Wealth Management

OCTOBER 2, 2024

Five ways to turn potential tax scares into sweet savings.

Estate Planning 312

Estate Planning Planning Taxes 312

Abnormal Returns

OCTOBER 28, 2024

riabiz.com) M&A deals in 2024 have been increasing in size. advisorperspectives.com) Advisers A plan for onboarding client service associates. kitces.com) Tax-loss harvesting is going long-short. advisorperspectives.com) Financial planning CAN change lives. riabiz.com) Why XYPN felt they needed to launch Sapphire.

Risk Tolerance 271

Risk Tolerance Retirement Financial Planning Consulting 271

Wealth Management

APRIL 26, 2023

An overview of some of the important estate-planning proposals included in the 2024 Greenbook.

Estate Planning 287

Estate Planning Financial Advisor Planning Taxes 287

XY Planning Network

MARCH 3, 2025

Tax season is here, and it's crucial to be aware of the latest updates for 2024 to ensure you're compliant and maximize your returns. Tax law is an everchanging beast, with new rules and regulations being introduced every year. But dont fret; we are here to help you navigate through what has changed since last year!

Taxes 98

Taxes Fee Only Financial Advisor Marketing 98

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.

Taxes 98

Taxes Medical Education Retirement 98

Wealth Management

OCTOBER 9, 2024

A breakdown of the top-level proposals from each side of the aisle.

Taxes 289

Taxes Planning 289

Nerd's Eye View

JANUARY 31, 2025

Which could include measures such as additional time to comply with rules that have been adopted but not yet enforced and perhaps, more broadly, an approach from the SEC that focuses more on whether a firm has robust program controls and a strong fiduciary culture rather than seeking out specific, (sometimes minor) missteps and producing enforcement (..)

Financial Planner 245

Financial Planner Retirement Planning Compliance Valuation 245

Wealth Management

OCTOBER 15, 2024

Thursday, November 14, 2024 | 2:00 PM ET

Tax Planning 264

Tax Planning Financial Planning Planning Taxes 264

Wealth Management

NOVEMBER 14, 2024

Kevin Knull, President of TaxStatus, reveals how a direct integration with the IRS is revolutionizing tax planning at Nitrogen's 2024 Fearless Investing Summit.

Taxes 245

Taxes Tax Planning Planning Investing 245

Nerd's Eye View

AUGUST 2, 2023

Which means that financial advisors can play an important role in adoption planning – helping clients strategically plan for the costs involved in the process, including accessing tax credits that can significantly defray these expenses.

Taxes 246

Taxes Planning Financial Advisor Strategic Planning 246

The Big Picture

DECEMBER 4, 2024

December 4, 2024) Are you holding large, concentrated equity positions that have accrued big gains? Would you like to diversify but also defer paying big capital gains taxes? Maybe it’s due to employee stock option plans. It doesn’t mean you’re not gonna pay capital gains tax.

Taxes 130

Taxes Portfolio Accounting Management 130

Nerd's Eye View

NOVEMBER 1, 2024

At the same time, CFP Board has noted that advisors pursue the certification voluntarily and that its standards, which cover the entire financial planning process (unlike SEC and FINRA regulations that largely focus on investment management), help to raise standards for the industry as a whole at a time when advisors increasingly offer comprehensive (..)

Financial Planner 188

Financial Planner CFP Certification Retirement Planning 188

Wealth Management

MARCH 15, 2023

What “fair share” taxation means for estate planning.

Estate Planning 246

Estate Planning Taxes Planning 246

Nerd's Eye View

OCTOBER 9, 2024

Gifting is a common planning topic discussed between advisors and clients – often raising questions about which gifts are taxable, need to be reported to the IRS, or may be exempt from reporting altogether. Furthermore, every individual also has a lifetime gift and estate tax exemption ($13.61M per recipient in 2024).

Taxes 244

Taxes Medical Clients Education 244

Wealth Management

JUNE 26, 2024

Notice 2024-55 clarifies two exceptions to the 10% additional tax.

Retirement Planning 263

Retirement Planning Distribution Retirement Planning 263

Nerd's Eye View

APRIL 18, 2025

Which, according to Kitces Research on Advisor Productivity, can lead to higher productivity for advisor teams (but can require an investment in staffing and higher-end planning services to meet their complex planning needs).

Financial Planner 193

Financial Planner Risk Tolerance Estate Planning Clients 193

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.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

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!

Estate Planning 246

Estate Planning Financial Planning Planning Wealth Management 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!

Estate Planning 242

Estate Planning Financial Advisor Clients Startup 242

Abnormal Returns

NOVEMBER 18, 2024

justincastelli.io) Taxes Some speculation on what is next for the TCJA. kitces.com) Tax planning and wealth management go hand-in-hand. downtownjoshbrown.com) How tax deferment can backfire. wealthmanagement.com) The biz The 2024 Fidelity RIA Benchmarking Study is out.

Wealth Management 144

Wealth Management Wealth Advisor Tax Planning Taxes 144

Abnormal Returns

DECEMBER 11, 2024

sites.libsyn.com) Peter Lazaroff on some year-end tax strategies. budgetsaresexy.com) Taxes Tax minimizing strategies, like direct indexing, have gone mainstream. wsj.com) Why some wealthy Americans simply fail to file their taxes. slate.com) Personal finance Financial planning is all about tradeoffs.

