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9 Year-End Planning Tips from a Wealth Planner

Carson Wealth

Call your wealth advisor today to schedule your year-end planning conversation and start 2024 with your 2023 year-end planning complete. Mark Petersen is not affiliated with Cetera Advisor Networks, LLC. One consideration this year is that we’re two years from the expiration of the Tax Cuts and Jobs Act of 2017 (TJCA).

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83(b) Election: Tax Strategies for Unvested Company Stock

Darrow Wealth Management

Tax laws change periodically, and they’re scheduled to change again in 2026. The decision to make an 83(b) election is just one piece of a complex puzzle that should be considered and discussed with your personal financial and tax advisors. It can also preclude some tax planning strategies down the road.

Taxes 104
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83(b) Election: Tax Strategies for Unvested Company Stock

Darrow Wealth Management

Tax laws change periodically, and they’re scheduled to change again in 2026. The decision to make an 83(b) election is just one piece of a complex puzzle that should be considered and discussed with your personal financial and tax advisors. It can also preclude some tax planning strategies down the road.

Taxes 52
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Estate Planning: 2024 Trends for Tax Professionals to Watch

Harness Wealth

If the sunset occurs, this inflation-adjusted amount, which is currently $13,610,000 as of July 2024 , could be reduced by one-half (after inflation adjustments for 2025 and 2026) starting on January 1, 2026.

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10 Investment Must Reads This Week (March 11, 2025)

Wealth Management

Envestnet is aiming to have the capability to support semi-liquid funds by 2026. These are among the investment must reads we found this week for wealth advisors. President Trumps whipsaw moves on tariffs have disrupted markets and rattled investors.