Harness Wealth

APRIL 17, 2025

Tax deductions can save you thousands annually by reducing your taxable income through legitimate business expenses. Understanding these deductions is more critical than ever as tax laws evolve, presenting new opportunities for savings. Understanding this distinction is crucial for maximizing your tax benefits effectively.

Taxes 52

Taxes Tax Planning Professional Services Planning 52

Darrow Wealth Management

FEBRUARY 9, 2025

So historically, every $1 million invested would yield annual dividend income of $19,800 on average… before tax. If you own 10,000 shares, you receive $40,000 in dividend income (before taxes) and have a portfolio currently worth $2M. Over the last 30 years, the S&P 500’s average dividend yield was 1.98%.

Retirement 79

Retirement Asset Allocation Taxes Portfolio 79

Indigo Marketing Agency

FEBRUARY 1, 2025

Ready for a Brand Refresh in 2025? Each core offeringsuch as investment management, financial planning, and tax strategieshas its own dedicated page. The homepage is particularly compelling, featuring a professional video and impactful messaging that immediately communicates the firms values and expertise.

Financial Advisor 95

Financial Advisor Engineering Clients Communication 95

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. What Are the Best Asset Classes for Active Management?

Assets 162

Assets Management Wealth Management Estate Planning 162

Harness Wealth

JULY 14, 2025

While the appeal of real estate may be evident, complex federal, state, and local tax regulations can present a major challenge to the profitability of your property investments. Table of Contents Understanding real estate taxes What are the most tax-efficient ownership structures? Net Investment Income Tax (NIIT): A 3.8%

Taxes 52

Taxes Investing Investments Sales 52

Darrow Wealth Management

APRIL 23, 2025

For individuals with stock-based compensation, an 83(b) election has the potential to greatly reduce taxes on stock options or restricted stock. Section 83(b) of the tax code gives individuals the ability to accelerate the taxation of their unvested equity grant. What is an 83(b) election?

Taxes 62

Taxes Startup Compensation Planning Sales 62

SEI

JULY 15, 2025

These tax-advantaged funds provide capital to small and midsized U.S. Tax efficiency: Like real estate investment trusts (REITs), most BDCs avoid entity-level taxation by distributing at least 90% of their taxable income to shareholders, resulting in pass-through treatment. However, distributions are generally taxed as ordinary income.

Distribution 52

Distribution Taxes Wealth Management Financial Services 52

Indigo Marketing Agency

DECEMBER 17, 2024

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.

Marketing 52

Marketing Marketing Financial Advisor Clients 52

Harness Wealth

APRIL 16, 2025

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.

Startup 52

Startup Taxes Tax Planning Transportation 52

Darrow Wealth Management

MARCH 13, 2025

Charitable Contributions: Donating appreciated stock to charity while reducing capital gains tax. In March 2025, the technology sector is roughly 31% of the S&P 500 index. But if you’re looking to reduce capital gains tax, this strategy won’t help. Gifting: Transferring stock to family members or trusts.

Management 77

Management Taxes Estate Planning Asset Allocation 77

Zoe Financial

JUNE 18, 2025

5 Components of Financial Literacy Published: February 20th, 2025 Reading Time: 4 minutes Written by: The Zoe Team If you’re a high earner looking to grow your wealth, having a solid understanding of financial concepts can help you manage and protect your money effectively. What is Financial Literacy? Finance is no different.

Insurance 40

Insurance Accounting Taxes Retirement 40

Darrow Wealth Management

MARCH 3, 2025

Taxes, fees, expenses, trading costs, etc. This is a general communication for informational and educational purposes only and not to be misinterpreted as personalized advice or a recommendation for any specific investment product, strategy, or financial decision. can all weigh on performance.

Risk Tolerance 72

Risk Tolerance Asset Allocation Assets Portfolio 72

FMG

FEBRUARY 13, 2025

Client events are evolving in 2025, offering unparalleled opportunities to connect with clients, strengthen relationships, and drive quality leads. Why a Client Event is a Must-Have in 2025 The landscape of client engagement is more dynamic than ever, and client events have become an essential part of building long-lasting relationships.

