Harness Wealth

DECEMBER 30, 2024

However, as appealing as these forms of compensation may be, they can result in sizable and unexpected tax bills. Along with the 83(b) election, there is a less well-known provisionthe 83(i) election that offers other tax advantages to certain types of employees. Table of Contents What is an 83(i) election?

Taxes 52

Taxes Compliance Compensation Planning Financial Advisor 52

Harness Wealth

APRIL 16, 2025

Tax planning serves as the cornerstone of the entire acquisition deal, extending far beyond a simple checkbox. Every element, from structure to price negotiations, hinges on understanding tax implications for all parties involved. Get it right, and you will have set yourself up for a smooth transition and maximized returns.

Taxes 52

Taxes Tax Planning Startup Compliance 52

WiserAdvisor

JULY 4, 2025

Did you know that the Internal Revenue Service (IRS) adjusts 2025 tax brackets to account for inflation? These changes can affect how much tax you owe and whether you are eligible for certain tax credits or deductions. Alternative Minimum Tax (AMT) Alternative Minimum Tax (AMT) exemption phaseout thresholds d.

Taxes 59

Taxes Transportation Medical Financial Advisor 59

Darrow Wealth Management

JANUARY 13, 2025

While there are no major tax implications of buying a house before selling, with your financial advisor to review your options and discuss how a particular strategy may impact your overall situation before taking action. Potential for a low rate and tax deduction. Advance planning. Gift tax considerations. Closing costs.

Taxes 105

Taxes Sales Portfolio Accounting 105

Harness Wealth

MAY 2, 2025

The Tax Cuts and Jobs Act (TCJA)the 2017 tax code overhaul designed to boost economic growthis set to expire on December 31, 2025. Unless Congress intervenes, the TCJAs sunset will usher in a swathe of tax increases in 2026, with analysts estimating that over $4 trillion worth of tax hikes could take effect.

Taxes 52

Taxes Clients Insurance Distribution 52

Trade Brains

JULY 14, 2025

Firstly, it legally recognised cryptocurrencies as payment methods back in 2017. High taxes also push Indian investors towards riskier, offshore platforms. Tax Changes Japan acknowledges past tax missteps. Proposals suggest a flat 20% capital gains tax instead. These rules build crucial market trust.

License 59

License Taxes Assets Financial Services 59

Random Roger's Retirement Planning

NOVEMBER 20, 2024

Where Sam writes about FIRE, he asked Bengen what a safe withdrawal rate would be for someone who retired, planning to need the money to last for 50 years instead of the typical 30 used for planning purposes. which Sam then worked through to come up with a path to people being able to retire much sooner than they typically plan on.

Retirement 52

Retirement Retirement Planning Clients Engineering 52

Harness Wealth

MARCH 27, 2025

Pass-Through Entity Tax (PTET) is a state-level tax mechanism designed to sidestep the federal State and Local Tax (SALT) deduction limit. Allowing a pass-through entity to pay state income taxes directly, PTET effectively shifts the tax burden from individual owners to the business itself.

Taxes 52

Taxes Compliance Consulting Financial Planning 52

Harness Wealth

APRIL 16, 2025

Roth IRA conversions present a significant challenge for retirement planners: pay taxes now or later? Moving funds from traditional IRAs to Roth accounts triggers immediate taxation but promises tax-free withdrawals in retirement.

Taxes 52

Taxes Retirement Retirement Planning Distribution 52

Tobias Financial

JUNE 1, 2025

OBBBA is a comprehensive tax and spending package that was passed by the House of Representatives on May 22nd and is now under consideration by the Senate. This bill touches on three major areas: tax cuts, spending reductions, and artificial intelligence (AI) legislation. It is for information and planning purposes only.

Taxes 40

Taxes Financial Advisor Wealth Advisor CFP 40

The Big Picture

JULY 1, 2025

What were the original career plans? So I arrived at Wellesley with the plan to do pre-med. So I moved to Zurich in 2009 and I left Bain in 2017. Here is the plan, here’s how you should go about in this deal or in, in this new asset class. Barry Ritholtz : So you moved to Swiss Re in 2017 as head of private equity.

Investments 147

Investments Investing Consulting Insurance 147

Random Roger's Retirement Planning

JULY 4, 2025

VettaFi has info on GTAA even though it closed in 2017. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. When I was at AdvisorShares, the Morgan Creek Global Tactical ETF (GTAA) maintained positions in levered ETFs for an extended period.

