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Weekend Reading For Financial Planners (June 14–15)

Nerd's Eye View

Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6% Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6%

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10 High-Income Tax Planning Strategies to Complete Before 2025: A Year-end Checklist

Harness Wealth

As the year comes to a close, now is the time to review potential financial moves to help minimize your tax burden heading into 2025. Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year.

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A Guide to Tax-Efficient Real Estate Investment

Harness Wealth

Real estate investment is one of the more common—and arguably more consistent—avenues to wealth creation, delivering capital appreciation, rental income, and portfolio diversification. Table of Contents Understanding real estate taxes What are the most tax-efficient ownership structures? Net Investment Income Tax (NIIT): A 3.8%

Taxes 52
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How to Maximize Tax Deductions for the 2025 Filing Season

Harness Wealth

Engage in tax-loss harvesting Tax-loss harvesting is a strategy that helps investors reduce their taxable income by leveraging losses in their investment portfolios. Tax-loss harvesting works by selling investments that have declined in value to offset gains from other investments or, in some cases, ordinary income.

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What are the Tax Brackets and Federal Income Tax Rates for the 2025-2026 Tax Year?

WiserAdvisor

This is a simple and assured tax deduction that you can make without needing to provide any proof of any expenses or investments. Earned income tax credit for head of household No children One child Two children Three or more children Income at max credit $8,490.00 $12,730.00 $17,880.00 $17,880.00 Married filing jointly $30,000.00

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Preparing for the TCJA Sunset: What Tax Advisors Need to Know

Harness Wealth

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?

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Incorporating Equity Compensation into a Multi-Generational Wealth Transfer Plan

Zajac Group

Creating wealth that can provide financial security for generations to come is an incredible feat, and it requires careful planning, consideration, and communication among family members. For reference, the federal estate tax exemption limit is set to revert back to $5 million (or around $7 million when adjusted for inflation).