Carson Wealth

JULY 3, 2024

Develop a risk management plan to implement strategies that minimize or eliminate risks, and protect your business with appropriate insurance coverage, such as liability, property and business interruption insurance. Get Help with Tax Planning Tax planning is a critical component of financial management.

Financial Planning 142

Financial Planning Planning Retirement Planning Tax Planning 142

FMG

OCTOBER 6, 2022

From financial planning and risk analysis tools to marketing automation platforms , technology streamlines processes, increases productivity, and helps you grow your business faster. CRM for financial advisors tracks, manages, and analyzes the interactions you have with clients, prospects, referrals, and strategic partners.

Financial Advisor 83

Financial Advisor Clients Communication Financial Planning 83

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. Here are tips from sell-side business advisors on what to do (and not do) when selling a business. This is both good and bad news.

Sales 97

Sales Estate Planning Wealth Advisor Taxes 97

Indigo Marketing Agency

MARCH 10, 2025

Social Media Mistakes Financial Advisors Make (And How to Fix Them) Did you know that 73% of marketers think their social media marketing efforts have been either somewhat or very effective for their business? Financial advisors know social media marketing is effective, so they post. So whats the problem?

Financial Advisor 64

Financial Advisor Media Clients Retirement 64

Harness Wealth

JANUARY 29, 2025

While tax-loss harvesting can be an effective way to increase your tax breaksand balance your portfolio in the processit’s important to observe IRS regulations regarding the strategy. Defer income where possible Strategically timing your income can have a major effect on your tax liability. Starting at $1,500 per year.

Taxes 52

Taxes Medical Distribution Tax Planning 52

Darrow Wealth Management

NOVEMBER 17, 2022

The surtax will increase the Massachusetts tax liability by $68,000 on the sale of their home. 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. Consider an installment sale.

Taxes 111

Taxes Wealth Management Tax Planning Planning 111

Sara Grillo

NOVEMBER 11, 2024

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” They’re not going to like me if I go out there and say I’m a financial advisor for dentists.”

Clients 59

Clients Financial Advisor Marketing Marketing 59

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. The spread is taxed as ordinary wage income, subject to FICA taxes.

Executive Compensation 52

Executive Compensation Tax Planning Taxes Planning 52

Harness Wealth

JANUARY 29, 2025

In this comprehensive guide, well examine tax-loss harvesting in depth, looking at its benefits, drawbacks, mechanics, and suitability for different types of investors. Table of Contents What is tax-loss harvesting? How does tax-loss harvesting work? What is the wash-sale rule? When should you avoid tax-loss harvesting?

Taxes 52

Taxes Assets Sales Portfolio 52

WiserAdvisor

DECEMBER 1, 2023

The need for sound financial guidance is universal. Whether you are self-employed or salaried, everyone can benefit from the expertise of a financial advisor. However, some professionals, like doctors, may need the guidance of a financial advisor more than others.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

Carson Wealth

FEBRUARY 6, 2025

Charitable Giving and Tax Planning The tax rules continue to encourage generosity. This means that in those years, you can contribute and deduct a total of $34,750, helping you to save more for retirement and save even more in taxes! These 2025 updates provide fresh chances to protect and grow your wealth.

Taxes 64

Taxes Retirement Tax Planning Planning 64

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

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. It can also preclude some tax planning strategies down the road.

Taxes 102

Taxes Tax Planning Startup Valuation 102

Sara Grillo

OCTOBER 21, 2022

For those looking to crack in and get a job at an RIA firm and become a financial advisor – good news! I am a CFA® charterholder and I used to be a financial advisor. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.”

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

International College of Financial Planning

JULY 10, 2023

This blog post will discuss the various aspects of being an investment advisor in India, including career prospects, roles and responsibilities, qualifying exams, necessary qualifications, job opportunities, and salary potential. They help clients manage their financial aspects and develop customized strategies based on their needs.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investing 52

Walkner Condon Financial Advisors

MAY 31, 2024

A little bit of effort and forward thinking during our summer and fall months will lead to a much more palatable and, potentially, financially advantageous tax season the following year. The reason for this is quite simple – tax planning requires actual planning.

Taxes 105

Taxes Financial Advisor Tax Planning Distribution 105

James Hendries

SEPTEMBER 20, 2022

Although there are a number of ways to accomplish a shifting of income, the following methods are most popular: employing family members, family partnerships, interest-free and below-market loans, gifting, sale- or gift-leaseback, trusts, and life insurance/annuities. Timing the receipt of your income can also help you lower your taxes.

