eMoney Advisor

FEBRUARY 22, 2023

And if they’re unprepared—or worse, if the family estate planning strategies are less than buttoned up—how will that affect your practice down the line? Your in-depth knowledge of family dynamics and the overall financial plan puts you in a unique position to help facilitate a family meeting. Estate Plan Basics.

Estate Planning 75

Estate Planning Planning Education Clients 75

Darrow Wealth Management

OCTOBER 28, 2024

Deciding how to allocate and invest the proceeds after the sale of your company is a big decision that requires careful planning. If you are expecting a sudden windfall , develop a plan to allocate the proceeds and reinvest in your future. As you weigh what to do with money from the sale of a business, consider these key points.

Sales 104

Sales Taxes Estate Planning Planning 104

Darrow Wealth Management

AUGUST 28, 2023

The sale of a business marks a major life event. With many sellers relying on the sale to fund their retirement and lifelong financial goals, getting it right from the start is critical. Getting professional help is key here as trying to negotiate a sale directly with a buyer might be short-sighted.

Sales 97

Sales Estate Planning Wealth Advisor Taxes 97

Pacifica Wealth

FEBRUARY 17, 2022

The decisions you choose to make and those you ignore or overlook for your estate plan will have long-lasting and permanent ramifications. Don’t let the significance of estate planning prevent you from getting started. When it comes to your estate plan, just jump in and get started. Of course not!

Estate Planning 52

Estate Planning Planning Insurance Advertising 52

Abnormal Returns

AUGUST 21, 2024

axios.com) Nearly 1 in 10 homes sales are now in excess of $1 million. awealthofcommonsense.com) Seven steps to an estate plan including 'Take stock of your assets.' nytimes.com) How 403(b) plans are different from 401(k)s. (sherwood.news) Historically mortgage delinquencies track unemployment. What to do next.

Estate Planning 157

Estate Planning Transportation Retirement Planning 157

Darrow Wealth Management

MARCH 13, 2025

Outright Sales: Selling stock through market or limit orders. Outright sales Though this option is obvious, that doesn’t mean it’s without merit. You may be able to maximize the tax benefits of a donor-advised fund alongside a large sale of stock, though there is a five-year carry forward for unused deductions.

Management 72

Management Taxes Estate Planning Asset Allocation 72

Harness Wealth

NOVEMBER 12, 2024

Frontloading 529 Contributions Contributions to 529 plans can also be frontloaded or “superfunded”, allowing you to make up to five years’ worth of contributions in a single year without incurring gift taxes. Review Your Estate Planning The end of the year can also be a practical time to take stock of your long-term estate planning.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Nerd's Eye View

JUNE 4, 2024

Read More.

Fee Only 130

Fee Only Financial Advisor Clients Estate Planning 130

Nerd's Eye View

JUNE 4, 2024

Read More.

Fee Only 130

Fee Only Financial Advisor Clients Estate Planning 130

NAIFA Advisor Today

AUGUST 3, 2023

NAIFA's Apex East conference is a pure-play sales summit that brings together high-performing producers and their colleagues in the financial services industry, including professionals in the fields of estate planning law, accounting, financial technology, performance coaching, wellness, and others.

Sales 52

Sales Estate Planning Financial Services Accounting 52

MainStreet Financial Planning

NOVEMBER 8, 2024

Consult with a tax professional to navigate the complexities and avoid wash-sale rules. You can use up to $3,000 of net capital losses to offset ordinary income, with any excess carried forward to future years.

Taxes 97

Taxes Medical Consulting Education 97

Million Dollar Round Table (MDRT)

MARCH 17, 2024

Second opinion If a prospect doesn’t seem receptive at first because they believe they have everything taken care of as far as estate planning or business succession planning, ask them if they would be willing for you to give them a second opinion for free.

Estate Planning 105

Estate Planning Financial Advisor Clients Education 105

Darrow Wealth Management

MARCH 31, 2023

You’ll also want to consider engaging a financial advisor, tax advisor, and estate planning attorney too. Assuming you both lived in the house at least two of the last five years, you’re likely eligible to exclude up to $500,000 of the gain from your taxable income (assuming you file taxes jointly the year of the sale).

