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2024 Estate Planning Taxes 
Nerd's Eye View
NOVEMBER 4, 2024
Welcome to the November 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
242 
Wealth Management
APRIL 26, 2023
An overview of some of the important estate-planning proposals included in the 2024 Greenbook.
287
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Protect What Matters: Rethinking Finance Ops In A Digital World
Your Accounting Expertise Will Only Get You So Far: What Really Matters
Wealth Management
OCTOBER 2, 2024
Five ways to turn potential tax scares into sweet savings.
312 
Wealth Management
JUNE 27, 2025
Michael was instrumental during AssetMark’s leveraged buyout transition to Genstar in 2013, its sale to Huatai Securities in 2016, its IPO in 2019, and its sale to GTCR in 2024. Before joining AssetMark, Michael was a Senior Vice President at Fidelity’s Institutional Wealth Services.
260 
Wealth Management
JUNE 26, 2025
and Orchard Park Real Estate Holdings, was originally charged in January by the Securities and Exchange Commission and DOJ. Between 2014 and 2024, Mason transferred client funds into his own accounts and those of the two entities without clients’ authorization, according to the SEC. He pleaded guilty to all of the criminal charges.
227 
Wealth Management
MARCH 15, 2023
What “fair share” taxation means for estate planning.
246 
MainStreet Financial Planning
NOVEMBER 8, 2024
As December unfolds, it’s easy to overlook year-end tax planning amid the holiday hustle. However, dedicating a few moments now can lead to significant savings come tax season. To help you retain more of your hard-earned money and reduce your tax liability, consider these five strategic moves before the year concludes.
98 
Nerd's Eye View
FEBRUARY 5, 2024
Welcome to the February 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
246 
Nerd's Eye View
APRIL 1, 2024
Welcome to the April 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
240 
Abnormal Returns
DECEMBER 4, 2024
Podcasts Christine Benz talks 2025 taxes with Ed Slott author of "The Retirement Savings Time Bomb Ticks Louder." nextavenue.org) The best books and podcasts on aging in 2024 including "Learning to Love Midlife: 12 Reasons Why Life Gets Better with Age" by Chip Conley. apolloacademy.com) Taxes Some things to know about doing a QCD.
144 
MainStreet Financial Planning
JANUARY 23, 2025
For 2024, the maximum taxable earnings subject to Social Security tax is $168,600. Review Your Estate Planning Documents Take some time to review the key documents in your estate plan, such as your will, power of attorney, and property deeds.
Nerd's Eye View
APRIL 18, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that as total household financial wealth grew to a record high of $90 trillion at the end of 2024, so too did the number of households advancing up the wealth ladder, with the High-Net-Worth (HNW) category of households with (..)
Nerd's Eye View
OCTOBER 7, 2024
Welcome to the October 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
246 
Harness Wealth
NOVEMBER 12, 2024
As the year comes to a close, now is the time to review potential financial moves to help minimize your tax burden heading into 2025. Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. Find your next tax advisor at Harness today. Starting at $2,500.
52 
Dear Mr. Market
DECEMBER 31, 2024
Optimize Tax Strategies Its not what you makeits what you keep. Meet with your tax advisor to discuss harvesting tax losses, Roth conversions, and charitable contributions that might save you money. Ready to Tackle 2024? Whether youre fine-tuning your budget or planning your retirement roadmap, dont go it alone.
105 
The Big Picture
MAY 29, 2024
At The Money: Your Financial Captain with Peter Mallouk (May 29, 2024) Who’s in charge of all of the details of your financial life? Not just the stocks and bonds, but your taxes, your will, your estate, any trusts, insurance, credit line, real estate, and anything that affects your financial health.
284 
Darrow Wealth Management
MARCH 13, 2025
Over the most recent five year period ending in 2024, here’s the annualized returns and volatility of the 505 companies in the S&P 500 versus the index itself. Between 1987 and April 2024, roughly 67% of individual stocks underperformed the Russell 3000. Of the underperformers, 39% actually lost money.
83 
Nerd's Eye View
AUGUST 5, 2024
Welcome to the August 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
130 
Wealth Management
JUNE 12, 2025
Diana Britton , Executive Editor June 12, 2025 3 Min Read MFS Investment Management is credited with introducing the first mutual fund, the Massachusetts Investors Trust, in 2024. She cites ETFs’ accessibility, transparency, liquidity, tax efficiency and low cost.
141 
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.
105 
Abnormal Returns
OCTOBER 23, 2023
advisorperspectives.com) Vanilla is rolling out more AI tools for estate planning. kitces.com) The SEC's examination priorities for 2024 include the marketing rule and alternative assets. riabiz.com) The upside of pro bono financial planning. wealthmanagement.com) Another example of an RIA adding tax capabilities.
157 
Integrity Financial Planning
NOVEMBER 14, 2023
We’re coming up on the end of the year, and while it’s a time to take a break and enjoy the holiday season, it’s also a good time to consider tax strategies that may benefit you. Gift Tax Exemptions Each year, you can give up to $17,000 to any number of people tax-free.
96 
Yardley Wealth Management
AUGUST 27, 2024
The post Tax-Free Transfers from Your IRA to Charity: A Smart Financial Strategy appeared first on Yardley Wealth Management, LLC. Tax-Free Transfers from Your IRA to Charity: A Smart Financial Strategy At Yardley Wealth Management, we understand that many clients want to make a difference while also securing their financial future.
