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. Here’s a summary of the major tax law changes coming in 2026 and some steps individuals and business owners can take to prepare. For some, this may lead to more taxes paid on capital gains.

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Taxes Tax Planning Planning Estate Planning 105

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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Darrow Wealth Management

JULY 30, 2024

For founders, employees, and executives with stock-based compensation, an 83(b) election can be a powerful tax planning tool. When you make an 83(b) election, you’re opting to pay tax on unvested shares now, instead of when the stock vests. In tax lingo, this is known as substantial risk of forfeiture.

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Taxes Tax Planning Startup Valuation 104

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).

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Planning Retirement Planning Taxes Insurance 143

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.

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License Tax Planning CFP Taxes 129

Your Richest Life

FEBRUARY 27, 2024

Tax time is here again, and if you’re not one of the 25 million Americans who have already filed , then you’re probably going through the process of gathering what you need and preparing to file. The Child Tax Credit and Potential Changes The 2023 child tax credit is capped at a refundable amount of $1,600 – for now.

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Taxes Fee Only CFP Financial Planning 52

Yardley Wealth Management

DECEMBER 17, 2024

Garry Esquire, CFP®, MBA Founder & CEO of Yardley Wealth Management Setting meaningful financial goals in 2025 requires more than just wishful thinking – it demands a strategic, well-planned approach. Tax Efficiency: A Often Overlooked Opportunity One area where I see clients consistently leaving money on the table is tax planning.

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Financial Planning Debt Management Retirement Planning Retirement 52

Tobias Financial

JULY 5, 2024

In a recent CNBC article, our Wealth Advisor, Catalina Franco-Cicero, MS, CFP®, CTS , was quoted on the topic of tax strategies during periods of unemployment. However, a period of lower income in 2024 could present valuable tax planning opportunities.

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Darrow Wealth Management

DECEMBER 23, 2023

Contributions to the account are made after tax and the money can be invested and grow tax-deferred. If the funds are used for qualifying educational expenses, withdrawals are tax-free. In 2023, the annual gift tax exclusion is $17,000 per person, increasing $1,000 in 2024.

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Taxes Education Wealth Management Planning 104

MainStreet Financial Planning

JANUARY 31, 2025

In June 2024, I embarked on a full kitchen remodel, hoping it would be done by the Christmas holidays (keep reading to the end to find out if it was done in time). In addition, my husband had company stock with long-term capital gains, so we sold some shares at a favorable tax rate to increase our cash for the project.

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Darrow Wealth Management

DECEMBER 23, 2022

Congress is once again poised to make sweeping changes to the retirement and tax rules in the last two weeks of the year. In the new bill, the age when retirees must begin drawing from non-Roth tax-deferred retirement accounts would increase to 73 in 2023 and 75 in 2033. The Secure Act 2.0 is expected to become law later this week.

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Retirement Retirement Planning Distribution Planning 105

Darrow Wealth Management

OCTOBER 21, 2024

When unexercised ISOs are cashed out at closing, it’s considered a cancellation of stock options for tax purposes, not a disqualifying disposition. This is important, as the former will be subject to payroll tax. Should the deal not go through, you may be left with a large tax bill and no liquidity to pay it.

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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. Here’s a summary of the major tax law changes coming in 2026 and some steps individuals and business owners can take to prepare. For some, this may lead to more taxes paid on capital gains.

Taxes 52

Taxes Tax Planning Planning Estate Planning 52

Sara Grillo

APRIL 28, 2023

When : Wednesday, March 13th – Thursday, March 14th, 2024 Where : DoubleTree by Hilton St. plus the cost of sales tax. If you wish to transfer your ticket to another party, you may do so before March 1, 2024, and you agree to notify Sara Grillo immediately of any changes in ownership. Will you join us? Join the Immersion.

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CFP Taxes Sales Financial Planning 52

Darrow Wealth Management

MARCH 11, 2024

The primary benefits are tax savings and ability to stay invested. Pros and cons of using a portfolio-based line of credit to buy a house Ultimately, you’ll want to speak with your financial and tax advisor before considering borrowing against your investment accounts. As with any financial decision, there are risks.

