NAIFA Advisor Today

OCTOBER 21, 2022

He was also a member of the NAIFA 2025 Strategic Planning Committee, which developed the NAIFA 2025 strategic plan with a goal of increasing DEI in the association and industry.

Strategic Planning 59

Strategic Planning Financial Services Insurance Planning 59

Harness Wealth

APRIL 17, 2025

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

Taxes Tax Planning Professional Services Planning 52

Zoe Financial

MARCH 21, 2025

Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. Coordinate estate and trust planning to preserve wealth. What Do Financial Advisors Do?

Financial Advisor 45

Financial Advisor Strategic Planning Estate Planning Retirement 45

Harness Wealth

APRIL 16, 2025

The qualified business income deduction under Section 199A adds another layer of consideration, offering pass-through entities a potential 20% deduction through 2025. million in total purchases, enables strategic planning of major technology investments. This generous limit, with phase-out beginning at $3.05

Startup 52

Startup Taxes Tax Planning Transportation 52

NAIFA Advisor Today

MARCH 30, 2023

The series of events was created as part of NAIFA’s participation in Women’s History Month and to deliver on several aspects of its Diversity, Equity, and Inclusion initiative that is part of its 2025 Strategic Plan.

Economics 52

Economics Financial Services Strategic Planning Financial Advisor 52

Trade Brains

AUGUST 1, 2024

We are on track with our growth prospect of 20% for the FY 2025. Is the company planning any capital expenditures (capex) in the next 3 to 5 years? Does the company have any plans to establish a unit in other countries? Could you provide insights into your strategic plans and anticipated milestones?

Planning 59

Planning Manufacturing Investments Investing 59

Brown Advisory

NOVEMBER 5, 2021

Formulating a plan to take the first incremental steps and assessing regularly are critical. We have created a streamlined process to guiding these discussions and developing a family strategic plan.

Planning 52

Planning Tax Planning Taxes Clients 52

Harness Wealth

MAY 12, 2025

Reduced capacity for strategic planning: When resources are primarily focused on meeting compliance demands, the capacity for value-added activities like strategic tax planning and client advisory services trails off. What is the projected outlook for the accounting industry in the years ahead?

Taxes 52

Taxes Compliance Accounting Numbers 52

Brown Advisory

NOVEMBER 1, 2019

Because that sunset doesn’t occur until the end of 2025—six years from now—some clients may not feel an urgency to engage in significant planning right now, but there are a variety of planning actions related to the new tax law that merit attention in the near term, and in some cases before the end of the calendar year.

Planning 52

Planning Taxes Clients Assets 52

NAIFA Advisor Today

MARCH 15, 2024

NAIFA members, mark your calendars for April 11th at 12 pm Eastern for the Q2 State of NAIFA webinar. Learn about the latest on NAIFA’s progress, advocacy efforts, and how you can get the most out of your membership.

Strategic Planning 52

Strategic Planning Planning 52

The Big Picture

SEPTEMBER 23, 2024

I have worked at Booz Allen and Hamilton, I’m a strategic planning guy. I get hired by Citibank in planning. I write a business plan for it. 00:58:48 [Speaker Changed] It, it points to the fact that you, you know, I think you were saying Barry lived till 2025. This business is just starting.

Banking 147

Banking Investments Investing Assets 147

Brown Advisory

DECEMBER 1, 2023

This year, our letter will focus on some of our clients’ big-picture questions, such as: Have our priorities changed or shifted in ways that may alter our current strategic plans? A framework for this planning is contained in the chart below. How do I/we: help make our family’s relationships stronger and more resilient?

Planning 52

Planning Strategic Planning Taxes Clients 52

Brown Advisory

NOVEMBER 19, 2020

While financial plans should certainly play an important part in the discussions, it is often helpful to begin by focusing on issues of character, leadership, and stewardship, particularly when various family members bring to the table differing levels of experience and sophistication on all that is needed for a comprehensive planning dialogue.

Planning 52

Planning Clients Taxes Assets 52

Harness Wealth

APRIL 29, 2025

This combined tax burden requires careful planning and timing of collectible transactions to optimize after-tax returns. The post State-by-State Guide to Alternative Investment Taxes [Updated for 2025] appeared first on Harness.

Taxes 52

Taxes Investing Investments Compliance 52

Harness Wealth

MAY 12, 2025

Reduced capacity for strategic planning: When resources are primarily focused on meeting compliance demands, the capacity for value-added activities like strategic tax planning and client advisory services trails off. What is the projected outlook for the accounting industry in the years ahead?

Taxes 52

Taxes Compliance Accounting Numbers 52

The Big Picture

MAY 6, 2025

Everything from risk arb to private credit and real estate in the first quarter of 2025, where volatility spikes and a lot of people’s expectations are dashed. Because what we would do is we would parachute into places like British Airways, Montreal Trust Ca Industries, and we were like the external strategic planning.

Risk Management 147

Risk Management Banking Portfolio Distribution 147