Wealth Management

MARCH 18, 2025

The most pressing tax law developments of the past month.

Taxes 237

Taxes 237

Wealth Management

FEBRUARY 18, 2025

The most pressing tax law developments of the past month.

Taxes 236

Taxes 236

Wealth Management

JUNE 21, 2024

Some strategic actions and best practices in the wake of the sunsetting of the 2017 Tax Reform and Jobs Act in 2025.

Taxes 290

Taxes 290

Nerd's Eye View

JANUARY 6, 2025

Welcome to the January 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Startup 188

Startup Financial Advisor Clients Portfolio Management 188

Wealth Management

JANUARY 3, 2024

The 2024 election will play an essential role in determining what is and isn’t on the table for potential 2025 tax reforms.

Taxes 306

Taxes 306

Calculated Risk

FEBRUARY 23, 2025

Also note that the sharp decline in 2010 was related to the housing tax credit policy in 2009 - and was just a continuation of the housing bust. The dashed line is the January 2025 seasonally adjusted annual sales rate (SAAR). from 510 thousand SAAR in January 2025. I ignored that downturn as a pandemic distortion.

Sales 309

Sales Investing Investments Economy 309

Calculated Risk

OCTOBER 10, 2024

With the release of the CPI report this morning, we now know the Cost of Living Adjustment (COLA), and the contribution base for 2025. Percent Benefit Increase for 2025 Social Security benefits and Supplemental Security Income (SSI) payments for more than 72.5 percent in 2025 , the Social Security Administration announced today.

Retirement 289

Retirement Taxes 289

Nerd's Eye View

MAY 16, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that Republicans in the House of Representatives this week released their long-awaited tax plan to address the impending sunset of many measures in the 2017 Tax Cuts and Jobs Act.

Financial Planner 239

Financial Planner Financial Advice Education Taxes 239

Nerd's Eye View

JULY 10, 2024

The Tax Cuts and Jobs Act (TCJA), passed in 2017, was one of the most extensive pieces of tax legislation to be passed in the last 30 years, touching many aspects of individual, corporate, and estate tax.

Taxes 246

Taxes Clients Planning Numbers 246

MainStreet Financial Planning

NOVEMBER 8, 2024

As December unfolds, it’s easy to overlook year-end tax planning amid the holiday hustle. However, dedicating a few moments now can lead to significant savings come tax season. To help you retain more of your hard-earned money and reduce your tax liability, consider these five strategic moves before the year concludes.

Taxes 98

Taxes Medical Education Consulting 98

Dear Mr. Market

DECEMBER 31, 2024

Write Down Your 10 Financial Goals for 2025! For 2025, the IRS has increased contribution limitsdont miss out. Optimize Tax Strategies Its not what you makeits what you keep. Meet with your tax advisor to discuss harvesting tax losses, Roth conversions, and charitable contributions that might save you money.

Budgeting 105

Budgeting Financial Planning Estate Planning Planning 105

Nerd's Eye View

OCTOBER 16, 2024

Since the Tax Cuts & Jobs Act (TJCA) was passed in 2017, few households have been subject to the Alternative Minimum Tax (AMT), which TCJA restructured so that it applied mainly to a select number of upper-income households.

Taxes 246

Taxes Clients Planning Numbers 246

Wealth Management

APRIL 15, 2025

The most pressing tax law developments of the past month.

Taxes 182

Taxes 182

Carson Wealth

FEBRUARY 6, 2025

Every year brings changes in tax rules, and 2025 is no exception. Staying informed about these tax updates isn’t just about being prepared for tax seasonit’s about making smart money moves all year long. For married couples, this means more of your income will be taxed at lower rates.

Taxes 64

Taxes Retirement Tax Planning Planning 64

Harness Wealth

MARCH 14, 2025

This edition of the Tax Advisor Weekly covers key updates for financial professionals. To round things out, we provide a refresher on the most common tax return mistakes to watch for this season. Citizens, Businesses ( Martha Waggoner , The Tax Adviser) U.S. Property taxes accounted for 70.2 You can find it here.

Taxes 59

Taxes Accounting Government Medical 59

Wealth Management

JANUARY 23, 2025

What the updates to the Gift Tax Annual Exclusion, Unified Credit Amount and GST Tax Exemption may mean for clients.

Taxes 275

Taxes Clients 275

Wealth Management

OCTOBER 21, 2024

Heading toward Election Day, four congressional committee leaders offer clues about their priorities.

Taxes 290

Taxes 290

Wealth Management

NOVEMBER 20, 2024

John Thune favors pro-growth policies.

Taxes 262

Taxes 262

Nerd's Eye View

FEBRUARY 3, 2025

Welcome to the February 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Insurance 130

Insurance Financial Advisor Taxes Tax Planning 130

Wealth Management

MAY 28, 2025

Key estate planning tactics for expatriates in light of 2025 Section 2801 tax regulations, including pre-expatriation trusts and covered status avoidance.

Estate Planning 130

Estate Planning Taxes Planning 130

Wealth Management

JULY 17, 2024

Targeting wealthy individuals could gain traction regardless of the party in power.

