Management and Taxes - Financial Advisor Source

#FASuccess Ep 421: Integrating Tax Preparation Without Hiring In-House CPAs To Bring More Tax-Focused Value, With Daniel Friedman

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.

Taxes

Taxes Tax Planning Financial Advisor Compensation Planning

Morningstar: Assets in Tax-Managed SMAs Now Total Over $500B

Wealth Management

OCTOBER 17, 2024

The amount of assets in tax-managed SMAs has jumped 67% from year-end 2022.

Assets

Assets Taxes Management

Using Section 351 Exchanges To Tax-Efficiently Reallocate Portfolios With Embedded Gains

Nerd's Eye View

MARCH 12, 2025

While the gains signal portfolio growth, they also create challenges for ongoing management. Once a portfolio becomes 'locked up', i.e., unable to be managed without triggering capital gains, investors' options become limited. If the exchange meets the requirements of Section 351, it is tax-deferred for investors.

Taxes

Taxes Portfolio Asset Allocation Assets

Webinars

What Your Financial Statements Are Telling You—And How to Listen!

Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments

Data Talks, CFOs Listen: Why Analytics Is The Key To Better Spend Management

MORE WEBINARS

It’s Time for a Tax-First Approach to Wealth Management

Wealth Management

SEPTEMBER 20, 2024

The next frontier for tax optimization goes beyond tax-loss harvesting.

Wealth Management

Wealth Management Taxes Management

The CPA Firm Growth Strategy: From Compliance to Consulting

Speaker: Rita Keller - President of Keller Advisors, LLC

You've worked diligently and have built a glowing reputation grounded in your excellent skills in tax, accounting, and auditing. You're known as the “go-to” person when a client is faced with tax and financial decisions. You have a very successful firm -- but that’s not enough. For others, it will be a significant challenge.

Consulting

At the Money: Meb Faber on Tax Aware ETFs

The Big Picture

DECEMBER 4, 2024

Would you like to diversify but also defer paying big capital gains taxes? Full transcript below. ~~~ About this week’s guest: Meb Faber is co-Founder and CIO at Cambria Investment Management, as well as research firm Idea Farm. The fund runs 15 ETFs and manages nearly 3 billion in assets. None of these solutions are optimal.

Taxes

Taxes Portfolio Accounting Management

Tax Law Changes: Best Asset Classes, Strategies, and Tax Loss Harvesting Tips

Wealth Management

NOVEMBER 7, 2024

Nisha Patel, CFA, managing director at Parametric, explores tax law changes, strategies, and tax-loss harvesting to maximize savings.

Taxes

Taxes Assets Management

Tepp Wealth Management: Approaching The Tech Stack From A Tax-Smart Perspective

Wealth Management

JUNE 21, 2024

David Tepp, founder and CEO of Tepp Wealth Management, discusses how he uses his CPA background to center financial planning for clients of his $130 million AUM firm.

Wealth Management

Wealth Management Management Financial Planning Taxes

Don’t Fall into the Tax-Deferment Trap

Wealth Management

NOVEMBER 4, 2024

A single-minded strategy of tax avoidance is often not in a client’s best interest.

Taxes

2025 IRS Contribution Limits For IRAs, 401(k)s & Tax Brackets

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.

Taxes

Taxes Wealth Management Distribution Accounting

SEI To Acquire Tax Optimization Software Provider LifeYield

Wealth Management

DECEMBER 11, 2024

The deal will help SEI provide tax optimization unified managed household capabilities across the SEI Wealth Platform.

Taxes

Taxes Management

A 3-Step Sales Process To Clearly Demonstrate Financial Planning Value To Prospects

Nerd's Eye View

NOVEMBER 25, 2024

Over the past decade, a growing number of advisors have expanded into offering comprehensive financial planning services, reflecting a shift that not only helps them stand out from (increasingly commoditized) portfolio management offerings but also supports clients' broader financial goals.

