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Adviser links: additional designations

Abnormal Returns

JANUARY 16, 2023

(standarddeviationspod.com) Michael Kitces talks with Lisa Brown who is a Partner and Wealth Advisor for CI Brightworth about finding your ideal clients. thinkadvisor.com) Taxes Some steps you can take to upgrade your tax-planning game. thinkadvisor.com) Taxes Some steps you can take to upgrade your tax-planning game.

Wealth Advisor 130
Wealth Advisor Financial Advising Tax Planning Financial Advice 130
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9 Year-End Planning Tips from a Wealth Planner

Carson Wealth

DECEMBER 8, 2023

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). AGI impacts multiple other tax considerations.

Planning 143
Planning Retirement Planning Taxes Insurance 143
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Market Drama

Zoe Financial

APRIL 23, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA April 24, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Ready to Grow Your Wealth? Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan.

Marketing 98
Marketing Marketing Financial Advisor Wealth Advisor 98
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Reddit IPO: Planning ahead for 2023

Harness Wealth

MARCH 9, 2023

Reddit is planning an IPO for the second half of 2023. As of now, Reddit has yet to announce a date for its initial public offering (IPO), but all signs are pointing to the second half of 2023. Another consideration is that exercising your options will come with capital gains taxes. When will Reddit go public?

Planning 52
Planning Taxes Advertising Tax Planning 52
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Market Drama

Zoe Financial

MAY 8, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 8, 2023 Watch Time: 4 minutes Welcome to this week’s Market Drama! First quarter 2023 earnings are now tracking toward negative 4.5% (the market was expecting even worse numbers). Ready to Grow Your Wealth? The S&P 500 was up 1.9

Marketing 98
Marketing Marketing Financial Advisor Wealth Advisor 98
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Market Drama

Zoe Financial

NOVEMBER 20, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA November 20, 2023 Watch Time: 3 minutes Welcome to this week’s Market Drama! Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. for the week.

Marketing 52
Marketing Marketing Wealth Management Financial Advisor 52
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Market Drama

Zoe Financial

MAY 1, 2023

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA May 1, 2023 Watch Time: 4 minutes Welcome to this week’s Market Drama! Earnings: The first quarter of the 2023 earnings season is more than halfway done. 2023 consensus EPS estimates stopped falling. Ready to Grow Your Wealth? year-to-date.

Marketing 96
Marketing Marketing Financial Advisor Wealth Advisor 96
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