Nerd's Eye View

SEPTEMBER 7, 2022

The key point, however, is that – like many tax planning strategies – tax-loss harvesting requires at least some individual attention to each client’s tax situation to ensure it is the right strategy for that client. With these three tools (i.e.,

Taxes 246

Taxes Clients Tax Planning Financial Advisor 246

Nerd's Eye View

APRIL 7, 2025

Advisor workflow support solution Hubly has been acquired by Docupace, which suggests that Hubly might have struggled to gain a critical mass of users as a solution to help solve the shortcomings of advisor CRM systems' workflow capabilities – especially given that the price of Hubly was often as much or more expensive than the CRM platforms (..)

Tax Planning 130

Tax Planning Taxes Planning Clients 130

Nerd's Eye View

NOVEMBER 1, 2023

There are many tax planning strategies that allow financial advisors to demonstrate the ongoing value they provide to clients in exchange for the fees they charge. Part of this value is understanding the detailed nuances that make a strategy effective and implementing it correctly, avoiding issues with the IRS down the line.

Taxes 246

Taxes Accounting Clients Retirement Planning 246

Nerd's Eye View

MAY 31, 2023

Advisors who can help their clients with tax planning strategies to take advantage of PTETs – starting with determining when it’s really worthwhile to do so – can provide significant value given the complexity of the decision.

Taxes 246

Taxes Planning Tax Planning Numbers 246

Indigo Marketing Agency

FEBRUARY 2, 2023

For instance, the Heath Walters Institute offers on-demand tax planning and support for financial advisors who want to better serve their high-net-worth clientele.

Marketing 81

Marketing Marketing Financial Advisor Clients 81

Carson Wealth

FEBRUARY 23, 2024

Tax season is upon us, but you can start 2024 off on the right foot with tax planning tips and strategies presented by Mike Valenti, Director, Tax Planning and Tom Fridrich , Carson Group Manager & Sr.

Tax Planning 40

Tax Planning Taxes Planning Management 40

Ballast Advisors

NOVEMBER 21, 2022

What are appropriate checklists for year-end tax planning? Tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Certain tax benefits may be available if you can claim an individual as a dependent. Family tax planning. Copyright 2022.

Tax Planning 52

Tax Planning Taxes Planning Retirement Planning 52

Harness Wealth

MARCH 27, 2025

What are the tax challenges in secondary transactions? Secondary transactions present a specific set of tax challenges due to the nature of the investments and the structures involved. Unrelated Business Taxable Income (UBTI) UBTI is income generated by a tax-exempt organization from an unrelated trade or business.

Taxes 52

Taxes Tax Planning Assets Compliance 52

Zoe Financial

MAY 16, 2023

Your contributions accumulate tax deferred, which means that you don’t pay income taxes on the earnings each year. Then, if you withdraw funds to pay the beneficiary’s qualified education expenses, the earnings portion of your withdrawal is free from federal income tax.

Tax Planning 40

Tax Planning Taxes Planning Education 40

James Hendries

SEPTEMBER 20, 2022

The FLP is used to shift present business income to lower-bracket family members. The information provided is not intended to be a substitute for specific individualized tax planning or legal advice. We suggest that you consult with a qualified tax or legal professional. an existing business) to this entity.

Tax Planning 52

Tax Planning Taxes Planning Accounting 52

Million Dollar Round Table (MDRT)

JULY 21, 2022

This is the time to do comprehensive financial planning: retirement planning, investment planning, tax planning and estate planning. Growth is where she begins designing her new life and starts exploring the possibilities.

Charitable Planning 97

Charitable Planning Estate Planning Retirement Planning Tax Planning 97

Nationwide Financial

JANUARY 25, 2023

The start of a new year presents opportunities for clients to make positive changes for their financial futures. According to a recent Advisor Authority survey, powered by the Nationwide Retirement Institute®, only 20% of non-retired investors have confidence in their retirement plans despite market volatility.

Risk Tolerance 102

Risk Tolerance Retirement Planning Asset Allocation Retirement 102

Tobias Financial

AUGUST 27, 2024

Significant changes are on the horizon with the upcoming sunset of the Tax Cuts and Jobs Act (TCJA) at the end of 2025. The anticipated sunset of some important provisions presents a great opportunity to start discussing steps we can take to prepare. Income Tax Changes Understand the specific changes in income tax rates and deductions.

