Your Richest Life

NOVEMBER 12, 2024

The good news is that number has come down over the past couple of years, falling to its lowest number since 2017. That extra bit of preparation goes a long way in making the holidays both merry, and financially healthy. The post Your Guide to a Financially Healthy Holiday Season appeared first on Your Richest Life.

Budgeting

Harness Wealth

DECEMBER 30, 2024

Before 2017, employees who received RSU or NSO equity compensation faced a dilemma. The 83(i) election was introduced as part of the Tax Cuts and Jobs Act of 2017 to address this issue. In these cases, the taxes owed would be triggered earlier than expected, which could disrupt the employees financial planning.

Taxes

MainStreet Financial Planning

NOVEMBER 25, 2024

The personal exemption for 2025 remains at $0 (eliminating the personal exemption was part of the Tax Cuts and Jobs Act of 2017 (TCJA)) Long-term capital gains rates and brackets: The maximum child tax credit is still $2,000 per qualifying child and was not adjusted for inflation.

Taxes

Harness Wealth

MARCH 27, 2025

Effective financial planning requires business owners to understand how their income is taxed, with their share of business income subject to individual, state, and local taxes. The SALT deduction cap The Tax Cuts and Jobs Act of 2017 imposed a $10,000 cap on the federal deduction for state and local taxes (SALT).

Taxes

Harness Wealth

APRIL 17, 2025

Tax changes expected in 2025 The approaching expiration of several key provisions from the 2017 Tax Cuts and Jobs Act that could fundamentally reshape the advantages of ISOs versus NSOs in 2025. Potential changes to capital gains tax rates might shift the relative advantage between these two option types.

Taxes

Investing Caffeine

MAY 1, 2025

Rocketman and North Korea Missiles (2017) Tensions flared in 2017 as North Korea tested missiles and President Trump threatened retaliation against dictator Kim Jong Un by bombing Pyongyang and Rocket Man. Instead, the media blitz surrounding Brexit turned out to be more molehill than mountain.

Media

Harness Wealth

APRIL 16, 2025

The stakes became higher after the Tax Cuts and Jobs Act of 2017 eliminated recharacterizationthe ability to reverse conversions that did not work as planned. The Tax Cuts and Jobs Act of 2017 eliminated recharacterization, transforming Roth conversions into permanent decisions requiring thorough analysis before execution.

Taxes

WiserAdvisor

JULY 23, 2025

When the Tax Cuts and Jobs Act (TCJA) was enacted in 2017, it brought a lot of changes to the U.S. This article will break down the key TCJA provisions for estate planning and financial planning and what is at stake in 2025, so you can prepare for what lies ahead. You have a few months to make strategic decisions.

Taxes

Harness Wealth

APRIL 16, 2025

By strategically managing their investments and timing the sale of assets, these individuals can take full advantage of this tax rate, thereby enhancing their overall financial planning and stability.

Taxes

The Big Picture

MAY 27, 2025

He sold the company in 2017 or so for about seven and a half billion dollars. And but to be, to be clear, I sold Panera in 2017 and have not had anything to do with it since then. billion, literally in 2017. So 2017, you sell out to a, a, a private company. One of their big firms is Kava Fast Mediterranean cuisine.

Food

Zajac Group

JULY 15, 2025

TCJA Provisions Made Permanent During his first term, President Trump signed into law the 2017 Tax Cuts and Jobs Act. Estate Tax and Lifetime Gifting Exemption Limit In 2017, the TCJA doubled the estate tax exemption limit, creating immense tax-advantaged wealth transfer opportunities for families.

Taxes

WiserAdvisor

JULY 4, 2025

You can credit the Tax Cuts and Jobs Act of 2017 for this. b. You can claim itemized deductions on qualified expenses, such as medical and dental expenses, home mortgage interest, casualty and theft losses, and gifts to charity, among other things. Just like in 2024, there is no limit on the value of itemized deductions in 2025.

