Integrity Financial Planning

NOVEMBER 14, 2023

Because taxes are calculated from January 1st to December 31st of each year, and certain retirement rules and laws reset at the same time, you may have some significant last-minute moves you can make with your money before the tax year is over. Gift Tax Exemptions Each year, you can give up to $17,000 to any number of people tax-free.

Taxes 96

Taxes Retirement Estate Planning Planning 96

Harness Wealth

JUNE 9, 2023

Recognizing the need for a financial plan is a significant first step toward the goal of achieving personal financial security. Table of Contents What is a Financial Plan? Table of Contents What is a Financial Plan? Why is Financial Planning so Important? Why is Financial Planning so Important?

Financial Planning 52

Financial Planning Planning Financial Planner Wealth Management 52

Nerd's Eye View

DECEMBER 28, 2022

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range of changes to the retirement planning landscape, from the death of the ‘stretch’ IRA to raising the age for Required Minimum Distributions (RMDs) to 72. In addition, SECURE 2.0 backdoor Roth conversions).

Tax Planning 246

Tax Planning Taxes Planning Retirement Planning 246

Nerd's Eye View

DECEMBER 28, 2022

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range of changes to the retirement planning landscape, from the death of the ‘stretch’ IRA to raising the age for Required Minimum Distributions (RMDs) to 72. In addition, SECURE 2.0 backdoor Roth conversions).

Tax Planning 246

Tax Planning Taxes Planning Retirement Planning 246

Harness Wealth

APRIL 17, 2023

However, realizing the value of equity can be rare, particularly when the company has no immediate plans to go public. In this guide, we’ll explore the ins and outs of tender offers, discuss their associated tax implications, and give you the information you need to plan ahead for any tender offers in your future.

Startup 52

Startup Taxes Risk Tolerance Consulting 52

FMG

FEBRUARY 22, 2023

Looking to start planning events for your firm? For example, FMG and Holistiplan held a webinar about how tax offering tax planning is a big growth opportunity for financial advisors. If that doesn’t convince you enough, research shows that by 2024, the estimated number of listeners will hit 100 million.

Marketing 52

Marketing Marketing Financial Advisor Media 52

Darrow Wealth Management

MARCH 24, 2024

6 tax strategies for incentive stock options and AMT Triggering the alternative minimum tax isn’t the end of the world, but you don’t want to do it by accident. By the end of the year, you already know most of the tax inputs so your CPA and financial advisor can help in developing a tax projection.

Taxes 59

Taxes Tax Planning Planning Financial Advisor 59

Nerd's Eye View

MARCH 15, 2024

Also in industry news this week: CFP Board this week announced changes to its Sanctions Guidelines and revisions to its Fitness Standards that clarify the factors that determine how potential sanctions are determined and revise the framework use to determine whether a candidate is eligible to become a CFP certificant The Financial Services Institute (..)

Financial Planner 227

Financial Planner CFP Taxes Tax Planning 227

Discipline Funds

DECEMBER 20, 2023

The end of the year is an ideal time to start planning for the year ahead and make sure you’re on target to achieve those goals. Good financial planning is all about asset and liability matching across time. A financial plan with an asset liability mismatch is likely to fail over time. Asset and Liability Matching.

Financial Planning 75

Financial Planning Planning Asset Allocation Retirement Planning 75

Nerd's Eye View

MARCH 15, 2024

Also in industry news this week: CFP Board this week announced changes to its Sanctions Guidelines and revisions to its Fitness Standards that clarify the factors that determine how potential sanctions are determined and revise the framework use to determine whether a candidate is eligible to become a CFP certificant The Financial Services Institute (..)

Financial Planner 130

Financial Planner CFP Taxes Tax Planning 130

Darrow Wealth Management

MARCH 29, 2024

The AMT is a parallel tax calculation which disallows certain tax deductions and non-taxable items under the regular system. Taxpayers pay whichever number is higher: their tax due under AMT or the regular system. Under the regular tax system, when you exercise ISOs, it’s not a taxable event.

Taxes 83

Taxes Tax Planning Planning Wealth Management 83

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.)

Taxes 97

Taxes Consulting Accounting Planning 97

Harness Wealth

APRIL 28, 2023

Because of the complexities of the tax code, make sure you work with a Harness Tax Advisor or other tax professional before making any payments. To pay your quarterly taxes, use the IRS’s Direct Pay portal, or mail in your payment along with your completed Form 1040-ES.

Taxes 52

Taxes Distribution Startup Assets 52

Harness Wealth

MARCH 3, 2023

Since then, in the midst of a sleepy IPO market and macroeconomic headwinds, Stripe’s plans have evolved. In the case of Stripe, many of these RSUs are set to expire in 2024. If a Stripe IPO were to happen before then, employees would sell their shares and use some of the proceeds to cover their own personal taxes.

Taxes 52

Taxes Valuation Startup Sales 52

The Big Picture

OCTOBER 3, 2023

If you look at the, if you look at the filing and you look at the size of the company and the revenue, the entire yearly revenue numbers would be a bad quarter right? You know, my, my number one priority was to operating the firm on a day-to-day basis. We started on that plan in December of 16. A progressive tax.

Taxes 274

Taxes Banking Clients Management 274