Taxes 52

Taxes Tax Planning CFP Planning 52

James Hendries

JANUARY 8, 2023

If you’re focused on financial wellness, you’re also working on your long-term goals, and as a result, you are likely to enjoy both your present and your future more. The information provided is not intended to be a substitute for specific individualized tax planning or legal advice.

Consulting 98

Consulting Accounting Tax Planning Medical 98

Harness Wealth

OCTOBER 5, 2023

From quarterly estimated tax planning to equity compensation and crypto tax planning, diversifying your service offerings can not only set you apart from the competition, it can also help you significantly grow your revenue and retain clients.

Taxes 59

Taxes Tax Planning Accounting Clients 59

Tobias Financial

JULY 5, 2024

However, a period of lower income in 2024 could present valuable tax planning opportunities. One potential benefit of a job layoff is a temporary drop in your federal income tax bracket, which can create opportunities for future tax savings.

Taxes 52

Taxes Tax Planning Wealth Advisor CFP 52

Fortune Financial

JULY 28, 2022

When you are presented with the option to distribute your assets, you will have the choice to roll them into an IRA or place the stock into a taxable account and then roll the remaining assets into an IRA or 401(k). For more information on tax planning opportunities, please get in touch with a Fortune Financial Advisor.

Taxes 98

Taxes Planning Retirement Planning Distribution 98

Sara Grillo

JUNE 7, 2024

Are you ready to present yourself to them? Wear a suit and present yourself conservatively. “I want to upgrade my client base and work with ultra high net worth individuals and Family Office clients. How do I meet them?” ” Whoa, let’s press pause for a second. These are some of the richest families in the world.

Financial Advisor 52

Financial Advisor Clients Executive Compensation Compliance 52

Harness Wealth

SEPTEMBER 18, 2024

These numbers show an opportunity for tax practices to build deeper, meaningful relationships with their clients, helping them to navigate some of life’s most challenging financial decisions. And you’ll see in our Q&A below, that tax advisors can bring estate planning into the conversation early on in a client relationship.

Taxes 52

Taxes Clients Planning Estate Planning 52

Darrow Wealth Management

JANUARY 9, 2023

Of course, individuals over age 50 are usually entering their highest earning years, so no longer being able to exclude $7,500+ from income will end up costing most high earners in the form of higher taxes for the year. that presents significant hurdles for small employers. it’s clear that investors need to be adaptive in tax planning.

Accounting 59

Accounting Taxes Tax Planning Distribution 59

Zoe Financial

DECEMBER 5, 2023

Financial planning, estate planning, tax planning, etc, rather than just picking stocks like in the old days. Facts presented have been obtained from sources believed to be reliable. But consumers do expect more for that price. So, the good news is consumers want what you have, and that’s not going away.

Wealth Management 52

Wealth Management Management Financial Planning Taxes 52

International College of Financial Planning

JANUARY 18, 2023

He is a BFSI Industry Veteran with over 30 Years of Experience across various functions Financial planning is, in the words of renowned author Alan Lakein, “Bringing the future into the present so that you may do something about it now.” It also guides on building a client base and becoming a successful financial planner.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification CFP 52

Harness Wealth

OCTOBER 8, 2024

The Harness Marketplace attracts employees, founders, and investors in tech, healthcare, management consulting, and other high-earning industries who need help managing complex tax needs. Be specific to attract your ideal tax client: When it comes to what sets your firm apart, be very clear.

Taxes 52

Taxes Clients Tax Planning Healthcare 52

eMoney Advisor

JANUARY 17, 2023

Do you offer tax planning as a service but manage client tax data in Microsoft Excel? eMoney Advisor is not responsible for the content, views or opinions presented by our guest, nor may eMoney Advisor be held liable for any actions taken by you based on the content, views or opinions of the guest. You catch my drift.

Consulting 84

Consulting Education Clients Financial Advisor 84

Sara Grillo

MARCH 22, 2024

Aaron Parish [link] Level Wealth Stephan Shipe Home Scholar Advising Ohio Curtis Bailey quietwealth.net Flat Fee of $6,000 per year charged at $500 per month Brian Tegtmeyer Home Flat Fee financial planning, investment management, and tax planning for new retirees. I also provide one-time retirement plans for DIY investors.

