Wealth Management

AUGUST 12, 2025

Peter Aloisi August 12, 2025 4 Min Read Andrew Harnik/Getty Images News/Getty Images For many investors, the phrase "alternative minimum tax" tends to raise eyebrows or trigger confusion, if not concern. According to the Tax Policy Center, AMT filings fell from over 5 million in 2017 to just 200,000 in 2018.

Marketing

Harness Wealth

JANUARY 10, 2025

Tax advice is a common topic on social media platforms like TikTok. Influencers promise easy ways to secure tax deductions, simplifying complex ideas into bite-sized claims that gloss over important details in the process. Can Hiring Your Children Help You Save on Taxes? Can You Claim Your Pet as a Tax Write-Off?

Taxes

Nerd's Eye View

MAY 16, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that Republicans in the House of Representatives this week released their long-awaited tax plan to address the impending sunset of many measures in the 2017 Tax Cuts and Jobs Act.

Financial Planner

Advisor Perspectives

JUNE 2, 2025

The House passed a comprehensive tax bill to avoid an expiration of the 2017 Tax Cuts and Jobs Act (TCJA) at the end of the year.

Taxes

Cordant Wealth Partners

NOVEMBER 18, 2024

We also get you up to speed on the tax benefits of using a DAF. If you've heard of a DAF and are curious about incorporating it into your giving and tax planning strategy, this article is for you. Key Takeaways: Contributions to a donor-advised fund reduce your tax bill in the year your contribution is made.

Taxes

Zoe Financial

JANUARY 28, 2025

Looking at the same 1950-2017 period, but looking through the lens of five-year investment horizons, returns for the S&P 500 ranged from down 3% to up 28%. Zoe Financial is not an accounting firm – clients and prospective clients should consult with their tax professional regarding their specific tax situation.

Marketing

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

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

Tobias Financial

AUGUST 5, 2025

On July 4, 2025, the One Big Beautiful Bill (OBBB) was officially signed into law, ushering in a wide range of tax and policy changes that are expected to affect nearly everyone – families, workers, seniors, and business owners alike. Articles Investment Planning Market Update Webinars Tax Planning Charles “Chad” NeSmith Franklin Gay

CFP

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

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

Harness Wealth

AUGUST 13, 2025

High-net-worth individuals have faced significant uncertainty on many of the tax reductions in the TJCA which was passed in 2017. The “One, Big, Beautiful Bill” (OBBB) makes permanent many key tax provisions. The legislation also preserves existing tax benefits that many saw as temporary.

Taxes

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. Pre-tax 401(k) contributions will result in a pre-tax loan.

Taxes

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

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

Random Roger's Retirement Planning

NOVEMBER 20, 2024

I took the above picture in 2017. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. It is now for sale and today I spent time going through it (virtually) to decide whether to pursue it or not.

Retirement

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.

Taxes

The Big Picture

JULY 1, 2025

So I moved to Zurich in 2009 and I left Bain in 2017. You join in 2017 after you had been a consultant for Bain and Company for 19 years. Barry Ritholtz : So you moved to Swiss Re in 2017 as head of private equity. So I think they, but the 00:52:14 [Speaker Changed] Taxes are much higher, so you pay for it.

Investments

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. One of the Roth IRA’s most compelling features?

Taxes

Mullooly Asset Management

JULY 11, 2025

Tax Brackets from the 2017 Tax Cuts and Jobs Act are now permanent for individuals and businesses 3. “No Tax on Tips” – not exactly 4. SALT Deduction Increase: From $10,000 to $40,000 (indexed for inflation through 2029) — but phased out at certain income levels. “No […]

Taxes

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

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

Zajac Group

NOVEMBER 7, 2024

One of the most important aspects of developing a thorough estate plan is tax planning, as this has the potential to diminish the impact of your gifts and your loved ones’ inheritances. Let’s take a look at the tax impact and other considerations of each. million before triggering federal estate taxes).

Planning

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

Tobias Financial

DECEMBER 25, 2024

Keeping up with the tax proposals from the Trump Administration can be challenging, as theyve included a mix of formal policy suggestions and off-the-cuff remarks. One of the clearest proposals is to make the 2017 tax changes permanent. While technically not an income tax, tariffs can function as an indirect tax on consumers.

Taxes

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

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

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

Trade Brains

JULY 11, 2025

lakh in 2017, while taxpayers earning over Rs. On the performance front, Anand Rathi’s Q1FY26 results show it has achieved 24% of its full-year revenue guidance and 25% of its profit after-tax target. Additionally, the HNI population is forecasted to reach 16.6 lakh by 2027, up from 3.1 1 crore are expected to grow to 3.7

Wealth Management

Calculated Risk

DECEMBER 20, 2024

Disposable personal income (DPI), personal income less personal current taxes, increased $61.1 The following graph shows real Personal Consumption Expenditures (PCE) through November 2024 (2017 dollars). The BEA released the Personal Income and Outlays report for November: Personal income increased $71.1 billion (0.3 billion (0.3

Food

Carson Wealth

MARCH 6, 2025

If youre planning a move, keep these three priorities in mind: Taxes Does your new home state have an estate/inheritance tax? Could other state tax laws affect your strategy? The biggest shift in estate planning in decades came from the 2017 Tax Cuts and Jobs Act, signed by President Trump during his first term.

Estate Planning

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. It modified deductions and tax credits and changed depreciation rules and corporate tax rates. The corporate tax rate was slashed from 35% to 21%, and the lifetime estate and gift tax exemption nearly doubled.

Taxes

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

Harness Wealth

JULY 31, 2025

The Tax Cuts and Jobs Act of 2017 , which temporarily doubled estate and gift tax exemptions, is hurtling toward its expiration date of December 31, 2025. Many high-net-worth families underestimate the implications of the upcoming changes , which could expose substantial family wealth to a 40 percent federal tax rate.

Estate Planning

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

Bell Investment Advisors

JUNE 27, 2025

Just at a high level, tariffs are a tax on foreign goods that are imported into a country. government is placing an extra, almost like a sales tax, on top of that. That revenue is then collected by the federal government, the same as income tax or something else of that nature. 11:18 Ryan Kelley: And then the U.S. point of view.

Economics

Carson Wealth

JULY 14, 2025

During his first administration, the president also made fiscal policy his top priority, achieved primarily through the Tax Cuts and Jobs Act. This should provide a boost to the economy and profits, but it is not likely to have as a robust effect as the Tax Cuts and Jobs Act. Tariffs came later and the policy was also more focused.

Investments