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Accounting Wealth Management Taxes Portfolio 105

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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Retirement Distribution Taxes Accounting 105

Darrow Wealth Management

JULY 30, 2024

For founders, employees, and executives with stock-based compensation, an 83(b) election can be a powerful tax planning tool. When you make an 83(b) election, you’re opting to pay tax on unvested shares now, instead of when the stock vests. In tax lingo, this is known as substantial risk of forfeiture.

Taxes 52

Taxes Tax Planning Startup Valuation 52

Darrow Wealth Management

FEBRUARY 19, 2024

A deep discussion of these strategies is outside the scope of this overview, and because every situation is so different, be sure to discuss your situation with your tax and financial advisor. Taxes should always be a component of any investment decision — but not the main driver.

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Management Taxes Portfolio Estate Planning 111

Investing Caffeine

JANUARY 2, 2024

Jerome Powell, the Federal Reserve Chairman has been paying attention to these statistics, as evidenced by the central bank’s forecast at the Fed’s recent policy meeting last month on December 13 th for three interest rate cuts in 2024. Slome, CFA, CFP® Plan. www.Sidoxia.com Wade W. Subscribe Here to view all monthly articles.

Economy 98

Economy CFP Accounting Economics 98

Harness Wealth

JUNE 5, 2024

“Until I found Harness, starting my own tax practice wasn’t an option that I was seriously considering.” Due to Mr. Maddox’s relationship with Harness as a tax adviser on the platform, material conflicts of interest may arise. CFP® Before moving to Harness, Kelley Maddox was on a typical trajectory at his previous company.

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Taxes Clients Planning Tax Planning 64

Investing Caffeine

MARCH 1, 2024

To put this AI wave into perspective, you need look no further than to the comments made by Meta CEO Mark Zuckerberg, who stated by the end of 2024, the company should have 350,000 of NVIDIA’s H100 graphics processing units (GPUs) as part of the company’s AI infrastructure. Slome, CFA, CFP® Plan. www.Sidoxia.com Wade W.

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Taxes Risk Tolerance Retirement Investments 52

Tobias Financial

OCTOBER 13, 2024

We are excited to announce that our Wealth Advisor, Franklin Gay , CFP®, EA, will be a keynote speaker at the 19th Annual Financial Planning Association (FPA) Miami Symposium! His dual qualifications as both a Certified Financial Planner and Enrolled Agent offer a well-rounded perspective on integrating tax strategies into financial planning.

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Darrow Wealth Management

APRIL 15, 2024

According to the 2024 State of Retirement Planning Study by Fidelity Investments, the rise of remote and hybrid work has shifted retirement preferences for working Americans under age 42. This article was written by Kristin McKenna, CFP® and originally appeared on Forbes. But that’s short-sighted.

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Retirement Retirement Planning Insurance Medical 105

Tobias Financial

JUNE 6, 2024

Roth IRA conversions have surged in popularity in 2024, with a notable 44% increase year-over-year during the first quarter, according to data from Fidelity Investments. However, as our CEO, Marianela Collado, CPA/PFS, CFP®, CDS® points out, this strategy isn’t suitable for everyone.

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Taxes Retirement CFP Distribution 40

Your Richest Life

SEPTEMBER 14, 2023

These accounts offer tax benefits for putting money aside for qualified expenses. Here is an overview of those benefits: Health Savings Account (HSA) – HSAs are savings accounts funded with pre-tax contributions. They also have tax-free earnings and tax-free withdrawals for qualified medical expenses.

