Nerd's Eye View

OCTOBER 7, 2024

Welcome to the October 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Clients 246

Clients B2B Estate Planning Planning 246

Tobias Financial

APRIL 26, 2022

Tobias Financial Advisors is proud to announce that our CEO Marianela Collado will serve as a panelist at Best of Heckerling 2022: Highlights of the Heckerling Institute on Estate Planning event on Tuesday, May 3 rd at 12:10 PM EST. . To register for the event in person, email: ljacquett@cfbroward.org .

Estate Planning 52

Estate Planning Planning Financial Advisor Taxes 52

Tobias Financial

APRIL 20, 2025

We are excited to share that our CEO, Marianela Collado, CPA/PFS, CFP,CDS , will serve as a panelist at the upcoming Planned Giving Council Broward Symposium on May 15 th. The event is held from 8:00 a.m. The Symposium is an event for professionals dedicated to philanthropy, estate planning, and charitable giving.

Planning 52

Planning Estate Planning Financial Planning CFP 52

Zoe Financial

MARCH 21, 2025

Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. Estate Planning : Ensuring your wealth is passed on according to your wishes.

Financial Advisor 40

Financial Advisor Strategic Planning Estate Planning Retirement 40

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.” 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. What do these numbers tell us?

Taxes 52

Taxes Clients Planning Estate Planning 52

Tobias Financial

JANUARY 25, 2023

She will address innovative ideas regarding today’s most important tax and estate planning issues. The event is created to benefit professional advisors who aim to better serve their clients. The location is: Community Foundation of Broward, 910 East Las Olas Blvd, Second Floor, Fort Lauderdale.

Estate Planning 52

Estate Planning Planning Financial Advisor Taxes 52

WiserAdvisor

APRIL 19, 2024

While a financial plan focuses on managing your finances during your lifetime, an estate plan is essential for determining the fate of your assets after you pass away. Estate planning involves the transfer of your assets to your heirs in the event of your passing.

Estate Planning 45

Estate Planning Planning Distribution Accounting 45

Zoe Financial

DECEMBER 28, 2024

Read books and blogs , attend webinars, or consult with a wealth advisor to deepen your understanding of investments, estate planning, and other topics. Update Your Estate Plan Help ensure your legacy is protected by maintaining an up-to-date estate plan. Economies and markets fluctuate.

Estate Planning 40

Estate Planning Financial Advisor Accounting Wealth Advisor 40

Indigo Marketing Agency

MARCH 5, 2025

Event Marketing for Maximum Lead Generation So, were talking about the power of event marketing, including in-person seminars and webinars. Indigo Marketing Agency provides the industrys most proven strategies and help for promoting, hosting, and generating high-quality leads through seminar and webinar events for financial advisors.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Harness Wealth

NOVEMBER 12, 2024

The conversion from a Traditional IRA to a Roth IRA is a taxable event, with income taxes due on any pre-tax contributions and investment earnings converted. This can be a particularly useful method for estate planning and maximizing tax benefits, as the funds grow tax-free when used for qualified education expenses.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Darrow Wealth Management

APRIL 21, 2025

Tax-free withdrawals Five years after the year in which you make a Roth conversion or first open the account youre able to withdraw funds for qualifying events without a penalty. Inheritance and estate planning There are a couple ways a Roth IRA conversion can assist with estate and legacy planning.

Retirement 54

Retirement Retirement Planning Taxes Accounting 54

AdvicePay

JUNE 13, 2024

Here are some examples of one-time and ongoing services you can offer clients under the fee-for-service model: One-Time Services Ongoing Services Comprehensive Financial Plan Ongoing Financial Planning Second Opinion Engagement Advising on Held-Away Accounts Student Loan Analysis Tax Planning Portfolio Tax Efficiency Review Estate Planning Housing (..)

Insurance Coverage 87

Insurance Coverage Financial Planning Estate Planning Tax Planning 87

Darrow Wealth Management

JUNE 14, 2023

Managing sudden wealth paid in cash after the sale of a business or winning the lottery also requires planning, but perhaps with a bit less to unpack in the beginning. Sudden wealth events rarely happen more than once during someone’s lifetime (if at all), so proper financial management is essential. What is sudden wealth?