Portfolio 59

Portfolio Numbers Management Taxes 59

MainStreet Financial Planning

NOVEMBER 25, 2024

The maximum amount of earnings subject to Social Security tax (taxable maximum) will increase to $176,100 from $168,600. The individual tax brackets for ordinary income have been adjusted by inflation. On average, tax parameters that are adjusted for inflation will increase about 2.80%.

Taxes 98

Taxes Planning Retirement Planning Accounting 98

Zajac Group

NOVEMBER 7, 2024

Creating wealth that can provide financial security for generations to come is an incredible feat, and it requires careful planning, consideration, and communication among family members. Let’s take a look at the tax impact and other considerations of each. million before triggering federal estate taxes).

Planning 52

Planning Estate Planning Taxes Assets 52

Harness Wealth

APRIL 17, 2025

Incentive stock options represent a specialized form of equity compensation designed specifically for employees, offering potential tax advantages that make them particularly valuable for retention. This restriction helps companies focus their most tax-advantaged equity compensation on their core workforce.

Taxes 52

Taxes Tax Planning Planning Sales 52

Harness Wealth

MARCH 6, 2025

This weeks Tax Advisor news roundup covers key updates for financial professionals. We break down individual state income tax rates and brackets nationwide, explore a survey revealing that technology spending in the financial services sector is outpacing pay increases, and provide a refresher on 1099-K reporting requirements.

Taxes 52

Taxes Accounting Budgeting Planning 52

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. Slome, CFA, CFP Plan. Instead, the media blitz surrounding Brexit turned out to be more molehill than mountain.

Media 52

Media Economy Investments Investing 52

Random Roger's Retirement Planning

JUNE 18, 2025

Dusting off an old one, quick, without looking, what did the S&P 500 do in 2017 and did you outperform or lag? They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. Here's the one thing, with regard to portfolio outcomes, that matters most.

Portfolio 52

Portfolio Clients Retail Taxes 52

Carson Wealth

MARCH 6, 2025

Whats less common, but just as important, is outlining a specific plan for this transfer and updating it as circumstances change. If its been some time since you established your estate plan, you may want to think about giving it a review. Lets look at three life changes that signal its time to review and update your estate plan.

Estate Planning 125

Estate Planning Planning Taxes Financial Advisor 125

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. What, 00:02:38 [Speaker Changed] What was the career plan, by the way? I, I guess I would say to you this, I I never really had a career plan.

Food 130

Food Numbers Investments Investing 130

Harness Wealth

JANUARY 28, 2025

In this guide, we’ll explore the key tax changes in effect for 2025, how theyll influence your filing status, retirement savings, investment, and estate planningand offer strategic advice to help high-income and high-net-worth individuals prepare more effectively for upcoming coming tax changes. That said, U.S.

Taxes 52

Taxes Planning Retirement Accounting 52

Zajac Group

JULY 15, 2025

Passing in early July 2025, the One Big Beautiful Bill Act (OBBBA) implements sweeping changes to the current tax landscape, as well as federal funding, clean energy initiative rollbacks, and more. TCJA Provisions Made Permanent During his first term, President Trump signed into law the 2017 Tax Cuts and Jobs Act.

Taxes 52

Taxes Accounting Estate Planning Planning 52

Carson Wealth

JULY 11, 2025

One of the opportunities we highlighted early in the year in our 2025 Outlook was a big tax bill that boosted corporate profits, similar to 2017. We got massive tariffs first, and it was quite a struggle to get the tax bill past the finish line. New individual tax benefits that are set to expire in a few years.

Taxes 59

Taxes Marketing Marketing Government 59

The Big Picture

FEBRUARY 4, 2025

WA was the career plan, always economics and finance. That’s why marginal tax rates in Denmark are 55%. Barry Ritholtz : But you left before you had to pay those 55% tax rates. It was not our plan. That’s a mouthful of places where you’ve worked. And not 37% as it is in the us right? We all enjoyed it.

Economy 257

Economy Banking Economics Taxes 257

Carson Wealth

FEBRUARY 27, 2025

Like gardening or working out, tax planning is one of those activities where you get out what you put in. Tax planning is similar in the sense that you can put work in on the front end that youll reap benefits from later. Many of us just do tax preparation, dropping off a shoebox of documents with a CPA for the weekend.

