Financial Symmetry

APRIL 9, 2025

Business ventures or new income sources without tax withholding also necessitate proactive planning to avoid year-end surprises. Crafting a Smart Donation Strategy The decision to itemize or claim the standard deduction involves strategic planning, especially given the elevated standard deduction under current laws.

Taxes

Harness Wealth

JULY 31, 2025

The Tax Cuts and Jobs Act of 2017 , which temporarily doubled estate and gift tax exemptions, is hurtling toward its expiration date of December 31, 2025. This article outlines strategic planning options for navigating the sunset provisions ahead. As of 2024, individuals can shield up to $13.61

Estate Planning

Dear Mr. Market

MAY 29, 2025

Yet here we are, approaching mid-2025, with the S&P 500 not only above its December 2023 levels, but clawing its way back and approaching highs throughout the first half of this year. Prudent risk management, diversification, and strategic planning are essential. What gives? What Should Investors Do Instead?

Media

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

NAIFA Advisor Today

JUNE 9, 2025

NAIFA members, mark your calendars for June 26th at 12 pm Eastern for the Q3 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

NAIFA Advisor Today

JUNE 9, 2025

NAIFA members, mark your calendars for June 26th at 12 pm Eastern for the Q3 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

Trade Brains

JULY 11, 2025

In this article, let’s dig deep for detailed insights into the company, its strategic plans following the acquisition, and the implications of the open offer. With a market capitalization of Rs. 3,84,344 crores, Mahindra & Mahindra Ltd is trading at Rs. 3091, down by 2.25 percent from its previous day close of Rs.

Strategic Planning

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

Trade Brains

JULY 14, 2025

32 in March 2025. 676 crore in March 2025, indicating prudent financial management. percent as of March 2025. Strategic Outlook In their May 2025 concall, management shared that 40 percent of FY25 sales stemmed from new project launches, reflecting a strong brand pull and successful launch strategy. million sq.

Sales

Trade Brains

JUNE 17, 2025

His mature stand signals a shift in Indian cricket’s culture: one that now increasingly values self-awareness and strategic planning over symbolism. Written by RITESH SINGH The post Explained: Why Jasprit Bumrah Refused to Take Over Test Captaincy Ahead of England Series appeared first on Trade Brains.

Strategic Planning

Trade Brains

JULY 24, 2025

Synopsis : The new venture is part of the company’s strategic plan to diversify its portfolio and tap into emerging and high-demand sectors. Board of Directors at its meeting held on 24 July, 2025 has approved the same. Ltd to acquire up to 12% Equity Stake through Strategic Investment Route. crore in the FY 2023-24.

Management

NAIFA Advisor Today

JULY 28, 2022

NAIFA CEO Kevin Mayeux, CAE , who has overseen the rebirth and transformation of NAIFA under the NAIFA 20/20 and now the NAIFA 2025 Strategic Plans knows his stuff when it comes to association management.

Strategic Planning

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. We are working to help you take those steps forward.

Strategic Planning

Brown Advisory

APRIL 1, 2020

Strategic Planning in Volatile Markets. 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.

Strategic Planning

NAIFA Advisor Today

AUGUST 9, 2022

NAIFA's 2025 Strategic Plan includes both a focus on DEI initiatives , as well as an emphasis to support programs that develop the next generation of financial security professionals. Gandy and Johnson were able to meet at the event and connect with several additional NAIFA members.

Strategic Planning

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

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

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

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

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

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

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

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

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

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

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

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

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