Nerd's Eye View

DECEMBER 25, 2023

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

Financial Advisor 246

Financial Advisor Insurance Financial Planner Clients 246

Nerd's Eye View

JUNE 7, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that recent surveys indicate that consumers continue to trust human financial advisors more than Artificial Intelligence (AI)-powered tools.

Financial Planner 189

Financial Planner Financial Advisor Certification Estate Planning 189

Midstream Marketing

NOVEMBER 6, 2024

Key Highlights Content marketing helps financial advisors stand out and earn trust from potential clients. When advisors share valuable content for a specific target audience, they can attract new clients and boost their online presence. It helps advisors show their thought leadership and grow their business.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Nerd's Eye View

SEPTEMBER 6, 2024

Also in industry news this week: A probe by the Government Accountability Office found that the conflict-of-interest disclosures offered by many firms offering financial advice are often inadequate or confusing, making it hard for consumers to understand whether and when a financial professional is operating in their best interest A recent study has (..)

Financial Planner 246

Financial Planner Tax Planning Compliance Financial Advice 246

Nerd's Eye View

MAY 8, 2023

Traditionally, financial advice and tax preparation have existed as 2 related, but separate, services. Besides the fact that many financial advisors don’t hold the necessary credentials (e.g., Besides the fact that many financial advisors don’t hold the necessary credentials (e.g.,

Taxes 246

Taxes Financial Planning Financial Advisor Clients 246

Nerd's Eye View

FEBRUARY 19, 2024

The 2024 Technology Tools for Today (T3) Advisor Conference, held last month in Las Vegas, Nevada, featured a large gathering of financial advisors and representatives from across the fintech industry. Likewise, while CRM usage has slipped by about 5%, the overall number of advisors who use a CRM still remains at a dominant 92%.

Consulting 244

Consulting Financial Advice Engineering Financial Advisor 244

Nerd's Eye View

AUGUST 21, 2023

Many financial advisors start their own firm because of an entrepreneurial itch, a desire to work with a specific type of client, or perhaps because they want to have more control over their work life. Nonetheless, one group of advisors reported more marketing success than others: those serving client niches.

Marketing 246

Marketing Marketing Financial Planner Clients 246

Nerd's Eye View

OCTOBER 2, 2023

Welcome to the October 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Communication 246

Communication Portfolio Management Clients Tax Planning 246

Nerd's Eye View

OCTOBER 7, 2024

Welcome to the October 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Clients 246

Clients B2B Estate Planning Planning 246

Nerd's Eye View

APRIL 7, 2025

Welcome to the April 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Tax Planning 130

Tax Planning Taxes Planning Clients 130

International College of Financial Planning

OCTOBER 5, 2021

In this write up we look at the five most important elements of a Financial Advisor and the reasons it is important to have these traits to succeed in the industry. Are you exploring the career option as a Financial Advisor? Investments, tax planning, retirement planning is a dynamic field.

Financial Advisor 52

Financial Advisor Communication Clients Retirement Planning 52

XY Planning Network

FEBRUARY 20, 2023

With these come a number of different dates to keep track of, which as a small business owner or a solopreneur can get overwhelming, fast. 8 MIN READ There are a million things to keep track of when running a business. There are customers and employees, marketing and keeping an eye on industry trends, cash flow and compliance. to address!

Taxes 88

Taxes Financial Advisor Compliance Numbers 88

Carson Wealth

FEBRUARY 6, 2025

Consider spreading investments across different types of accounts, like tax-deferred accounts, to minimize the chance of incurring this additional tax. Charitable Giving and Tax Planning The tax rules continue to encourage generosity. These 2025 updates provide fresh chances to protect and grow your wealth.

Taxes 60

Taxes Retirement Tax Planning Planning 60

International College of Financial Planning

AUGUST 2, 2021

There is a huge demand for Financial Advisors in India. In this write-up, we look at how one can become a financial advisor in India along with the opportunities and challenges in this career. Are you looking at a career as a Financial Advisor in India? What Does a Financial Advisor Do?

