Harness Wealth

JULY 31, 2025

The IRS updates for 2025 are more than routine adjustments—they mark a turning point for tax professionals navigating an increasingly complex regulatory environment. With major shifts in tax brackets, standard deductions, and digital asset reporting, firms will need to rethink how they serve clients across income levels and asset classes.

Taxes

Harness Wealth

JUNE 27, 2025

Finally, the National Taxpayer Advocate warns that despite a smooth 2025 filing season, the 2026 season is at risk due to IRS staffing cuts, with headcount expected to fall from 102,000 to under 76,000. Interested in using Harness at your tax firm, or know a tax firm you’d like to refer to Harness?

Taxes

Financial Symmetry

JULY 15, 2025

Tax season may feel far off, but with sweeping legislative changes just passed, proactive financial planning starts now. In this episode, we’re sharing our accessible, in-depth breakdown of the new Big Beautiful Bill, highlighting ten key tax provisions that every taxpayer should understand. Plus, a new 0.5%

Taxes

WiserAdvisor

JULY 4, 2025

Did you know that the Internal Revenue Service (IRS) adjusts 2025 tax brackets to account for inflation? These changes can affect how much tax you owe and whether you are eligible for certain tax credits or deductions. Alternative Minimum Tax (AMT) Alternative Minimum Tax (AMT) exemption phaseout thresholds d.

Taxes

Harness Wealth

NOVEMBER 12, 2024

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. Find your next tax advisor at Harness today. Starting at $2,500.

Tax Planning

Harness Wealth

JANUARY 29, 2025

April 15 marks the IRS tax return filing deadline for 2025. Although this is the traditional tax filing deadline, given the spate of recent natural disasters (such as the California wildfires and Hurricane Milton), the IRS is granting certain filing and payment extensions beyond this date.

Taxes

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. Simplified processes and tax incentives mean companies like Meesho — which recently shifted to a public company structure — see an IPO in India as their best next step. Why Before 2026?

Startup

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. In this episode, we talk about five strategies you can use during tax season to create opportunities to help you reach your financial goals.

Taxes

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

Harness Wealth

AUGUST 13, 2025

High-net-worth individuals have faced significant uncertainty on many of the tax reductions in the TJCA which was passed in 2017. The “One, Big, Beautiful Bill” (OBBB) makes permanent many key tax provisions. The legislation also preserves existing tax benefits that many saw as temporary.

Taxes

Harness Wealth

JULY 14, 2025

While the appeal of real estate may be evident, complex federal, state, and local tax regulations can present a major challenge to the profitability of your property investments. Table of Contents Understanding real estate taxes What are the most tax-efficient ownership structures? Net Investment Income Tax (NIIT): A 3.8%

Taxes

Trade Brains

JULY 22, 2025

This initiative could launch as early as 2026. Clients avoid triggering capital gains taxes through sales. Synopsis- JPMorgan Chase is exploring a surprising move. The banking giant may offer loans secured by Bitcoin and Ethereum. This signals a strategic shift into digital assets. CEO Jamie Dimon once called Bitcoin a fraud.

Assets

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.

Financial Advice

Zajac Group

NOVEMBER 7, 2024

One of the most important aspects of developing a thorough estate plan is tax planning, as this has the potential to diminish the impact of your gifts and your loved ones’ inheritances. Let’s take a look at the tax impact and other considerations of each. million before triggering federal estate taxes).

Planning

Darrow Wealth Management

JULY 24, 2025

The “One Big Beautiful Bill Act” (OBBB Act), signed into law by President Trump on July 4, 2025, represents a massive overhaul of federal tax policy. The expanse and complexity of the new tax bill cannot be understated. Please discuss your situation with a CPA or qualified tax advisor.

Taxes

SEI

JULY 15, 2025

Investor relations Our leadership team Newsroom Locations Careers Featured Login Contact us Careers US US EMEA Canada English Canada Français Our sites US EMEA Canada English Canada Français Insights 1031 Exchanges vs. opportunity zone investments Evaluating and comparing tax strategies for financial professionals.

Investments

Zajac Group

JUNE 20, 2025

But there’s another piece of the puzzle to consider once the dust has settled—how moving might impact your tax situation. When you change your state of domicile (essentially your permanent residence), do you know how it will impact your tax liability, and more specifically your equity compensation?

Taxes

Harness Wealth

MARCH 6, 2025

This weeks Tax Advisor news roundup covers key updates for financial professionals. We break down individual state income tax rates and brackets nationwide, explore a survey revealing that technology spending in the financial services sector is outpacing pay increases, and provide a refresher on 1099-K reporting requirements.

Taxes

Nerd's Eye View

JUNE 20, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that Senate Republicans this week released their version of major tax legislation, following the passage of similar legislation in the House of Representatives last month.

