Trade Brains

JUNE 20, 2025

Almost every promising startup you can name seems to be preparing for a stock market listing, and they all want to make their debut before 2026. Why Before 2026? Investor Agreements — Funds often plan their exits on a 7–10-year cycle, pushing startups to list. There’s a clear shift happening in India’s startup world.

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Startup Planning Valuation Retail 52

Financial Symmetry

JULY 15, 2025

Tax season may feel far off, but with sweeping legislative changes just passed, proactive financial planning starts now. Smart income planning will be more important than ever to ensure you don’t inadvertently reduce your eligibility for this valuable break, especially when considering Roth conversions or similar strategies.

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Taxes Planning Financial Planning 62

Harness Wealth

NOVEMBER 12, 2024

Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. Checklist: Year-end Tax Planning Strategies Review the following tax strategies with your tax advisor and/or financial advisor before the end of the year.

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WiserAdvisor

JULY 4, 2025

Health flexible spending cafeteria plans So, how can you take advantage of these new 2025 tax brackets and other changes? Estate tax credits and gift tax exclusion Let’s talk estate planning for a moment. Now is a good time to work with a financial advisor or estate attorney and revisit your estate planning strategies. e.

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Taxes Transportation Medical Financial Advisor 59

Trade Brains

JUNE 26, 2025

The tariffs will be reduced to 26% over 5 years, starting with the initial 10% reduction in FY 2026. Lower expected returns could also delay expansion plans by listed power firms. The post Power Stocks: Will they be affected after Maharashtra Govt plans to reduce power tariff by 26%? appeared first on Trade Brains.

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Nerd's Eye View

JANUARY 13, 2025

And also make it easier for us to redesign the Nerd's Eye View blog side of the website as well, in 2026!) Which means over the next 12 months, we're going to rebuild it all from scratch, with a modern technology foundation that will allow us to better scale over the next decade.

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Trade Brains

JULY 22, 2025

This initiative could launch as early as 2026. This plan targets clients holding major cryptocurrencies. Plans are still under discussion and could change. Regulatory uncertainty also clouds the plan. The firm already plans lending against crypto ETFs. This signals a strategic shift into digital assets.

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Harness Wealth

JANUARY 29, 2025

401(k) Plans: Contribute the maximum allowable amount for 2024 : $23,000 if youre under 50, or $30,500 if youre 50 or older. 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.

Taxes 52

Taxes Medical Distribution Tax Planning 52

Financial Symmetry

APRIL 9, 2025

Tax planning might not top everyone’s list of leisure activities, but in the middle of tax season, theres a hidden opportunity. Harnessing Tax-Advantaged Savings Retirement accounts and health savings plans offer the dual benefits of saving tax and building wealth.

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Taxes Tax Planning Retirement Planning 62

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

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Taxes Clients Insurance Distribution 52

Zajac Group

NOVEMBER 7, 2024

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. And for those with equity compensation in the mix, some extra consideration is required. 200/share (today’s fair market value) – $188.44/share

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Planning Estate Planning Taxes Assets 52

Darrow Wealth Management

JULY 24, 2025

Given the breadth and recency of the bill, tax, financial, and legal professionals will need time to assess the impact and consider various planning strategies. Both the SALT cap and the income phaseout ranges will increase by 1% annually for 2026-2029 before reverting to $10,000 in 2030. However, starting in 2026, the.5%

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Taxes Wealth Management Planning Tax Planning 68

Carson Wealth

JUNE 9, 2025

Congrats again to the Dow on an amazing run and to all the investors over the years who have benefited by sticking to their investment plans. That’s a slow burn, but a burn nonetheless with economic risks increasing as we get closer to year end and into early 2026. Any bets on when it breaks 100k?

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Economics Marketing Marketing Economy 69

Trade Brains

JUNE 23, 2025

Buying Back and Selling Down : From the other side, founders and Indian institutional investors, are taking back stakes and increasing their ownership in companies where foreign investors have sold down or exited all together (Soft Bank and Alibaba for example have sold down very heavily into the Indian start-up ecosystem, and helped create space for (..)

Startup 52

Startup Retail Government Economics 52

Trade Brains

JULY 1, 2025

Jewar International Airport: A New Real Estate magnet Location: Jewar, Greater Noida (operational by phases by 2025–2026) The upcoming Noida International Airport at Jewar is the second international airport in the Delhi NCR region already in planning.

Retail 71

Retail Planning Marketing Marketing 71

SEI

JULY 15, 2025

Opportunity zones : Taxes on capital gains can be deferred until December 31, 2026, or until the OZ investment is sold, whichever comes first. For clients with significant capital gains and long-term horizons, these strategies remain critical tools in tax-aware investment planning. Get the latest insights.

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Harness Wealth

MARCH 6, 2025

And while pay increases did maintain second place in terms of planned budget boosts for 2025, the volume of those increases is forecast to tumble. Sixty-one percent of 300 leaders surveyed in October indicated they planned to boost pay by at least 4% in 2025, down from the 71% who planned on the same in 2024 and down from 86% in 2023.

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Taxes Accounting Budgeting Planning 52

Harness Wealth

JULY 14, 2025

However, legislative efforts are ongoing to make it permanent and potentially increase the deduction percentage from 20% to 23% from 2026. Effective exit planning offers the opportunity to potentially defer or even eliminate capital gains taxes. What are tax-efficient real estate exit strategies?

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Taxes Investing Investments Sales 52

Carson Wealth

MARCH 6, 2025

Whats less common, but just as important, is outlining a specific plan for this transfer and updating it as circumstances change. If its been some time since you established your estate plan, you may want to think about giving it a review. Lets look at three life changes that signal its time to review and update your estate plan.