Financial Planning 52

Financial Planning Fee Only Financial Planner Financial Advisor 52

Brown Advisory

NOVEMBER 5, 2021

Without downplaying the importance of appropriate action around year-end tax planning, our purpose in this letter is to encourage clients to step back, take a breath and consider using this time to focus on the long term. But, there are other considerations to keep in mind, like changes in tax exposure.

Planning 52

Planning Tax Planning Taxes Clients 52

Harness Wealth

MARCH 27, 2025

By shifting state tax payments to the entity level, business owners bypass the double taxation that arises when these taxes are paid individually and subjected to the SALT deduction limit.

Taxes 52

Taxes Compliance Consulting Financial Planning 52

Harness Wealth

FEBRUARY 5, 2025

This article should not be considered tax or legal advice and is provided for informational purposes only. The information discussed and presented herein is intended to serve as a basis for further discussion with your legal, tax and/or accounting advisors. Registration does not imply a certain level of skill or training.

Taxes 52

Taxes Compliance Accounting Government 52

eMoney Advisor

MARCH 16, 2023

Then we do the financial plan and tax planning around that—it’s been a lot of fun. Offer Tech That Enhances the Client Experience At Vincere, we’ve worked to create a tech-forward planning experience for Millennials with better integrations and interactive planning.

Financial Planning 88

Financial Planning Planning Clients Retirement 88

Harness Wealth

JULY 29, 2024

In addition to freezing estate tax values, this ability to exchange assets between grantor and trust is a valuable income tax planning tool as it allows a grantor to remove low-basis assets from the trust in exchange for an equivalent value of high-basis assets contributed by the grantor.

Estate Planning 59

Estate Planning Taxes Planning Tax Planning 59

Zoe Financial

JANUARY 17, 2024

The second headline was Edelman Financial engines closed down their tax prep services (separate/different from their tax planning services). But they did close tax prep. And this is just a reality, which is tax implementation is time-consuming and it’s often offered because clients want more for that 1%.

Wealth Management 52

Wealth Management Management Taxes Asset Allocation 52

Ballast Advisors

SEPTEMBER 5, 2024

Some clients opt for more aggressive gifting strategies, especially with the sunset of estate tax exemptions looming, which allows them to utilize their lifetime gift exemptions effectively. Inheritance Tax Planning Inheritance taxes, including estate and gift taxes, are pivotal in estate planning discussions.

Estate Planning 40

Estate Planning Taxes Planning Tax Planning 40

Indigo Marketing Agency

MARCH 10, 2025

Instead of just talking about taxes in retirement, Joe presents a clear problem (overpaying taxes) and an actionable solution (his free video series on tax planning through retirement). A strong hook: He immediately addresses a common pain point: Worried about taxes eroding your retirement savings?

Financial Advisor 64

Financial Advisor Media Clients Retirement 64

WiserAdvisor

OCTOBER 11, 2022

While these can be avoided, there is another cash outflow that can considerably lower your savings and returns and is also hard to avoid – tax. Tax planning is essential. Tax is charged on every penny you earn. Just like the 401k, you also have other tax-advantaged accounts like the IRA. More than $1,000,000.

Financial Planning 80

Financial Planning Accounting Taxes Planning 80

Harness Wealth

JANUARY 29, 2025

Unfortunately, it could also lead to larger capital gains and taxes in the future. While there may be some truth to that, it assumes consistent investment growth and accurate predictions of future capital gains tax rates. In short, the present value of current tax savings is seen as more valuable than uncertain future tax liabilities.

Taxes 52

Taxes Assets Sales Portfolio 52

International College of Financial Planning

MAY 1, 2023

Tax planning and optimization Understanding and optimizing your tax situation is an important aspect of financial planning. To reduce the amount of tax you owe and increase your savings, become familiar with income tax regulations and possible deductions.

Financial Planning 52

Financial Planning Planning Financial Planner Budgeting 52

Cordant Wealth Partners

DECEMBER 11, 2020

It works like this: The present value of the calculated minimum benefit is compared to the value of the RC Account (remember this is the account into which Intel used to make matching 401(k) contributions). If the RC Account is greater than the present value of the calculated minimum benefit, there is no MPP.

Retirement 52

Retirement Planning Accounting Insurance 52