Financial Advisor 52

Financial Advisor Certified Financial Planner Certification Fee Only 52

Harness Wealth

FEBRUARY 27, 2023

Traditional IPO: Valuation, Lockup Period, and Employee Equity Founders have more options for reducing the tax consequences of an acquisition Founders are generally in the best position to engage in tax planning and limit the taxable consequences associated with an acquisition.

Tax Planning 52

Tax Planning Startup Taxes Planning 52

Carson Wealth

MAY 30, 2023

By Mike Valenti, CPA, CFP ® , Director, Tax Planning Corporate executives often receive the brunt of the U.S. tax system. Typically, most or all of their income is W-2 income and subject to the higher ordinary tax rates as well as FICA taxes. Tax Impact: The same as restricted stock awards.

Executive Compensation 52

Executive Compensation Tax Planning Taxes Planning 52

Harness Wealth

MARCH 29, 2023

But aside from the fact that the markets have since nearly recouped all those losses (markets go UP as well as down), it can be easy to forget that selling when the markets are down can still mean you’re paying capital gains tax, especially if you’ve been invested for a while. Any growth that accumulates in the Roth IRA is tax-free.

Tax Planning 52

Tax Planning Taxes Planning Marketing 52

WiserAdvisor

DECEMBER 15, 2023

The assistance of a financial advisor can play a pivotal role in helping you accumulate and safeguard your earnings. Consider consulting with a professional financial advisor who can help you understand and employ suitable retirement investment strategies based on your income, age, and retirement expectations.

Financial Advisor 59

Financial Advisor Retirement Risk Tolerance Retirement Planning 59

James Hendries

AUGUST 10, 2022

Contributions to your HSA, and any interest or earnings, grow tax. Contributions and any earnings you withdraw will be tax-free if used to pay qualified medical Here are the key tax numbers for 2022 and 2023. High-deductible health plan: self-only coverage. an affiliate of LPL Financial. Self-only coverage.

Accounting 52

Accounting Numbers Taxes Tax Planning 52

XY Planning Network

FEBRUARY 6, 2023

Everyone’s tax situation is different, and as a result, there are no “one-size-fits-all" guidelines available as to what to keep, how long to keep it for, and what your tax professional actually needs to see versus what you need to keep as support documentation.

Taxes 98

Taxes Tax Planning Clients Accounting 98

Midstream Marketing

NOVEMBER 6, 2024

Key Highlights Content marketing helps financial advisors stand out. When advisors share valuable content for a specific target audience, they can attract new clients. By tracking key metrics, advisors can adjust their strategies. Introduction In today’s world, financial advisors must be strong online.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

WiserAdvisor

FEBRUARY 29, 2024

Working with a financial advisor can significantly enhance your chances of retiring with more wealth. According to the National Study of Millionaires, nearly 7 out of 10 millionaires attribute their success, in part, to partnering with an investment professional or financial advisor. However, there is good news.

Financial Advisor 45

Financial Advisor Retirement Asset Allocation Risk Tolerance 45

Darrow Wealth Management

NOVEMBER 17, 2022

Further, both examples ignore other sources of income, such as wages, pre-tax retirement account distributions, dividends, etc., that could increase the tax due from the surtax. Considering tax planning strategies to reduce the impact of the new MA surtax. Financial decisions should be tax- conscious vs tax- driven.

Taxes 111

Taxes Wealth Management Tax Planning Planning 111

Darrow Wealth Management

APRIL 21, 2025

When a Roth conversion doesn’t make sense Since a Roth conversion will increase your ordinary income, it isn’t always advantageous as it can push you into a higher tax bracket. Always consider the specifics of your tax situation and financial goals.

Retirement 54

Retirement Retirement Planning Taxes Accounting 54

Harness Wealth

JUNE 1, 2023

When it comes to managing wealth and planning for a secure financial future, the services of financial professionals, such as financial advisors or wealth managers, are invaluable. Table of Contents What Services Does a Financial Advisor Provide? Here, we focus on two such studies. .’

