Harness Wealth

MARCH 21, 2025

This weeks Tax Advisor Weekly covers key updates for financial professionals. We also highlight a report on unruly crowds at IRS tax assistance events last year. OBannon , CPA Practice Advisor) Nothing is certain but death and taxes. Did you miss last weeks edition? You can find it here. You can find it here.

Taxes 52

Taxes Accounting Government Consulting 52

Abnormal Returns

APRIL 28, 2024

kk.org) A look at how geopolitical events affect the stock market. carsongroup.com) How much do higher taxes prompt millionaires to relocate? (morningstar.com) Additional life advice from Kevin Kelly including 'The highest form of wealth is deciding you have enough.'

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Valuation Taxes Marketing Marketing 306

FMG

FEBRUARY 13, 2025

Client events are evolving in 2025, offering unparalleled opportunities to connect with clients, strengthen relationships, and drive quality leads. Whether youre hosting virtual webinars or in-person gatherings, the right approach can transform your client event into a lead-generating, referral powerhouse. DeVoe & Company).

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Clients Planning Education Communication 52

FMG

FEBRUARY 13, 2025

Client events are evolving in 2025, offering unparalleled opportunities to connect with clients, strengthen relationships, and drive quality leads. Whether youre hosting virtual webinars or in-person gatherings, the right approach can transform your client event into a lead-generating, referral powerhouse. DeVoe & Company).

Clients 52

Clients Planning Education Communication 52

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.

Taxes 52

Taxes Fee Only Electronics CFP 52

The Big Picture

MARCH 18, 2025

We are too often swayed by recent events. Be tax-aware. Economic Innumeracy : Some individuals experience math anxiety, but it only takes a bit of insight to navigate the many ways numbers can mislead us. It boils down to context. We overlook what is invisible yet significant. We struggle to grasp compounding its not instinctive.

Investing 317

Investing Investments Math Media 317

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

The Big Picture

MAY 9, 2024

Not if you spend tax season on a boat! I doubt he’s run the real numbers of being invested in the stock market tax deferred with an additional company match. Always be wary of social media influencers who use engagement bait tactics to sell a course or event.” The advice ranges from wrong to risky to criminal: -401ks?

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Media Taxes Math Investing 336