Financial Planning

Financial Planning Sales Planning Retirement

The Billionaires Income Tax Act and the Moore Case

Wealth Management

JANUARY 11, 2024

The ongoing case before the Supreme Court, which questions the constitutionality of taxing unrealized capital gains, holds significant implications for the future of wealth management.

Taxes

Taxes Wealth Management Management

Can U.S. Foreign Tax Credits Offset the Net Investment Income Tax?

Wealth Management

JANUARY 15, 2025

foreign tax credits offsetting the net investment income tax. Three recent court cases have examined this issue of U.S.

Taxes

Taxes Investments Investing

#FASuccess Ep 412: 3X’ing The Business With No More Than 50 Great Clients By Hyperfocusing On Who You Can Add The Most Value For, With Anjali Jariwala

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.

Clients

Clients Financial Advisor Business Planning Taxes

Will We See a Global Tax on Billionaires?

Wealth Management

JUNE 5, 2024

The United States opposes Brazil's proposed 2% annual tax on the ultrawealthy.

Taxes

RIA Edge Podcast: Helium Advisors' Tax-Optimized Approach to Building Wealth

Wealth Management

JULY 23, 2024

Helium founder and partner Howard Morin explains the benefits of bridging financial planning with deep tax expertise.

Taxes

Taxes Financial Planning Planning

Live from Heckerling: 2023 Estate and Tax Planning Developments

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.

Tax Planning

Tax Planning Taxes Planning Estate Planning

FP Alpha Launches Tax Services As Standalone Product

Wealth Management

JANUARY 14, 2025

FP Alpha is unbundling its tax service from its larger offering. FP Alpha TAX is essential, as clients increasingly want tax help, according to Andrew Altfest.

Taxes

Taxes Clients

Holistiplan Launches Estate Plan Document Extraction Tool (And More Of The Latest In Financial #AdvisorTech – November 2024)

Nerd's Eye View

NOVEMBER 4, 2024

This month's edition kicks off with the news that Holistiplan has announced the rollout of a new estate plan document extraction tool to stand alongside its highly popular tax return scanning tool – which highlights how advances in AI technology have allowed tools like Holistiplan to go beyond tax returns and scan nearly any kind of document (..)

Estate Planning

Estate Planning Planning Communication Clients

At the Money: How to Pay Less Capital Gains Taxes

The Big Picture

JANUARY 24, 2024

At the Money: How to Pay Less Capital Gains Taxes (January 24, 2024) We’re coming up on tax season, after a banner year for stocks. Successful investors could be looking at a big tax bill from the US government. On this episode of At the Money, we look at direct indexing as a way to manage capital gains taxes.

Taxes

Taxes Portfolio Wealth Management Management

Weekend Reading For Financial Planners (March 29–30)

Nerd's Eye View

MARCH 28, 2025

Reporting 2023 Charitable Contributions for Income Taxes

Wealth Management

FEBRUARY 26, 2024

As donors and their tax advisors report 2023 charitable gifts, they should ensure compliance with the substantiation requirements to avoid questions about, and possible disallowance of, their charitable deductions.

Taxes

Taxes Compliance

Personal finance links: mistake management

Abnormal Returns

SEPTEMBER 18, 2024

thefinancialbodyguard.com) There is a danger in jumping the gun on estate tax law changes. (crr.bc.edu) Personal finance Tony Isola, "Compound interest is apolitical." tonyisola.com) Investing shouldn't be exciting. wsj.com) How the IRS treats withholdings from RMDs. financialducksinarow.com) How Americans become 401(k) millionaires.

Management

Management Retirement Taxes Planning

Preparing for the Sunset of the 2017 Tax Reform Act

Wealth Management

JUNE 21, 2024

Some strategic actions and best practices in the wake of the sunsetting of the 2017 Tax Reform and Jobs Act in 2025.

Taxes

Four Factors of Money Management

Wealth Management

FEBRUARY 15, 2024

You owe it to your clients to prevent these hidden factors of market volatility, portfolio construction, fees and taxes from decimating their wealth.

