Wealth Management

MARCH 23, 2023

Make the most of available charitable tax deductions.

Tax Planning 239

Tax Planning Taxes Planning 239

Wealth Management

OCTOBER 15, 2024

Thursday, November 14, 2024 | 2:00 PM ET

Tax Planning 260

Tax Planning Financial Planning Planning Taxes 260

Wealth Management

MARCH 7, 2025

Carson, Mesirow and Sequoia are recent RIA dealmakers in the growing push to add tax planning and services.

Tax Planning 150

Tax Planning Taxes Planning 150

Wealth Management

AUGUST 15, 2022

Some advisors who have built their practices on ETFs and mutual funds have never experienced a market correction like the one we are in now.

Tax Planning 230

Tax Planning Taxes Planning Marketing 230

Abnormal Returns

NOVEMBER 18, 2024

justincastelli.io) Taxes Some speculation on what is next for the TCJA. kitces.com) Tax planning and wealth management go hand-in-hand. downtownjoshbrown.com) How tax deferment can backfire. (podcasts.apple.com) Bogumil Baranowski talks with Justin Castelli about living an authentic life.

Wealth Management 147

Wealth Management Wealth Advisor Tax Planning Taxes 147

Abnormal Returns

JULY 8, 2024

wsj.com) Robinhood ($HOOD) could add money management capabilities. investmentnews.com) Advisers It takes a village to run a successful wealth management firm. thinkadvisor.com) How to do tax planning right. (ofdollarsanddata.com) The biz Vanguard's CEO is facing a big customer service problem. thecooldown.com)

Financial Planner 262

Financial Planner Wealth Management Advertising Tax Planning 262

Abnormal Returns

JANUARY 15, 2025

podcasts.apple.com) Retirement Retirement is a great time to do some creative tax planning. theatlantic.com) Five insights from Dana Miranada's new book, "You Dont Need a Budget: Stop Worrying about Debt, Spend without Shame, and Manage Money with Ease." nextbigideaclub.com) Five types of wealth you should actually shoot for.

Retirement 162

Retirement Tax Planning Taxes Budgeting 162

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. Deferred compensation is a complex subject.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Wealth Management

JULY 24, 2023

Charles Lubar, retired senior counsel from McDermott Will & Emery, details the complexities in dealing with tax implications of projects involving the Muppets and Michael Jackson.

Tax Planning 243

Tax Planning Taxes Planning Retirement 243

Wealth Management

JULY 11, 2024

Earned Wealth, founded in 2021, offers medical professionals advice on financial planning, tax planning, wealth management and investing on one interconnected platform.

Startup 217

Startup Tax Planning Wealth Management Medical 217

Abnormal Returns

AUGUST 28, 2023

(investmentnews.com) Practice management How choosing an advisory niche makes for better marketing efforts. taps.substack.com) Advisers Wade Pfau on why tax planning in retirement is so challenging. taps.substack.com) Advisers Wade Pfau on why tax planning in retirement is so challenging.

Tax Planning 246

Tax Planning CFP Financial Planning Planning 246

Carson Wealth

JANUARY 28, 2025

When you have the resources to make an impact, this type of planning helps you pinpoint what you want to accomplish for your family, community, and society. Steps to Setting Up a Philanthropy Fund Taking the proper steps in the beginning can give your charitable giving plan a solid foundation.

Risk Management 52

Risk Management Management Nonprofit Compliance 52

Abnormal Returns

NOVEMBER 6, 2023

(riabiz.com) The biz Goldman Sach's ($GS) future is in wealth management. ft.com) Creative Planning has closed on its purchase of Goldman Sachs' ($GS) PFM unit. citywire.com) Creative Planning is expanding its reach in the retirement plan space. citywire.com) Choreo is buying the wealth management business of BDO USA.

Wealth Management 264

Wealth Management Retirement Planning Tax Planning Financial Advisor 264

Carson Wealth

FEBRUARY 4, 2025

Understanding Tax Compliance and Risk Management Ultra-high-net-worth individuals face unique tax challenges, including high rates and ever-changing complex tax codes. If managed improperly or inefficiently, tax issues could significantly erode your familys wealth and even lead to legal complications.

Risk Management 52

Risk Management Compliance Taxes Management 52

Wealth Management

JANUARY 6, 2025

Tim Tallach has joined as director of advanced tax planning and family office services, as the RIA continues to expand its family office division.

Tax Planning 238

Tax Planning Taxes Planning 238

Nerd's Eye View

OCTOBER 14, 2022

While this will help seniors keep pace with rising prices, it also creates tax planning opportunities for advisors and raises the possibility that the Social Security Trust Fund could be depleted sooner than expected. Why managing energy might be more important than managing time when it comes to improving productivity.

Financial Planner 246

Financial Planner Tax Planning Clients Accounting 246

Wealth Management

NOVEMBER 14, 2024

Kevin Knull, President of TaxStatus, reveals how a direct integration with the IRS is revolutionizing tax planning at Nitrogen's 2024 Fearless Investing Summit.

Taxes 230

Taxes Tax Planning Planning Investing 230

Nerd's Eye View

OCTOBER 5, 2022

Unfortunately, much of the technology dedicated to automated tax-loss harvesting fails to consider the individual tax circumstances that drive most of the true value of harvesting losses, and instead focuses on the portfolio-management aspect of efficiently capturing as many losses as possible. Read More.

Taxes 246

Taxes Tax Planning Portfolio Management Advertising 246

Wealth Management

MARCH 12, 2025

The changes, which take effect September 2025, expand the CPWAs curriculum related to human dynamics, tax planning and specialty client strategies.

