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 143

Planning Retirement Planning Taxes Insurance 143

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 there were tax benefits to doing so? If they had simply asked the question “are my heirs prepared?”

Planning 52

Planning Taxes Clients Estate Planning 52

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 there were tax benefits to doing so? If they had simply asked the question “are my heirs prepared?”

Planning 52

Planning Taxes Clients Estate Planning 52

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. As shared in our recently released 2022 Advisor Transition Report, independence has been the fastest-growing form of advisor affiliation over the last 10 years.

Clients 52

Clients Recruitment Economics Estate Planning 52

Nationwide Financial

MARCH 6, 2023

Even if a client believes they would not be subject to estate or gift tax under current law, you may want to re-examine the value of their assets to determine whether they exceed a lower exemption amount. Tax season has begun, and it’s not too early to think about planning for the 2023 tax year.

Tax Planning 78

Tax Planning Taxes Planning Distribution 78

Nerd's Eye View

SEPTEMBER 27, 2023

Nonetheless, Parent PLUS borrowers (and their advisors) have an opportunity (until July 1, 2025) to access more generous IDR plans by using a "Double Consolidation" loan strategy. Which not only cuts into a parent's current cash flow, but also limits their ability to save for their (potentially fast-approaching) retirement.

Education 232

Education Financial Advisor Planning Clients 232

eMoney Advisor

APRIL 13, 2023

In its Retail Banking: 2025 and Beyond report, PwC analysts explore five possible versions of the sector’s future. This would allow the client to store and share all documents connected to their financial plan, including estate plans , with their advisor. Retail Banking 2025 and Beyond,” August 2022.

Banking 74

Banking Clients Planning Financial Planning 74

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 52

Planning Taxes Clients Estate Planning 52

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 52

Planning Taxes Clients Estate Planning 52

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 52

Planning Strategic Planning Taxes Clients 52

Brown Advisory

APRIL 1, 2020

We believe that the current environment offers a number of strategic planning opportunities to improve your financial plan, enhance wealth transfers to heirs or charities, minimize the impact of income taxes and broadly help you advance your progress toward long-term goals. tax code that are not permanent.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Brown Advisory

APRIL 1, 2020

We believe that the current environment offers a number of strategic planning opportunities to improve your financial plan, enhance wealth transfers to heirs or charities, minimize the impact of income taxes and broadly help you advance your progress toward long-term goals. tax code that are not permanent.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

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 52

Planning Taxes Clients Assets 52