Carson Wealth

JANUARY 8, 2025

Knowledge and Personalized Planning Financial advisors can bring a wealth of knowledge from extensive education and experience, helping enable them to craft tailored strategies that align with your unique financial goals. This personalized approach can help you make financial decisions that are well-informed and strategically sound.

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Financial Advice Financial Advisor Risk Tolerance Financial Guidance 69

Financial Symmetry

APRIL 9, 2025

Tax planning might not top everyone’s list of leisure activities, but in the middle of tax season, theres a hidden opportunity. In this episode, we talk about five strategies you can use during tax season to create opportunities to help you reach your financial goals.

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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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Tax Planning Taxes Planning Distribution 52

Talon Wealth

OCTOBER 26, 2023

Retirement planning is a critical part of financial security that many women still overlook. However, remember that as a woman, you have a longer life expectancy than a man, which means retirement planning is even more important. That means you should plan for your retirement savings to last at least 18 years, if not more.

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Zajac Group

NOVEMBER 7, 2024

Creating wealth that can provide financial security for generations to come is an incredible feat, and it requires careful planning, consideration, and communication among family members. Let’s take a look at the tax impact and other considerations of each. 200/share (today’s fair market value) – $188.44/share

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Cordant Wealth Partners

NOVEMBER 18, 2024

We also get you up to speed on the tax benefits of using a DAF. If you've heard of a DAF and are curious about incorporating it into your giving and tax planning strategy, this article is for you. Key Takeaways: Contributions to a donor-advised fund reduce your tax bill in the year your contribution is made.

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Taxes Tax Planning Nonprofit Accounting 52

Zoe Financial

MAY 16, 2023

Qualified withdrawals from a 529 plan are tax-free at the federal level, and some states also offer tax breaks to their residents. It’s important to evaluate the federal and state tax consequences of plan withdrawals and contributions before you invest in a 529 plan.

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Tax Planning Taxes Planning Education 40

Ballast Advisors

NOVEMBER 21, 2022

What are appropriate checklists for year-end tax planning? Tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Certain tax benefits may be available if you can claim an individual as a dependent. Family tax planning. Financial investments.

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Tax Planning Taxes Planning Retirement Planning 52

Fortune Financial

JULY 28, 2022

You cannot sell the securities within the retirement plan, then move cash to a brokerage account and purchase the same shares at that point. But, they are nonetheless taxed when received, which can reduce overall returns due to the taxes owed on these. . This would negate the NUA benefit. Cost Tradeoff.

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Taxes Planning Retirement Planning Distribution 98

Carson Wealth

FEBRUARY 6, 2025

Every year brings changes in tax rules, and 2025 is no exception. Whether you are saving for retirement, running a business, or planning for your family’s future, these updates could affect your financial decisions throughout the year. Supporting Your Family’s Future Planning for your family just got a bit easier.

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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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Taxes Compliance Tax Planning Clients 52

Harness Wealth

DECEMBER 8, 2022

Note, you actually have until Tax Day of 2023 to make these contributions into IRAs but you should act ASAP to avoid forever forgoing the chance to make a 2022 contribution. Contributions can be deducted from taxable income and withdrawals can be made tax-free from these accounts as long as funds are used for qualifying healthcare expenses.

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Tax Planning Taxes Planning Estate Planning 52

eMoney Advisor

FEBRUARY 9, 2023

If you are looking for opportunities to grow your business, expanding your services to clients at all stages of the financial planning lifecycle creates new opportunities for you to reach those households in search of professional advice. People in this stage may have just graduated from college and recently joined the working world.

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Financial Planning Clients Planning Education 95

Yardley Wealth Management

FEBRUARY 1, 2022

The post Part 1: The Tools of the Tax-Planning Trade appeared first on Yardley Wealth Management, LLC. Part 1: The Tools of the Tax-Planning Trade Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome.

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Tax Planning Taxes Planning Healthcare 40

Yardley Wealth Management

FEBRUARY 1, 2022

The post Part 1: The Tools of the Tax-Planning Trade appeared first on Yardley Wealth Management, LLC. Part 1: The Tools of the Tax-Planning Trade. Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome.

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Tax Planning Taxes Planning Healthcare 40

MainStreet Financial Planning

SEPTEMBER 27, 2024

“MainStreet Chalk Talk” The MainStreet Financial Planning Discussion Club When : Thursday, October 10th at 3pm Eastern; 12pm Pacific ~30-45 minutes Recorded and able to retrieve for one week How : Zoom Meeting Free for current clients, $10 for guests Register Here! Now is the time to start planning!

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Planning CFP Tax Planning Financial Planning 52

WiserAdvisor

NOVEMBER 4, 2022

In addition to this, you can save more and plan for more significant purchases with greater ease. The tax liabilities for married couples filing their taxes jointly will differ from single individuals and those filing individually. Is financial planning for dual-income families different from others?

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Financial Planning Planning Taxes Financial Advisor 93

Harness Wealth

JANUARY 29, 2025

These contributions not only provide immediate tax relief but help secure longer-term financial stability during retirement. 401(k) Plans: Contribute the maximum allowable amount for 2024 : $23,000 if youre under 50, or $30,500 if youre 50 or older. Timing RMDs : Begin taking RMDs by April 1 of the year after you turn 73.

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Taxes Medical Distribution Tax Planning 52

Million Dollar Round Table (MDRT)

JULY 21, 2022

This is the time to do comprehensive financial planning: retirement planning, investment planning, tax planning and estate planning. Help her find her independence through education, motivation and collaboration. Discuss more advanced estate planning, charitable planning and special family issues.

