Carson Wealth

MARCH 6, 2025

Families change, assets change, relationships change, and legislation always seems to be in flux. If youre planning a move, keep these three priorities in mind: Taxes Does your new home state have an estate/inheritance tax? Could other state tax laws affect your strategy? How will this affect your overall plan?

Estate Planning 125

Estate Planning Planning Taxes Financial Advisor 125

Harness Wealth

JANUARY 28, 2025

In this guide, we’ll explore the key tax changes in effect for 2025, how theyll influence your filing status, retirement savings, investment, and estate planningand offer strategic advice to help high-income and high-net-worth individuals prepare more effectively for upcoming coming tax changes. That said, U.S.

Taxes 52

Taxes Planning Retirement Accounting 52

Carson Wealth

JULY 14, 2025

While bonds remain an important diversifier, we recommend including other forms of diversification for both stocks and bonds, including some exposure to international stocks, low volatility stocks, gold, and managed futures (a trend-following strategy across different asset types, including commodities).

Investing 85

Investing Investments Marketing Marketing 85

Trade Brains

JULY 1, 2025

The firm announced a new subsidiary, CRYPTECH Capital, to manage its crypto assets and explore Web3 opportunities. Initially, it will invest 200 million yen, with plans to scale up to 1 billion yen by 2026. The company expects gains from both asset appreciation and DeFi activities like staking and liquidity provision.

Investing 101

Investing Investments Marketing Marketing 101

Carson Wealth

JULY 11, 2025

One of the opportunities we highlighted early in the year in our 2025 Outlook was a big tax bill that boosted corporate profits, similar to 2017. We got massive tariffs first, and it was quite a struggle to get the tax bill past the finish line. New individual tax benefits that are set to expire in a few years.

Taxes 75

Taxes Marketing Marketing Government 75

Nerd's Eye View

NOVEMBER 13, 2024

With Republicans appearing to have secured a sweep of the White House and both chambers of Congress, the most immediate question for many financial advisors and their clients is what impact the election results will have on the scheduled expiration of the Tax Cuts & Jobs Act (TCJA) at the end of 2025.

Tax Planning 246

Tax Planning Taxes Planning Assets 246

SEI

JUNE 25, 2025

Asset management Connecting investors to what matters most, so they can achieve their goals and make confident decisions. for both 2025 and 2026, to 2.0% billion) each calendar quarter through March 2026, then decrease the purchases by 200 billion yen (US$1.4 billion) from April 2026 to March 2027. Information in the U.S.

Banking 52

Banking Economy Economics Financial Services 52

The Big Picture

JUNE 16, 2025

Let me start managing assets. So when you started looking at investing and bringing a scientific rigor to the process, you created your own set of asset class databases. He was one of the early people who developed, here’s what financial asset management marketing should look like. That’s kind of unusual to say.

Math 130

Math Numbers Investing Investments 130

Wealth Management

JULY 11, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 stock portfolio sectors model portfolios Investing Strategies RIA Model Portfolio Assets Rose 5.5% in Q1 RIA Model Portfolio Assets Rose 5.5% In late 2024, the U.S.

Estate Planning 229

Estate Planning Wealth Management Assets Fiduciary Duty 229

Carson Wealth

APRIL 28, 2025

At the end of 2025, the forward 12-month EPS will actually be the 2026 EPS estimate, and so it makes sense to focus on that instead of 2025 EPS (the assumption is that markets are forward looking). Right now, the 2026 EPS level is at $302/share (about 2% below where it started the year, at $309/share). Its currently around 5,400.)

Marketing 78

Marketing Marketing Economy Manufacturing 78

Dear Mr. Market

NOVEMBER 22, 2024

Dear Mr. Market: Normally we write you letters about the markets or the economy…but what’s all that worth if your assets are not protected or properly positioned for what you intended them to do? If Bill dies in 2026 without using any of his ~$7.5 This election allows her to add Bill’s ~$7.5

Estate Planning 52

Estate Planning Taxes Planning Assets 52

Harness Wealth

JUNE 13, 2025

This week’s highlights include: beer taxes reaching up to 40.8% We also look at the proposed Section 25F education credit, which offers 100% tax credits for donations to scholarship funds, sparking debate over whether donations could become more lucrative than asset sales. Inflation held steady at 2.4%

Taxes 52

Taxes Accounting Education Retail 52

Trade Brains

JULY 3, 2025

Lk Vs Estimate Of 1 Lk US June Non-Farm Payrolls Private At 74,000 Lk Vs Estimate Of 1 Lk Congress passes Trump’s ‘big, beautiful bill’ cutting taxes and spending Trump 2.0: Bajaj Finance : The company delivered a strong first quarter financial year 2026 update. lakh crore in the first quarter of 2026.

