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.

Taxes 60

Taxes Tax Planning Retirement Planning 60

The Big Picture

OCTOBER 18, 2022

The caveat these days is that a wicked combination of events — falling new home construction post-GFC, the pandemic purchase spree, and the low available inventory have made it more difficult to read into the usual home data. Rising Fed Funds Rates make capital and credit more expensive; the calculus around both debt and equity shifts.

Budgeting 363

Budgeting Economy Taxes Numbers 363

Nerd's Eye View

OCTOBER 30, 2023

After several years of turmoil caused by the pandemic, financial advisor conferences seem to have found a "new [post-pandemic] normal", with events once again growing (some already surpassing their pre-pandemic highs). As a result, I am often asked for my own suggestions of what, really, are the industry's 'best' conferences to attend.

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Your Richest Life

MARCH 12, 2025

The tax deadline is next month, and if youre like most Americans, you are still preparing to file. Standard and Itemized Deduction for filing 2024 Taxes For the 2024 tax year, the standard deduction increased to $29,200 for married filing jointly, $14,600 for single filers and married filing separately, and $21,900 for heads of household.

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Taxes Fee Only Electronics CFP 52

Zajac Group

JANUARY 24, 2025

A tender offer creates a short-term liquidity event for private employees, who otherwise may not have much choice or control over selling their company stock (since its not traded publicly on the market yet). It is a single, limited event where employees may choose to sell their shares. Another downside to consider?

Taxes 52

Taxes Portfolio Investing Investments 52

Calculated Risk

DECEMBER 7, 2022

All of these events are possible, but they are unpredictable, and the probabilities are low that they will happen in the next few years or even decades. emphasis added Unfortunately, in 2020, one of those low probability events happened ( pandemic ), and that led to a recession in 2020. 2) Significant policy error.

Sales 361

Sales Economy Engineering Investing 361

Abnormal Returns

OCTOBER 3, 2022

(riabiz.com) Future Proof delivered on its promise of a new type of wealth management event. financialducksinarow.com) A look at state-level tax regimes for retirees. morningstar.com) Retirement How advisers can help clients who want to 'un-retire.' investmentnews.com) Annuities can help take some risks off the table for retirees.

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Numbers Wealth Management Financial Advising Retirement 130

Harness Wealth

MARCH 27, 2025

As dynamic as the secondary market may be, secondaries come with complex tax implications that can significantly impact returns if not properly managed. What are the tax implications of secondary transactions? What are the tax challenges in secondary transactions? What tax strategies optimize secondary investments?

Taxes 52

Taxes Tax Planning Assets Compliance 52

Calculated Risk

SEPTEMBER 16, 2022

All of these events are possible, but they are unpredictable, and the probabilities are low that they will happen in the next few years or even decades. emphasis added Unfortunately, in 2020, one of those low probability events happened ( pandemic ), and that led to a recession in 2020. 2) Significant policy error.

Sales 363

Sales Economy Economics Investing 363

Nerd's Eye View

OCTOBER 4, 2023

People often talk about "the economy" as a single entity whose parts move in unison, with a small number of key indicators (such as GDP, the unemployment rate, and inflation) moving reliably in relation to each other. And even though U.S.

Valuation 246

Valuation Economics Economy Marketing 246

Harness Wealth

MARCH 6, 2025

As is traditional, the 2025 IRS tax filing deadline is April 15th. In this guide, well explore the 2025 tax extension process, the reasons for requesting an extension, and how a tax advisor from Harness can help you. Table of Contents What is a tax extension? Why do I need a tax extension? This is not the case.

Taxes 52

Taxes Tax Planning Consulting Electronics 52

Nerd's Eye View

DECEMBER 15, 2023

Also in industry news this week: Most businesses that operate in the U.S., Also in industry news this week: Most businesses that operate in the U.S.,

Financial Planner 246

Financial Planner Retirement Taxes Insurance 246

Nerd's Eye View

JANUARY 13, 2025

With another strong year in the markets, most advisory firms are near or at record highs for their revenue, their numbers of clients, and the headcounts of their teams. Which is surprising to some, given that a decade ago, the emergence of so-called "robo-advisors" was supposed to displace human financial advisors and compress advisory fees.