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Charitable Planning Estate Planning Retirement Planning Tax Planning 97

eMoney Advisor

DECEMBER 27, 2022

As client expectations continue to evolve, there is an opportunity for financial planners to broaden and deepen their service offerings by providing holistic financial planning. Financial freedom advances to long-term care and children’s education, as well as retirement savings and vacations. 2 Neufeld, Dorothy. September 17.

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Financial Planning Planning Clients Wealth Management 78

AdvicePay

JUNE 13, 2024

Much like the maintenance of a car ensures its longevity and optimal performance, financial planning demands both one-time and ongoing attention. This approach allows you to engage these clients by charging a fee that’s covered through their monthly cash flow.

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Insurance Coverage Financial Planning Estate Planning Tax Planning 87

WiserAdvisor

OCTOBER 11, 2022

Most people start financial planning with the goal of growing their finances through savings and investments. But financial planning is not limited to increasing your wealth alone. While these can be avoided, there is another cash outflow that can considerably lower your savings and returns and is also hard to avoid – tax.

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Financial Planning Accounting Taxes Planning 80

eMoney Advisor

MARCH 16, 2023

Along the way, I’ve gathered six key insights about financial planning for Millennials. Then we do the financial plan and tax planning around that—it’s been a lot of fun. We’ve built our business on a hybrid model of fixed financial planning fees and lower-cost AUM.

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Financial Planning Planning Clients Retirement 88

International College of Financial Planning

DECEMBER 29, 2024

In today’s increasingly complex financial landscape, professional financial planning education has become more crucial than ever. The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field.

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Million Dollar Round Table (MDRT)

JULY 10, 2022

Both sessions aim to educate about the value and benefits of financial and tax planning, but no selling occurs. During the seminar with professionals, I ask attendees to exchange business cards and talk about what they do so they become more comfortable with each other. I don’t want attendees to feel pushed to buy.

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Tax Planning Clients Communication Education 95

International College of Financial Planning

APRIL 25, 2024

This certification is recognized globally and showcases a deep, systematic understanding of personal financial management, including investment planning, risk management, tax planning, and retirement planning. From there, they collaborate with you to develop a tailored financial plan.

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Certification CFP Certified Financial Planner Financial Planning 52

James Hendries

SEPTEMBER 27, 2022

The truth is, saving for your retirement and your child’s education at the same time can be a challenge. Does your company offer an employer-sponsored retirement plan or a pension plan? There may be income tax consequences, as well. You want to retire comfortably when the time comes. So how do you juggle the two?

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Harness Wealth

JULY 29, 2024

In this guest post, Harness Tax Advisory Council member, Griffin Bridgers, J.D., covers some of the top estate planning trends that tax advisors should be tracking during the second half of 2024. contained a number of changes relevant to estate planning. However, awareness is key, both for clients and advisors.

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Estate Planning Taxes Planning Tax Planning 59

MazumaBusinessAccounting

JULY 15, 2021

Plan for Current Business Needs. First, let’s talk about the importance of a business plan. It takes vision, work, and a good plan. For entrepreneurs, we call this map a business plan. Some essentials of a business plan include: Researching competing products. Creating a marketing plan. Tax Planning.

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Business Planning Taxes Planning Retirement 105

Harness Wealth

SEPTEMBER 18, 2024

Only 26% of Americans have an estate plan. If you’re thinking, “But my clients are high-net-worth…many more have an estate plan.” 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.

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Taxes Clients Planning Estate Planning 52

International College of Financial Planning

MAY 1, 2023

Financial planning is an important aspect of life that is often overlooked, especially by young professionals starting their careers. Proper financial planning can make a significant difference in achieving financial goals, building wealth, and ensuring long-term financial stability. Devising strategies to attain them.

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Financial Planning Planning Financial Planner Budgeting 52

Carson Wealth

MARCH 21, 2025

But you might consider increasing your impact by setting up a structured , long-term philanthropic plan such as an endowment. Theyre established to benefit charitable organizations, including educational or cultural institutions, community organizations, service organizations such as hospitals, and other nonprofits.

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Truemind Capital

FEBRUARY 2, 2021

Little did Rohit know that he ended up investing in a pension plan with a commitment to pay fixed annual premiums. This happens due to a lack of knowledge regarding different investment options and the absence of tax planning. Tuition fees for your children’s education also qualify for deduction u/s 80C.

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Taxes Planning Insurance Coverage Insurance 52

Indigo Marketing Agency

JULY 1, 2024

To stand out in the competitive world of financial planning, you need more than just excellent financial services or agency support. To attract and retain clients, mastering the art of financial planning marketing is crucial. This could be a specific area of expertise, personalized service, or a unique approach to financial planning.

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WiserAdvisor

AUGUST 31, 2023

They can also help you optimize your savings and investment plans, ensuring that you maximize your earning potential while minimizing risks. A financial advisor can craft tax-efficient withdrawal strategies to minimize the tax burden on your retirement income. Tax planning is not solely about federal taxes.

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Brown Advisory

NOVEMBER 5, 2021

2021 Year-End Planning Letter. Without downplaying the importance of appropriate action around year-end tax planning, our purpose in this letter is to encourage clients to step back, take a breath and consider using this time to focus on the long term. Fri, 11/05/2021 - 13:01. The end of 2021 is notable for a host of reasons.

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Brown Advisory

DECEMBER 4, 2017

2017 Year-End Planning Letter. 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. Mon, 12/04/2017 - 13:10.

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