Taxes 105

Taxes Tax Planning Distribution Planning 105

Nerd's Eye View

NOVEMBER 13, 2024

With Republicans appearing to have secured a sweep of the White House and both chambers of Congress, the most immediate question for many financial advisors and their clients is what impact the election results will have on the scheduled expiration of the Tax Cuts & Jobs Act (TCJA) at the end of 2025.

Tax Planning 246

Tax Planning Taxes Planning Assets 246

The Big Picture

MARCH 17, 2025

What, what was the original plan Stephanie Kelton : To be a dentist. You sit in a room all day doing tax returns or something, it’s just not, you know, that it seemed antisocial. So you end up teaching at the University of Missouri, Kansas City for 18 years, from 1999 to 2017. Barry Ritholtz :Why a dentist?

Economy 147

Economy Taxes Budgeting Government 147

Harness Wealth

MAY 9, 2025

May flowers are blooming and so are conversations about tax policy changes that could significantly impact your planning! Interested in using Harness at your tax firm, or know a tax firm you’d like to refer to Harness? Schedule an introduction today. 223(b)(3)). 223(b)(3)).

Taxes 52

Taxes Economics Manufacturing Government 52

Carson Wealth

FEBRUARY 6, 2025

Canada will spend about $680 billion on border security, pushing ahead with plans that have been in the works. All else equal, tariffs are a tax, and that means prices will go up. A big increase in federal spending, and lower revenue on the back of the 2017 tax cuts, sent the deficit higher. of GDP by the end of 2019.

Taxes 64

Taxes Manufacturing Economy Government 64

Random Roger's Retirement Planning

APRIL 26, 2025

Of course the reason anyone cares about ARKK is how fantastically well it did for about a four year run starting in early 2017. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

Portfolio 52

Portfolio Clients Sales Retirement 52

The Big Picture

JUNE 15, 2025

1 Despite being a relatively short sequence (about ten minutes), there’s actually enough to talk about here that we’re going to split it over two weeks, talking about the setup – the battlefield, army composition, equipment and battle plan – this week and then the actual conduct of the battle next week. ( Vertin Award from CFA Institute.

License 179

License Media Retirement Retail 179

Random Roger's Retirement Planning

JUNE 28, 2025

I hadn't heard of it but it has been trading since 2017. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. At one point during the April carnage, momentum funds were reportedly doing poorly but have turned it around?

Retirement 59

Retirement Portfolio Taxes Numbers 59

Random Roger's Retirement Planning

JUNE 16, 2025

Schwab didn't retake that high until early 2017. An idea from many years ago that we revisit occasionally is figuring out what we really value and then saving or planning toward that correct outcome. I've told the story 100 times about not wanting to be a partner at my old firm.

Planning 49

Planning Retirement Taxes Clients 49

Trade Brains

JUNE 26, 2025

Guidance: For FY26, Senores Pharmaceuticals has guided for strong growth, targeting at least 50 percent year-on-year revenue growth and aiming for 100 percent growth in profit after tax (PAT) compared to current levels. Capex: Senores Pharmaceuticals has planned a capex of Rs. 250 crores for FY26.

Pharmaceutical 59

Pharmaceutical Manufacturing Compliance Distribution 59

Nerd's Eye View

JULY 10, 2024

The Tax Cuts and Jobs Act (TCJA), passed in 2017, was one of the most extensive pieces of tax legislation to be passed in the last 30 years, touching many aspects of individual, corporate, and estate tax. elections.

Taxes 246

Taxes Clients Planning Numbers 246

Nerd's Eye View

OCTOBER 16, 2024

Since the Tax Cuts & Jobs Act (TJCA) was passed in 2017, few households have been subject to the Alternative Minimum Tax (AMT), which TCJA restructured so that it applied mainly to a select number of upper-income households.

Taxes 246

Taxes Clients Planning Numbers 246

Nerd's Eye View

MAY 31, 2023

The 2017 Tax Cuts & Jobs Act introduced a $10,000 limit on the State And Local Tax (SALT) deduction that was previously available for taxpayers who itemized their deductions. Another set of considerations involves owners of businesses that operate in multiple states, which can compound the complexity of electing a PTET.

Taxes 246

Taxes Planning Tax Planning Numbers 246