2024 CFP Tax Planning Taxes 
Nerd's Eye View
MARCH 15, 2024
While the final submitted text has not been released, some experts suggest that the DoL likely made few changes to its initial proposal, despite significant opposition from broker-dealers that could lead to the judicial system deciding the rule’s ultimate fate.
Carson Wealth
FEBRUARY 16, 2024
By Mike Valenti, CPA, CFP ® , Director of Tax Planning It’s that time of year again! W-2s, 1099s and mortgage statements have been to hit your mailbox: a daily reminder that it is, once again, Tax Season. Overall, it was a relatively quiet year on the tax front. Although Congress isn’t done yet! More on that later.)
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Nerd's Eye View
MARCH 15, 2024
While the final submitted text has not been released, some experts suggest that the DoL likely made few changes to its initial proposal, despite significant opposition from broker-dealers that could lead to the judicial system deciding the rule’s ultimate fate.
Carson Wealth
MARCH 26, 2024
By Mike Valenti, CPA, CFP®, Director,Tax Planning LLCs can provide legal protections and a level of anonymity, either or both of which can be beneficial for business owners, investors, and others with valid intentions. NOTE: Applicable entities created in 2024 have 90 days from creation to file the report.
Darrow Wealth Management
JANUARY 9, 2023
was signed into law December 29th, 2022, bringing more major changes to tax law. 529 plan to Roth IRA rollovers. The individual must be the designated beneficiary of the 529 plan and move funds to a Roth IRA in their name. Amount rolled over is tax-free (not included in beneficiary’s income) and penalty-free.
Darrow Wealth Management
JANUARY 29, 2024
There are no tax benefits during life nor are there any adverse tax implications. This article is a high-level overview of the various estate planning techniques and considerations when using revocable living trusts from the perspective of a wealth advisor (e.g. Limiting access can provide estate tax planning benefits for some).
Darrow Wealth Management
NOVEMBER 20, 2023
Considering Roth conversions in retirement When you convert pre-tax money from an IRA to an after-tax Roth IRA, the amount converted is included in your taxable income. But in retirement, without a paycheck, it can be a great opportunity to control your tax situation for the year and fill up the lower tax brackets.
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