Trade Brains

JULY 22, 2025

This initiative could launch as early as 2026. This plan targets clients holding major cryptocurrencies. Clients could use these assets as loan security. Client holdings would act as collateral. Clients avoid triggering capital gains taxes through sales. JPMorgan aims to meet evolving client needs.

Assets 59

Assets Banking Clients Compliance 59

Nerd's Eye View

JANUARY 13, 2025

With another strong year in the markets, most advisory firms are near or at record highs for their revenue, their numbers of clients, and the headcounts of their teams. And also make it easier for us to redesign the Nerd's Eye View blog side of the website as well, in 2026!)

Financial Advice 147

Financial Advice Ethics Education Financial Planning 147

Harness Wealth

MAY 2, 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. How will the 2026 tax brackets be affected if the TCJA expires? How will the 2026 tax brackets be affected if the TCJA expires? million (single) / $27.22

Taxes 52

Taxes Clients Insurance Distribution 52

Harness Wealth

JANUARY 29, 2025

Effective ways to achieve this include: For employees : If your employer offers this option, request that your year-end bonus be deferred to January 2026. For self-employed individuals : Consider delaying invoicing or billing clients so that payments are received beyond the current tax year.

Taxes 52

Taxes Medical Distribution Tax Planning 52

SEI

JULY 15, 2025

Featured Who we serve right-arrow arrow-sm-down left-arrow Back Who we serve We help our clients across financial services make confident decisions and power growth. Opportunity zones : Taxes on capital gains can be deferred until December 31, 2026, or until the OZ investment is sold, whichever comes first. Get the latest insights.

Investments 52

Investments Investing Taxes Wealth Management 52

Nerd's Eye View

JUNE 20, 2025

without a scheduled sunset) the lower individual tax rates enacted as part of the Tax Cuts and Jobs Act (TCJA), and maintaining the estate tax exemption at TCJA-prescribed levels (which would reach approximately $15 million in 2026), there are several differences between them (e.g.,

Financial Planner 223

Financial Planner Taxes Retirement Planning Clients 223

SEI

JULY 18, 2025

Featured Who we serve right-arrow arrow-sm-down left-arrow Back Who we serve We help our clients across financial services make confident decisions and power growth. We are closely aligned with their leadership on how to foster independence—a key for advisors in helping clients meet their financial goals. Goldman Sachs & Co.

Investments 52

Investments Investing Wealth Management Financial Advisor 52

Nerd's Eye View

MAY 21, 2025

And given Republicans' narrow majorities in both the House and Senate, along with differing opinions on issues such as the SALT cap, clean energy tax credits (which the bill would end in 2026), and the overall impact on the national deficit, the legislative process could involve intense negotiation and extend well into the summer.

Taxes 247

Taxes Accounting CFP Planning 247

Nerd's Eye View

APRIL 30, 2025

Which has made it difficult for advisors and their clients to plan for the future with less than a year remaining before the scheduled sunset. Although the 2024 U.S. Recently, however, the House and Senate agreed to adopt a budget resolution that represents a crucial first step in the process of passing a 'reconciliation' bill. Read More.

Budgeting 162

Budgeting Taxes Tax Planning Clients 162

WiserAdvisor

JUNE 26, 2025

But in 2026, the “subsidy cliff” returns. About Dash Investments Dash Investments is privately owned by Jonathan Dash and is an independent investment advisory firm, managing private client accounts for individuals and families across America. But eligibility and timing matter, and don’t assume it to be automatic.

Healthcare 59

Healthcare Retirement Planning Retirement Planning 59

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

Featured Who we serve right-arrow arrow-sm-down left-arrow Back Who we serve We help our clients across financial services make confident decisions and power growth. 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

Banking 52

Banking Economy Economics Financial Services 52

The Big Picture

JUNE 16, 2025

But we have clients that are on the left and the right. I’m kind of hopeful that the 2026 Congress changes hands, the tariff power is retaken back by Congress, which is within their authority to do. And if you can’t suppress the fear, then you probably will die poor. I was, I know that shapes how I see the world.