Clients 52

Clients Planning Education Communication 52

A Wealth of Common Sense

JULY 17, 2025

Posted July 17, 2025 by Ben Carlson A reader asks: I’m in my last year studying financial econ and looking to get into advising or wealth management. I would also spend more time honing your communication and sales skills than learning a bunch of formulas for the CFA.

CFP 72

CFP Wealth Management Advertising Portfolio Management 72

Discipline Funds

MARCH 19, 2025

Speaking of how not to invest – one reason I often communicate the big risks in the market is because we want to constantly be thinking about potential risks so we can prepare ourselves emotionally for them. We’re just communicating that there’s downside risk to growth and employment here. I highly recommend it.

Communication 59

Communication Media Investing Investments 59

FMG

FEBRUARY 13, 2025

Client events are evolving in 2025, offering unparalleled opportunities to connect with clients, strengthen relationships, and drive quality leads. Why a Client Event is a Must-Have in 2025 The landscape of client engagement is more dynamic than ever, and client events have become an essential part of building long-lasting relationships.

Clients 52

Clients Planning Education Communication 52

The Big Picture

JULY 1, 2025

00:34:25 [Speaker Changed] So here we are in 2025, we’re still debating whether or not the Fed is gonna cut. So it’s 2025, the year is just about halfway done. What, what surprised you most about the global economy in 2025? I think it was just the way it was communicated, right. Right, exactly.

Investing 144

Investing Investments Consulting Insurance 144

Indigo Marketing Agency

MAY 31, 2025

Now, in 2025, in a world where attention spans are shrinking, short-form video lets you show up with clarity, personality, and value in seconds. They help you communicate your value, connect with prospects, and convert them into loyal clients without needing a production studio or fancy setup.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Carson Wealth

JANUARY 6, 2025

Welcome to our first Weekly Market Commentary for 2025. We thought that made it a good time highlight the potential policy mistakes that could undermine our otherwise bullish policy outlook for 2025. Well kick off the year by looking back at a few of our favorite charts for 2024.

Marketing 64

Marketing Marketing Economy Economics 64

Harness Wealth

FEBRUARY 19, 2025

Many shell companies are often used to shield illicit activities such as money laundering, tax evasion, and terrorist financing. and have reported more than $5 million in gross receipts or sales on their previous year’s tax return. Get started Harness makes it easy to find tax and financial advisors best suited to your needs.

Taxes 52

Taxes Financial Advisor Certification Government 52

Zajac Group

NOVEMBER 7, 2024

Creating wealth that can provide financial security for generations to come is an incredible feat, and it requires careful planning, consideration, and communication among family members. Let’s take a look at the tax impact and other considerations of each. million before triggering federal estate taxes).

Planning 52

Planning Estate Planning Taxes Assets 52

Nerd's Eye View

DECEMBER 30, 2024

Read More.

Financial Advisor 240

Financial Advisor Insurance Tax Planning Taxes 240

SEI

JULY 15, 2025

Investor relations Our leadership team Newsroom Locations Careers Featured Login Contact us Careers US US EMEA Canada English Canada Français Our sites US EMEA Canada English Canada Français Insights 1031 Exchanges vs. opportunity zone investments Evaluating and comparing tax strategies for financial professionals.

Investing 52

Investing Investments Taxes Wealth Management 52

The Big Picture

MARCH 4, 2025

So taxes and bonds for sure. So kind of an, you know, easy transition taxes and bonds to, to corporate bonds. Barry Ritholtz : And, and just for the youngsters listening, 25 or so years ago, high rated municipal tax free bonds were yielding five, 6% maybe more, maybe Melissa Smith : More. 00:42:42 [Speaker Changed] Okay.

Banking 130

Banking Economy Startup Marketing 130

Trade Brains

JUNE 12, 2025

These hubs offer tax advantages and simpler business regulations. Complex Market Regulations: Each country has a unique set of tax laws, import and export norms and standards, and compliance standards. Flipkart: Flipkart has shifted some of the operations to SIngapore considering its better tax structure and regulatory easeness.

Startup 69

Startup Compliance Government Taxes 69

Hubly

JULY 21, 2025

By removing repetitive steps and reducing communication friction you get more done with the team you already have. Related Blog Posts Don’t Let NIGO Errors Keep You Up at Night Mohammad Musleh July 10, 2025 How Can Advisors Stay Current With New Technology? Mohammad Musleh July 10, 2025 Overwhelmed by Robo-Advisors?