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Estate Planning Planning Taxes Financial Advisor 125

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.,

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Financial Planner Taxes Retirement Planning Clients 223

Nerd's Eye View

MAY 21, 2025

The proposed bill lays out the specifics of Republicans' plans for extending (and adding to) the Tax Cuts and Jobs Act (TCJA), which is scheduled to expire on December 31, 2025. On May 12, Republicans on the House Ways and Means Committee released their long-awaited tax legislation proposal.

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Harness Wealth

JANUARY 28, 2025

What are the changes to 529 plans in 2025? Higher 401(k) contribution limits: Starting in 2025, individuals can contribute up to $23,500 to their 401(k) plans, marking an increase from the 2024 limit of $23,000. This adjustment also applies to participants in 403(b) plans, governmental 457 plans, and the Federal Thrift Savings Plan.

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Taxes Planning Retirement Accounting 52

WiserAdvisor

JULY 23, 2025

This creates uncertainty, especially when it comes to the estate planning process. Change can feel overwhelming when it affects your estate planning and taxes. This article will break down the key TCJA provisions for estate planning and financial planning and what is at stake in 2025, so you can prepare for what lies ahead.

Taxes 59

Taxes Estate Planning Assets Planning 59

Zajac Group

JULY 15, 2025

While provisions were set to end in 2026, the OBBBA makes permanent some of the previously established changes regarding tax brackets, standard deductions, and more. Prior to the OBBBA passing, the provisions below would have reset to their pre-TCJA levels (adjusted for inflation) on January 1, 2026.

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Taxes Accounting Estate Planning Planning 52

Zajac Group

APRIL 1, 2025

If you believe youll likely owe more at tax time, make a plan for addressing the additional tax liability. Youll need to review your plan documents to see how leaving your job impacts your RSUs. For example, reviewing the schedule below, a hypothetical grant could have 13 vest dates over 4 years. Have Questions About Your RSUs?

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Taxes Education Accounting Investments 52

WiserAdvisor

JUNE 26, 2025

Most professionals approaching retirement know they need a plan. What many underestimate (often drastically) is the size of the piece of that plan that should be devoted to healthcare. If you’re planning smartly for the long haul, this is where your attention should be focused. Healthcare in retirement isn’t a single bill.

Healthcare 59

Healthcare Retirement Planning Retirement Planning 59

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.

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Budgeting Taxes Tax Planning Clients 162

Carson Wealth

FEBRUARY 24, 2025

President Eisenhower once said, Plans are useless, but planning is everything. Have a plan for the next time things are bad out there. Or will you use it as a time to follow your plan? Spoiler alert, 2026 and 2027 will have scary headlines and big market down days as well. Are you going to panic?

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Marketing Marketing Economy Planning 85

Carson Wealth

JULY 11, 2025

preventing taxes from going up in 2026, which is by far the most “expensive” part of the bill). trillion American Rescue Plan of 2021 ~ $1.9 If not for the tax bill, the deficit would likely have started to shrink in 2026 and 2027, creating a headwind to profits.

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Taxes Marketing Marketing Government 75

SEI

JULY 18, 2025

Based in Beachwood, OH, Stratos includes a national network of more than 360 experienced financial advisors and financial planning practitioners working across 26 states throughout the United States. Goldman Sachs & Co. LLC served as financial advisor to Stratos, and Alston & Bird LLP served as legal counsel to Stratos.

Investing 52

Investing Investments Wealth Management Financial Advisor 52

Trade Brains

JUNE 20, 2025

The government is planning to make anti-lock braking systems mandatory for all two-wheelers sold in the country starting January 1, 2026. But from next year, the government is planning to impose ABS systems on all two-wheelers regardless of the engine capacity. percent of total road accidents related fatalities alone.

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Engineering Manufacturing Government Investment Advisor 52

Nerd's Eye View

NOVEMBER 13, 2024

And while it may not represent as large of a shift from the status quo as TCJA did in 2017, it could still have tax planning implications for millions of Americans – at least until it reaches its own sunset date in another 8–10 years! Read More.

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Wealth Management

JULY 11, 2025

Reaction of the Estate Planning Industry Amid this paradigm shift, estate planners and trust banks are choosing to “go crypto” or stay within traditional legal concepts and principles. in Q1 RIA Model Portfolio Assets Rose 5.5% in Q1 RIA Model Portfolio Assets Rose 5.5% The full-scale use of CBDC payments via the digital Ruble begins Jan.

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Estate Planning Wealth Management Assets Fiduciary Duty 199

Carson Wealth

APRIL 28, 2025

Simply put, its chaos, and its hard for businesses to plan around any of this. 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). higher on the day. Do you keep hiring?

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Marketing Marketing Economy Manufacturing 78

Harness Wealth

MAY 9, 2025

May flowers are blooming and so are conversations about tax policy changes that could significantly impact your planning! 223(b)(3)).

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Taxes Economics Manufacturing Government 52

Dear Mr. Market

NOVEMBER 22, 2024

Has it been nearly a decade (or more) since you and your spouse updated your estate plan? If so, there’s a good chance your plan includes the classic “AB Trust” structure, which—prior to 2011—was the primary way for married couples to double the value of their federal estate tax exemptions.

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Estate Planning Taxes Planning Assets 52

Discipline Funds

NOVEMBER 25, 2024

JP Morgan released an analysis today concluding that oil prices are headed to $61 by 2026 if this plan is achieved. And if Bessent gets his way here then it’s more than dead as oil prices (and all tangentially impacted commodities) are likely to be lower in the years ahead.

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