Financial Planning 104

Financial Planning Planning Estate Planning Assets 104

Darrow Wealth Management

NOVEMBER 4, 2024

Stockbrokers, registered representatives, dual registered advisors, insurance agents, and other types of advisor-sales roles don’t always have to act in your best interest depending on the situation. If you’re working with a CPA for your taxes or have an estate planning attorney, consider asking them for a recommendation also.

Financial Advisor 69

Financial Advisor Certified Financial Planner Fiduciary Duty Fee Only 69

NAIFA Advisor Today

SEPTEMBER 28, 2023

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. This is a pure-play sales summit that will give you ideas and connections to help you grow your business.

Estate Planning 52

Estate Planning Sales Accounting Planning 52

Advisor Perspectives

OCTOBER 1, 2023

When those changes involve tax law, it is extremely important for clients to meet with their financial professional, tax advisor, and legal advisor to discuss any adjustments that may need to be made to their financial, retirement, or estate plan. Kathryn Wakefield is director of advanced sales at MassMutual.

Taxes 52

Taxes Estate Planning Distribution Sales 52

Advisor Perspectives

SEPTEMBER 27, 2023

When those changes involve tax law, it is extremely important for clients to meet with their financial professional, tax advisor, and legal advisor to discuss any adjustments that may need to be made to their financial, retirement, or estate plan. Kathryn Wakefield is director of advanced sales at MassMutual.

Taxes 52

Taxes Estate Planning Distribution Sales 52

Darrow Wealth Management

JULY 1, 2024

Taxpayers looking for multi-year planning should speak with their tax and financial professionals as soon as possible to avoid running out of time. Especially on the estate planning side, attorneys and tax professionals will likely be in high demand as 2026 nears and legislative clarity improves.

Taxes 105

Taxes Tax Planning Planning Estate Planning 105

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. So evaluating potential planning strategies to reduce tax can be worthwhile. There’s a lot to think about.

Management 104

Management Wealth Management Wealth Advisor Taxes 104

Darrow Wealth Management

FEBRUARY 19, 2024

Outright sales Using options strategies Loss harvesting Investment choices in other portfolio holdings Other potential solutions Before diving into these five strategies, let’s first review some special tax situations that could prove highly beneficial for certain investors. Further estate planning objectives.

Management 111

Management Taxes Portfolio Estate Planning 111

Indigo Marketing Agency

APRIL 28, 2023

Author, Speaker, Life Coach & Veterinary Pharmaceutical Sales” This may be my favorite. Terms like “Wealth Manager,” “Financial Advisor,” and “Estate Planning” are more powerful than “Founder,” “Managing Partner,” or “CEO” from a keyword search perspective. Unfortunately, this is the most common headline I see for advisors.

Certified Financial Planner 130

Certified Financial Planner Financial Advisor Wealth Management Financial Planner 130

Walkner Condon Financial Advisors

NOVEMBER 11, 2022

These plans will not be offered to everyone and have restrictions for use. TAX AND ESTATE PLANNING. Tax loss harvesting requires careful consideration and awareness of certain restrictions (such as the wash sale rule), but if done correctly, it can be a powerful way to defer taxable gains. Tax Loss Harvesting.

Insurance Coverage 98

Insurance Coverage Retirement Planning Financial Advisor Taxes 98

Diamond Consultants

FEBRUARY 11, 2025

As clients are demanding more from advisors, many firms have added subject matter expertise in the areas of advanced financial planning, tax advisory, estate planning, tax preparation, and even life coaching. Majority Buyers These firms acquire 100% of the advisors business, effectively representing a complete asset sale.

Compliance 52

Compliance Clients Management Investments 52

MainStreet Financial Planning

FEBRUARY 1, 2024

Importantly, we do not accept sales commissions or any compensation beyond what is directly agreed upon with our clients. No Product Sales, Pure Expertise: This is probably the most distinctive part of being a Garrett Planning Network advisor. We, as Garrett Advisors, distinguish ourselves by not selling financial products.

Financial Advice 97

Financial Advice Planning Fee Only Financial Planning 97

Harness Wealth

JUNE 30, 2023

In this article, we’ll dive into the many tax and financial considerations of buying and selling real estate, how real estate fits into estate planning, and the role that a wealth manager or financial planner can play in guiding your decision-making. and Financial Planning for Estate Planning.

