2025, Estate Planning, Investments and Taxes

Personal finance links: the myths of aging

Abnormal Returns

AUGUST 23, 2023

Real estate A house is a place to live, not an investment. bestinterest.blog) Baby Boomer wealth is concentrated in real estate which they will leave to their children. dwell.com) Another example of the challenges of rental real estate. papers.ssrn.com) How 529 plan accounts are treated in a divorce.

Estate Planning

Estate Planning Retirement Communication Taxes

How Estate and Gift Taxes Can Impact Your Financial Plan

Carson Wealth

FEBRUARY 29, 2024

It’s a simple, human act – one that seems like it shouldn’t take too much planning to do it correctly. But when does gifting become a tax issue? What do you need to consider about gifting as it relates to your overall estate plan? Taxes on Giving??? Why do you have to pay taxes on money you’re giving away?

Taxes

Taxes Financial Planning Planning Estate Planning

Estate Planning: A Key Part of Any Financial Plan

Harness Wealth

JUNE 23, 2023

Estate planning is a critical component of a comprehensive financial plan. Furthermore, estate planning includes aspects such as tax minimization strategies, asset protection, and charitable giving. There are many different types of trusts, each designed to address specific estate planning needs.

Estate Planning

Estate Planning Financial Planning Planning Taxes

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Personal, estate, and business tax planning strategies for 2023

Nationwide Financial

MARCH 6, 2023

For example, they could make most of their charitable contributions and medical expenditures in a year they plan to itemize. Like individuals, businesses holding investments and other capital assets should consider other income, gains, and losses when determining when to sell capital assets.

Tax Planning

Tax Planning Taxes Planning Distribution

7 Financial and Tax Planning Optimizations to Complete Before 2023

Harness Wealth

DECEMBER 8, 2022

Not only was the stock market fairly volatile, but there were also atypical tax regulation changes. Tax-loss harvesting. Paying taxes on investment gains can be a financial burden, but tax loss harvesting can reduce your bill. You can claim as much capital loss as your realized capital gain plus $3,000.

Tax Planning

Tax Planning Taxes Planning Estate Planning

9 Year-End Planning Tips from a Wealth Planner

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.

Planning

Planning Retirement Planning Taxes Insurance

2023 Year-End Planning Letter: Reflections and Perspectives

Brown Advisory

DECEMBER 1, 2023

Should we modify existing plans considering changing market conditions? How do we achieve goals for family capital, considering pending changes in the estate tax laws and, for families with geographically dispersed members, taking into account cross-border legal and tax considerations?

Planning

Planning Strategic Planning Taxes Clients

Are Your Heirs Prepared?

Carson Wealth

FEBRUARY 26, 2024

I do my best to ensure that prior planning is taking place early on whether it is to avoid unprepared heirs or if it is something more like planning to minimize estate taxes. What if you could make an investment in a small business that someone you care about manages? What if there were tax benefits to doing so?

Planning

Planning Taxes Clients Estate Planning

Are Your Heirs Prepared?

Carson Wealth

DECEMBER 15, 2023

I do my best to ensure that prior planning is taking place early on whether it is to avoid unprepared heirs or if it is something more like planning to minimize estate taxes. What if you could make an investment in a small business that someone you care about manages? What if there were tax benefits to doing so?

Planning

Planning Taxes Clients Estate Planning

2019 Year-End Planning Letter

Brown Advisory

NOVEMBER 1, 2019

This year, two factors will be important considerations in our year-end planning work: 1) current market dynamics (specifically, ongoing market volatility, low interest rates and a flat yield curve), and 2) the 2017 tax overhaul and our ongoing integration of new tax rules into clients’ long-term plans. Non-Taxable Gifts.

Planning

Planning Taxes Clients Estate Planning

Employee Advisors at RIAs: Are They Fueling the Next Breakaway Wave?

Diamond Consultants

APRIL 18, 2023

Cerulli Associates projects that by 2025, more than a quarter of the industry’s assets will be managed by advisors in RIA channels. While logic would dictate that RIA advisors have far greater day-to-day control over investments and client service than their wirehouse peers, in actuality, most RIA advisors have far less control.

Clients

Clients Recruitment Economics Estate Planning

2018 Year-End Planning Letter

Brown Advisory

NOVEMBER 28, 2018

This year, two substantive factors—the 2017 tax overhaul and rising interest rates—will be important considerations in our year-end planning work. As we discuss below, the new tax law offers a number of opportunities for adjusting long-term plans. THE NEW TAX LAW. The 2017 tax overhaul was broad in scope.

Planning

Planning Taxes Clients Estate Planning

Strategic Planning in Volatile Markets

Brown Advisory

APRIL 1, 2020

Strategic Planning in Volatile Markets ajackson Wed, 04/01/2020 - 09:31 Our conversations with clients usually cover topics that range beyond investment and financial affairs. Possible future increases in income and wealth transfer taxes, including the potential reversion of certain elements of the U.S.

Strategic Planning

Strategic Planning Planning Marketing Marketing

Strategic Planning in Volatile Markets

Brown Advisory

APRIL 1, 2020

Strategic Planning in Volatile Markets. Our conversations with clients usually cover topics that range beyond investment and financial affairs. Possible future increases in income and wealth transfer taxes, including the potential reversion of certain elements of the U.S. tax code that are not permanent.

Strategic Planning

Strategic Planning Planning Marketing Marketing

2020 Year-End Planning Letter

Brown Advisory

NOVEMBER 19, 2020

presidential election season offered a wide range of potential scenarios for tax and other policy matters that impact our planning efforts for clients. While election results are not totally settled, we believe that the balance between parties in Congress is likely to temper both the pace and magnitude of possible tax law changes.

Planning

Planning Taxes Clients Assets

Financial Advisor Source

Personal finance links: the myths of aging

How Estate and Gift Taxes Can Impact Your Financial Plan

Webinars

Trending Sources

Estate Planning: A Key Part of Any Financial Plan

Webinars

Personal, estate, and business tax planning strategies for 2023

7 Financial and Tax Planning Optimizations to Complete Before 2023

9 Year-End Planning Tips from a Wealth Planner

2023 Year-End Planning Letter: Reflections and Perspectives

Are Your Heirs Prepared?

Are Your Heirs Prepared?

2019 Year-End Planning Letter

Employee Advisors at RIAs: Are They Fueling the Next Breakaway Wave?

2018 Year-End Planning Letter

Strategic Planning in Volatile Markets

Strategic Planning in Volatile Markets

2020 Year-End Planning Letter

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