40 
NAIFA Advisor Today
APRIL 12, 2024
Understanding the intersection between financial assets and estate planning is extremely important for maximizing wealth and enhancing asset protection. Join us on Wednesday, May 1, 2024, from 12:00 pm to 1:00 pm Eastern for an in-depth webinar that focuses on aligning your clients' financial assets with their estate planning goals.
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.
143 
WiserAdvisor
JUNE 16, 2025
For wealthy families and individuals, a lawsuit can emerge from business dealings, real estate disputes, domestic situations like divorce or separation, or even household employee issues. A 2024 Deloitte report found that 43% of family offices had experienced a cyberattack in the past two years. Why are the wealthy such prime targets?
Zoe Financial
DECEMBER 28, 2024
New Year, New Wealth: A Guide to Financial Resolutions for 2025 Updated December 30th, 2024 Reading Time: 7 minutes Written by: The Zoe Team As the New Year approaches, many of us set personal goals to make the coming year better than the last. Plan Your Tax Strategy Work with a financial advisor to optimize your tax situation.
NAIFA Advisor Today
AUGUST 16, 2023
Brought to you exclusively by NAIFA and the Society of FSP, this essential webinar delves deep into the time-sensitive implications of provisions in the Tax Cuts and Jobs Act (TCJA) of 2017 that are scheduled to sunset by 2025.
52 
Darrow Wealth Management
OCTOBER 28, 2024
A strategy for managing your investments is also key: understanding your risk capacity vs appetite, balancing a need for a current income stream and future growth, and ways to be more tax efficient in taxable accounts. Put the plan into action. The tax consequences from the sale can be highly complex.
105 
Harness Wealth
MARCH 5, 2024
Tax advisors, and other tax professionals , offer services from preparing and filing annual tax returns to comprehensive tax strategies that help minimize taxes and preserve wealth over time. In this guide, we’ll explore the average fees of tax advisors in the US for 2024.
52 
Darrow Wealth Management
NOVEMBER 4, 2024
If you’re working with a CPA for your taxes or have an estate planning attorney, consider asking them for a recommendation also. Last reviewed October 2024] The post How to Find a Fiduciary Financial Advisor appeared first on Darrow Wealth Management.
Harness Wealth
MARCH 11, 2024
As a company founder, early startup employee, or small business owner, you may find yourself in a higher tax bracket as your business grows or you realize gains from equity compensation. But that doesn’t mean you simply have to accept a higher tax bill. Here are 20 tax-efficient actions to consider when filing your taxes in 2024.
59 
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.
111 
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.
52 
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. Maddox’s relationship with Harness as a tax adviser on the platform, material conflicts of interest may arise.
64 
WiserAdvisor
FEBRUARY 19, 2024
As a couple aged 65 in 2023, you may need approximately $315,000 saved (after tax) to cover your healthcare expenses. This underscores the necessity of integrating healthcare costs into your broader retirement planning strategy. It is easy to focus on accumulating a nest egg for a comfortable future.
66 
Harness Wealth
JUNE 9, 2023
While it may seem like a luxury that is only available to the wealthy, anyone is capable of building an effective financial plan and putting it into action. Without effective personal financial management, you risk losing money to poor budgeting, poor tax planning, or even just to inflation.
Carson Wealth
FEBRUARY 1, 2024
As we’ve grown, the need for additional expertise became apparent, and Carson’s expansive resources can help fill a lot of buckets for us, like portfolio management and tax and estate planning. When the opportunity arose to partner with Carson and enhance our ability to serve our clients, we knew it was the right move.”
WiserAdvisor
JANUARY 3, 2024
Five retirement investing tips to build the ideal portfolio for your golden years Tip 1: Ensure your investment portfolio includes tax-advantaged accounts Building an ideal retirement portfolio begins with optimal use of tax-advantaged accounts like Roth and Traditional options.
52 
Nerd's Eye View
DECEMBER 30, 2024
Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.
Carson Wealth
DECEMBER 17, 2024
By Brady Marlow, CFP, AEP, CAP, CPWA, CExP , Director, Carson Private Client Wealth Strategy Although most people focus first on loved ones in developing their estate plan, you may also want your legacy to include continuing support of issues and organizations youre passionate about. million per individual for 2024.
WiserAdvisor
JANUARY 16, 2024
Beyond retirement, 401(k) plans can play a crucial role in estate planning, too. In the unfortunate event of your passing, the funds held in a 401(k) can be passed on to your heirs, offering them a tax-advantaged account. The tax-deferred structure of a 401(k) is a compelling feature.
Carson Wealth
DECEMBER 31, 2024
Your personal preferences and the potential good your bequests can do are factors to think about in your estate planning. What Is Estate Equalization? Basically, estate equalization is the process of helping ensure fairness in your estate plan, whether that means leaving all your primary heirs the same bequests or not.
Discipline Funds
DECEMBER 29, 2024
Calculate your 2024 after tax income and expected after tax 2025 income. Compare this to your 2024 expenses and expected 2025 expenses. Are you saving or contributing 10-20% of your income to a dedicated savings plan? 2024 was a great year for risk assets. You can gift up to $18K in 2024 ($36k per couple).
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