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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Fortune Financial

SEPTEMBER 25, 2023

Long-term goals typically encompass retirement planning, wealth preservation and estate planning. They are well-versed in various aspects of financial planning, including investments, retirement planning, estate planning and tax management.

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Darrow Wealth Management

AUGUST 28, 2023

Your business advisory team may consist of: a business broker or M&A advisor, accounting and tax advisors, and transaction/M&A attorney. On the personal side, your financial advisor , estate planning attorney, and CPA/tax advisor should be involved throughout the process.

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Sales Estate Planning Wealth Advisor Taxes 91

Midstream Marketing

NOVEMBER 6, 2024

Understanding the Role of Content Marketing in Finance Content marketing for financial advisors is all about providing useful information through various content types to your target audience. People who could be your clients will trust advisors who share good information often and know a lot about finance. Who do you want to reach?

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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.

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Fortune Financial

SEPTEMBER 25, 2023

Long-term goals typically encompass retirement planning, wealth preservation and estate planning. They are well-versed in various aspects of financial planning, including investments, retirement planning, estate planning and tax management.

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WiserAdvisor

FEBRUARY 19, 2024

Blind Spot 3: Inadequate estate planning In today’s age, where 60 is the new 50 and people are more active and health-conscious than ever before, it is common to think that estate planning can wait. You can also consider using Roth accounts to optimize tax planning in retirement.

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Harness Wealth

FEBRUARY 20, 2024

In this guide, we explore the four main types of tax professionals and the benefits of working with a tax advisor to help navigate challenging tax scenarios. We’ll dive into what a tax advisor does, and help you make an informed decision about which type of tax professional is right for you.

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eMoney Advisor

FEBRUARY 16, 2023

There’s nothing quite like the flurry of excitement and activity around onboarding a new client and getting started on their financial plan. It’s a busy time—having meetings and conversations to get to know the client, collecting and inputting their information, and helping them uncover their financial hopes and aspirations.

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Darrow Wealth Management

FEBRUARY 19, 2024

Taxes should always be a component of any investment decision — but not the main driver. Individuals who inherit a concentrated stock position should speak with their estate planning attorney to confirm whether they’ll receive a step-up in basis. If so, there might not be any material tax impact from selling shares.

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International College of Financial Planning

DECEMBER 29, 2024

The CFP Program Structure Comprehensive Curriculum Design The CFP program offers a unique 4-in-1 certification structure that covers all essential areas of financial planning: Investment Planning: Understanding market dynamics, portfolio management, and asset allocation strategies Retirement and Tax Planning: Mastering retirement solutions and tax-efficient (..)

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eMoney Advisor

FEBRUARY 9, 2023

Financial Planning Needs: Retirement planning Education and family planning Obtaining appropriate insurance coverage Business and tax planning Significant asset purchases Strategies for Serving Clients in This Stage: Clients at this stage are experiencing life events — both large and small — that will impact their financial planning needs.

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Zoe Financial

DECEMBER 5, 2023

Financial planning, estate planning, tax planning, etc, rather than just picking stocks like in the old days. Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. But consumers do expect more for that price. All right, well, that’s it for this week.

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WiserAdvisor

JANUARY 5, 2024

Business ownership ensures the transfer of wealth through estate planning. Difference 4: Using tax planning strategies While both groups are subject to the same tax laws, the wealthy often employ sophisticated legal structures and financial tools to minimize tax burdens strategically.

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Harness Wealth

FEBRUARY 13, 2023

From Restricted Stock Units (RSUs) to Incentive Stock Options (ISOs), and everything in between, everyone’s situation is unique, and it can be hard to find relevant, personalized information. 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.

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Clever Girl Finance

MARCH 19, 2024

It details your current money situation and financial system, including investing, saving, retirement, and estate planning. So, what is a financial plan, in simple terms? The important thing is that you track every purchase you make and use the information you find to cut spending and improve your finances.

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Fortune Financial

JUNE 2, 2023

Understanding NUA can provide a unique opportunity for individuals with highly appreciated company stock in their employer-sponsored retirement plans. NUA is a tax strategy that applies to individuals who hold employer stock within their employer-sponsored retirement plans, such as a 401(k). What is Net Unrealized Appreciation?

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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.

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Darrow Wealth Management

JULY 1, 2024

This tax benefit is scheduled to sunset at the end of 2026. Tax planning for 2026 Depending on your situation, income, and goals, your planning options will vary. As with anything in tax planning, it’s important not to let the tax-tail wag the dog.