Management

Management Taxes Portfolio Clients

Tax-Busting Tactic Loved by Tech Millionaires Is Coming to ETFs

Wealth Management

OCTOBER 7, 2024

The Cambria Tax Aware ETF and the Stance Sustainable Beta ETF will each be seeded with the appreciated securities of wealthy investors, who will swap their assets for shares in the funds rather than buy into them with cash.

Taxes

Taxes Assets

J.P. Morgan Asset Management Solutions Names New CIO of Tax Smart Strategies

Wealth Management

APRIL 9, 2024

The new role will partly support 55ip, whose CEO, Paul Gamble, revealed last week that he would step down from that post in September.

Assets

Assets Taxes Management

Tax Law Update: April 2025

Wealth Management

MARCH 18, 2025

The most pressing tax law developments of the past month.

Taxes

Tax Law Update: March 2025

Wealth Management

FEBRUARY 18, 2025

The most pressing tax law developments of the past month.

Taxes

Ask the Experts: Prepare for Possible Sunset of High Estate Tax Exemption

Wealth Management

OCTOBER 4, 2024

The estate and gift tax exemption (set at $13.61 If Congress doesn’t act, that tax exemption will be cut in half to about $6 million. million per individual in 2024) is due to expire on Jan. To help your clients prepare for the real possibil

Taxes

Taxes Clients

Setting the Table for Tax Policy This Year and Next

Wealth Management

JANUARY 3, 2024

The 2024 election will play an essential role in determining what is and isn’t on the table for potential 2025 tax reforms.

Taxes

Adviser links: after-tax returns

Abnormal Returns

AUGUST 26, 2024

youtube.com) Michael Kitces talks with Kelli Kiemle, Managing Director of Growth and Client Experience of Halbert Hargrove, about maintaining culture across a remote firm. kitces.com) Matt Zeigler talks with Eben Burr of Toews Asset Management about his unique path through the industry.

Taxes

Taxes Financial Advising Financial Advice Planning

Commonwealth Financial Updates Investment Platform, Introduces Outsourced Technology Management

Wealth Management

OCTOBER 16, 2024

New UMA capabilities, personalized indexing, automated tax-loss harvesting and CTO Services announced for 2025 by Commonwealth.

Management

Management Investments Investing Taxes

22 Top Financial Advisor Podcasts To Listen To In 2025

Nerd's Eye View

JANUARY 20, 2025

Luckily, alongside the increasing popularity of podcasts on a seemingly infinite range of topics, there is a growing ecosystem of podcasts aimed at financial advisors, covering everything from practice management and career development to technical topics, such as investment, tax, and estate planning.

Financial Advisor

Financial Advisor Financial Advice Financial Planner Estate Planning

Carson Launches Tax Strategy With Acquisition of $385M RIA

Wealth Management

JANUARY 13, 2025

will lead Carson's new tax strategy. Debbie Taylor, who runs the 10-person Taylor Financial in Franklin Lakes, N.J.,

Taxes

Steps Advisors Can Take Before Tax laws Change

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

Taxes Tax Planning Planning

Weekend Reading For Financial Planners (February 1–2)

Nerd's Eye View

JANUARY 31, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that following the change of administration (and a new incoming chair of the SEC), the Investment Adviser Association is seeking to find ways to help RIAs (particularly smaller firms) manage the compliance responsibilities they (..)

Financial Planner

Financial Planner Retirement Planning Compliance Communication

Utilizing Swap Powers In Irrevocable Trusts To Add Flexibility And Income Tax Efficiency

Nerd's Eye View

AUGUST 21, 2024

Irrevocable trusts lie at the heart of a variety of estate planning strategies, as gifts to irrevocable trusts can allow for the transfer of assets outside of an owner’s estate for estate tax purposes with more structure than an outright gift. the assets' original owner).