Financial Planning 52

Financial Planning Planning Financial Planner Taxes 52

Darrow Wealth Management

MAY 3, 2024

Whether the windfall was expected, perhaps from the sale of a business, or unexpected, you’ll want to make a plan for the future. And ultimately, how to invest a windfall will depend on a number of factors, including your risk tolerance, time horizon, and spending plans. And there can be planning opportunities too.

Wealth Management 52

Wealth Management Wealth Advisor Financial Planning Financial Advisor 52

Darrow Wealth Management

MAY 3, 2024

Whether the windfall was expected, perhaps from the sale of a business, or unexpected, you’ll want to make a plan for the future. And ultimately, how to invest a windfall will depend on a number of factors, including your risk tolerance, time horizon, and spending plans. And there can be planning opportunities too.

Wealth Management 52

Wealth Management Wealth Advisor Financial Planning Financial Advisor 52

Clever Girl Finance

JANUARY 22, 2024

Windfall money might materialize in the form of gifts, bonuses, settlements, inheritances, lottery winnings, property sales, etc. Update or create your estate plan If you don’t already have an estate plan , now would be a great time to create one. You should update or create an estate plan to reflect the change.

Management 98

Management Certified Financial Planner Financial Planner Consulting 98

Harness Wealth

OCTOBER 23, 2023

Specialized areas can include estate planning and tax-efficient investment strategies. Estate Planning: Specialized advice on optimizing tax benefits through estate planning can include strategies for reducing estate taxes, setting up trusts, and optimizing asset distribution among heirs or other beneficiaries.

Accounting 52

Accounting Taxes Strategic Planning Estate Planning 52

Your Richest Life

AUGUST 10, 2024

The last time that happened was in 2019, and retailers responded by starting their Black Friday and holiday sales early. That will likely be the case this year, too, so if you’re planning on shopping any holiday sales, start looking earlier in November. Check these tasks off your list by Dec.

Taxes 52

Taxes Budgeting Fee Only Planning 52

Your Richest Life

NOVEMBER 22, 2023

However, if you approach sales with a strategy, you can save yourself money – without blowing your budget. Just like going to the grocery store without a list might lead to buying extra snacks, soda and other junk food, going into a deal day without a plan can result in impulse purchases that you wouldn’t buy otherwise.

Budgeting 52

Budgeting Financial Planner Planning Electronics 52

Harness Wealth

FEBRUARY 20, 2024

Specialized services: Tax advisors provide tailored advice for unique situations including estate planning, property tax, international taxes, and industry-specific taxes. A tax advisor can provide guidance on the implications of vesting schedules and timing of stock sales to help minimize the taxes owed on equity compensation.

Taxes 52

Taxes License Education Tax Planning 52

Yardley Wealth Management

MARCH 1, 2022

Keep an eye on any gains from the sale. The taxable implications of estate planning are extensive, and best addressed with a financial planner and estate planning attorney. (Ditto for those executive compensation benefits.) Seek to offset taxable gains with any available losses.

Financial Planning 52

Financial Planning Taxes Planning Tax Planning 52

Yardley Wealth Management

MARCH 1, 2022

Keep an eye on any gains from the sale. The taxable implications of estate planning are extensive, and best addressed with a financial planner and estate planning attorney. (Ditto for those executive compensation benefits.) Seek to offset taxable gains with any available losses. .

Financial Planning 52

Financial Planning Taxes Planning Tax Planning 52

WiserAdvisor

SEPTEMBER 1, 2022

If your financial affairs are complex in nature that require a higher frequency of supervision such as overseeing an estate, sale of a real estate property, having multiple investments across different asset classes and sectors, etc., Business succession planning is vital to ensure that your legacy lives on after your demise.

Financial Advisor 98

Financial Advisor Budgeting Financial Planning Retirement 98

Indigo Marketing Agency

MARCH 5, 2025

Financial advisors typically have a longer sales cycle than other businesses since your services involve taking over the management of the livelihood of clients. Popular topics include retirement planning strategies, tax-efficient investing, Social Security optimization, estate planning, and financial planning for business owners.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Yardley Wealth Management

FEBRUARY 15, 2022

These include tax-sheltered accounts for saving toward retirement, healthcare, and education, as well as tax-efficient tools for charitable giving, emergency spending, and estate planning. It’s one thing to have the tools. It’s another to make best use of them. Why would you do that?

Taxes 52

Taxes Investments Investing Tax Planning 52