Wealth Management 52

Wealth Management Financial Advisor Management Risk Tolerance 52

Walkner Condon Financial Advisors

MAY 31, 2024

Breathe Easier Next Tax Season with These Planning Strategies Every year, most of us smile when we see April 15th in the rearview mirror. The completion of our tax returns being filed marks the beginning of a nine month period where we don’t need to think about funny acronyms and form numbers.

Taxes 105

Taxes Financial Advisor Tax Planning Distribution 105

Harness Wealth

JANUARY 29, 2025

As effective as tax-loss harvesting can be, there are a number of important details that investors need to be aware of in order to implement the strategy successfully while following regulations. Get started Harness makes it easy to find tax and financial advisors best suited to your needs.

Taxes 52

Taxes Assets Sales Portfolio 52

James Hendries

SEPTEMBER 20, 2022

Income shifting (also known as income splitting) may be defined as dividing income in a way that lowers overall taxes. Each child can receive limited partnership interests worth $16,000 (the current annual gift tax exclusion amount) from each parent as gifts, without federal gift tax consequences. an affiliate of LPL Financial.

Tax Planning 52

Tax Planning Taxes Planning Accounting 52

Harness Wealth

FEBRUARY 19, 2025

Ensure BOI reporting compliance and remain updated with the latest BOI regulations with a tax advisor from Harness. Get started Harness makes it easy to find tax and financial advisors best suited to your needs. Harness makes it easy to find tax and financial advisors best suited to your needs.

Taxes 52

Taxes Financial Advisor Consulting Certification 52

Zoe Financial

JUNE 5, 2023

May’s payrolls number came in better than expected. year-over-year growth (slower pace than the previous month at 4.5%). – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors.

Marketing 52

Marketing Marketing Financial Advisor Tax Planning 52

Zoe Financial

MAY 23, 2023

April jobs number was strong. We are likely heading into a mild recession. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. What’s going on beneath the surface?

Marketing 52

Marketing Marketing Financial Advisor Tax Planning 52

Harness Wealth

DECEMBER 30, 2024

Consulting with a tax advisor from Harness can help you understand the complexities and implications of an 83(i) election in-depth, and can help you make the right decision for your specific needs. Get started Harness makes it easy to find tax and financial advisors best suited to your needs.

Taxes 52

Taxes Compliance Compensation Planning Financial Advisor 52

Darrow Wealth Management

MARCH 24, 2024

6 tax strategies for incentive stock options and AMT Triggering the alternative minimum tax isn’t the end of the world, but you don’t want to do it by accident. By December, your CPA and financial advisor can help in developing a tax projection for the year. How Incentive Stock Options are Taxed 3.

Taxes 59

Taxes Tax Planning Planning Financial Advisor 59

Sara Grillo

APRIL 11, 2022

Today I have Rick Ferri with me who is an hourly advisor, a CFA charterholder, a Marine, and the host of the Bogleheads podcast. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. What is an hourly financial advisor?

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

Harness Wealth

FEBRUARY 5, 2025

The Physical Presence Test The Physical Presence Test requires a number of characteristics to be met: The U.S. However, choosing which test to use for FEIE qualification depends on a number of factors, and its advisable to speak to a tax professional to clarify your position. within a consecutive 12-month period.

Taxes 52

Taxes Compliance Accounting Government 52

Darrow Wealth Management

MARCH 24, 2024

6 tax strategies for incentive stock options and AMT Triggering the alternative minimum tax isn’t the end of the world, but you don’t want to do it by accident. By December, your CPA and financial advisor can help in developing a tax projection for the year. How Incentive Stock Options are Taxed 3.

Taxes 52

Taxes Tax Planning Planning Financial Advisor 52

Darrow Wealth Management

AUGUST 28, 2023

He says, “the biggest mistake many businesses owners make is not running a competitive process when the business is capable of attracting interest from a broad number of buyers. Your business advisory team may consist of: a business broker or M&A advisor, accounting and tax advisors, and transaction/M&A attorney.

Sales 97

Sales Estate Planning Wealth Advisor Taxes 97