Weekend Reading For Financial Planners (June 14–15)
Nerd's Eye View
JUNE 13, 2025
Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6%
Nerd's Eye View
JUNE 13, 2025
Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6%
Nerd's Eye View
MARCH 3, 2025
Welcome to the March 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!
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Darrow Wealth Management
JULY 1, 2024
Although a number of these provisions will negatively impact taxpayers starting in 2026, there a few changes that will be positive. Here’s a summary of the major tax law changes coming in 2026 and some steps individuals and business owners can take to prepare. In 2026, this is all expected to change (again).
Darrow Wealth Management
JULY 1, 2024
Although a number of these provisions will negatively impact taxpayers starting in 2026, there a few changes that will be positive. Here’s a summary of the major tax law changes coming in 2026 and some steps individuals and business owners can take to prepare. In 2026, this is all expected to change (again).
Darrow Wealth Management
MARCH 29, 2024
This is a general communication should not be used as the basis for making any type of tax, financial, legal, or investment decision. Taxpayers pay whichever number is higher: their tax due under AMT or the regular system. These higher limits are scheduled to sunset in 2026. There are two AMT tax rates: 26% and 28%.
BlueMind
APRIL 25, 2022
According to Boston Consulting Group (BCG) as of now, women now control over 32% of global wealth and that number is only expected to rise. For Canada alone, the expected is 50% of accumulated wealth by 2026. So try to build that trust with honest and serious communication. Educate Your Female Client.
Darrow Wealth Management
MARCH 24, 2024
Run the numbers to find out. 2026 tax law changes impacting alternative minimum tax The 2017 Tax Cuts and Jobs Act drastically reduced the number of taxpayers who were subject to the AMT. These favorable changes are set to sunset in 2026. Again, you’ll pay the higher tax under either calculation.
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