Nerd's Eye View

MARCH 25, 2024

For example, while a seasoned team who has just finished a busy tax season may need a retreat that leaves them feeling "recharged", a more recently formed team full of new hires may benefit more from feeling "aligned" with each other and with the company's vision.

Planning 246

Planning Taxes Management Clients 246

Tobias Financial

MARCH 16, 2025

Download it here. To guide your review, heres a checklist covering over 25 important considerations. If you have any questions or would like to discuss your investment approach, were here to help. Lets make sure your strategy continues to support your financial goals!

Investing 52

Investing Investments Risk Tolerance Asset Allocation 52

Indigo Marketing Agency

MAY 30, 2023

Download Your Free 2023 Marketing Calendar Viewing the year in its entirety can help you remember what you most want clients and prospects to be thinking about. The post Download Your Free 2023 Marketing Calendar appeared first on Indigo Marketing Agency. Here’s a sweet example from the Thanksgiving holiday.

Marketing 52

Marketing Marketing Clients Communication 52

Indigo Marketing Agency

MARCH 19, 2025

Example: Instead of writing something like: With our advanced wealth management strategies, we help high-net-worth individuals maximize tax-efficient investments while securing generational wealth. Try using shorter, more common words like: We help you save money on taxes and grow your investments. Book a free call today.

Financial Advisor 52

Financial Advisor Advertising Marketing Marketing 52

Carson Wealth

AUGUST 8, 2024

Electing to receive Social Security benefits at early retirement age may result in higher personal income taxes and a smaller nest egg, particularly for high net worth individuals. Download Guide The post Maximize Social Security Benefits & Minimize Tax Burden appeared first on Carson Wealth.

Taxes 52

Taxes Retirement 52

Harness Wealth

FEBRUARY 19, 2025

Many shell companies are often used to shield illicit activities such as money laundering, tax evasion, and terrorist financing. and have reported more than $5 million in gross receipts or sales on their previous year’s tax return. Get started Harness makes it easy to find tax and financial advisors best suited to your needs.

Taxes 52

Taxes Financial Advisor Consulting Certification 52

Harness Wealth

OCTOBER 24, 2024

What do you need to optimally complete and file your taxes? This article covers a comprehensive list of the most common forms, documents, and information needed to file taxes. If you need a cheat sheet, download our 1-page tax prep checklist. Use this tax prep checklist as a tool to save time ahead of tax filing.

Taxes 52

Taxes Insurance Insurance Coverage Medical 52

Harness Wealth

OCTOBER 2, 2024

To attract new clients and foster long-term relationships, tax advisors could consider adopting digital marketing strategies. It’s also an important touchpoint to introduce your tax practice’s staff to potential clients, giving you to potential build a personal relationship from the start.

Taxes 52

Taxes Tax Planning Marketing Marketing 52

MazumaBusinessAccounting

AUGUST 5, 2021

It’s tax time and you don’t have receipts for last year’s business expenses. You can still claim deductions on your taxes without receipts for every transaction. You’ll only need them if you’re audited (which can happen up to 6 years after filing your taxes). We would love to help!

Taxes 98

Taxes Accounting Banking Planning 98

Nationwide Financial

AUGUST 24, 2022

Knowing their monthly expenses, social security plans, long term tax implications, and more can be important steps in helping clients prepare for retirement. 3 – Think long term about taxes. I have a long-term perspective on taxes. Taxes are fairly low now and I’m worried about potentially higher tax rates in the future.

Retirement 122

Retirement Planning Taxes Retirement Planning 122

Cordant Wealth Partners

JULY 18, 2022

In this article, I’m sharing everything you need to know about how Restricted Stock Units (RSUs) are taxed. Little-known RSU tax strategies. If you’re ready to master RSU taxes and avoid overpaying the IRS in 2022, this article is for you. Shares held after vesting are taxed as capital gains when they are sold.

Taxes 52

Taxes Medical Accounting Planning 52

Carson Wealth

FEBRUARY 7, 2024

Download Guide The post 8 Tax Tools for the Toolbox appeared first on Carson Wealth. As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman. Get our step-by-step guide.

Taxes 40

Taxes Accounting 40

Carson Wealth

FEBRUARY 2, 2023

Both are Individual Retirement Accounts meaning the account is opened and funded by the worker and are tax-advantaged accounts designed for retirement savings. Traditional and Roth IRAs can be distinguished by their tax treatment. The features commonly associated with an IRA include tax-deductible contributions and tax-deferred growth.

