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Management Tax Planning Taxes 
Nerd's Eye View
JANUARY 21, 2025
Daniel is the CEO of WMGNA, a hybrid advisory firm based in Farmington, Connecticut, that oversees approximately $270 million in assets under management for 200 client households.
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Wealth Management
JANUARY 8, 2024
What were the significant tax and non-tax issues of last year? Speakers at Heckerling discuss tax planning, estate planning and philanthropy cases.
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Wealth Management
MARCH 7, 2025
Carson, Mesirow and Sequoia are recent RIA dealmakers in the growing push to add tax planning and services.
229 
Wealth Management
MARCH 23, 2023
Make the most of available charitable tax deductions.
263 
Nerd's Eye View
NOVEMBER 19, 2024
Anjali is the Founder of FIT Advisors, an RIA based in Torrance, California (but works virtually with clients nationwide) and oversees $65 million in assets under management for 45 client households. Read More.
244 
Wealth Management
JULY 26, 2023
There’s a natural partnership between financial advisors and CPAs.
Wealth Management
JULY 26, 2023
There’s a natural partnership between financial advisors and CPAs.
Abnormal Returns
NOVEMBER 11, 2024
(riabiz.com) What is the target market for MAGA-centric Strive Wealth Management? riabiz.com) A round-up of recent financial advisortech news including Holistiplan's estate planning module. kitces.com) Practice management Should you outsource your marketing to an outside firm? thinkadvisor.com) A year-end tax planning checklist.
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.
241 
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.
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.
246 
Wealth Management
OCTOBER 15, 2024
Thursday, November 14, 2024 | 2:00 PM ET
264 
Nerd's Eye View
OCTOBER 5, 2022
In recent years, numerous software solutions have sprung up that aim to automate the process of tax-loss harvesting. But what the providers of automated tax-loss harvesting often don’t mention is that the actual value of tax-loss harvesting depends highly on an individual’s own tax circumstances.
246 
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.
246 
Darrow Wealth Management
NOVEMBER 2, 2024
The IRA and Roth IRA contribution limits are unchanged but income eligibility for tax-deductible IRA contributions and Roth IRA contributions have changed. The 2025 income tax brackets and long-term capital gains tax rates are also updated. The 2025 income tax brackets and long-term capital gains tax rates are also updated.
103 
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.
205 
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.
52 
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.
265 
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.
Abnormal Returns
JANUARY 15, 2025
podcasts.apple.com) Retirement Retirement is a great time to do some creative tax planning. readthejointaccount.com) Taxes What you need to know about paying taxes on your crypto trading. awealthofcommonsense.com) The best retirement withdrawal strategy is one you can live with. sherwood.news) Direct File is expanding.
157 
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.
Nerd's Eye View
MAY 8, 2023
Traditionally, financial advice and tax preparation have existed as 2 related, but separate, services. CPA, EA, or JD) to prepare tax returns and represent clients before the IRS, there has also been the impression that there is simply not enough time for one person to do both.
246 
Nerd's Eye View
SEPTEMBER 7, 2022
Tax-loss harvesting – i.e., selling investments at a loss to capture a tax deduction while re-investing the proceeds to maintain market exposure – is a popular strategy for financial advisors to increase their clients’ after-tax investment returns. With these three tools (i.e.,
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.
246 
Nerd's Eye View
APRIL 8, 2025
Seth is the founder of Heartwood Financial Planning, an advisory firm affiliated with PlanMember Securities Corporation that is based in Fresno, California, and oversees approximately $100 million in assets under management for 850 client households.
Abnormal Returns
JULY 8, 2024
wsj.com) Robinhood ($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)
Harness Wealth
APRIL 17, 2025
Tax season can be overwhelming, but understanding how to leverage deductions and credits can significantly impact your bottom line. While both mechanisms help reduce what you owe, they operate in fundamentally different ways that affect your final tax bill. And tax law is not static. of your AGI. of your AGI.
52 
Harness Wealth
APRIL 16, 2025
Tax planning serves as the cornerstone of the entire acquisition deal, extending far beyond a simple checkbox. Every element, from structure to price negotiations, hinges on understanding tax implications for all parties involved. Get it right, and you will have set yourself up for a smooth transition and maximized returns.
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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.
262 
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.
60 
Harness Wealth
APRIL 17, 2025
Tax deductions can save you thousands annually by reducing your taxable income through legitimate business expenses. Understanding these deductions is more critical than ever as tax laws evolve, presenting new opportunities for savings. Understanding this distinction is crucial for maximizing your tax benefits effectively.
52 
Harness Wealth
APRIL 16, 2025
Let us face ittech startups encounter a unique set of tax challenges that can make or break their financial future. The complex interplay between traditional tax regulations and the innovative nature of tech businesses demands smart planning from day one.
52 
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.
243 
Harness Wealth
APRIL 17, 2025
Donor-advised funds (DAFs) have emerged as powerful tools that deliver this exact combination, providing immediate tax advantages while offering flexibility to recommend grants to qualified organizations over time. These sponsors manage the complex mechanics that make DAFs work seamlessly for you.
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
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.
191 
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.
246 
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 (..)
Nerd's Eye View
FEBRUARY 3, 2025
Welcome to the February 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!
130 
Carson Wealth
FEBRUARY 6, 2025
Every year brings changes in tax rules, and 2025 is no exception. Whether you are saving for retirement, running a business, or planning for your family’s future, these updates could affect your financial decisions throughout the year. For married couples, this means more of your income will be taxed at lower rates.
64 
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.
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 (..)
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?
52 
Harness Wealth
MARCH 14, 2025
For many small tax firms, the process of collecting client tax documents can be a time-consuming and a prolonged process. The good news is that technology solutions, like Harness, can streamline document collection and transform the way tax professionals work.
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