Taxes

Gen Y Planning

JULY 23, 2025

Standing at over 1,000 pages, the bill permanently extends many provisions originally introduced in the 2017 Tax Cuts and Jobs Act (TCJA), while enacting changes across many facets of the federal government and tax code.

Taxes

The Better Letter

JULY 19, 2025

As Charley Ellis first noted , investing ( like financial planning generally) is a “loser’s game” much of the time, with outcomes dominated by luck rather than skill and high transaction costs. Such ever-increasing liquidity is an enemy of community. Charley used tennis to illustrate the point.

Math

Carson Wealth

DECEMBER 8, 2023

Petersen, CPA, CFP ® , CP, Affluent Wealth Planning The holidays are upon us! That must mean it’s time to roll up my sleeves and get to work on year-end financial planning – with an emphasis on 2023 income tax. One consideration this year is that we’re two years from the expiration of the Tax Cuts and Jobs Act of 2017 (TJCA).

Planning

Park Place Financial

JANUARY 9, 2023

FINANCIAL PLANNING Tax and Financial Planning Ideas For 2023 Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. If you have been contemplating making more defined financial decisions, the New Year can be the ideal time to turn that aspiration into a resolution. Tax Deductions . Related Posts.

Financial Planning

Yardley Wealth Management

MARCH 1, 2022

The post Part 3: Tax-Wise Financial Planning appeared first on Yardley Wealth Management, LLC. Part 3: Tax-Wise Financial Planning In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. But tax planning isn’t just for your investments.

Financial Planning

Yardley Wealth Management

MARCH 1, 2022

The post Part 3: Tax-Wise Financial Planning appeared first on Yardley Wealth Management, LLC. Part 3: Tax-Wise Financial Planning. In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. . But tax planning isn’t just for your investments.

Financial Planning

Integrity Financial Planning

JULY 20, 2023

2] “Coco” (2017) – This Pixar animated film is a celebration of Mexican culture and the importance of family. 5] “Going in Style” (2017) – This comedy stars Michael Caine, Morgan Freeman, and Alan Arkin as retirees who decide to rob a bank after their pensions are cut.

Financial Planning

Harness Wealth

JUNE 30, 2023

Whether you’re building equity in a primary residence or buying a vacation home or investment property, understanding how to best prepare for, and manage, a real estate purchase is a critical piece of any personal financial plan. and Financial Planning for Estate Planning.

Financial Planning

Darrow Wealth Management

JULY 1, 2024

The 2017 Tax Cuts and Jobs Act (TCJA) brought sweeping changes to the tax code, impacting every taxpayer and business owner. At that point, many provisions will revert to 2017 levels, adjusted for inflation. For example, in 2017, the marginal tax brackets were 10%, 15%, 25%, 28%, 33%, 25%, and 39.6%.

Taxes

Integrity Financial Planning

SEPTEMBER 11, 2023

But if you are living off of income streams from sources like your retirement accounts and Social Security, you may be worried about finding a way to make charity work for your financial picture. 1] But, as of the 2017 Tax Cuts and Jobs Act, the only way to benefit tax-wise from donations is to opt to itemize. [1]

Retirement

eMoney Advisor

FEBRUARY 1, 2023

At the 2022 Financial Planning Association National Conference, I and fellow researchers Dr. Sonya Lutter and Dr. Megan McCoy presented research-based evidence that people who have experienced financial stress and hardship in the past are often more resilient in the face of future financial shocks.

Clients

MainStreet Financial Planning

SEPTEMBER 29, 2022

I help my dad with his finances and pay his bills, but especially over the last couple of years, he has been increasingly forgetful and makes impulsive decisions that aren’t part of MY plan! Well, it used to be our plan, but he often doesn’t remember. This is a great reminder to take a breath and focus on communication.

Communication

eMoney Advisor

MAY 9, 2023

In a business built on relationships, the client experience fuels everything from financial advisor lead generation to client retention. Many financial planning firms say the client experience is their secret sauce. Infographic – The State of Referral Marketing,” November 2017. XY Planning Network.

