Covisum

AUGUST 5, 2022

The Tax Cuts and Jobs Act simplified many aspects of tax planning and created opportunities. As a result, some tax techniques are more effective now than in the past. Additionally, the personal exemption phase-out and the limitation on itemized deductions for some filers were eliminated.

Tax Planning 98

Tax Planning Taxes Planning Retirement 98

Abnormal Returns

JULY 8, 2024

thinkadvisor.com) How to do tax planning right. (blairbellecurve.com) Advisers need to consider their clients when contemplating selling their firm. citywire.com) How turning wealth into annuitized income in retirement boosts spending. kitces.com) Don't be this guy. When direct mail advertising backfires.

Financial Planner 263

Financial Planner Wealth Management Advertising Tax Planning 263

Nerd's Eye View

SEPTEMBER 25, 2024

Because not only were very few households actually subject to the 1950s-era top tax rates (which were triggered at the equivalent of over $2 million of income in today's dollars), but the long decline in nominal tax rates has also come with the elimination of many loopholes and deductions that have resulted in more income being subject to tax.

Taxes 246

Taxes Retirement Tax Planning Accounting 246

eMoney Advisor

APRIL 11, 2023

Financial planning and tax planning go hand in hand. Including tax planning as part of your service provides clients a comprehensive view of their finances and helps them achieve their financial goals. Start with Document Sharing The first step is to ask your clients to share their tax documents with you.

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Tax Planning Financial Advisor Taxes Planning 77

Financial Symmetry

OCTOBER 21, 2024

When thinking about preparing tax returns each year, many taxpayers have a binary view about the outcome that looks something like this: Owe Tax: BAD Receive Refund: GOOD While this may be the case if you are living paycheck-to-paycheck and … Continued The post Goals of Tax Planning appeared first on Financial Symmetry, Inc.

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Tax Planning Taxes Planning 64

Abnormal Returns

AUGUST 14, 2024

podcasts.apple.com) Taxes The 0% capital gains bracket is an opportunity. whitecoatinvestor.com) Why it's important to do tax planning before you start taking Social Security. nytimes.com) Retirement Six myths in retirement including 'You don't need a financial advisor.'

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Tax Planning Retirement Financial Advisor Education 282

Abnormal Returns

SEPTEMBER 4, 2024

morningstar.com) Early in retirement is the time to do some tax planning. nextavenue.org) Estate planning Mistakes to avoid in your estate planning. (morningstar.com) Sam Dogen talks in ins and outs of early retirement with Khe Hy. sites.libsyn.com) Retirement Why spending decisions in retirement are challenging.

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Estate Planning Retirement Tax Planning Planning 265

Wealth Management

MARCH 23, 2023

Make the most of available charitable tax deductions.

Tax Planning 105

Tax Planning Taxes Planning 105

Abnormal Returns

AUGUST 28, 2023

taps.substack.com) Advisers Wade Pfau on why tax planning in retirement is so challenging. (kitces.com) The SEC is focusing on RIA marketing. citywire.com) Motivational interviewing is in large part about listening. kitces.com) How to send a follow-up e-mail.

Tax Planning 246

Tax Planning CFP Financial Planning 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

JANUARY 8, 2024

improves on the previous iterations of planning by involving a more thorough technical analysis of a client's unique situation than it did before and drilling deeper to reveal more planning opportunities to present to clients. Specifically, Financial Advice 3.0

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Financial Advice Medicine Financial Planning Estate Planning 245

Abnormal Returns

NOVEMBER 6, 2023

papers.ssrn.com) Taxes A 2023 year-end tax planning guide. kitces.com) Advisers How the profession of financial planning has changed over time. (investmentnews.com) M&A The RIA model continues to take share. riaintel.com) How to prep an RIA for sale. (fa-mag.com) fa-mag.com) Research into how RIAs grow.

Wealth Management 265

Wealth Management Retirement Planning Tax Planning Financial Advisor 265

Nerd's Eye View

OCTOBER 5, 2022

And when factoring in the fees charged by those technology platforms, the value of such ‘tactical’ tax-loss harvesting might exceed the value the investor would have realized by relying on a technology solution to do it automatically! Read More.

Taxes 246

Taxes Tax Planning Portfolio Management Advertising 246

Nerd's Eye View

NOVEMBER 28, 2024

Still others may choose a hybrid model, combining AUM fees with additional charges for other services like tax planning. Others may align with broader industry trends, like transitioning to fee-only structures to buffer against market volatility.

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Clients Financial Planner Fee Only Financial Planning 246

Financial Symmetry

NOVEMBER 27, 2023

What if one of these ten tax tools could be the opportunity that you’ve been missing?

