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. wealthmanagement.com) Asset location isn't job number one, but it is a job. thinkadvisor.com)

Wealth Management 147

Wealth Management Wealth Advisor Tax Planning Taxes 147

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 188

Wealth Advisor Tax Planning Taxes Numbers 188

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

MAY 31, 2023

Ultimately, for a subset of taxpayers – namely high-income owners of pass-through businesses in high-tax states, who preferably only do business in 1 or a small number of states to reduce the overall complexity – PTETs can provide an opportunity for significant Federal tax savings.

Taxes 246

Taxes Planning Tax Planning Numbers 246

Nerd's Eye View

FEBRUARY 24, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the SEC’s proposed “Safeguarding Rule” would significantly increase the number of investment advisers deemed to have custody of client assets and increase paperwork requirements for advisers (..)

Financial Planner 246

Financial Planner Tax Planning Taxes Numbers 246

Nerd's Eye View

AUGUST 9, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey indicates that clients of financial advisors are more confident than others about their financial preparedness for retirement and are more likely to have a financial plan in place that can weather the ups (..)

Financial Planner 246

Financial Planner Taxes Financial Planning Estate Planning 246

Nerd's Eye View

MAY 31, 2024

Also in industry news this week: Legislation that has passed through the U.S.

Financial Planner 238

Financial Planner Ethics Financial Advisor Taxes 238

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

Nerd's Eye View

JANUARY 31, 2024

In late 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act, introducing several significant changes to retirement planning. This shift has led financial advisors to explore new strategies for mitigating the resulting tax-planning challenges. Read More.

Financial Advisor 246

Financial Advisor Estate Planning Nonprofit Financial Planner 246

Nerd's Eye View

SEPTEMBER 6, 2024

Notably, while the rule will create an additional compliance burden, the due diligence advisers offering comprehensive planning services (as well as their investment custodians) are likely already conducting on their clients to create an effective financial plan could be a 'defense mechanism' for these firms against criminals looking to take advantage (..)

Financial Planner 246

Financial Planner Tax Planning Compliance Financial Advice 246

Nerd's Eye View

JUNE 21, 2024

million in assets to both retire and pass on a legacy interest (though many have yet to establish an estate plan), according to a recent survey. Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that affluent Americans believe they need an average of $5.5

Financial Planner 246

Financial Planner Financial Advisor Taxes Math 246

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

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

SEPTEMBER 20, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the North American Securities Administrators Association (NASAA) released the latest edition its annual survey outlining the state of state-registered RIAs, showing that the number of state-registered firms and their assets (..)

Financial Planner 246

Financial Planner Investment Advisor Financial Advisor Clients 246

Nerd's Eye View

NOVEMBER 18, 2022

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. A new research study suggests that delaying taxes in retirement is often not the optimal course of action.

Financial Planner 246

Financial Planner Tax Planning CFP Taxes 246

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. for 2023, the largest COLA since 1981. Why accounting firms have become hot acquisition targets for RIAs.

Financial Planner 246

Financial Planner Tax Planning Clients Accounting 246

Nerd's Eye View

MAY 8, 2023

In this post, Kitces.com Senior Financial Planning Nerd Ben Henry-Moreland writes about how he went from being hesitant to offer tax preparation at his solo RIA (given how common it is for tax preparers to work long hours throughout tax season) to embracing it as a core part of the business’ service offering.

Taxes 246

Taxes Financial Planning Financial Advisor Clients 246

Nerd's Eye View

MAY 12, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that a recent study found that clients of advisors providing comprehensive planning services are significantly more satisfied than those receiving a lower tier of service.

Financial Planner 246

Financial Planner Clients Tax Planning Taxes 246

Nerd's Eye View

JULY 7, 2023

Also in industry news this week: A recent survey indicates that a strong majority of financial advisory clients have maintained their trust in their advisors despite the investment market setbacks experienced last year A report from the SEC shows that a majority RIAs have mandatory arbitration clauses in their client agreements, a practice that has (..)