Distribution 98

Distribution Retirement Planning Retirement Taxes 98

Trade Brains

JUNE 24, 2023

Key features include: Simple design, built with beginners and experts in mind Dashboard to track all your investments, annualized returns, and total returns Top mutual funds list for different categories with the latest finance news and insights Total Downloads: +10 Million Rating on Google Play store: 4.3

Commission 98

Commission Investing Investments Planning 98

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. Pay attention to their special problems, such as preparing for the future, managing taxes better, and protecting wealth. They like communication that is tailored just for them.

Marketing 52

Marketing Marketing Media Engineering 52

Carson Wealth

JULY 7, 2022

Today, someone who inherits money that’s sitting in a 401(k) or a traditional IRA could also get another, less welcome gift: higher taxes. . This aptly named “stretch strategy” could be a very powerful tax benefit for loved ones. It also helped minimize the tax impact of inherited accounts. . Taxes are due upon conversion.

Accounting 98

Accounting Retirement Distribution Taxes 98

Clever Girl Finance

FEBRUARY 10, 2023

In its simplest form, the 50-30-20 budget rule divides your after-tax income into three distinct buckets, which are: 50% to needs 30% to wants 20% to savings This plan keeps your finances simple and also easy to follow. Know what your income is To get started, you need to figure out your after-tax income. What is a 50-30-20 budget?

Budgeting 98

Budgeting Taxes Transportation Healthcare 98

Darrow Wealth Management

APRIL 25, 2023

A downloadable checklist is available at the end of this article. She always advises clients to remove their spouse’s social security number from joint accounts and close any of their spouse’s individual accounts to avoid income tax complications in the future. But not everything needs to get done today.

Estate Planning 85

Estate Planning Accounting Taxes Retirement 85

Clever Girl Finance

SEPTEMBER 11, 2023

In its simplest form, the 50-30-20 budget rule divides your after-tax income into three distinct buckets, which are: 50% to needs 30% to wants 20% to savings A plan like this helps simplify finances and is also easy to follow. Know what your income is To get started, you need to figure out your after-tax income.

Budgeting 104

Budgeting Taxes Transportation Healthcare 104

The Big Picture

JANUARY 21, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. So we are talking about things in what I consider personal finance, home ownership, social security, tax management, estate planning and so on. Right, right.

Investments 147

Investments Investing Management Retirement 147

MazumaBusinessAccounting

JUNE 3, 2020

Here at Mazuma, we live by three simple phrases: stay compliant, stay organized, and save on taxes. Our goal is to ensure your small business is compliant with the IRS, your books are organized and you save on taxes during tax season. The important dates section will keep you informed of any deadlines for taxes.

Accounting 59

Accounting Taxes Banking Clients 59

Clever Girl Finance

NOVEMBER 16, 2022

Similar to other apps you'll learn about below, Nielsen asks you to provide your basic information and then download and install their app to your devices. If you want to maximize both your in-store and online purchases ( especially grocery shopping ), you’ll definitely want to download the Ibotta app. Revisit your tax return.

Accounting 98

Accounting Budgeting Banking Taxes 98

Tobias Financial

DECEMBER 2, 2024

Download the checklist here. While the checklist can help you spot good ways to identify all the different opportunities to consider, we are always available to meet with you to discuss your finances and goals and to identify what the best opportunities are for you.

Planning 52

Planning Taxes 52

Good Financial Cents

AUGUST 5, 2022

Download Now Offer valid for U.S. And when they do, they’re usually long-term capital gains, which are taxed at lower rates, and sometimes at 0%. Invest Through Tax-Sheltered Retirement Accounts. One of the best ways to invest in stocks is through a tax-sheltered retirement account. See Public.com/disclosures.

Accounting 102

Accounting Portfolio Investing Investments 102

Cordant Wealth Partners

OCTOBER 25, 2021

Second, what’s the magnitude of the tax benefit from deferring income? And, as promised, we’ll make several resources available to you throughout this post, or you can download them below. Intel SERPLUS Contribution Scenario and Tax Calculator (excel download). What are the Tax Benefits? Tax Deferral Benefits.

