Taxes and Wealth Management - Financial Advisor Source

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

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 Taxes Financial Planning

Modern Wealth Management Adds Tax Expertise

Wealth Management

OCTOBER 19, 2023

The RIA firm acquires an Indiana-based team of 10, including three CPAs, and around $100 million in managed assets.

Wealth Management

Wealth Management Management Taxes Assets

Webinars

Book of Secrets on the Month-End Close

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

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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

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

Adviser links: losing focus

Abnormal Returns

NOVEMBER 11, 2024

(riabiz.com) What is the target market for MAGA-centric Strive Wealth Management? kitces.com) Practice management Should you outsource your marketing to an outside firm? kitces.com) Why growth is critical to a wealth manager. thinkadvisor.com) A year-end tax planning checklist. advisorperspectives.com)

Wealth Management

Wealth Management Estate Planning Tax Planning Financial Advisor

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

B. Riley to Sell Portion of Wealth-Management Unit to Stifel

Wealth Management

NOVEMBER 1, 2024

Riley’s roughly 190 independent advisers or its 90 tax professionals. The transaction doesn’t include B.

Wealth Management

Wealth Management Management Taxes

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

U.S. Supreme Court Decision Upholds Constitutionality of Transition Tax

Wealth Management

JUNE 21, 2024

What wealth advisors need to know about taxing unrealized gains.

Taxes

Taxes Wealth Advisor

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

Adviser links: a unique experience

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.

Wealth Management

Wealth Management Wealth Advisor Tax Planning Taxes

Termination of QTIP Marital Trust Didn’t Create Gift Tax Liability

Wealth Management

MAY 29, 2024

Tax Court finds inapplicability of IRC 2519 and lack of gift tax liability.

Taxes

Tax Law Update: April 2025

Wealth Management

MARCH 18, 2025

The most pressing tax law developments of the past month.

Taxes

The States With the Highest and Lowest Property Taxes

Wealth Management

MARCH 2, 2023

Depending on where your clients live, property taxes can be a small inconvenience or a major burden.

Taxes

Taxes Clients

Tax Law Update: September 2024

Wealth Management

AUGUST 23, 2024

The most pressing tax law developments of the past month.

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

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

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

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

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

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

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

Tax Law Update: December 2024

Wealth Management

NOVEMBER 19, 2024

The most pressing tax law developments of the past month.

Taxes

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

Massachusetts Passes $1B Tax Reform Package

Wealth Management

OCTOBER 11, 2023

This tax relief package is intended to make Massachusetts a more attractive and affordable place to live and operate a business.

Taxes

Adviser links: making the right decisions

Abnormal Returns

APRIL 15, 2024

riabiz.com) Why Morgan Stanley's ($MS) wealth management unit is under investigation. wsj.com) Ron Carson is out as CEO of Carson Wealth Group. riaintel.com) Brands still matter in the wealth management space. investmentnews.com) Why funds in pre-tax retirement accounts need to be adjusted for taxes.

Wealth Management

Wealth Management Asset Allocation Retirement Financial Planning

Wealth Tech Startup for Doctors Raises $200 Million, Eyes M&A

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.

Startup

Startup Tax Planning Wealth Management Medical

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

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

Tax Law Update: March 2025

Wealth Management

FEBRUARY 18, 2025

The most pressing tax law developments of the past month.

Taxes

Tax Considerations Relating to Debt for Distressed CRE Owners

Wealth Management

FEBRUARY 22, 2023

In addition to analyzing the economics of a distressed position, real estate owners must consider the tax implications of the various outcomes surrounding debt. In the worst-case scenario of a foreclosure, not only can an owner lose a property, but also be subject to income tax on phantom income.

Taxes

Taxes Economics

Unlocking Advisor and Investor Growth with Tax Management Services

Wealth Management

FEBRUARY 22, 2024

Clients and advisors alike can benefit from a focus on mitigating taxes.

Taxes

Taxes Management Clients

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

Adviser links: dissolving structures

Abnormal Returns

FEBRUARY 24, 2025

citywire.com) How Jacob Turner turned a professional baseball career into a wealth management business. thinkadvisor.com) Cutting IRS workers is going to make life more difficult for tax preparers (and payers). (wealthmanagement.com) How to set up an internship program.

Wealth Management

Wealth Management Retirement Planning Financial Advice Clients

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

Coming Soon to Your State: A Millionaire’s Tax

Wealth Management

FEBRUARY 24, 2023

Massachusetts recently approved a new 4% tax on state residents with annual income over $1 million. Many states could follow.

Taxes

Billionaire Tax Rejected by US Causes Split Ahead of G-7 Meeting

Wealth Management

MAY 23, 2024

The United States has pushed back on a global minimum wealth tax on billionaires.

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

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 Investments

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

What is a Stepped Up Basis? Cost Basis of Inherited Stock and Other Assets

Darrow Wealth Management

JANUARY 16, 2025

A step-up in basis is a tax advantage for individuals who inherit stocks or other assets, like a home. Understanding step-up in basis at death If youve received an inheritance you may have questions about the tax treatment of certain assets. This increases the tax basis, which determines capital gains or losses when the asset is sold.

Assets

Assets Estate Planning Taxes Wealth Management

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

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

Webinars

Trending Sources

Modern Wealth Management Adds Tax Expertise

Webinars

The Billionaires Income Tax Act and the Moore Case

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

Adviser links: losing focus

Don’t Fall into the Tax-Deferment Trap

B. Riley to Sell Portion of Wealth-Management Unit to Stifel

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

U.S. Supreme Court Decision Upholds Constitutionality of Transition Tax

Will We See a Global Tax on Billionaires?

Adviser links: a unique experience

Termination of QTIP Marital Trust Didn’t Create Gift Tax Liability

Tax Law Update: April 2025

The States With the Highest and Lowest Property Taxes

Tax Law Update: September 2024

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

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

Live from Heckerling: 2023 Estate and Tax Planning Developments

FP Alpha Launches Tax Services As Standalone Product

Reporting 2023 Charitable Contributions for Income Taxes

At the Money: How to Pay Less Capital Gains Taxes

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

Preparing for the Sunset of the 2017 Tax Reform Act

Tax Law Update: December 2024

SEI To Acquire Tax Optimization Software Provider LifeYield

Massachusetts Passes $1B Tax Reform Package

Adviser links: making the right decisions

Wealth Tech Startup for Doctors Raises $200 Million, Eyes M&A

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

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

Setting the Table for Tax Policy This Year and Next

Tax Law Update: March 2025

Tax Considerations Relating to Debt for Distressed CRE Owners

Unlocking Advisor and Investor Growth with Tax Management Services

Carson Launches Tax Strategy With Acquisition of $385M RIA

Adviser links: dissolving structures

Don’t Fall into the Tax-Deferment Trap

Coming Soon to Your State: A Millionaire’s Tax

Billionaire Tax Rejected by US Causes Split Ahead of G-7 Meeting

Steps Advisors Can Take Before Tax laws Change

Tackling Tax Fraud with Real-Time IRS Integration

Allworth Boosts Tax Services with Acquisition of Bay Area CPA Firm

What is a Stepped Up Basis? Cost Basis of Inherited Stock and Other Assets

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