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Insurance Medical Accounting Taxes 59

Darrow Wealth Management

JANUARY 9, 2023

was signed into law December 29th, 2022, bringing more major changes to tax law. Amount rolled over is tax-free (not included in beneficiary’s income) and penalty-free. The ability to do 529 plan to Roth IRA rollovers goes into effect January 2024. Currently, pre-tax or Roth contributions are allowed. The Secure Act 2.0

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Accounting Taxes Tax Planning Distribution 59

Darrow Wealth Management

MAY 17, 2024

Consider paying the school directly and consulting your tax advisor to discuss gift tax issues. Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes. Last reviewed May 2024 The post How Much Should Parents Contribute to College? Here are a few. Parent loan.

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Education Communication Wealth Management CFP 104

Your Richest Life

APRIL 15, 2024

There are traditional and Roth 401(k)s, both differentiated by their tax benefits. Traditional 401(k) – Employee contributions reduce taxable income, but withdrawals in retirement are taxed. Like a 401(k), a 403(b) plan lets employees put some of their salary into an account, and it’s generally not taxed until it’s distributed.

Retirement Planning 52

Retirement Planning Retirement Planning Taxes 52

Zoe Financial

APRIL 8, 2025

Published: April 9th, 2025 Reading Time: 7 minutes Written by: Keith Corbett, CFP Equity compensation is a type of non-cash benefit that some employers offer employees as part of their total compensation package. This includes Incentive Stock Options (ISOs) and Non-Qualified Stock Options (NQSOs), which can have different tax treatments.

Taxes 52

Taxes Financial Advisor Planning Startup 52

Zoe Financial

APRIL 8, 2025

Published: April 24th, 2025 Reading Time: 7 minutes Written by: Keith Corbett, CFP Equity compensation is a type of non-cash benefit that some employers offer employees as part of their total compensation package. This includes Incentive Stock Options (ISOs) and Non-Qualified Stock Options (NQSOs), which can have different tax treatments.

Taxes 52

Taxes Financial Advisor Planning Startup 52

Investing Caffeine

JULY 1, 2024

Slome, CFA, CFP® Plan. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (July 1, 2024). The best advice is to celebrate responsibly, while managing the risk of your investment portfolio, because eventually the cops will arrive and the party will come to an end.

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Economics Marketing Marketing Food 52

Investing Caffeine

AUGUST 2, 2024

Slome, CFA, CFP® Plan. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (August 1, 2024). Rather than getting caught up in a fool’s errand, make sure your investment portfolio is diversified and built to withstand volatile rotations. www.Sidoxia.com Wade W.

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Darrow Wealth Management

APRIL 15, 2024

According to the 2024 State of Retirement Planning Study by Fidelity Investments, the rise of remote and hybrid work has shifted retirement preferences for working Americans under age 42. This article was written by Kristin McKenna, CFP® and originally appeared on Forbes. But that’s short-sighted.

Retirement 52

Retirement Retirement Planning Insurance Medical 52

FMG

FEBRUARY 22, 2023

For example, FMG and Holistiplan held a webinar about how tax offering tax planning is a big growth opportunity for financial advisors. Podcasts Ryan Burklo, RICP and Alex Collins, CHFC, CFP’s podcast “ Beer and Money ” is described on their site as a “financial fireside chat.”

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Marketing Marketing Financial Advisor Media 52

Tucker Advisors

APRIL 4, 2023

By next year, 2024, one in four workers will be 55 or older, which is an over 100% increase from 30 years ago in 1994. So, when discussing older adults working longer, the ideal scenario is a job in the last 10 years of their working careers that is not too stressful or taxing physically.”

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Retirement Accounting Planning Budgeting 75

Investing Caffeine

JUNE 3, 2024

Slome, CFA, CFP® Plan. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (June 3, 2024). www.Sidoxia.com Wade W. Subscribe Here to view all monthly articles. Please read disclosure language on IC Contact page.

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Risk Tolerance Economy Economics Asset Allocation 52

Investing Caffeine

AUGUST 2, 2023

In fact, investors are currently betting for multiple interest rate cuts in 2024. Slome, CFA, CFP® Plan. No information accessed through the Investing Caffeine (IC) website constitutes investment, financial, legal, tax or other advice nor is to be relied on in making an investment or other decision. www.Sidoxia.com Wade W.

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