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Cerulli: Gen X Presents the Next Great Opportunity for Financial Advisors

Wealth Management

trillion annually over the next decade as part of the great wealth transfer, a new report finds. trillion annually over the next decade as part of the great wealth transfer, a new report finds.

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RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth

Wealth Management

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Wealth Management EDGE 2025 Industry News & Trends Scenes From Day 1 of Wealth Management EDGE 2025 Scenes From Day 1 of Wealth Management EDGE (..)

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$2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo

Wealth Management

Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo Wisconsin-based Resonant Capital and QBCo will share clients across wealth and tax in an increasingly popular service model.

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3 Small Ways to See Big Marketing Results

Indigo Marketing Agency

Personalized communication consistently delivers higher engagement and stronger client loyalty. Lets make your 2025 marketing strategy one that delivers big results with small, intentional actions. Topics like How Market Volatility Affects Investments or Tax Planning Tips for Year-End are practical and relatable.

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All the Tax Benefits You Need for Your Small Business

Harness Wealth

Understanding business meal deductions Business meals continue to serve as a valuable tax deduction in 2025, with most qualifying expenses being 50% deductible when they involve legitimate business discussions with clients, customers, or associates.

Taxes 52
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83(b) Election for Stock Options and Restricted Stock

Darrow Wealth Management

The 83(b) election has the potential to significantly reduce the overall tax liability, especially for startup founders and employees who receive stock-based compensation. It’s usually a key part of pre-IPO tax planning and exit strategies.

Taxes 62
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Tax Savings Tips for Startups

Harness Wealth

Let us face ittech startups encounter a unique set of tax challenges that can make or break their financial future. The complex interplay between traditional tax regulations and the innovative nature of tech businesses demands smart planning from day one.

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