Nerd's Eye View

OCTOBER 28, 2024

As a result, I am often asked for my own suggestions of what, really, are the industry's 'best' conferences to attend, and back in 2012, I started to craft my own annual list of 'best-in-class' top conferences for financial advisors.

Financial Advisor 147

Financial Advisor Tax Planning Financial Planning Planning 147

Harness Wealth

APRIL 30, 2025

of individuals earning $10 million or more audited by the IRS between 2012 and 2020. As a result, the IRS will pay closer attention. The higher your income, the greater the audit probability, with 8.5% Home office deductions The IRS has strict requirements for claiming the home office deduction.

Compliance 52

Compliance Taxes Accounting Consulting 52

FMG

MAY 22, 2023

So I chose to join the family business as an advisor in 2012 and continued on until becoming president and CEO in 2021. We’ve made several changes to our business since 2021, going from being a traditional investment advisor to becoming a holistic financial planner with a focus on tax planning, investments, and estate planning.

Wealth Advisor 52

Wealth Advisor Financial Advisor Clients Planning 52

The Big Picture

AUGUST 15, 2023

You still had 2012 to 2017 to finish the bet. It’s part of their own tax planning. It’s much more about security selection and a relatively static portfolio construction. So I think that argument is very valid in those couple of years, 2009, 2010 probably, maybe 2011, which was a tough year for hedge funds.

Management 130

Management Investing Investments Government 130

Wealth Management

JUNE 11, 2025

Martin had created a revocable trust on March 8, 2012, and executed a second amendment to such trust on July 30, 2018. In this role, he advises clients on all aspects of estate & gift tax planning, asset titling, family governance, philanthropy and business succession strategies.

Taxes 153

Taxes Wealth Management Estate Planning Distribution 153

Sara Grillo

MAY 8, 2023

A tax advantaged asset Death benefit Tax planning needs Cash value growth Cash value liquidity benefits #2 Use a realistic (low) crediting rate in the illustration The assumed interest rate in an illustration is what is driving the long term performance. He is also the Executive Editor of The Life Product Review since 2012.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

The Big Picture

OCTOBER 3, 2023

So I think when we look back at this with enough years of data with the covid blip being a blip, not, not that it’s a blip, it’s a blip in tax terms, 01:19:21 [Speaker Changed] It was a couple of years in tax terms for sure. 01:19:23 [Speaker Changed] I i I think that we’ll say, Hey, this tax plan worked pretty well.

Taxes 280

Taxes Banking Clients Management 280