Financial Planner

Carson Wealth

MARCH 6, 2025

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? The biggest shift in estate planning in decades came from the 2017 Tax Cuts and Jobs Act, signed by President Trump during his first term.

Estate Planning

Nerd's Eye View

MAY 21, 2025

On May 12, Republicans on the House Ways and Means Committee released their long-awaited tax legislation proposal. 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.

Taxes

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

Discipline Funds

APRIL 19, 2025

And as I’ve been saying for a while now, I am not sure how much it matters anyhow because Powell is out in May of 2026 and Trump will replace him with a yes-man. The Fed will step in to cut rates sharply as unemployment climbs and the deficit will start blowing out as tax receipts slow and automatic spending stabilizers kick in.

Economy

WiserAdvisor

JULY 23, 2025

When the Tax Cuts and Jobs Act (TCJA) was enacted in 2017, it brought a lot of changes to the U.S. It modified deductions and tax credits and changed depreciation rules and corporate tax rates. The corporate tax rate was slashed from 35% to 21%, and the lifetime estate and gift tax exemption nearly doubled.

Taxes

Zajac Group

JULY 15, 2025

Passing in early July 2025, the One Big Beautiful Bill Act (OBBBA) implements sweeping changes to the current tax landscape, as well as federal funding, clean energy initiative rollbacks, and more. TCJA Provisions Made Permanent During his first term, President Trump signed into law the 2017 Tax Cuts and Jobs Act.

Taxes

Carson Wealth

JULY 14, 2025

During his first administration, the president also made fiscal policy his top priority, achieved primarily through the Tax Cuts and Jobs Act. This should provide a boost to the economy and profits, but it is not likely to have as a robust effect as the Tax Cuts and Jobs Act. Tariffs came later and the policy was also more focused.

Investments

Zajac Group

APRIL 1, 2025

That being said, you will still need to be cognizant of when they vest, how they can impact your tax bill, and when may be the best time to sell or hold shares. Taxes and Portfolio Concentration: The Importance of Managing Your RSUs RSUs are relatively simple to manage when compared to employees stock options.

Taxes

Carson Wealth

AUGUST 11, 2025

In their recent earnings call, Meta said they anticipate full year 2025 capital expenditures (capex) to be in the range of $64-$72 billion and to grow by another $30 billion in 2026. This underlines the opportunities from the tax bill that we discussed in our 2025 Outlook, and more recently in our 2025 Midyear Outlook.

Economy

Nerd's Eye View

APRIL 30, 2025

In recent years, there's been uncertainty over whether the Tax Cuts and Jobs Act (TCJA) will be allowed to 'sunset' at its scheduled expiration date of December 31, 2025, which would revert many current tax rules to their pre-2018 status. trillion in tax cuts over the next 10 years, which would mostly cover the estimated $4.6

Budgeting

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

Harness Wealth

AUGUST 1, 2025

From retiree tax breaks to IRS staffing freefall and a looming tariff deadline, this week’s tax headlines reflect a fast-changing landscape for advisors and their clients. This week’s Tax Advisor Weekly brings together six important updates shaping the tax landscape for advisors, firms, and clients.

Taxes

Trade Brains

JULY 24, 2025

Morgan Stanley on Dr. Reddy’s Morgan Stanley termed Dr. Reddy’s Q1 FY26 performance was “in line” with expectations, as both EBITDA and profit after tax were largely on track. The company anticipates receiving the nod between October and November 2025, aiming for a January 2026 launch. Profit before tax declined 5 percent from Rs.

Pharmaceutical

WiserAdvisor

JUNE 26, 2025

But in 2026, the “subsidy cliff” returns. Few vehicles offer this kind of triple tax advantage. It’s not just a tax metric, but directly determines whether you’ll owe Income-Related Monthly Adjustment Amounts (IRMAA), which are added surcharges on your Medicare Part B and Part D premiums.

Healthcare

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

Harness Wealth

AUGUST 5, 2025

This article examines how the Act’s provisions affect every aspect of real estate investment, from acquisition and improvement strategies to disposition planning and entity structuring, providing you with actionable insights to maximize returns in this new tax environment.

Taxes

SEI

JUNE 25, 2025

for both 2025 and 2026, to 2.0% The ECB left its GDP forecast for 2025, 2026, and 2027 unchanged at 0.9%, 1.1%, 1,3%, respectively, due to “a stronger than expected first quarter combined with weaker prospects for the remainder of the year.” billion) from April 2026 to March 2027. Information in the U.S.

Banking

The Big Picture

JUNE 16, 2025

So a world in which we have to make our own shirts and our own furniture is a world in which the other 350 million Americans who don’t make those things are taxed very heavily. 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.

Math