WiserAdvisor

AUGUST 31, 2023

This article goes over several benefits of hiring a financial advisor after you retire to help you decide if you need a financial advisor after retirement. A financial advisor can craft tax-efficient withdrawal strategies to minimize the tax burden on your retirement income. Tax planning is not solely about federal taxes.

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Darrow Wealth Management

JULY 1, 2024

This tax benefit is scheduled to sunset at the end of 2026. Tax planning for 2026 Depending on your situation, income, and goals, your planning options will vary. As with anything in tax planning, it’s important not to let the tax-tail wag the dog.

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Taxes Tax Planning Planning Estate Planning 105

Darrow Wealth Management

APRIL 21, 2025

Converting a traditional IRA to a Roth doesnt make sense unless you have cash to pay taxes without dipping into your retirement savings. If you wait until age 59 1/2 to take money out of a Roth IRA and have passed the more than five years holding period, then your investment earnings and growth will also be tax-free!

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Harness Wealth

MARCH 6, 2025

Determining the fair market value of stock options, for example, can be time-consuming, with a tax extension allowing individuals to make sure theyre maximizing the potential tax benefits of their equity compensation. This article should not be considered tax or legal advice and is provided for informational purposes only.

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Taxes Tax Planning Consulting Electronics 52

Harness Wealth

APRIL 16, 2025

This flexibility allows for more sophisticated estate planning strategies and continued tax-free growth throughout retirement. Liquidity concerns often prompted investors to reverse conversions when they discovered insufficient funds to cover the resulting tax bill. This article is a product of Harness Tax LLC.

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Darrow Wealth Management

FEBRUARY 19, 2024

Taxes should always be a component of any investment decision — but not the main driver. Individuals who inherit a concentrated stock position should speak with their estate planning attorney to confirm whether they’ll receive a step-up in basis. If so, there might not be any material tax impact from selling shares.

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Darrow Wealth Management

AUGUST 28, 2023

Your business advisory team may consist of: a business broker or M&A advisor, accounting and tax advisors, and transaction/M&A attorney. On the personal side, your financial advisor , estate planning attorney, and CPA/tax advisor should be involved throughout the process. The post Selling a Business?

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Nerd's Eye View

DECEMBER 30, 2024

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

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WiserAdvisor

FEBRUARY 19, 2024

A financial advisor can help you identify common retirement planning blind spots. This article will also uncover some of the key blind spots you need to be aware of in your retirement planning journey. With improved healthcare accessibility and a vibrant lifestyle, the urgency to plan for the future may seem less pressing.

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WiserAdvisor

JANUARY 5, 2024

This article will pinpoint six key distinctions that can underscore the difference in the investment strategies of these financial groups. Business ownership ensures the transfer of wealth through estate planning. High-net-worth individuals are adept at using legal mechanisms to optimize their tax planning.

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Investments Investing Wealth Accumulation Tax Planning 59

Harness Wealth

FEBRUARY 20, 2024

Employed by law firms, corporate legal departments, or running their own practices, tax attorneys can be looked to for legal tax issues and disputes, along with comprehensive tax planning and preparation.

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Taxes License Education Tax Planning 52

Sara Grillo

JUNE 7, 2024

Several of the wealth managers had specialists in-house such as: Chief Philanthropic Advisor, Head of Tax Planning, Family Legal Counselor, Trust Officer If you can’t hire these specialists, work out an arrangement with a close third-party with this expertise. Wear a suit and present yourself conservatively.

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Darrow Wealth Management

JULY 1, 2024

This tax benefit is scheduled to sunset at the end of 2026. Tax planning for 2026 Depending on your situation, income, and goals, your planning options will vary. As with anything in tax planning, it’s important not to let the tax-tail wag the dog.

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Taxes Tax Planning Planning Estate Planning 52

Harness Wealth

SEPTEMBER 23, 2024

The Challenge: Tax Firms and CPAs Struggle to Expand Client Relationships Today, there is a significant opportunity for tax practices and CPAs to expand and deepen their tax-client relationships by offering more valuable, long-term services, including comprehensive tax planning.

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Taxes Clients Compliance Tax Planning 52

Clever Girl Finance

MARCH 19, 2024

Create a list of things to plan for How to make a financial plan Expert tip: Consider your needs for each life stage Determine the type of financial plan you need Tips on how to frequently review your financial plan What is a financial plan using an example? Is a financial plan the same as a budget?

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Darrow Wealth Management

MAY 3, 2024

And ultimately, how to invest a windfall will depend on a number of factors, including your risk tolerance, time horizon, and spending plans. In addition to asking the right questions during planning sessions, getting support from a financial advisor specializing in windfalls is key.

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Darrow Wealth Management

MAY 3, 2024

And ultimately, how to invest a windfall will depend on a number of factors, including your risk tolerance, time horizon, and spending plans. In addition to asking the right questions during planning sessions, getting support from a financial advisor specializing in windfalls is key.

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Harness Wealth

OCTOBER 23, 2023

Key Takeaways: Accounting advisory services extend beyond traditional tax preparation to offer strategic financial guidance. Specialized areas can include estate planning and tax-efficient investment strategies.

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Accounting Taxes Strategic Planning Estate Planning 52

Midstream Marketing

NOVEMBER 6, 2024

When you share useful things, like white papers, blog posts, articles, and updates on social media, you can show that you are a thought leader in the financial industry. Or are you focusing on older people who are concerned about estate planning for retirement or retirement income planning? Who do you want to reach?