Financial Advice 147

Financial Advice Ethics Education Financial Planning 147

XY Planning Network

FEBRUARY 6, 2023

MIN READ Admit it: Do you have a shoebox full of “important” papers that you *think* might be needed for your taxes? Preparing” for tax preparation can be daunting. The sheer volume of documents (with weird combinations of letters and numbers) is enough to make anyone stress! Do you know what’s in there? The kitchen counter?

Taxes 98

Taxes Tax Planning Clients Accounting 98

Nerd's Eye View

APRIL 1, 2024

GRATs, SLATs, CRUTs, and ILITs) to show the impact of the advisor’s advice (at least for those clients who still have Federal estate tax exposure). Advyzon and Panoramix competing against Orion)… with the question of whether they, too, will someday raise their prices as they gain traction as well?

Estate Planning 242

Estate Planning Financial Advisor Clients Startup 242

Calculated Risk

MAY 29, 2023

All of these events are possible, but they are unpredictable, and the probabilities are low that they will happen in the next few years or even decades. emphasis added Unfortunately, in 2020, one of those low probability events happened ( pandemic ), and that led to a recession in 2020. 2) Significant policy error.

Sales 363

Sales Economy Banking Economics 363

Nerd's Eye View

OCTOBER 7, 2024

This month's edition kicks off with the news that digital estate planning platform Wealth.com has raised a whopping $30 million in Series A funding, following on the heels of Vanilla's follow-on $20M capital round just a few months ago – which on the one hand reflects the anticipated enthusiasm for solutions that can help advisors efficiently (..)

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Clients B2B Estate Planning Planning 246

Harness Wealth

SEPTEMBER 18, 2024

Well, the numbers are only slightly better for high-net-worth families, with just over 50% as reported by Think Advisor. What do these numbers tell us? 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.

Taxes 52

Taxes Clients Planning Estate Planning 52

Darrow Wealth Management

APRIL 21, 2025

While a Roth conversion may never make sense for some individuals, for others, early retirement years may be the best time to convert pre-tax accounts to tax-free Roth. Your current and projected future tax rate is often a main component of the decision, but there are other considerations and benefits as well. 4 key benefits.

Retirement 54

Retirement Retirement Planning Taxes Accounting 54

Harness Wealth

DECEMBER 30, 2024

However, as appealing as these forms of compensation may be, they can result in sizable and unexpected tax bills. Along with the 83(b) election, there is a less well-known provisionthe 83(i) election that offers other tax advantages to certain types of employees. Table of Contents What is an 83(i) election?

Taxes 52

Taxes Compliance Compensation Planning Financial Advisor 52

Cornerstone Financial Advisory

NOVEMBER 11, 2024

6,7 Stocks finished the week with a number of records: the S&P 500 crossed the 6,000 mark, and the Dow breached 44,000 for the first time on Friday. This information is not a substitute for individualized tax advice. Please discuss your specific tax issues with a qualified tax professional.

Marketing 52

Marketing Marketing Taxes Economics 52

Harness Wealth

FEBRUARY 19, 2025

Many shell companies are often used to shield illicit activities such as money laundering, tax evasion, and terrorist financing. and have reported more than $5 million in gross receipts or sales on their previous year’s tax return. Get started Harness makes it easy to find tax and financial advisors best suited to your needs.

Taxes 52

Taxes Financial Advisor Consulting Certification 52

Carson Wealth

DECEMBER 10, 2024

With careful planning, you may be able to reduce your tax bill or optimize the impact of your estate. Fund a specific event or project? Donating assets that have appreciated in value can unlock additional funds for charity and even reduce your tax liability if IRS requirements are met. Enable them to hire more staff?

Taxes 52

Taxes Distribution Financial Advisor Assets 52

Zoe Financial

MARCH 24, 2025

Retail Sales (February): Headline number: rose 0.2% (below expectations of up 0.7%). Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Economies and markets fluctuate.

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Marketing Marketing Economics Taxes 52

Harness Wealth

MARCH 27, 2025

Pass-Through Entity Tax (PTET) is a state-level tax mechanism designed to sidestep the federal State and Local Tax (SALT) deduction limit. Allowing a pass-through entity to pay state income taxes directly, PTET effectively shifts the tax burden from individual owners to the business itself.

