Nerd's Eye View

FEBRUARY 19, 2024

Digital hygiene, encryption security, and good staff training can all be enormous factors in the overall safety of the company, as explained by Patrick Hennessy, Schwab's Director of Business Consulting. Likewise, while CRM usage has slipped by about 5%, the overall number of advisors who use a CRM still remains at a dominant 92%.

Consulting 207

Consulting Financial Advice Engineering Financial Advisor 207

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.

Taxes 52

Taxes Tax Planning Marketing Marketing 52

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.

Startup 52

Startup Tax Planning Taxes Planning 52

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.

Tax Planning 52

Tax Planning Taxes Planning Accounting 52

MainStreet Financial Planning

NOVEMBER 8, 2024

As December unfolds, it’s easy to overlook year-end tax planning amid the holiday hustle. However, dedicating a few moments now can lead to significant savings come tax season. To help you retain more of your hard-earned money and reduce your tax liability, consider these five strategic moves before the year concludes.

Taxes 87

Taxes Medical Consulting Education 87

Nerd's Eye View

OCTOBER 2, 2023

Read the analysis about these announcements in this month's column, and a discussion of more trends in advisor technology, including: Brand design consultancy firm Intention.ly

Communication 243

Communication Portfolio Management Clients Tax Planning 243

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 79

Taxes Tax Planning Startup Valuation 79

Harness Wealth

OCTOBER 8, 2024

Key Takeaways: The Harness Marketplace allows your tax firm to be paired with high-value tax clients whose unique needs align with your expertise. The Harness Marketplace attracts employees, founders, and investors in tech, healthcare, management consulting, and other high-earning industries who need help managing complex tax needs.

Taxes 52

Taxes Clients Tax Planning Healthcare 52

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.

Retirement 143

Retirement Taxes Distribution Tax Planning 143

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.

Accounting 82

Accounting Retirement Distribution Taxes 82

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

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.

Taxes 64

Taxes Asset Allocation Tax Planning Financial Planning 64

Sara Grillo

JUNE 7, 2024

Several of the wealth managers had specialists in-house such as: Chief Philanthropic Advisor, Head of Tax Planning, Family Legal Counselor, Trust Officer If you can’t hire these specialists, work out an arrangement with a close third-party with this expertise. Wear a suit and present yourself conservatively.

Financial Advisor 52

Financial Advisor Clients Executive Compensation Compliance 52

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!

Taxes 97

Taxes Consulting Accounting Planning 97

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. By the end of the year, you already know most of the tax inputs so your CPA and financial advisor can help in developing a tax projection.

Taxes 59

Taxes Tax Planning Planning Financial Advisor 59

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.

Taxes 96

Taxes Wealth Management Tax Planning Planning 96

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. By the end of the year, you already know most of the tax inputs so your CPA and financial advisor can help in developing a tax projection.

Taxes 52

Taxes Tax Planning Planning Financial Advisor 52

Zoe Financial

JUNE 5, 2023

Stay tuned for next week. – Andres Disclosure: This page 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. Consumer credit data. Ready to Grow Your Wealth?

Marketing 52

Marketing Marketing Financial Advisor Tax Planning 52

Zoe Financial

MAY 23, 2023

Stay tuned for next week. – Andres Disclosure: This page 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. Preliminary first-quarter GDP data. Ready to Grow Your Wealth?

Marketing 52

Marketing Marketing Financial Advisor Tax Planning 52

Harness Wealth

MARCH 5, 2024

Some tax advisors may have different hourly rates for different types of services based on client type and complexity. Retainer or subscription fees: For ongoing advisory services, some tax advisors might charge a monthly, quarterly, or annual retainer fee. For example, CPAs and EAs might charge anywhere between $100 and $500 per hour.

Taxes 52

Taxes Tax Planning Ethics Education 52

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.

Taxes 52

Taxes Tax Planning Startup Planning 52

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.

Retirement 98

Retirement Taxes Distribution Tax Planning 98

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.

Consulting 98

Consulting Tax Planning Accounting Medical 98

Harness Wealth

FEBRUARY 13, 2023

Traditional tax firms tend to have rigid business models that make it difficult for clients looking for one-off expert consultations or even ongoing planning services. We’ll provide a shortlist of tax experts who specialize in your profile and needs. In a 1 hour tax-planning session, an expert advisor will: 1.

Taxes 52

Taxes Tax Planning Planning Consulting 52

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?

Consulting 84

Consulting Education Clients Financial Advisor 84

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.

Estate Planning 79

Estate Planning Distribution Taxes Wealth Management 79

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.

Financial Advisor 75

Financial Advisor Retirement Budgeting Wealth Accumulation 75

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

Trade Brains

OCTOBER 16, 2024

Their funds include Active funds, Absolute Funds, Liquid Funds, Overnight Funds, Gilt Funds, Tax Plans, Large Cap, Dynamic Asset Allocation Funds, and others. 26,644 crore, Quant ELSS Tax Saver Fund’s AUM of around Rs. 9,500 crore, Quant Tax Plan AUM is around Rs. 3,936 crore.

Manufacturing 52

Manufacturing Tax Planning Sales Distribution 52

Darrow Wealth Management

NOVEMBER 5, 2024

professional services, consulting, law, health, financial services, farming, among others). Also note that holding too much non-operating real estate, cash, and/or portfolio assets can disqualify stock from Section 1202 and jeopardize the QSBS tax exemption. Speak with an attorney about tax planning with QSBS and trusts.

Taxes 65

Taxes Wealth Management Tax Planning Assets 65

Harness Wealth

MARCH 10, 2023

It’s important to note that the tax treatment of angel investing can be complex, and there may be other tax considerations and implications to be aware of. It’s always a good idea to consult with a tax professional for advice on how to handle your specific situation.

Taxes 52

Taxes Tax Planning Startup Portfolio 52

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.

Retirement 95

Retirement Taxes Accounting Tax Planning 95

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!

Taxes 82

Taxes Tax Planning Planning Wealth Management 82

James Hendries

FEBRUARY 23, 2023

Tax Plan Strategically As a small business owner, you have to think about your personal and business tax liability. Work with an accountant for a financial planner and be proactive about lowering your taxes. We suggest that you consult with a qualified tax or legal advisor.

Financial Planning 40

Financial Planning Planning Tax Planning Taxes 40

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.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

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.

Financial Planning 97

Financial Planning Planning Retirement Insurance Coverage 97

Harness Wealth

OCTOBER 16, 2024

Unlike an endowment, taxes really matter. It’s a shift of mindset from the earlier days, when they were building their wealth, and we were more focused on income tax planning. What we often see is people are too late to think about estate taxes. It’s often event-driven.

Wealth Management 52

Wealth Management Taxes Clients Management 52