Management 104

Management Wealth Management Wealth Advisor Taxes 104

Carson Wealth

DECEMBER 8, 2022

Debt is what you owe to any creditor, and assets include the value of all of your bank, brokerage, investment and crypto accounts, real estate holdings, and high-ticket vehicles like jets, boats and luxury cars. Revisit Your Estate Plan. It’s always a good idea to take a fresh look at your estate plan on an annual basis.

Estate Planning 98

Estate Planning Budgeting Financial Advisor Risk Tolerance 98

MainStreet Financial Planning

JUNE 13, 2023

Also, your employer may offer an opportunity to contribute to a Healthcare FSA, Dependent Care FSA and HSA, these plans allow you to make pre-tax contributions and use the money for eligible expenses tax-free. Get your estate plan in order. Name a guardian for your child in the event something unexpected happens to you.

Insurance Coverage 98

Insurance Coverage Budgeting Healthcare Estate Planning 98

WiserAdvisor

AUGUST 31, 2023

A financial advisor can help you with estate planning and preparing for your legacy goals Life is ever-changing, and estate planning becomes even more crucial during retirement. To ensure your assets are distributed per your wishes, estate planning is essential.

Financial Advisor 90

Financial Advisor Retirement Risk Tolerance Estate Planning 90

Steve Sanduski

APRIL 8, 2025

Building your credibility as a thought leader via marketing and educational events. Do you have an estate plan? Bill Keen, Matt Wilson, and I discuss: How Bill’s experiences at big brokerage firms informed his vision for Keen Wealth. Maintaining a consistent client experience while growing.

Engineering 52

Engineering Communication Financial Planning Clients 52

FMG

MARCH 6, 2025

AI engines also analyze context ensure your website content clearly defines your services, location, and specializations (e.g., “retirement planning for small business owners” or “estate planning in New York”). The All-in-One Marketing Platform We make it easy to market effectively.

Financial Advisor 52

Financial Advisor Engineering Media Retirement Planning 52

WiserAdvisor

FEBRUARY 21, 2023

Encourage the elderly to designate a trusted individual to act as their agent Older adults may require someone to carry out some tasks on their behalf in the event that they become incapacitated. Help the elderly with estate planning Estate planning is an integral component of financial advice for seniors.

Financial Advisor 104

Financial Advisor Clients Estate Planning Education 104

MainStreet Financial Planning

MAY 10, 2023

Donating time: Charities often need volunteers to help with events, fundraising, and other activities. Legacy Giving: This is where you make a charitable donation as part of your estate planning, either by including the charity in your will or naming the charity as a beneficiary of a trust or life insurance policy.

Nonprofit 98

Nonprofit Distribution Estate Planning Taxes 98

Darrow Wealth Management

OCTOBER 28, 2024

It’s also important to implement other parts of your plan, such as ways to reduce tax from the sale, estate planning, charitable giving, and other goals. Financial planning and investing the proceeds from a business sale Any time you’re investing a lump sum in the market, there’s a lot to consider.

Sales 104

Sales Taxes Estate Planning Planning 104

NAIFA Advisor Today

SEPTEMBER 28, 2023

You need to act now before you miss out on this amazing event. The one-day schedule includes multiple networking breaks where you can build relationships with leading financial, estate planning law, accounting, technology, and performance coaching professionals. NAIFA's Apex East is nearly sold out.

Estate Planning 52

Estate Planning Sales Accounting Planning 52

Tobias Financial

JANUARY 7, 2024

The Professional Advisors Council is a distinguished group of tax and estate attorneys, accountants, and financial advisors who recognize the integral role philanthropy plays in estate planning. Marianela’s involvement with the PAC spans several years.

Estate Planning 52

Estate Planning CFP Financial Advisor Planning 52

Steve Sanduski

NOVEMBER 12, 2024

Broadening the client experience to include world-class events (like an African safari!) They want to talk about how they need to update their estate plan, but they’ve got some real turmoil. The importance of Mindfulness and Emotional Social Intelligence (“MESI”). Identifying ideal client personas.

Accounting 52

Accounting Clients Financial Advice Estate Planning 52

Darrow Wealth Management

AUGUST 28, 2023

The sale of a business marks a major life event. On the personal side, your financial advisor , estate planning attorney, and CPA/tax advisor should be involved throughout the process. Consider working with a sudden wealth advisor who focuses on helping individuals experiencing a transformative liquidity event.