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Darrow Wealth Management

MAY 3, 2024

And ultimately, how to invest a windfall will depend on a number of factors, including your risk tolerance, time horizon, and spending plans. In addition to asking the right questions during planning sessions, getting support from a financial advisor specializing in windfalls is key. The post What Should You Do with a Cash Windfall?

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Darrow Wealth Management

MAY 3, 2024

And ultimately, how to invest a windfall will depend on a number of factors, including your risk tolerance, time horizon, and spending plans. In addition to asking the right questions during planning sessions, getting support from a financial advisor specializing in windfalls is key. The post What Should You Do with a Cash Windfall?

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Harness Wealth

OCTOBER 23, 2023

Key Takeaways: Accounting advisory services extend beyond traditional tax preparation to offer strategic financial guidance. Specialized areas can include estate planning and tax-efficient investment strategies.

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Harness Wealth

JUNE 5, 2024

Preferably someone holding stock options (ISOs or NSOs) with limited understanding of the tax implications of their holdings,” Kelley explains. Onboarding tax clients with ease “Client onboarding is pretty quick with Harness. His team consists of Gabe, from the Harness Concierge team , and Francis, a senior tax associate at Harness.

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International College of Financial Planning

JULY 10, 2023

These encompass a wide array of subjects such as professional conduct and regulation, general principles of financial planning, and specific areas like estate planning, tax planning, investment planning, retirement planning, risk management, and insurance planning.

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International College of Financial Planning

MAY 29, 2023

The scope of wealth management goes beyond traditional financial planning and investment advisory services, encompassing a more holistic approach to personal finance. Wealth managers collaborate with their clients to develop customized strategies for asset allocation, tax planning, estate planning, and risk management.

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Harness Wealth

MARCH 5, 2024

It’s important to note that tax advisors include three types of tax professionals : Certified Public Accountants (CPAs) Enrolled Agents (EAs) Tax Attorneys All three may offer different fee structures depending on the services offered and their firm’s unique expertise.

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Harness Wealth

JUNE 9, 2023

While it may seem like a luxury that is only available to the wealthy, anyone is capable of building an effective financial plan and putting it into action. Without effective personal financial management, you risk losing money to poor budgeting, poor tax planning, or even just to inflation.

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WiserAdvisor

JUNE 2, 2023

These professionals also hold expertise in various fields, such as retirement planning, tax management, estate planning, investment management, insurance, debt management, wealth management, and more. The algorithm then generates suitable recommendations based on the information shared by you.

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FMG

MAY 22, 2023

By pinpointing and emphasizing the unique value each brings, it guides the viewer toward making an informed decision and, ultimately, reaching out. We know that every decision within a client’s plan has a ripple effect and have built our new process to ensure the well-being of our client’s finance in its entirety.

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WiserAdvisor

JANUARY 27, 2023

Most alternative investments make for excellent estate planning tools. Pay attention to tax planning Tax planning is another critical aspect of high-net-worth wealth management. High-net-worth individuals fall in the highest tax brackets, which can be concerning. can be effective.

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WiserAdvisor

AUGUST 3, 2023

Planning for retirement and growing your wealth are critical to achieving your financial aspirations. Making informed decisions about your money requires careful analysis, expertise, and a comprehensive understanding of the financial landscape. The post Is It Worth Paying a Financial Advisor 1%?

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FMG

JULY 14, 2022

While many firms offer investment and financial planning, we go the extra mile by offering tax planning and advice, as well as business consulting and insurance and estate planning, just to name a few. Navis Wealth Management was founded in 2018, what has been the hardest part of getting to where you are today?

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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.

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Brown Advisory

DECEMBER 4, 2017

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. Since last year’s U.S.

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WiserAdvisor

OCTOBER 4, 2022

Retirement planning can be a bit complex. There are multiple factors to weigh in, right from healthcare and inflation to estate planning, business succession planning, tax planning, and more. However, the main drawback to this can be the lack of foresight regarding what and how to plan.

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Bell Investment Advisors

JUNE 16, 2022

These choices may be informed by your goals, personal preferences, and circumstances, such as recipient age or asset type. For example, an estate planning goal of reducing your net worth may call for a lump-sum gift. But if the bulk of your money is in retirement accounts, that might not be wise from a tax perspective.

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WiserAdvisor

JULY 27, 2023

Furthermore, ChatGPT may have limitations in reflecting recent policy changes or potential mathematical fallacies that can impact retirement and tax planning strategies. This blog explores the strengths and limitations of employing ChatGPT vs. a financial advisor when planning for retirement.

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