Math 130

Math Numbers Investing Investments 130

Wealth Management

JULY 11, 2025

Is a Roth Conversion Worth It for All Clients? Some law firms now offer clients a traditional trust vehicle tailored to just hold actively traded cryptocurrency. in Q1 RIA Model Portfolio Assets Rose 5.5% Specifically, the Russian government can pay a limited number of expenditures starting on Oct.

Wealth Management 210

Wealth Management Estate Planning Assets Fiduciary Duty 210

Dear Mr. Market

NOVEMBER 22, 2024

If Bill dies in 2026 without using any of his ~$7.5 Many clients don’t realize there is a mandatory split of assets between the “A” (Survivor’s Trust) and “B” (Family or Bypass Trust) until a spouse passes away. Our Legacy Program currently serves 120 client families on an ongoing basis. Submit a form.

Estate Planning 52

Estate Planning Taxes Planning Assets 52

Calculated Risk

JULY 23, 2025

This means that clients are starting to send out RFPs and initiate conversations with architecture firms about potential projects after a lull since mid-winter. The score is derived from a monthly survey of architecture firms that measures the change in the number of services provided to clients. Click on graph for larger image.

Clients 147

Clients Numbers Economics Investing 147

Nerd's Eye View

JULY 21, 2025

It is often said that, "The only thing constant is change", which pairs well with the common financial advisor philosophy, "If you're not growing, you're dying".

Financial Advisor 173

Financial Advisor Ethics CFP Clients 173

Trade Brains

JULY 4, 2025

With a 100 MW project win, a near 100 percent surge in annual profits, and back-to-back client trust, this rising player is starting to catch the eye of investors looking for long-term, sustainable growth. This marks the second consecutive order from the client, a clear sign of trust in KPI Green’s delivery capabilities.

Engineering 99

Engineering Clients Investment Advisor Consulting 99

Trade Brains

JUNE 25, 2025

crore) with an international client. The order is to be completed by 28 February 2026. The post ₹1,275 Cr Order Book: Stock jumps 6% after receiving ₹85 Cr order from international client appeared first on Trade Brains. As of April 30, 2025, the company’s total order book stands at Rs 1,274.6

Clients 59

Clients Engineering Transportation Investment Advisor 59

Trade Brains

JULY 3, 2025

This Solar Stock, engaged in designing and manufacturing solar modules and cells, developing EPC solar projects, offering solutions, and servicing residential, commercial, and utility-scale clients, is in focus after the company plans to invest Rs. 642 crore to expand its solar cell and module production. With a market capitalization of Rs.

Planning 90

Planning Manufacturing Investing Investments 90

Trade Brains

JULY 2, 2025

As per the company’s regulatory filing under SEBI Regulation 30, the order will be executed in tranches by June 28, 2026. In the defence segment its clients include all three Indian defence forces, it also serves L&T Defence. Also manufactures Structural and Engineering systems for Naval applications.

Manufacturing 59

Manufacturing Engineering License Electronics 59

Wealth Management

JUNE 25, 2024

A new report from Cerulli & Associates finds the retail financial advisor channel has been the biggest growth driver behind ETFs.

Portfolio 272

Portfolio Clients Retail Financial Advisor 272

Calculated Risk

JUNE 18, 2025

However, the value of new signed design contracts continued to decline, indicating that while clients are starting to explore new projects, they remain hesitant to sign a contract committing to them. The score is derived from a monthly survey of architecture firms that measures the change in the number of services provided to clients.

Clients 147

Clients Economy Numbers Economics 147

Nerd's Eye View

OCTOBER 16, 2024

But with the anticipated sunset of TCJA in 2026 and the reversion to the pre-2018 AMT rules, a large subset of households will find themselves owing AMT – many of whom will do so for the first time. For example, clients with unexercised ISOs could exercise those options prior to TCJA's sunset without AMT exposure.