Sales 97

Sales Estate Planning Wealth Advisor Taxes 97

Brown Advisory

FEBRUARY 3, 2022

Strategic Planning Roadmap for Entrepreneurs eberkwits Thu, 02/03/2022 - 17:41 Our Strategic Planning Roadmap for Entrepreneurs is intended to be an easily digestible guide for tackling the important planning issues.

Strategic Planning 52

Strategic Planning Planning Estate Planning Financial Planning 52

Brown Advisory

FEBRUARY 3, 2022

Our Strategic Planning Roadmap for Entrepreneurs is intended to be an easily digestible guide for tackling the important planning issues. We hope that you will find this helpful in organizing your thoughts in the years leading up to a liquidity event or another business transition. Estate planning fundamentals.

Strategic Planning 52

Strategic Planning Planning Estate Planning Financial Planning 52

Walkner Condon Financial Advisors

NOVEMBER 11, 2022

These plans will not be offered to everyone and have restrictions for use. TAX AND ESTATE PLANNING. The closing out of a year provides a great opportunity for us to take stock of the events of that year and determine if any changes need to be made. Tax Loss Harvesting. Insurance Amounts .

Insurance Coverage 98

Insurance Coverage Retirement Planning Financial Advisor Taxes 98

Your Richest Life

OCTOBER 1, 2022

And don’t forget to take pictures of your belongings and valuables, so you can present them to your insurance in the event of a disaster. Estate planning documents. If you’re the member of the household who typically plans the meals, cooks or grocery shops, it’s nice to have a backup supply ready in case you get sick or injured.

Food 104

Food Insurance Certification Fee Only 104

Harness Wealth

APRIL 17, 2025

To protect yourself in the event of an audit, maintaining thorough documentation is essential. Some meal expenses can qualify for 100% deductibility under specific circumstances, such as company-wide events, or meals provided for the convenience of employees during overtime work, or staff meetings.

Taxes 52

Taxes Tax Planning Professional Services Planning 52

Zoe Financial

MARCH 21, 2025

Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. Estate Planning : Ensuring your wealth is passed on according to your wishes.

Financial Advisor 45

Financial Advisor Strategic Planning Estate Planning Retirement 45

Harness Wealth

APRIL 16, 2025

This flexibility allows for more sophisticated estate planning strategies and continued tax-free growth throughout retirement. When unforeseen events created challengeslike significant market downturns, sudden financial hardships, or changes affecting the ability to pay tax liabilitiesrecharacterization offered a way out.

Taxes 52

Taxes Retirement Retirement Planning Distribution 52

Yardley Wealth Management

SEPTEMBER 24, 2021

“If history is any evidence, the market will continue to rise (and fall) after current world events have resolved. Be prepared with a long-term financial plan to weather the ups and downs of any market,” concluded Garry. The post 5 Steps for Creating a Financial Plan appeared first on Yardley Wealth Management, LLC.

Financial Planning 52

Financial Planning Planning Wealth Management Estate Planning 52

Midstream Marketing

DECEMBER 28, 2024

These events let them share knowledge. You can discuss retirement planning, simple investing for beginners, or estate planning. Hosting helpful workshops or seminars can assist many financial professionals in becoming trusted experts in their communities. They also get to meet future clients and build relationships.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Midstream Marketing

OCTOBER 30, 2024

Think about these factors: The age, job, and income of people Financial needs such as planning for retirement, managing investments, and estate planning Their values and preferences To make a better referral program, it’s important to understand your ideal client. Learn what they like and what rewards they want.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Yardley Wealth Management

MARCH 1, 2022

But we can weave each event into the tax-planning fabric of your financial life. Following are just a few life events you may encounter over time. Each can translate into tax-planning challenges and opportunities: Events Tax-Planning Possibilities You get a job. Life happens.

Financial Planning 52

Financial Planning Taxes Planning Tax Planning 52

Yardley Wealth Management

MARCH 1, 2022

But we can weave each event into the tax-planning fabric of your financial life. . Following are just a few life events you may encounter over time. Each can translate into tax-planning challenges and opportunities: . Tax-Planning Possibilities. Life happens. Often, we cannot predict its next moves.

Financial Planning 52

Financial Planning Taxes Planning Tax Planning 52