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

The Big Picture

AUGUST 12, 2024

~~~ Talking about the future requires a lot more humility than most of us on Wall Street seem to possess; we don’t know what the future will bring we have no idea of the random events that occur to derail our overconfident forecasts.

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Economy Taxes Investing Investments 347

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

Carson Wealth

DECEMBER 20, 2024

Strategic charitable giving not only benefits the recipient but can also create significant tax advantages for the giver. You can deposit money into the account now, receive the tax benefit, and then make the donation in your own time. Theres no time limit on when you need to make the donation.

Financial Planning 109

Financial Planning Planning Estate Planning Taxes 109

Harness Wealth

FEBRUARY 4, 2025

However, unlike stocks and bonds, alternative investments, or alts as theyre commonly known, have unique tax treatments and complex reporting requirements that investors should carefully consider before investing. Well also go into some potential strategies to optimize tax efficiency. How Are Alternative Investments Taxed?

Taxes 52

Taxes Investing Investments Startup 52

Alpha Architect

SEPTEMBER 5, 2024

Bond futures are often assumed to be more tax-efficient than bond ETFs. Although investors might view the 60/40 tax treatment of futures as advantageous, a futures strategy faces several challenges compared to a bond ETF, including frequent taxable events, potential tax drag from cash collateral, and additional state taxation.

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Taxes 113

Carson Wealth

DECEMBER 5, 2024

The Tax Impact of Charitable Giving The personal financial and income tax impact from charitable giving can affect the size of the gift and the timing of giving. If a family has a large taxable income year, they may be willing to increase donations to reduce their income tax liability.

Taxes 112

Taxes Nonprofit Accounting Assets 112

Abnormal Returns

SEPTEMBER 10, 2024

spyglass.org) Apple's events are way too long these days. spyglass.org) Apple owes Ireland a lot of money in back taxes. (wsj.com) The new Airpod Pro 2 will also serve as hearing aids. theverge.com) Apple Intelligence still isn't here. sixcolors.com) Economy Q3 GDP nowcasts are coming in around 2.5% in 2023.

Financial Advising 278

Financial Advising Media Economy Taxes 278

Harness Wealth

NOVEMBER 12, 2024

As the year comes to a close, now is the time to review potential financial moves to help minimize your tax burden heading into 2025. Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. Find your next tax advisor at Harness today. Starting at $2,500.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

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

The Big Picture

SEPTEMBER 29, 2022

It is a one-in-a-generation, perhaps even once-in-a-lifetime event. to 6% yield or better (according to Bankrate’s Tax Equivalent Yield Calculator ). The Federal Reserve, in its belated attempt to fight inflation, has cranked up rates to the point where today, there is an alternative to stocks: Bonds.

Economy 312

Economy Taxes Marketing Marketing 312

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

Nerd's Eye View

MARCH 18, 2025

Ali is the Founder of the Wealth Integration System for Entrepreneurs, an education and coaching company based in Houston, Texas, that works with entrepreneurs facing a liquidity event and trying to figure out what's next… and financial advisors who serve them.

Financial Advisor 130

Financial Advisor Clients Financial Planning Taxes 130

Nerd's Eye View

MARCH 25, 2025

We also talk about how serving the equity compensation niche has allowed AJ and her firm to rapidly attract new clients and then efficiently systematize its planning process and give its advisors the chance to get lots of ‘at bats' early on working with its target clients, how AJ and her partner further streamlined their firm's planning process (..)

Financial Advisor 130

Financial Advisor Clients Recruitment Certification 130

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.

Financial Advisor 246

Financial Advisor Numbers Budgeting Financial Planning 246

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

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

Darrow Wealth Management

JULY 30, 2024

For founders, employees, and executives with stock-based compensation, an 83(b) election can be a powerful tax planning tool. When you make an 83(b) election, you’re opting to pay tax on unvested shares now, instead of when the stock vests. In tax lingo, this is known as substantial risk of forfeiture.

Taxes 92

Taxes Tax Planning Startup Valuation 92

MainStreet Financial Planning

JANUARY 17, 2025

Birth, death, and marriage records should be requested from the county recorders office in the county where the event occurred. Tax Return Deadlines and Info: In response to the recent wildfires, CDTFA has extended the January 31 sales and use tax filing deadline for Los Angeles County taxpayers until April 30, 2025.

Medical 98

Medical Insurance Taxes Financial Planning 98

Nerd's Eye View

JANUARY 13, 2025

After several years, we've decided to wind down our current Office Hours programs (Software Showcases and Advisor Makeovers), though the archives of our prior events will remain available to Members. However, this shift will free up time for us to focus on initiatives that we believe can have even more reach and impact!

Financial Advice 146

Financial Advice Ethics Financial Planning Education 146

oXYGen Financial

FEBRUARY 23, 2025

[CDATA[ There's always a big push towards December 31 to maximize 401(k) contributions and tax loss harvesting. April 15 is the other big calendar event for American taxpayers; one most people dread, but which can offer some valuable savings and planning opportunities by being proactive.

Taxes 83

Taxes Planning 83

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

Zoe Financial

JANUARY 28, 2025

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. Actual economic or market events may turn out differently than anticipated. Economies and markets fluctuate.

Marketing 98

Marketing Marketing Financial Advisor Taxes 98

Carson Wealth

AUGUST 1, 2024

Making the right decisions around claiming Social Security — based on your spending needs, longevity and tax planning — could mean the difference between meeting your retirement goals or not. 1 To qualify for Social Security retirement benefits, you must pay into it through a payroll tax system.

Retirement 142

Retirement Taxes Distribution Tax Planning 142

Abnormal Returns

JULY 23, 2023

allstarcharts.com) Strategy Cullen Roche, "Insurance is designed to provide you with short-term certainty around an uncertain outlier event. npr.org) Social Security Raise Social Security taxes now before it becomes too painful. (tker.co) Has sentiment already peaked? wired.com) Why Egyptian men are fleeing to Europe.

Financial Advising 246

Financial Advising Insurance Economy Retail 246

Nerd's Eye View

OCTOBER 4, 2023

In reality, though, the economy is a complex web of interdependent factors where events often make sense only in hindsight – and sometimes, not at all. And even though U.S.

Valuation 246

Valuation Economics Economy Marketing 246

The Big Picture

MARCH 22, 2023

Note: We are off to California and Arizona for a few events; no Morning Reads for the next few days… My mid-week morning train plane reads: • How the Swiss ‘trinity’ forced UBS to save Credit Suisse : The takeover of its local rival could end up being a generational boon for UBS.

Risk Management 293

Risk Management Manufacturing Management Government 293

Nerd's Eye View

JULY 17, 2023

Our newest course on Life Insurance Policies adds to our existing programs on reviewing Tax Returns and navigating Estate Documents as well, and we're committed to continue to expand our financial advicer curriculum in the years to come!

Ethics 245

Ethics Financial Advice CFP Financial Advisor 245

Abnormal Returns

JUNE 8, 2024

apolloacademy.com) Summer can see a lot of flight delays due to weather events. betterletter.substack.com) Taxes matter: the NHL edition. (goodgoodgood.co) Travel The airlines' algorithms really want you to upgrade. wsj.com) TSA numbers show continued strong travel demand. wsj.com) Research on brain-computer interfaces is growing.

Financial Advising 264

Financial Advising Transportation Startup Numbers 264