B2C

Darrow Wealth Management

JULY 1, 2024

The 2017 Tax Cuts and Jobs Act (TCJA) brought sweeping changes to the tax code, impacting every taxpayer and business owner. At that point, many provisions will revert to 2017 levels, adjusted for inflation. For example, in 2017, the marginal tax brackets were 10%, 15%, 25%, 28%, 33%, 25%, and 39.6%.

Taxes

NAIFA Advisor Today

AUGUST 16, 2023

Brought to you exclusively by NAIFA and the Society of FSP, this essential webinar delves deep into the time-sensitive implications of provisions in the Tax Cuts and Jobs Act (TCJA) of 2017 that are scheduled to sunset by 2025.

Taxes

The Irrelevant Investor

MAY 29, 2018

General Electric is struggling today just like it was when this question was asked in September 2017. million balance in September 2017 is now worth just over $1 million, and what once yielded $72,000 now yields less than $35,000. A financial plan is probably appropriate, but a game plan for getting out of this stock is a must.

Retirement

Darrow Wealth Management

MARCH 29, 2024

AMT exemptions and phase out were increased significantly in the 2017 Tax Cuts and Jobs Act. Tax and financial planning with stock options Not every individual with incentive stock options will have tax planning options to consider. There are two AMT tax rates: 26% and 28%. For simplicity, other factors, such as the 3.8%

Taxes

Walkner Condon Financial Advisors

MAY 27, 2022

The savings rate in 2020 was almost double that of 2019 and more than doubled the respective rates of 2016 and 2017. . From a financial perspective, it is important to keep in mind that correctly positioned emergency funds are imperative. – Nate Condon, Financial Advisor. That’s changed over the last year.

Budgeting

Steve Sanduski

MAY 16, 2023

Put your client’s life at the center of the planning conversation. AI will accelerate the commodification of investing and “money-based financial planning.” If you’re hanging your hat on “retirement income distribution planning,” or answering the question, “Do I have enough money to retire?” The sky is falling!

Planning

Trade Brains

AUGUST 19, 2022

Trade Brains was founded by Kritesh Abhishek, an NIT Warangal graduate, in Jan 2017. It is the fastest growing Financial Educational Blog in India with over 42,500+ newsletter subscribers within a year and a half of inception. (Quick n ote: Please read this post till the end as there’s a bonus in the last section of this article).

Marketing

Zoe Financial

JULY 1, 2024

which is the lowest since 2017). Zoe Financial, however, cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Find An Advisor The post Market Drama appeared first on Zoe Financial. Ready to Grow Your Wealth?

Marketing

Trade Brains

APRIL 11, 2023

Best Small Cap Stocks Under Rs 50 #3 – Geojit Financial Services Geojit Financial Services is a leading investment services company with a presence in India and the Gulf Cooperation Council Countries. Presently the company has 6 operation electricity projects across India with a total capacity of ~ 2017 MW.

Retail

Walkner Condon Financial Advisors

MAY 1, 2023

The 8s(i) election: The 83(i) election is a relatively new part of the tax code that was created as part of the 2017 Tax Cuts and Jobs Act. It was put in place to help defer income taxes for five years upon vesting of a private company RSU (or NQSO exercise).

Taxes

Brown Advisory

APRIL 1, 2020

We believe that the current environment offers a number of strategic planning opportunities to improve your financial plan, enhance wealth transfers to heirs or charities, minimize the impact of income taxes and broadly help you advance your progress toward long-term goals. FINANCIAL PLANNING Home Refinance.

Strategic Planning

Brown Advisory

APRIL 1, 2020

We believe that the current environment offers a number of strategic planning opportunities to improve your financial plan, enhance wealth transfers to heirs or charities, minimize the impact of income taxes and broadly help you advance your progress toward long-term goals. FINANCIAL PLANNING. Financial Plans.

Strategic Planning