Clients 52

Clients Compliance Financial Advisor Accounting 52

The Big Picture

APRIL 7, 2025

Most corporate executives thought we would be getting tax cuts, deregulation, and a business-friendly environment. How transparent are we communicating our intentions to our trading partners and citizens? These are a tax on consumers and businesses that will make everything they purchase from overseas much more expensive.

Taxes 328

Taxes Communication Media Retirement 328

Zoe Financial

FEBRUARY 24, 2025

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA February 24th, 2025 Watch Time: 2.5 Sector Performance : Energy, healthcare, and communication services are outperforming; technology and consumer discretionary sectors are underperforming. Welcome to this week’s Market Drama! for the week, up 2.2%

Marketing 52

Marketing Marketing Healthcare Taxes 52

Diamond Consultants

JUNE 17, 2025

Its internal retirement program (ALFA) and competitive payout structure continue to appeal to seasoned advisors, even despite some significant changes to the 2025 compensation plan. One advisor summed it up by saying, “The firm functions like a bureaucracy with layers of administration and operates without openly communicating with the field.”

Recruitment 52

Recruitment Wealth Management Compensation Planning Communication 52

Bell Investment Advisors

JUNE 27, 2025

and Global Economies Tariffs — Current Status & Impacts Debt, Inflation, & the “Big, Beautiful Bill” Questions from Clients Bell Investment Advisors Webinar June 2025 From Policy to Portfolio: The Economic Impact of Tariffs Note: This transcript has been edited for clarity and context. And last weekend, we did see the U.S.

Economics 52

Economics Portfolio Taxes Numbers 52

Investing Caffeine

MARCH 25, 2025

Finished her PhD at The London School of Medicine (Barts) Practiced law at the Covington & Burling law firm representing the television broadcasting industry before the Federal Communications Commission (FCC). Hired by NASA to seek approval from the FCC for NASA systems used to track and relay satellite data. billion to $2.9

Investing 59

Investing Investments Fiduciary Duty Healthcare 59

The Big Picture

FEBRUARY 4, 2025

But still he’s communicating how wrong everybody else is and how right he’s been and why you should be pretty constructive about the state of both employment and credit and the stock market he has. That’s why marginal tax rates in Denmark are 55%. Hey, I never put a 0% chance on anything.

Economy 253

Economy Banking Economics Taxes 253

Wealth Management

JUNE 11, 2025

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 Brett Brodeski Savant Wealth Management WealthTech The Future of Wealth Management: Transformation and Innovation The Future of Wealth Management: (..)

Estate Planning 225

Estate Planning Planning Wealth Management Fiduciary Duty 225

The Big Picture

JUNE 16, 2025

You mentioned someone 2025. So a world in which we have to make our own shirts and our own furniture is a world in which the other 350 million Americans who don’t make those things are taxed very heavily. But what I like to say is that a suboptimal allocation you can execute is better than an optimal one. You can’t execute.

Math 130

Math Numbers Investing Investments 130

The Big Picture

MARCH 25, 2025

But with me, it’s always more like I’m fascinated by the thought or the message that’s being communicated. And then when we saw that the customization that the tax management, that all of that would be really appealing to not only our advisors but to our advisors clients. The, the tax side of it was a game changer.

Management 144

Management Numbers Investing Investments 144

Trade Brains

JUNE 10, 2025

REC has also diversified into the non-power infrastructure sector, which includes ports, roads and expressways, metro rail, airports, IT communication, and electro-mechanical (E&M) projects associated with various other industries, such as steel and refineries. and closing at 25,104.25, and ended on a flattish note. points, or -0.06%.

Financial Services 72

Financial Services Certification Investing Investments 72

Trade Brains

JULY 20, 2025

has emerged as the leading provider of Communications Platform as a Service (CPaaS) in India, capturing nearly 35% of the market. Profit after tax came in at Rs 507 crore, resulting in a profit margin of 12.6%. Free cash flow was Rs 514 crore, which was 101% of profit after tax, and earnings per share stood at Rs 37.76.

Banking 59

Banking Certification Manufacturing Communication 59