Tax Planning 52

Tax Planning Taxes Planning Accounting 52

Indigo Marketing Agency

FEBRUARY 2, 2023

Last month, Indigo’s very own Digital Marketing Consultant, Katie Cress, was asked to speak at the Heath Walters’ Financial Innovation Summit in Tampa, Florida. Read on to learn more about marketing your speciality as an advisor. Identify What Makes Your Firm Different With over 200,000 financial advisors in the U.S.,

Marketing 81

Marketing Marketing Financial Advisor Clients 81

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

Harness Wealth

FEBRUARY 19, 2025

and have reported more than $5 million in gross receipts or sales on their previous year’s tax return. 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.

Taxes 52

Taxes Financial Advisor Consulting Certification 52

Harness Wealth

OCTOBER 5, 2024

Key Takeaways: A secondary sale allows private company shareholders, such as employees or early investors, to sell their shares to third-party buyers. It’s key to understand the tax implications of a secondary sale of private company stock. Table of Contents: What Is a Secondary Sale? How Does a Secondary Sale Work?

Startup 52

Startup Sales Taxes Consulting 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

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

Darrow Wealth Management

SEPTEMBER 7, 2023

The upside of a well-timed exercise is clear: potential for significant tax savings and reducing the time you need to hold the stock to qualify for long-term capital gains tax rates. Unfortunately, for those tax savings to materialize, the post-IPO stock price at sale must be considerably more than the pre-IPO valuation at exercise.

Wealth Management 85

Wealth Management Taxes Tax Planning Valuation 85

Darrow Wealth Management

DECEMBER 5, 2022

Donating appreciated stock to charity can be a great way to give back and reduce your tax bill. Taxpayers who itemize get a tax deduction for the market value of the stock. Unlike regular stock sales, when giving stock, there’s no capital gain. Consider these other tax-saving gifting strategies.

Taxes 104

Taxes CFP Wealth Management Valuation 104

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. Keep an eye on any gains from the sale. Life happens.

Financial Planning 52

Financial Planning Taxes Planning Tax Planning 52

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: .

Financial Planning 52

Financial Planning Taxes Planning Tax Planning 52

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. With so many nuances in the tax system, always consult your tax and financial advisor before taking action.

Management 111

Management Taxes Portfolio Estate Planning 111

Indigo Marketing Agency

JULY 1, 2024

To rank higher in search engine results, ensure your website includes key terms like “financial advisor,” “wealth management,” or other relevant phrases. Use video advertising: Create engaging videos that simplify complex financial concepts, showcase client success stories , or provide market insights.

Financial Planning 52

Financial Planning Planning Marketing Marketing 52

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.

Taxes 52

Taxes Financial Advisor Planning Sales 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. Deciding what to do with a cash windfall always comes down to your personal goals and financial situation. Or perhaps you have a cash windfall is from the sale of your business.

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. Deciding what to do with a cash windfall always comes down to your personal goals and financial situation. Or perhaps you have a cash windfall is from the sale of your business.

Wealth Management 52

Wealth Management Wealth Advisor Financial Planning Financial Advisor 52

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. It can also preclude some tax planning strategies down the road.

Taxes 52

Taxes Tax Planning Startup Valuation 52

Zajac Group

JUNE 15, 2022

Why not make best use of your tax-planning powers when you do? At a glance, it would seem qualified dispositions are the way to go: Qualified dispositions: Proceeds are taxed at (usually lower) long-term capital gains rates. Disqualified dispositions: Proceeds are subject to various (usually higher) tax rates.

Taxes 52

Taxes Tax Planning Sales Planning 52

Fortune Financial

APRIL 11, 2024

Optimize and Manage Recovered Funds: Assess and diversify your investment options within your current retirement plan to manage risk and aim for balanced growth. Consult with a Fortune Financial advisor for personalized advice on maximizing the growth of your recovered funds.

Retirement 59

Retirement Retirement Planning Financial Advisor Accounting 59

Darrow Wealth Management

NOVEMBER 14, 2024

How stock options are taxed depends on the type of options you have and your sale and exercise strategy. In most cases, incentive stock options receive more favorable tax treatment compared to non-qualified stock options. Here’s a primer on how employee stock options are taxed at exercise and sale.

Taxes 54

Taxes Sales Wealth Management Planning 54

Harness Wealth

MARCH 10, 2023

If held for more than five years, the investor can exclude up to 100% of the capital gains on the sale of QSBS from federal venture capital taxes, subject to certain limitations. It’s essential to understand the rules and requirements for QSBS to take advantage of these tax benefits.

Taxes 52

Taxes Tax Planning Startup Portfolio 52