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Tax Planning Taxes Planning 64

Wealth Management

OCTOBER 15, 2024

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

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Tax Planning Financial Planning Planning Taxes 105

Carson Wealth

MARCH 19, 2024

By this I mean, I want them to have a bucket of money that they can access tax-free, I also plan for them to have a bucket of money taxed at capital gains rates, lastly, I want them to have a bucket of money that they can access at income tax rates.

Tax Planning 52

Tax Planning Taxes Planning Wealth Advisor 52

Tobias Financial

OCTOBER 22, 2024

Join us on Thursday, November 14th at 12:30 PM Eastern for our Year-end Tax Planning Webinar. When : Thursday, November 14th at 12:30 PM Eastern Registration : Click here to register. Cost : Complimentary After registering, you will receive a confirmation email with instructions for joining the webinar.

Tax Planning 52

Tax Planning Taxes Planning 52

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 98

Tax Planning Taxes Marketing Marketing 98

XY Planning Network

JULY 7, 2023

Available exclusively to XYPN members, each month one of XYTS's tax experts hosts an office hours session where tax-specific topics are discussed and attendees can ask any top-of-mind questions.

Tax Planning 66

Tax Planning Taxes Planning CFP 66

Nerd's Eye View

SEPTEMBER 6, 2022

Read More.

Tax Planning 246

Tax Planning Financial Advisor Retirement Clients 246

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

oXYGen Financial

MARCH 24, 2024

Tax planning is a crucial aspect of personal finance that often gets overlooked and plays a pivotal role in your overall financial health and wealth accumulation. Whether you're diligently managing income, tracking expenses, strategizing investments, planning for retirement, or considering estate. ]]

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Tax Planning Wealth Accumulation Taxes Planning 59

Abnormal Returns

NOVEMBER 6, 2024

podcasts.apple.com) Taxes A year-end tax planning checklist. kindnessfp.com) How to think about taxes in early retirement. (morningstar.com) Barry Ritholtz talks shareholder yield with Meb Faber of Cambria Investments. ritholtz.com) Carl Richards talks avoiding burnout with Jonny Miller.

Estate Planning 174

Estate Planning Tax Planning Retirement Taxes 174

Nationwide Financial

MARCH 6, 2023

You and your client’s tax advisor can work together to come up with an effective overall plan that addresses taxes and nontax goals. The post Personal, estate, and business tax planning strategies for 2023 appeared first on Nationwide Financial.

Tax Planning 78

Tax Planning Taxes Planning Distribution 78

Advisor Perspectives

NOVEMBER 14, 2022

A matter that can have large impacts on the marginal tax rates faced by individuals who obtain health insurance coverage through the ACA exchanges is the reduction of the tax credits (or subsidies) for health insurance coverage as incomes increase.

Insurance Coverage 111

Insurance Coverage Insurance Tax Planning Taxes 111

Nerd's Eye View

OCTOBER 27, 2023

Also in industry news this week: A survey indicates that while financial advisors remain the most trusted source of financial advice, they might increasingly encounter client questions and ideas that originated from social media Following the transition of advisors and clients from TD Ameritrade and amid competition from competing RIA custodians, Charles (..)

Financial Planner 246

Financial Planner Financial Advice Financial Advisor Tax Planning 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.

Financial Planner 246

Financial Planner Tax Planning Clients Accounting 246

Nerd's Eye View

NOVEMBER 15, 2024

Also in industry news this week: NASAA has proposed an amendment to its broker-dealer conduct model rule that would restrict the use of the terms “advisor” and “adviser” for broker-dealers and their registered representatives who are not also investment advisers or investment adviser representatives A recent study suggests that (..)

Financial Planner 246

Financial Planner Asset Allocation Taxes Tax Planning 246

Advisor Perspectives

JANUARY 21, 2024

Initiate the year with direct indexing, encompassing tax planning, personalized investing strategies, rejuvenating sidelined cash, and navigating concentrated stock positions or financial windfalls.

Tax Planning 52

Tax Planning Taxes Planning Investing 52

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

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 Taxes CFP 246

Nerd's Eye View

NOVEMBER 19, 2024

So, whether you're interested in learning about building a profitable hyperfocused practice, implementing a marketing approach that reaches a firm's ideal target client, or adding value for clients by offering advanced tax planning, then we hope you enjoy this episode of the Financial Advisor Success Podcast, with Anjali Jariwala.

Clients 244

Clients Financial Advisor Business Planning Taxes 244

Nerd's Eye View

AUGUST 9, 2024

Also in industry news this week: With a potential SEC regulation requiring RIAs to engage in enhanced "know your customer" practices under consideration, the Investment Adviser Association is arguing for a more tailored approach to identifying risky clients and a longer implementation period to relieve the potential burden on RIAs The SEC is investigating (..)

Financial Planner 246

Financial Planner Taxes Financial Planning Estate Planning 246

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. This is a product of Harness Tax LLC.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

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

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