How does PTET interact with local tax?

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Darrow Wealth Management

JANUARY 29, 2024

Limiting access can provide estate tax planning benefits for some). Other living trust benefits State estate tax planning. States have their own estate tax laws. For example, the Massachusetts estate tax exemption is currently $2M per person. Darrow Wealth Management does not offer legal or tax advice.

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Sara Grillo

NOVEMBER 11, 2024

I am a CFA® charterholder and financial advisor marketing consultant. Just say, “ I was researching this company and I know that taxes have just onge up in the local area. I just wanted to come in and do a seminar about how to do tax planning in XYZ County. And now – onto the show!

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Integrity Financial Planning

AUGUST 28, 2023

Pursuant to IRS Circular 230, it is not intended to provide specific legal or tax advice and cannot be used to avoid penalties or to promote, market, or recommend any tax plan or arrangement. You are encouraged to consult your personal tax advisor or attorney. appeared first on Integrity Financial Planning, Inc.

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Truemind Capital

JULY 8, 2024

Well, usually it starts in the last quarter of the financial year (Jan-Mar) when many employees scurry to provide investment proof to save tax outgo. Sadly, many of our last-minute decisions prove to be poor investments thereafter and hence it’s a good idea to start the tax planning exercise early on.

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Darrow Wealth Management

MARCH 29, 2024

Consulting a qualified tax advisor is strongly recommended. Medicare tax and state income tax (or state AMT) have been ignored. Tax and financial planning with stock options Not every individual with incentive stock options will have tax planning options to consider. IMPORTANT NOTES!

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Zoe Financial

MAY 18, 2023

They can help you navigate the complex process of dividing assets, assess the financial implications of various settlement options, and work with you to create a post-divorce financial plan that aligns with your goals. Their expertise can help you regain control of your finances and confidently move forward.

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Carson Wealth

APRIL 25, 2024

Retirement planning: Calculate retirement needs and contribute regularly to retirement accounts. Tax Planning: Optimize tax efficiency through strategies such as retirement contributions, tax-deferred accounts, and deductions and credits.

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Harness Wealth

FEBRUARY 19, 2025

Consult the FinCEN website for the most current deadlines. Seek professional advice: If you have any questions or concerns about the BOI reporting requirements, consult with a qualified legal or tax professional. Consulting with a legal or tax professional is recommended. employees and $5+ million in U.S.

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WiserAdvisor

MARCH 13, 2024

Therefore, incorporating long-term care planning into your retirement strategy is crucial to ensure that you are prepared for potential future care needs and can afford the necessary support services. Pillar 3: Tax planning Tax planning is indispensable for optimizing your retirement finances and safeguarding your wealth for the future.

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Harness Wealth

MAY 31, 2022

And if Oscar is feeling like he needs help understanding those tradeoffs, he can supplement these tools with an Equity Tax Planning Session [→ Service Page]. An Equity Tax Planning session is a one-hour consultation with a tax advisor who has expertise in equity compensation.

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