Marketing 52

Marketing Marketing Banking Retail 52

Carson Wealth

FEBRUARY 6, 2025

All else equal, tariffs are a tax, and that means prices will go up. Ongoing uncertainty for Fed members may start to increase the probability of no cuts at all in 2025, a potential headwind for risk assets. A big increase in federal spending, and lower revenue on the back of the 2017 tax cuts, sent the deficit higher.

Taxes 64

Taxes Manufacturing Economy Government 64

Harness Wealth

MAY 2, 2025

Interested in using Harness at your tax firm, or know a tax firm you’d like to refer to Harness? Allianz surveyed 1,000 adults with at least $150,000 in investable assets or a certain level of annual household income ($50,000 single or $75,000 married/partnered). Enjoy your well-deserved breathing room!

Taxes 52

Taxes Estate Planning Retirement Planning 52

Darrow Wealth Management

JULY 1, 2024

The 2017 Tax Cuts and Jobs Act (TCJA) brought sweeping changes to the tax code, impacting every taxpayer and business owner. Although a number of these provisions will negatively impact taxpayers starting in 2026, there a few changes that will be positive. For some, this may lead to more taxes paid on capital gains.

Taxes 105

Taxes Tax Planning Planning Estate Planning 105

Nerd's Eye View

SEPTEMBER 6, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the Treasury Department has finalized rules requiring most SEC-registered RIAs to implement risk-based Anti-Money Laundering and Countering the Financing of Terrorism programs, including a requirement to report suspicious (..)

Financial Planner 247

Financial Planner Tax Planning Compliance Financial Advice 247

Nerd's Eye View

APRIL 5, 2023

Given how frequently the tax code changes, advisors can add value for clients by ensuring their estate plans are aligned with current law to meet the clients’ objectives, and not with past rules that may no longer apply to them. However, the passage of TCJA resulted in the estate gift tax exemption nearly doubling (from $5.6M

Estate Planning 246

Estate Planning Planning Taxes Clients 246

The Big Picture

MAY 22, 2023

Institutional Investor ) • NYC Skyscrapers Sit Vacant, Exposing Risk City Never Predicted : City says vacancy rate won’t dip below 19% before 2026 Office vacancies hit a record 22.7% So which unconstitutional option — unilaterally raising taxes, disobeying spending laws or borrowing beyond the debt ceiling — is the least unconstitutional?

Banking 273

Banking Taxes Economics Investing 273

Darrow Wealth Management

JULY 1, 2024

The 2017 Tax Cuts and Jobs Act (TCJA) brought sweeping changes to the tax code, impacting every taxpayer and business owner. Although a number of these provisions will negatively impact taxpayers starting in 2026, there a few changes that will be positive. For some, this may lead to more taxes paid on capital gains.

Taxes 52

Taxes Tax Planning Planning Estate Planning 52

Nationwide Financial

AUGUST 29, 2022

Key Takeaways: Even without new legislation, the prospect of higher taxes in the future is still looming. The impact of higher taxes on retirees could be substantial, so staying up to date on the current tax landscape is vital. But even without new legislation, the prospect of higher taxes in the future is still looming.

Taxes 98

Taxes Retirement Accounting Budgeting 98

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 Retirement 143

Harness Wealth

MAY 2, 2025

The Tax Cuts and Jobs Act (TCJA)the 2017 tax code overhaul designed to boost economic growthis set to expire on December 31, 2025. Unless Congress intervenes, the TCJAs sunset will usher in a swathe of tax increases in 2026, with analysts estimating that over $4 trillion worth of tax hikes could take effect.

Taxes 52

Taxes Clients Insurance Distribution 52

Darrow Wealth Management

AUGUST 30, 2022

Depending on your financial situation and the type of asset you inherit, your options may differ. Further, many beneficiaries are eligible for a step-up in basis on eligible assets. This is a major advantage as assets can be sold/diversified right away without tax implications. What to do with an inheritance.

Accounting 111

Accounting Retirement Distribution Taxes 111

MainStreet Financial Planning

JUNE 23, 2023

As Medicaid and SSI are needs-based programs, traditional savings or assets could potentially disqualify someone from these programs by exceeding certain resource limits. in 2026, the eligibility age will be adjusted to 46. Withdrawals are also tax-free if they are used for qualified disability expenses.