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Harness Wealth

MARCH 5, 2024

It’s important to note that tax advisors include three types of tax professionals : Certified Public Accountants (CPAs) Enrolled Agents (EAs) Tax Attorneys All three may offer different fee structures depending on the services offered and their firm’s unique expertise.

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Taxes Tax Planning Ethics Education 52

Harness Wealth

JUNE 9, 2023

Recognizing the need for a financial plan is a significant first step toward the goal of achieving personal financial security. Table of Contents What is a Financial Plan? While it may seem like a luxury that is only available to the wealthy, anyone is capable of building an effective financial plan and putting it into action.

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WiserAdvisor

NOVEMBER 4, 2022

If you wish to learn about financial strategies that can help dual-income families plan their finances better, consider seeking the services of a professional financial advisor for the same. They can also help with debt management, retirement planning, estate planning, and more. To conclude.

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WiserAdvisor

JUNE 2, 2023

These professionals also hold expertise in various fields, such as retirement planning, tax management, estate planning, investment management, insurance, debt management, wealth management, and more. Below are the different kinds of financial advisors you may choose from: 1. Need a financial advisor?

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WiserAdvisor

AUGUST 3, 2023

This article will explore whether their fee of 1% is worth it. A reputable financial advisor should provide a comprehensive range of services, including budgeting, debt management, insurance optimization, tax planning, retirement planning, estate planning, and investment management.

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Harness Wealth

APRIL 19, 2022

In this article on managing equity in a down market, we discuss: Why are tech stocks down? Tax efficient selling strategies. Gifting and tax-efficient trusts. From an estate planning perspective, if assets are down, it might be worth considering a trust, like a Grantor Retained Annuity Trust (GRAT). Margin Lending.

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Management Marketing Marketing Taxes 52

International College of Financial Planning

AUGUST 2, 2021

If that sounds your case in this article, we shall look at the information you must know with regards to a career as a Financial Advisor. Accounting & Tax Planning Firms. Fast-growing investment, tax planning industry. What Does a Financial Advisor Do? Banks & NBFCs. Brokerage Firms. Insurance Companies.

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Harness Wealth

MARCH 11, 2024

But that doesn’t mean you simply have to accept a higher tax bill. With the right guidance, there are ways to reduce your federal taxes and your state and local taxes. In this article, we’ll explore 20 tax-saving strategies you can consider to reduce your taxable income.

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Startup Taxes Medical Retirement 59

Clever Girl Finance

JULY 16, 2023

Article related to financial advice Do you need a financial advisor? Either way, this article will take a deep dive into what it takes to work with financial advisors. A Certified Public Accountant (CPA) is best equipped to support all your tax needs. So if you need to make a tax plan, these professionals will be more helpful.

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Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

Article related to financial advice Do you need a financial advisor? Either way, this article will take a deep dive into what it takes to work with financial advisors. A Certified Public Accountant (CPA) is best equipped to support all your tax needs. So if you need to make a tax plan, these professionals will be more helpful.

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Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

WiserAdvisor

MARCH 19, 2024

The affluent also understand the importance of minimizing taxes on their investment gains and employ sophisticated tax planning strategies to take advantage of tax-efficient investment vehicles and maximize their after-tax returns.

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Investments Investing Financial Advisor Taxes 45

WiserAdvisor

APRIL 16, 2025

This article can help you understand what a financial advisor can help you with so you can go ahead and hire one as soon as possible. Failing to do so could mean losing a substantial portion of your returns to taxes, which ultimately defeats the purpose of investing. Below are 6 reasons why you may need a financial advisor: 1.

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WiserAdvisor

DECEMBER 1, 2023

This article will shed light on why physicians particularly need financial advisors to navigate the financial intricacies of their lives. Physicians also require basic insurance plans like homeowners and auto insurance to protect their assets. Many physicians are also business owners and may have private practices or partnerships.

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Financial Advisor Medical Insurance Education 59

Brown Advisory

APRIL 1, 2020

These planning opportunities are driven primarily by four factors: Materially lower market values for publicly traded securities, and a likely downturn in valuations of real estate and other illiquid assets. Possible future increases in income and wealth transfer taxes, including the potential reversion of certain elements of the U.S.

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Strategic Planning Planning Marketing Marketing 52

Brown Advisory

APRIL 1, 2020

These planning opportunities are driven primarily by four factors: Materially lower market values for publicly traded securities, and a likely downturn in valuations of real estate and other illiquid assets. Possible future increases in income and wealth transfer taxes, including the potential reversion of certain elements of the U.S.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

WiserAdvisor

MARCH 2, 2023

This article also explores some strategies for investing a million dollars in the current market, with a focus on balancing risk and reward to maximize returns. A financial advisor can recommend investment strategies, risk management tips, tax planning methods, estate planning tips, and other financial approaches.

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Investments Investing Risk Tolerance Financial Advisor 40

WiserAdvisor

JULY 3, 2023

It can require a deep understanding of personal finance, investment strategies, tax implications, and more. A financial advisor can help you understand the intricacies of financial planning for physicians.

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Financial Planning Planning Medical Financial Advisor 40

Nerd's Eye View

AUGUST 9, 2024

Also in industry news this week: With a potential SEC regulation requiring RIAs to engage in enhanced "know your customer" practices under consideration, the Investment Adviser Association is arguing for a more tailored approach to identifying risky clients and a longer implementation period to relieve the potential burden on RIAs The SEC is investigating (..)

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