Retirement 144

Retirement Financial Advice Taxes Financial Planning 144

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!

Clients 246

Clients B2B Estate Planning Planning 246

Abnormal Returns

SEPTEMBER 8, 2024

awealthofcommonsense.com) Early in retirement is the time to do some tax planning. nytimes.com) The S&P 500 returned 2.43% in August 2024. Top clicks this week High yields come with risk. Don't let anyone tell you otherwise. wsj.com) Three reasons why the stock market declines. ritholtz.com) How pour-over coffee got so good.

Tax Planning 293

Tax Planning Valuation Retirement Taxes 293

The Big Picture

JANUARY 24, 2024

At the Money: How to Pay Less Capital Gains Taxes (January 24, 2024) We’re coming up on tax season, after a banner year for stocks. Successful investors could be looking at a big tax bill from the US government. On this episode of At the Money, we look at direct indexing as a way to manage capital gains taxes.

Taxes 246

Taxes Portfolio Wealth Management Accounting 246

Nerd's Eye View

OCTOBER 30, 2023

In addition, we've also updated our popular " Master Conference List " of all financial advisor conferences in 2024, both for advisors looking for a wider range of events to attend (if you want to delve deeper into a particular topical area), and for vendors looking for more conferences to exhibit at!

Financial Advisor 246

Financial Advisor Numbers Budgeting Financial Planning 246

Nerd's Eye View

FEBRUARY 19, 2024

The 2024 Technology Tools for Today (T3) Advisor Conference, held last month in Las Vegas, Nevada, featured a large gathering of financial advisors and representatives from across the fintech industry. Likewise, while CRM usage has slipped by about 5%, the overall number of advisors who use a CRM still remains at a dominant 92%.

Financial Advice 244

Financial Advice Consulting Engineering Financial Advisor 244

Nerd's Eye View

JULY 1, 2024

Welcome to the July 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!

Financial Advisor 246

Financial Advisor Clients Accounting Education 246

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. If you notice any errors, you can easily request a correction online.

Estate Planning 88

Estate Planning Budgeting Taxes Insurance 88

Dear Mr. Market

DECEMBER 31, 2024

Because when it comes to financial planning, you’re ready to write it downand studies show that writing down your goals makes you 42% more likely to achieve them. Heres your top 10 financial planning checklist for the new year. Optimize Tax Strategies Its not what you makeits what you keep. Ready to Tackle 2024?

Budgeting 105

Budgeting Financial Planning Estate Planning Planning 105

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.

Retirement 144

Retirement Estate Planning Taxes Assets 144

MainStreet Financial Planning

MARCH 14, 2024

As April 15th approaches, taxpayers across the country are gearing up to fulfill their annual obligation – filing taxes. Whether you’ve already submitted your returns or are yet to tackle the paperwork, now is the perfect time for a tax check-up. Other Resources Should I do my own taxes?

Taxes 97

Taxes Retirement Planning Healthcare Retirement 97

Harness Wealth

APRIL 17, 2025

Tax season can be overwhelming, but understanding how to leverage deductions and credits can significantly impact your bottom line. While both mechanisms help reduce what you owe, they operate in fundamentally different ways that affect your final tax bill. And tax law is not static. of your AGI. of your AGI.

Taxes 52

Taxes Tax Planning Education Medical 52

Abnormal Returns

NOVEMBER 6, 2023

ft.com) Creative Planning has closed on its purchase of Goldman Sachs' ($GS) PFM unit. citywire.com) Creative Planning is expanding its reach in the retirement plan space. papers.ssrn.com) Taxes A 2023 year-end tax planning guide. thinkadvisor.com) The 10 best financial advisor conferences to attend in 2024.

Wealth Management 261

Wealth Management Retirement Planning Tax Planning Financial Planning 261

Your Richest Life

MARCH 12, 2025

The tax deadline is next month, and if youre like most Americans, you are still preparing to file. Standard and Itemized Deduction for filing 2024 Taxes For the 2024 tax year, the standard deduction increased to $29,200 for married filing jointly, $14,600 for single filers and married filing separately, and $21,900 for heads of household.

Taxes 52

Taxes Fee Only Electronics CFP 52

Talon Wealth

NOVEMBER 12, 2024

Even though retirees have contributed throughout their careers, a portion of those benefits could still be taxed, depending on your total income. Here’s how it breaks down for 2023-2024: If a couple’s total retirement income is between $32,000 and $44,000, up to 50% of Social Security benefits could be taxable.

Taxes 52

Taxes Planning Retirement Planning Tax Planning 52

The Big Picture

AUGUST 12, 2024

from 2009, and by 2024 you get (wait for it) $193.44T. Economy in 2022 was $25,439.70B; in 2009, it was $14,478.06B; ignore that also? Do we pretend that there has been no inflation? By the way, inflation-adjust that $1.3T

Economy 347

Economy Taxes Investing Investments 347

Nerd's Eye View

OCTOBER 2, 2024

In this environment, financial advisors have the opportunity to add value for their clients not only by giving a clear explanation about the current status of Social Security and the potential legislative changes that could improve its solvency, but also by modeling what (realistic) changes would mean for their clients' financial plans.

Retirement 246

Retirement Clients Financial Planning Taxes 246