Accounting 98

Accounting Taxes Healthcare Planning 98

Good Financial Cents

JANUARY 26, 2023

You’ll need to carefully manage your budget, invest in efficient high-yielding assets , and review the numbers regularly so you can work towards retiring at a reasonable age without sacrificing your lifestyle along the way. For example, if you earn 10% on your investments, but you’re in the 30% tax bracket, your net return is only 7%.

Retirement 122

Retirement Taxes Accounting Retirement Planning 122

Harness Wealth

MARCH 10, 2023

Whether you’re in venture capital, private equity, or angel investing, it’s important to understand the tax implications of your investment income. One of the unique characteristics of carried interest is that it is taxed as a capital gain rather than ordinary income. K-1 forms are reported on an individual’s tax return.

Taxes 52

Taxes Tax Planning Startup Portfolio 52

Steve Sanduski

SEPTEMBER 17, 2024

Guest: Megan Gorman, Founder and Managing Partner of Chequers Financial Management , a female-owned, high-net-worth tax and financial planning firm based in San Francisco. ” Megan Gorman and I discuss: How Megan draws on her background as an attorney and her passion for tax strategy when advising high-net-worth clients.

Financial Planning 52

Financial Planning Clients Taxes Planning 52

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 Assets 52

James Hendries

DECEMBER 11, 2022

Tax Planning – Have necessary steps been taken toward filing required business and individual tax returns, so they get filed on time? The type of business will determine the tax consequence. There are five general types of business taxes and tax changes that can be applied. Income Tax. Estimated Tax.

Planning 52

Planning Taxes Insurance Accounting 52

Cordant Wealth Partners

AUGUST 16, 2024

Other pay : Certain employees can be eligible for “pay in lieu of redeployment” (9 weeks) and an “additional separation bonus” (8 weeks) It’s important to note that severance payouts are taxed as ordinary income in the year of payout. Tax planning for a transition out of Intel is critical.

Planning 52

Planning Retirement Taxes Accounting 52

Trade Brains

JANUARY 22, 2024

The industry is expected to grow at a CAGR of approximately 16% from 2022 to 2026. 36% YoY Growth (%) 48% 25% KPIT reported a Profit after tax of Rs. However, we should take Tata Tech’s Net Profit growth in FY23 with a pinch of salt as it involves a Deferred Tax Income of Rs. Additionally, digital engineering spending.

Planning 119

Planning Engineering Manufacturing Clients 119

Trade Brains

MAY 23, 2023

FY 2021-22 Annual Report The structural shift is expected to benefit the nation immensely and increase its share in the global specialty chemicals industry to 6% by 2026 from 4%. During the same period, the profit after tax grew at a much sharper rate of 27.64% to Rs 256 crore. Source: Laxmi Organic Industries Ltd.

Planning 105

Planning Manufacturing Sales Pharmaceutical 105

Trade Brains

DECEMBER 11, 2022

Additionally, 96.68% of non-current assets are based out of the nation. The table below highlights geography-wise revenue share and non-current assets distribution for the financial year 2021-22. trillion in 2026. The graph below tells global pharma spending from 2020 to 2026 (projected). trillion in 2022 to $ 1.81

Pharmaceutical 52

Pharmaceutical Manufacturing Medicine Taxes 52

Validea

DECEMBER 30, 2022

Direct indexing assets, currently at $462 billion, are expected to rise up to $825 billion by 2026, according to Cerulli Associates data that is cited in the article, making its growth forecast the biggest out of ETFs, mutual funds, and separately managed accounts.

Investing 52

Investing Investments Retirement Portfolio 52

Darrow Wealth Management

APRIL 20, 2022

Significant fiscal stimulus, wage growth, asset appreciation, and easy money policy from the Federal Reserve boosted consumers’ savings rates and dependency on credit to make purchases. For reference, the latest year-over-year figure for CPI is 8.54% and 6.44% for Core CPI. Households are in good financial shape to keep spending.

Economy 52

Economy Nonprofit Wealth Management Food 52

WiserAdvisor

JANUARY 23, 2024

Step 2: See if the financial advisor conducts an annual tax review Ensuring that your financial advisor reviews your tax return annually is a crucial step in maximizing your financial benefits. An effective financial advisor should be proactive in reviewing your tax plan before the year-end.

Financial Advisor 40

Financial Advisor Risk Tolerance Communication Taxes 40