Tax Planning 190

Tax Planning Taxes Clients Planning 190

Nerd's Eye View

SEPTEMBER 16, 2024

robo-managed portfolios) at a lower fee. For example, most Millennial and Gen Z clients can open their own investing account and buy index funds online with only minimal guidance from their advisor, so full-service investing might not offer enough value to a next-generation client to justify an ongoing planning fee.

Clients 246

Clients Planning Tax Planning Management 246

Nerd's Eye View

NOVEMBER 18, 2022

A potential compromise during the lame-duck Congressional session could see a boost to the child tax credit and extended tax breaks for businesses. From there, we have several articles on tax planning: How advisors can add value for their clients by managing their exposure to mutual fund capital gains distributions.

Financial Planner 246

Financial Planner Tax Planning CFP Taxes 246

Wealth Management

FEBRUARY 3, 2023

This week, Orion announced they were making it easier for those in need of free financial planning to find help, TIFIN and Morningstar partnered to enhance their AI-powered distribution platform and eMoney responded to recently-passed legislation with tax planning upgrades.

Taxes 241

Taxes Tax Planning Distribution Financial Planning 241

Wealth Management

JANUARY 29, 2025

The deal with Carlson Capital Management is Sequoias largest by number of employees and wealth advisors. It also allows the firm to offer internal tax planning and preparation services.

Wealth Advisor 154

Wealth Advisor Tax Planning Taxes Numbers 154

Nerd's Eye View

JUNE 21, 2024

Also in industry news this week: A recent survey indicates that financial advisors continue to move towards ETFs and away from mutual funds when it comes to client portfolio recommendations, though a majority of advisors continue to see a role for active management in the investment management process A former employee has filed a lawsuit alleging (..)

Financial Planner 246

Financial Planner Financial Advisor Taxes Math 246

Wealth Management

APRIL 3, 2025

Steven Jarvis, the founder and CEO of Retirement Tax Services, offers advice on how a CPA can help increase the growth and enterprise value of an advisors business.

Taxes 150

Taxes Tax Planning Financial Advisor Retirement 150

Wealth Management

NOVEMBER 6, 2024

Smith, executive director with Eaton Vance, discusses tax law changes in 2026 and emphasizes the importance of proactive tax planning for investors.

Taxes 205

Taxes Tax Planning Planning 205

Nerd's Eye View

FEBRUARY 3, 2025

This month's edition kicks off with the news that FP Alpha has released its tax return extraction and analysis module as a standalone product, while RightCapital has separately launched its own tax return extraction tool bundled within its platform – with both announcements coming on the heels of Holistiplan implementing a significant price increase, (..)

Insurance 130

Insurance Financial Advisor Taxes Tax Planning 130

Nerd's Eye View

FEBRUARY 24, 2023

Also in industry news this week: Why the behavior of some TAMPs and investment advisers might have led the SEC to propose its new (and potentially burdensome) ‘outsourcing rule’ Why independent broker-dealers could become major players in RIA M&A in the coming year From there, we have several articles on advisor marketing: How to craft (..)

Financial Planner 246

Financial Planner Tax Planning Taxes Numbers 246

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

OCTOBER 27, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the shift in financial advice from pure investment management to comprehensive financial planning continues, with more individuals becoming CFP professionals than CFAs in the past few years as consumers increasing the diversity (..)

Financial Planner 246

Financial Planner Financial Advice Financial Advisor Tax Planning 246

Abnormal Returns

APRIL 10, 2023

blog.xyplanningnetwork.com) Technology Highlights from the 2023 T3 Advisor Conference including the growing importance of tax planning software. (etftrends.com) How to create a better onboarding process for new employees. kitces.com) The latest in adviser technology happenings including Altruists move to self-clearing.

Tax Planning 246

Tax Planning Clients Taxes Planning 246

Nerd's Eye View

SEPTEMBER 6, 2022

Andy is the owner of Tenon Financial, a virtual independent RIA that oversees $70 million in assets under management for 43 retired client households. Welcome back to the 297th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Andy Panko. Read More.

Tax Planning 246

Tax Planning Financial Advisor Retirement Clients 246

Abnormal Returns

AUGUST 5, 2024

Podcasts Michael Kitces talks divorce planning with Michelle Klisanich who is a Wealth Advisor for Financially Wise Divorce. kitces.com) Matt Zeigler talks with Wade Pfau about managing sequence of returns risk in retirement. kitces.com) Taxes Following the RMD rules for inherited IRAs may not be optimal.

Retirement Planning 173

Retirement Planning Estate Planning Wealth Advisor Tax Planning 173

Nerd's Eye View

MAY 12, 2023

Also in industry news this week: Why industry groups representing investment advisers and others have blasted an SEC proposal that would significantly expand its Custody Rule A new study suggests that organic client growth and profit margins are the key factors driving RIA valuations, with the firm’s affiliation model having little to no impact (..)

Financial Planner 246

Financial Planner Clients Tax Planning Taxes 246

Nerd's Eye View

JULY 12, 2022

Kamila is the CEO and Founder of Collective Wealth Partners, an independent RIA based in Atlanta, Georgia, that oversees nearly $25 million in assets under management for almost 175 client households. My guest on today's podcast is Kamila Elliott.

Financial Advisor 246

Financial Advisor CFP Clients Financial Planning 246

Carson Wealth

JANUARY 8, 2025

While some individuals manage their finances independently or utilize automated platforms, the personalized guidance of a financial advisor may offer distinct advantages. One study found that an advisor-managed portfolio could produce an additional 3% value add annually over a self-managed (DIY) portfolio.

Financial Advice 67

Financial Advice Financial Advisor Risk Tolerance Financial Guidance 67

Carson Wealth

JULY 3, 2024

Managing the business’s finances is one of the most crucial aspects. Proper financial management can be the difference between a thriving business and one that struggles to stay afloat. 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