Yardley Wealth Management

MARCH 1, 2022

Part 3: Tax-Wise Financial Planning In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. But tax planning isn’t just for your investments. But we can weave each event into the tax-planning fabric of your financial life.

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Yardley Wealth Management

MARCH 1, 2022

Part 3: Tax-Wise Financial Planning. In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. . But tax planning isn’t just for your investments. Each can translate into tax-planning challenges and opportunities: .

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Fortune Financial

JULY 28, 2022

The analysis of how much, if any, of the employer securities within a retirement plan to elect NUA treatment is a unique decision based on three things: projected annual retirement needs, projected future marginal tax rates and estate planning considerations. Watch to Learn More About General Rules Surrounding NUA.

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Harness Wealth

FEBRUARY 4, 2025

Real Estate Investment Taxation Real estate investments have the potential to generate rental income, appreciation, and tax benefits, but tax treatment varies depending on how the property is used. Rental Income: Taxed as ordinary income, but depreciation deductions can reduce taxable income.

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Yardley Wealth Management

FEBRUARY 15, 2022

Part 2: Tax-Wise Investment Techniques In our last piece, we introduced some of the tools of the tax-planning trade. In other words, your tax-planning techniques matter at least as much as the tools. Tax breaks come and go, and are beyond our control. It’s another to make best use of them.

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Yardley Wealth Management

FEBRUARY 15, 2022

Part 2: Tax-Wise Investment Techniques. In our last piece, we introduced some of the tools of the tax-planning trade. 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. .

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Darrow Wealth Management

FEBRUARY 19, 2024

A deep discussion of these strategies is outside the scope of this overview, and because every situation is so different, be sure to discuss your situation with your tax and financial advisor. Taxes should always be a component of any investment decision — but not the main driver. Further estate planning objectives.

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Harness Wealth

FEBRUARY 20, 2024

Employed by law firms, corporate legal departments, or running their own practices, tax attorneys can be looked to for legal tax issues and disputes, along with comprehensive tax planning and preparation.

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Taxes License Education Tax Planning 52

Harness Wealth

FEBRUARY 13, 2023

Whether you’re planning for an upcoming liquidity event , such as an IPO, or you’re interested in bringing more sophistication to your overall tax strategy, Harness Tax offers a range of services to meet your needs. We’ll provide a shortlist of tax experts who specialize in your profile and needs. How does it work?

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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.

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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.

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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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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

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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Carson Wealth

SEPTEMBER 14, 2023

But keeping an eye toward the future will enable you to make decisions that can help your business derive the most value – not only for its eventual sale, but for your tax liability. For example, converting to a C-Corp, which means you may qualify for a tax exemption on the first $10 million of your sale due to  Section 1202.

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Carson Wealth

JULY 26, 2023

Whether you’re hoping to pass your family-owned business to the next generation, a thriving solo practitioner aiming to cultivate internal talent, or you’re considering a third-party sale, developing a comprehensive succession plan is essential.

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Harness Wealth

MARCH 11, 2024

Additionally, if the donation consists of appreciated securities or assets, the donor can avoid capital gains taxes that would otherwise arise from selling those assets. These taxes can include state and local property taxes, income taxes, and sales taxes. Keep in mind that breaking the wash-sale rule.

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Fortune Financial

FEBRUARY 4, 2024

This specific action activates the NUA strategy, ensuring that only the cost-basis portion of your stock is subject to ordinary income tax. Capital Gains Tax Advantages: The final benefit of the NUA process is enjoyed when you decide to sell your company stock from the brokerage account.

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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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Harness Wealth

APRIL 19, 2022

Be tax efficient when you sell: Identify the most tax efficient order for selling options/shares. If you hold equity from more than one grant, ensure that you have evaluated the most tax efficient sale plan.

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Inside Information

JUNE 28, 2022

People my age, who I grew up with in the business, the one-time rebels in the financial services community who bravely, boldly created the planning profession out of a dysfunctional sales culture, have gradually become obstacles to change in their own firms.

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WiserAdvisor

MARCH 19, 2024

The affluent also understand the importance of minimizing taxes on their investment gains and employ sophisticated tax planning strategies to take advantage of tax-efficient investment vehicles and maximize their after-tax returns. Moreover, tax regulations also incentivize art investments.

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Brown Advisory

APRIL 1, 2020

These planning opportunities are driven primarily by four factors: Materially lower market values for publicly traded securities, and a likely downturn in valuations of real estate and other illiquid assets. Possible future increases in income and wealth transfer taxes, including the potential reversion of certain elements of the U.S.

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Brown Advisory

APRIL 1, 2020

These planning opportunities are driven primarily by four factors: Materially lower market values for publicly traded securities, and a likely downturn in valuations of real estate and other illiquid assets. Possible future increases in income and wealth transfer taxes, including the potential reversion of certain elements of the U.S.

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Strategic Planning Planning Marketing Marketing 52

WiserAdvisor

DECEMBER 1, 2023

A significant job change, marriage, divorce, the arrival of children, the sale of a practice, etc., Physicians also require basic insurance plans like homeowners and auto insurance to protect their assets. Reason 4: For guidance through significant life milestones Life is a dynamic journey marked by pivotal milestones.

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Financial Advisor Medical Insurance Education 59

Sara Grillo

MAY 8, 2023

Indexed universal life (IUL) is often sold using smoke-and-mirrors sales shams, but in this podcast we’ll expose the truth! Listen to this if you are a financial advisors or consumer who wants to see through the crap and make better decisions about whether IUL is good for you (or your client) or NOT. And that would be a huge problem.

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Sara Grillo

APRIL 11, 2022

These services often include recommendations on investments, financial planning, retirement, Social Security, Medicare, tax planning, and other wealth-related topics. And it’s just all hourly, there’s no way you win there at all, no product sales. Hourly financial advisors are not common. Jon Luskin.

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The Big Picture

OCTOBER 19, 2022

So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll do tax planning, right? We’ll do estate planning and other complex financial planning. So Jack hates ETFs, doesn’t like advisors, and he hates sales.

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Harness Wealth

MARCH 13, 2023

Here are some examples: State and Local Tax (SALT) Deductions: The SALT deduction is now capped at $10,000. This means that taxpayers can only deduct up to $10,000 in combined state and local income, sales, and property taxes on their federal income tax returns.

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