Taxes 246

Taxes Clients Planning Numbers 246

Nerd's Eye View

JULY 10, 2024

From an advisor's perspective, TCJA's impending expiration raises the importance of planning for clients who will potentially be impacted, which, given the law's broad scope, could be nearly every client. Read More.

Taxes 246

Taxes Clients Planning Numbers 246

Wealth Management

OCTOBER 4, 2024

To help your clients prepare for the real possibil The estate and gift tax exemption (set at $13.61 million per individual in 2024) is due to expire on Jan. If Congress doesn’t act, that tax exemption will be cut in half to about $6 million.

Taxes 278

Taxes Clients 278

Trade Brains

JULY 1, 2025

Crores (including taxes) and this order is to be executed by June 2026. The company has established itself as a key partner in strategic defense projects, collaborating with global technology leaders and serving major clients like Cochin Shipyards Limited, Garden Reach Shipbuilders & Engineers, and more.

Engineering 52

Engineering Taxes Investment Advisor Manufacturing 52

Abnormal Returns

MAY 29, 2023

1, 2026 and becomes a big problem for reactive RIAs who fail to help clients take action now." advisorperspectives.com) Advisers Clients don't walk in the door because everything is hunky dory. investmentnews.com) How to better screen for potential clients.

Wealth Management 242

Wealth Management Financial Advising Estate Planning Banking 242

Nerd's Eye View

SEPTEMBER 2, 2022

Why private placement life insurance policies could become an increasingly popular option for ultra-high-net-worth clients. The upcoming debut of a new tontine product could add another option for advisors looking to mitigate their clients’ longevity risk.

Financial Planner 246

Financial Planner Strategic Planning Retirement Planning Retirement 246

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

In recent years, the Internal Revenue Code (IRC) has endured some drastic changes resulting from legislative action that have altered the strategies estate planning professionals have recommended to clients. For instance, prior to the 2017 Tax Cuts and Jobs Act (TCJA), "A/B trusts" had become ubiquitous for spousal estate tax planning.

Estate Planning 246

Estate Planning Planning Taxes Clients 246

Abnormal Returns

MAY 8, 2023

advisorperspectives.com) Advisers need to recognize that clients have different conversational styles. thinkadvisor.com) A number of tax provisions will sunset in 2026 including the lifetime exclusion amount. (sciencedaily.com) How tax-adjusting a portfolio works in practice.

Wealth Management 246

Wealth Management Estate Planning Taxes Valuation 246

Abnormal Returns

JUNE 4, 2023

1, 2026 and becomes a big problem for reactive RIAs who fail to help clients take action now." (linkedin.com) The AI stock mania phase is here. herbgreenberg.substack.com) Steve Lockshin, "The dream becomes a nightmare for millions of high-net-worth investors on Jan. riabiz.com) There's nothing magical about dividend investing.

Clients 162

Clients Investing Investments Marketing 162

Steve Sanduski

SEPTEMBER 17, 2024

In a Nutshell: High-net-worth clients have high-net-worth needs. ” 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. Megan’s vision of the “perfect” client experience. Because never the two shall meet.

Financial Planning 52

Financial Planning Clients Taxes Planning 52

Harness Wealth

MAY 2, 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. How will the 2026 tax brackets be affected if the TCJA expires? How will the 2026 tax brackets be affected if the TCJA expires? million (single) / $27.22

Taxes 52

Taxes Clients Insurance Distribution 52

Carson Wealth

DECEMBER 8, 2023

The advantage to our clients is that we think about these things every day and are prepared to have the conversation with you whenever you are ready. One consideration this year is that we’re two years from the expiration of the Tax Cuts and Jobs Act of 2017 (TJCA).

Planning 143

Planning Retirement Planning Taxes Retirement 143

Trade Brains

JANUARY 22, 2024

The Company’s Marquee list of clients includes Airbus , McLaren , Honda , Ford , and a new energy vehicle Company called VinFast. These anchor clients contribute to 40% of the Company’s revenue. The industry is expected to grow at a CAGR of approximately 16% from 2022 to 2026. Additionally, digital engineering spending.

Planning 119

Planning Engineering Manufacturing Clients 119