Financial Planner 246

Financial Planner Tax Planning Clients Valuation 246

Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

Financial Planner 189

Financial Planner Financial Advisor Certification Estate Planning 189

Nerd's Eye View

AUGUST 21, 2023

For instance, niche firms have greater satisfaction with the number of leads received, the ‘fit’ of the prospects with the firm, and the effectiveness of their lead generation strategies when compared to non-niche firms. tax planning or working with blended families), as well as the type of clients they like working with the most.

Marketing 246

Marketing Marketing Financial Planner Clients 246

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.

Taxes 52

Taxes Tax Planning Retirement Planning 52

Nerd's Eye View

OCTOBER 2, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Holistiplan, after achieving success with its tax planning and analysis software, has announced an investment from Lead Edge Capital, signaling that it may be ready to expand into other financial planning areas beyond tax – (..)

Communication 246

Communication Portfolio Management Clients Tax Planning 246

Nerd's Eye View

FEBRUARY 19, 2024

those that offer both digital robo-advice and human touch) are growing faster than almost everyone else, with 24% of net new cashflows despite the low aggregate number of firms with this business model. 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

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

Nerd's Eye View

JULY 12, 2024

Also in industry news this week: 2 House committees this week advanced legislation that would halt implementation of the Department of Labor's new Retirement Security Rule, which, combined with ongoing lawsuits, threaten to derail the regulation either before or soon after it becomes effective in late September A Federal judge has put the future of (..)

Financial Planner 189

Financial Planner Tax Planning Clients Accounting 189

Zajac Group

NOVEMBER 7, 2024

Creating wealth that can provide financial security for generations to come is an incredible feat, and it requires careful planning, consideration, and communication among family members. Let’s take a look at the tax impact and other considerations of each. 200/share (today’s fair market value) – $188.44/share

Planning 52

Planning Estate Planning Taxes Assets 52

Harness Wealth

FEBRUARY 26, 2023

Cost-saving tax planning can be much more difficult to implement after your company is well-established and has reached the stage where an IPO, merger, or acquisition becomes a likely event. ISOs can only be issued to employees, and the company issuing the ISO cannot take a tax deduction. More on this below.

Tax Planning 52

Tax Planning Startup Taxes Planning 52

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. Supporting Your Family’s Future Planning for your family just got a bit easier.

Taxes 64

Taxes Retirement Tax Planning Planning 64

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

FEBRUARY 27, 2023

Founders, board members, and employees of startups that get acquired can experience tax consequences as a result of a liquidity event. It’s imperative to plan for the tax implications so you can be prepared to pay what you owe the IRS. Would you be willing to move to a state with lower taxes?

Tax Planning 52

Tax Planning Startup Taxes Planning 52

Harness Wealth

MARCH 29, 2023

It should be noted that analyzing tax consequences of exercising stock options is a complex exercise as it frequently involves the alternative minimum tax (AMT). The post Tax Planning During Stock Market Volatility appeared first on Harness Wealth - Advice for Equity Owners.

Tax Planning 52

Tax Planning Taxes Planning Marketing 52

Zoe Financial

MAY 16, 2023

Qualified withdrawals from a 529 plan are tax-free at the federal level, and some states also offer tax breaks to their residents. It’s important to evaluate the federal and state tax consequences of plan withdrawals and contributions before you invest in a 529 plan.

Tax Planning 40

Tax Planning Taxes Planning Education 40

Harness Wealth

MARCH 27, 2025

Although these transactions are less common than LP- or GP-led secondaries, they can offer buyers a number of advantages. State and local taxes Secondary funds and their investors may face various state and local taxes, including income tax, franchise tax, and property tax. FIRPTA planning using a U.S.

Taxes 52

Taxes Tax Planning Assets Compliance 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 92

Taxes Tax Planning Clients Accounting 92

Yardley Wealth Management

FEBRUARY 1, 2022

The post Part 1: The Tools of the Tax-Planning Trade appeared first on Yardley Wealth Management, LLC. Part 1: The Tools of the Tax-Planning Trade Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome.

Tax Planning 40

Tax Planning Taxes Planning Healthcare 40

Yardley Wealth Management

FEBRUARY 1, 2022

The post Part 1: The Tools of the Tax-Planning Trade appeared first on Yardley Wealth Management, LLC. Part 1: The Tools of the Tax-Planning Trade. Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome.

Tax Planning 40

Tax Planning Taxes Planning Healthcare 40