Taxes 52

Taxes Compliance Consulting Financial Planning 52

Darrow Wealth Management

NOVEMBER 14, 2024

Tax implications of exercising and selling stock options If you have stock options as a large part of your income, taxes are especially important. How stock options are taxed depends on the type of options you have and your sale and exercise strategy. However, that doesn’t mean you won’t need to pay taxes!

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Taxes Sales Wealth Management Planning 54

Integrity Financial Planning

AUGUST 11, 2022

As the year goes by, significant events can impact your outlook on life and retirement. Unfortunately, these events sometimes force you to lose sight of your retirement goals. 2 Factor in Taxes. While some people think their tax bill will decrease substantially in retirement, this isn’t necessarily the case.

Retirement 94

Retirement Taxes Financial Planning Planning 94

Cornerstone Financial Advisory

OCTOBER 28, 2024

On Tuesday, Standard & Poor’s reported that the number of stocks above their 20-day moving average fell to nearly 50 percent. Food for Thought… “ Keep your thoughts free from hate, and you need have no fear from those who hate you.” – George Washington Carver Tax Tip… Is Your Office in a Historic Building?

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

NOVEMBER 25, 2024

Food for Thought… “Keep some room in your heart for the unimaginable.” – Mary Oliver Tax Tip… Did You Know That You Have the Right to Challenge the IRS? This information is not a substitute for individualized tax advice. Please discuss your specific tax issues with a qualified tax professional.

Marketing 52

Marketing Marketing Taxes Economics 52

Harness Wealth

OCTOBER 2, 2024

This means your company automatically sells a portion of your vested shares to cover the taxes you owe. If your company completes a sell-to-cover through a “forced sale” at a brokerage, the sale of those shares will be recorded on a 1099-B form which you will report on your tax return. So, how do you report this on your taxes?

Taxes 52

Taxes Sales Consulting Planning 52

Carson Wealth

MARCH 28, 2024

Maybe you’ve been contributing to a Roth IRA for a number of years. Even traditional IRAs have rules for when the contributions are tax deductible. These clients often feel strapped into the rollercoaster because they believe they’ll owe 20% in capital gains tax if they sell to start to diversify. This is a common misperception.

Retirement Planning 142

Retirement Planning Retirement Planning Taxes 142

Cornerstone Financial Advisory

DECEMBER 2, 2024

Treasury note yield is expressed in basis points. Tariff Talk Some of the post-election rally has been driven by investor expectations for less regulation and lower corporate taxes proposed by the incoming administration. This information is not a substitute for individualized tax advice. It will make the time go by faster!

Marketing 52

Marketing Marketing Economics Taxes 52

Carson Wealth

AUGUST 4, 2022

1 It’s a number that just keeps rising, too. Oh, and it doesn’t account for things like over-the-counter medications, dental care or long-term care costs. . Purpose-specific accounts, such as health savings accounts (HSAs), often have built-in tax incentives that can make them a worthwhile option. May 25, 2002. December 4, 2018.

Retirement 98

Retirement Insurance Insurance Coverage Taxes 98

FMG

MARCH 3, 2025

Comments dont just build numbers they build trust. For example, if youre sharing insights about a financial conference, tag the event organizers or notable speakers. For instance, team up with a CPA to discuss tax strategies, then invite followers to share their questions in the comments.

Financial Advisor 52

Financial Advisor Media Retirement Planning Retirement 52

MainStreet Financial Planning

JUNE 13, 2023

Get a social security number for your child. You can request a social security number along with your baby’s birth certificate. Take advantage of tax breaks. Be sure to take advantage of child and dependent care tax credits when filing your taxes. Your emergency fund should be 3-6 months of your expenses.

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Insurance Coverage Budgeting Healthcare Estate Planning 98

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

Cornerstone Financial Advisory

NOVEMBER 4, 2024

This also includes specific tax advice for military members on combat zone tax benefits, special extensions, and other special rules. This also includes specific tax advice for military members on combat zone tax benefits, special extensions, and other special rules.

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Marketing Marketing Taxes Economics 52