Taxes

Taxes Wealth Advisor Estate Planning Assets

Tackling Tax Fraud with Real-Time IRS Integration

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

Taxes Tax Planning Planning Investing

Allworth Boosts Tax Services with Acquisition of Bay Area CPA Firm

Wealth Management

NOVEMBER 19, 2024

Allworth adds 25 tax professionals with its purchase of CCA, a CPA firm in Pleasant Hill, Calif.

Taxes

For Madame or Mister President, Taxes Are High on ’25 Agenda

Wealth Management

OCTOBER 28, 2024

The Tax Cuts and Jobs Act of 2017 is on the cusp of expiration. What that could could mean for you.

Taxes

Tax Deductions vs. Tax Credits: What’s the Difference?

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.

Taxes

Taxes Tax Planning Education Medical

Tax Law Update: May 2025

Wealth Management

APRIL 15, 2025

The most pressing tax law developments of the past month.

Taxes

#FASuccess Ep 421: Integrating Tax Preparation Without Hiring In-House CPAs To Bring More Tax-Focused Value, With Daniel Friedman

Morningstar: Assets in Tax-Managed SMAs Now Total Over $500B

Webinars

Trending Sources

Using Section 351 Exchanges To Tax-Efficiently Reallocate Portfolios With Embedded Gains

Webinars

It’s Time for a Tax-First Approach to Wealth Management

The CPA Firm Growth Strategy: From Compliance to Consulting

At the Money: Meb Faber on Tax Aware ETFs

Tax Law Changes: Best Asset Classes, Strategies, and Tax Loss Harvesting Tips

Tepp Wealth Management: Approaching The Tech Stack From A Tax-Smart Perspective

Don’t Fall into the Tax-Deferment Trap

2025 IRS Contribution Limits For IRAs, 401(k)s & Tax Brackets

SEI To Acquire Tax Optimization Software Provider LifeYield

A 3-Step Sales Process To Clearly Demonstrate Financial Planning Value To Prospects

The Billionaires Income Tax Act and the Moore Case

Can U.S. Foreign Tax Credits Offset the Net Investment Income Tax?

#FASuccess Ep 412: 3X’ing The Business With No More Than 50 Great Clients By Hyperfocusing On Who You Can Add The Most Value For, With Anjali Jariwala

Will We See a Global Tax on Billionaires?

RIA Edge Podcast: Helium Advisors' Tax-Optimized Approach to Building Wealth

Live from Heckerling: 2023 Estate and Tax Planning Developments

FP Alpha Launches Tax Services As Standalone Product

Holistiplan Launches Estate Plan Document Extraction Tool (And More Of The Latest In Financial #AdvisorTech – November 2024)

At the Money: How to Pay Less Capital Gains Taxes

Weekend Reading For Financial Planners (March 29–30)

Reporting 2023 Charitable Contributions for Income Taxes

Personal finance links: mistake management

Preparing for the Sunset of the 2017 Tax Reform Act

Four Factors of Money Management

Tax-Busting Tactic Loved by Tech Millionaires Is Coming to ETFs

J.P. Morgan Asset Management Solutions Names New CIO of Tax Smart Strategies

Tax Law Update: April 2025

Tax Law Update: March 2025

Ask the Experts: Prepare for Possible Sunset of High Estate Tax Exemption

Setting the Table for Tax Policy This Year and Next

Adviser links: after-tax returns

Commonwealth Financial Updates Investment Platform, Introduces Outsourced Technology Management

22 Top Financial Advisor Podcasts To Listen To In 2025

Carson Launches Tax Strategy With Acquisition of $385M RIA

Steps Advisors Can Take Before Tax laws Change

Weekend Reading For Financial Planners (February 1–2)

Utilizing Swap Powers In Irrevocable Trusts To Add Flexibility And Income Tax Efficiency

Tackling Tax Fraud with Real-Time IRS Integration

Allworth Boosts Tax Services with Acquisition of Bay Area CPA Firm

For Madame or Mister President, Taxes Are High on ’25 Agenda

Tax Deductions vs. Tax Credits: What’s the Difference?

Tax Law Update: May 2025

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