Taxes 278

Taxes 278

Harness Wealth

APRIL 4, 2025

This weeks Tax Advisor Weekly covers key updates for financial professionals. We begin with guidance on navigating property tax considerations during business mergers and expansions. In this blog post, well cover key business events that impact property tax and business licenses, along with what you need to consider for each.

Taxes 52

Taxes License Banking Government 52

Harness Wealth

MARCH 7, 2025

This weeks Tax Advisor news roundup covers key updates for financial professionals. Last but not least, we have a rundown of the IRSs ‘Dirty Dozen’ tax scams for 2025. Wealth Taxes in Europe, 2025 ( Cristina Enache , Tax Foundation) Net wealth taxes are recurrent taxes on an individuals wealth, net of debt.

Taxes 52

Taxes Retirement Financial Advisor Retirement Planning 52

Nerd's Eye View

APRIL 7, 2025

Welcome to the April 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Tax Planning 130

Tax Planning Taxes Planning Clients 130

Your Richest Life

MARCH 12, 2025

The tax deadline is next month, and if youre like most Americans, you are still preparing to file. Standard and Itemized Deduction for filing 2024 Taxes For the 2024 tax year, the standard deduction increased to $29,200 for married filing jointly, $14,600 for single filers and married filing separately, and $21,900 for heads of household.

Taxes 52

Taxes Fee Only Electronics CFP 52

Nerd's Eye View

DECEMBER 27, 2024

Also in industry news this week: According to a recent survey, advisors are putting an increasing share of client assets into model portfolios, allowing for customization and time savings that advisors appear to be using to provide more comprehensive planning services RIA M&A deal volume saw an annual record in 2024 as a lower cost of capital, (..)

Financial Planner 246

Financial Planner Insurance Coverage Insurance Valuation 246

Abnormal Returns

DECEMBER 25, 2024

podcast.moneywithkatie.com) Peter Lazaroff on how tax projections work. peterlazaroff.com) Housing Taxes and insurance are creeping up as a percentage of total home ownership costs. theretirementmanifesto.com) What's changing for retirement in 2025. wsj.com) Owning a home isn't for everyone.

Financial Advice 144

Financial Advice Retirement Taxes Insurance 144

Abnormal Returns

JANUARY 1, 2025

youtube.com) Taxes Trading crypto? Pay your taxes. contessacapitaladvisors.com) Personal finance Whether you have an advisor or not, a financial checklist for 2025. Podcasts Peter Lazaroff talks with Michael Batnick about lessons learned from the stock market in 2024. wsj.com) Portfolio simplicity keeps paying off.

Taxes 157

Taxes Retirement Banking Portfolio 157

Wealth Management

JULY 16, 2024

Sara Barba and Sandra Swirski look at philanthropy’s fate for 2025.

Taxes 259

Taxes 259

Nerd's Eye View

MAY 31, 2023

The 2017 Tax Cuts & Jobs Act introduced a $10,000 limit on the State And Local Tax (SALT) deduction that was previously available for taxpayers who itemized their deductions. Another set of considerations involves owners of businesses that operate in multiple states, which can compound the complexity of electing a PTET.

Taxes 246

Taxes Planning Tax Planning Numbers 246

Harness Wealth

MARCH 6, 2025

As is traditional, the 2025 IRS tax filing deadline is April 15th. In this guide, well explore the 2025 tax extension process, the reasons for requesting an extension, and how a tax advisor from Harness can help you. Table of Contents What is a tax extension? Why do I need a tax extension?

Taxes 52

Taxes Tax Planning Consulting Electronics 52

MainStreet Financial Planning

JANUARY 23, 2025

For 2024, the maximum taxable earnings subject to Social Security tax is $168,600. Prepare for Tax Season Organize your tax documents in one central locationwhether its a folder, box, or basketto avoid scrambling when its time to file. Log intomyssa.govto view and confirm your earnings history.

Estate Planning 85

Estate Planning Budgeting Taxes Insurance 85

Harness Wealth

JANUARY 29, 2025

April 15 marks the IRS tax return filing deadline for 2025. Although this is the traditional tax filing deadline, given the spate of recent natural disasters (such as the California wildfires and Hurricane Milton), the IRS is granting certain filing and payment extensions beyond this date.

Taxes 52

Taxes Medical Distribution Accounting 52

Calculated Risk

MAY 5, 2025

Also note that the sharp decline in 2010 was related to the housing tax credit policy in 2009 - and was just a continuation of the housing bust. he dashed line is the April 2025 seasonally adjusted annual sales rate (SAAR) of 403 thousand. from 501 thousand SAAR in April 2025 (essentially unchanged YoY).

Sales 214

Sales Economy Economics Taxes 214

Wealth Management

APRIL 10, 2024

The program has attracted significant inflows from individual investors looking for tax benefits. A contentious Congress might jeopardize its extension.

Taxes 288

Taxes 288

Wealth Management

JANUARY 3, 2025

Tuesday, February 25, 2025 | 2:00 PM ET

Taxes 246

Taxes 246

Wealth Management

DECEMBER 16, 2024

Tax policies and legislation the new administration may support.

Taxes 246

Taxes 246