Compensation Planning 52

Compensation Planning Distribution Taxes Planning 52

Good Financial Cents

SEPTEMBER 29, 2022

Real Estate: Best for Predictable Gains + Tax Benefits. Real estate also has valuable tax benefits, like depreciation expense. And since they rarely trade stocks, the capital gains they generate will usually be long-term, giving you the benefit of lower long-term capital gains tax rates. Download Now Offer valid for U.S.

Investing 109

Investing Investments Retirement Planning Risk Tolerance 109

Brown Advisory

MARCH 23, 2021

During the webinar they discuss how to correctly expatriate depending on your tax status and how to know if you are a covered or non-covered expatriate. If you missed the live event please see below for a recording of the discussion ( download the presentation slides ). Brown Advisory does not provide tax advice. Expatriation.

Taxes 52

Taxes Investment Planning Planning Numbers 52

Brown Advisory

MARCH 23, 2021

During the webinar they discuss how to correctly expatriate depending on your tax status and how to know if you are a covered or non-covered expatriate. If you missed the live event please see below for a recording of the discussion ( download the presentation slides ). Brown Advisory does not provide tax advice. Expatriation.

Taxes 52

Taxes Investment Planning Planning Numbers 52

Indigo Marketing Agency

MARCH 10, 2025

Instead of just talking about taxes in retirement, Joe presents a clear problem (overpaying taxes) and an actionable solution (his free video series on tax planning through retirement). A strong hook: He immediately addresses a common pain point: Worried about taxes eroding your retirement savings?

Financial Advisor 64

Financial Advisor Media Clients Retirement 64

Brown Advisory

JULY 30, 2015

It takes time to integrate decisions regarding your investments, tax situation, estate matters, business planning and charitable objectives into a thoughtful and coordinated plan. Download the publication for a quick guide to some of the types of strategies that we believe you should consider reviewing now. Thu, 07/30/2015 - 16:44.

Planning 52

Planning Strategic Planning Tax Planning Risk Tolerance 52

Brown Advisory

APRIL 8, 2020

Small Business Loans Under the CARES Act mmckenna Wed, 04/08/2020 - 15:52 In our recent article, “ The CARES Act: A First Look ,” we discussed the wide variety of stimulus programs created with the CARES Act legislation, notably including several loan and tax relief initiatives available for small businesses and business owners.

Taxes 52

Taxes Clients Communication Investing 52

Brown Advisory

APRIL 8, 2020

In our recent article, “ The CARES Act: A First Look ,” we discussed the wide variety of stimulus programs created with the CARES Act legislation, notably including several loan and tax relief initiatives available for small businesses and business owners. DOWNLOAD. . . . . .

Taxes 52

Taxes Clients Communication Investing 52

Brown Advisory

NOVEMBER 22, 2021

Download executive summary . Download transcript. . . Any business or tax discussion contained in this communication is not intended as a thorough, in-depth analysis of specific issues. Brown Advisory does not render legal or tax advice. MORE ON THIS TOPIC.

Clients 52

Clients Taxes Investing Investments 52

Good Financial Cents

JUNE 11, 2023

Mobile App Personal Capital’s mobile app is a free feature that can be downloaded on Apple iPhone, iPad, Apple Watch and Android. Tax Optimization Personal Capital uses tax optimization in the management of your portfolio. They use several tactics as part of tax optimization.

Management 80

Management Investing Investments Accounting 80

The Big Picture

FEBRUARY 25, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. They gave up a third of gains through mistakes, taxes, and costs. The transcript from this weeks, MiB: Charley Ellis on Rethinking Investing , is below. Investors had underperformed by 6.5%

Investing 162

Investing Investments Management Engineering 162

Indigo Marketing Agency

JULY 23, 2020

If you’re not sure where to start, download this sample marketing calendar for financial advisors. Some impactful blog posts we’ve created for clients at Indigo include: Could a Donor-Advised Fund Save You Money on Taxes? Our team has put together a downloadable list of 165 financial advisor blogging post ideas. So go ahead.

Financial Advisor 52

Financial Advisor Clients Education Financial Planning 52

Trade Brains

SEPTEMBER 4, 2023

This streamlined documentation not only enhances transparency but also helps you stay compliant with tax regulations. Claim Input Tax Credit : Beyond simplifying documentation, Amazon Business enables you to make the most of your purchases. How to Take Advantage of GST Input Tax Credit for Your Business? What is a GST Invoice?

B2B 52

B2B Compliance Taxes Electronics 52