WiserAdvisor

JULY 9, 2025

They credit their financial stability and success to their guidance. So that naturally brings up some questions – Should you hire a financial advisor or trust your instincts, go solo, and save money? That is exactly what this article explores. You can also choose financial advisors who work on a commission-only basis.

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Darrow Wealth Management

NOVEMBER 7, 2024

Here’s an outline of key considerations; the rest of this article discusses these items in detail. Exercise strategy: Timing: Consider the tax implications of exercising vested options before or after the IPO, timing of sales, and tax planning opportunities.

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Taxes Wealth Management Wealth Advisor Tax Planning 98

Harness Wealth

FEBRUARY 5, 2025

The rise of remote work and digital nomadism has made FEIE a common tax minimization strategy for Americans living abroad. Given FEIEs increased popularity, were going to explore the provision in this article, provide some understanding of how FEIE works in practice, and examine some of the other exemptions that U.S.

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Taxes Compliance Accounting Government 52

Tobias Financial

JUNE 2, 2025

Understanding how assets will be distributed, navigating tax implications, and aligning these decisions with your personal goals can feel overwhelming. Vanilla helps us create a clearer, more organized view of a clients estate by integrating their financial and legacy planning.

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Harness Wealth

APRIL 16, 2025

Tax planning serves as the cornerstone of the entire acquisition deal, extending far beyond a simple checkbox. Every element, from structure to price negotiations, hinges on understanding tax implications for all parties involved. To qualify for tax-free treatment under IRC Section 368 , attention to detail is essential.

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Taxes Tax Planning Startup Compliance 52

Wealth Management

JULY 2, 2025

He is a member of the Tax Management Estates, Gifts and Trusts Advisory Board, and an Editorial Advisory Board Member of Trusts & Estates Magazine for which he currently writes the monthly "Tax Update" column. David is a co-author of a book on estate planning, Drafting the Estate Plan: Law and Forms.

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Distribution Estate Planning Wealth Management Planning 208

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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Harness Wealth

MARCH 27, 2025

Allowing a pass-through entity to pay state income taxes directly, PTET effectively shifts the tax burden from individual owners to the business itself. In doing so, PTET effectively turns an entity’s state tax payments into a deductible business expense that can help reduce federal tax liabilities.

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Taxes Compliance Consulting Financial Planning 52

Carson Wealth

JANUARY 28, 2025

Why Philanthropic Planning Matters There are two main reasons for taking the time and effort to make a philanthropic plan. When you have the resources to make an impact, this type of planning helps you pinpoint what you want to accomplish for your family, community, and society. Establish a budget and schedule for giving.

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Risk Management Nonprofit Management Compliance 52

Harness Wealth

JULY 16, 2025

The post-tax-season lull offers tax firms the opportunity to look inward and assess the efficiency of any number of factors. Beyond operational processes, however, one of the main areas where tax firms can improve performance is by optimizing their book of business. This article is a product of Harness Tax LLC.

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Taxes Clients Compliance Tax Planning 52

Harness Wealth

APRIL 17, 2025

However, when exercised, holders must calculate the spread between strike price and fair market value for Alternative Minimum Tax purposes. Documentation significantly impacts ISO tax planning. Companies provide Tax Form 3921 in January to detail the information needed for accurate calculations.

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Taxes Tax Planning Planning Sales 52

Harness Wealth

APRIL 16, 2025

Liquidity concerns often prompted investors to reverse conversions when they discovered insufficient funds to cover the resulting tax bill. This situation became particularly acute with large conversions that generated substantial tax liabilities. This article is a product of Harness Tax LLC.

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Taxes Retirement Planning Retirement Distribution 52

Darrow Wealth Management

MAY 7, 2025

You could also be subject to capital gains tax after selling types of inherited assets and gifts you receive. Note: this article is for general information only and shouldn’t be misconstrued as the rendering of personalized tax advice. We encourage you to discuss your situation with a CPA or professional tax preparer.

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Taxes Accounting Assets Retirement 72

Yardley Wealth Management

SEPTEMBER 24, 2024

Learn more about when you might need a financial advisor from this helpful article on Investopedia. Objective Perspective: Another benefit of working with a financial professional is gaining access to an objective perspective on your financial situation. Yet many overlook tax planning in their strategy.

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Tax Planning Wealth Management Risk Management Financial Planning 40

Midstream Marketing

NOVEMBER 6, 2024

It shows you are a reliable partner who cares about your clients’ financial health. The Importance of Content Marketing for Financial Advisors Content marketing can help your brand stand out. Tax Planning: Help clients learn smart tax strategies. Discuss estate planning and how financial decisions can impact taxes.

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Darrow Wealth Management

JANUARY 16, 2025

integrating financial planning with investment management, our goal is to help you build and grow your wealth. strongly recommend you consult an estate planning attorney in your state to discuss your personal situation and estate planning needs. We specialize in helping individuals manage sudden wealth events.By

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Assets Estate Planning Taxes Wealth Management 98

WiserAdvisor

JULY 4, 2025

These changes can affect how much tax you owe and whether you are eligible for certain tax credits or deductions. That is why this article breaks it down into plain English. Table of Contents Toggle So, if you are filing your taxes for the 2025 tax year, here is a breakdown of the major changes you should know: 1.

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Taxes Transportation Medical Financial Advisor 59

WiserAdvisor

JUNE 27, 2025

The goal of this article isn’t to scare you. Even if you don’t plan to retire unusually early, starting your retirement planning now can dramatically improve your options later. Why it works: You control your tax rate now instead of leaving it to later. Not for a 25- or 30-year runway. It’s to give you clarity.

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Retirement Planning Retirement Planning Taxes 59

Wealth Management

JULY 17, 2025

He is a member of the Tax Management Estates, Gifts and Trusts Advisory Board, and an Editorial Advisory Board Member of Trusts & Estates Magazine for which he currently writes the monthly "Tax Update" column. David is a co-author of a book on estate planning, Drafting the Estate Plan: Law and Forms.

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Taxes Estate Planning Distribution Wealth Management 147

WiserAdvisor

JULY 1, 2025

This article outlines the essential steps to creating a comprehensive estate plan. Whether you’re just starting the process or reviewing an existing plan, these steps can help you make informed, confident decisions about your future. Strategic tax planning is essential for preserving wealth across generations.

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Estate Planning Planning Distribution Taxes 59

Nerd's Eye View

OCTOBER 27, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the shift in financial advice from pure investment management to comprehensive financial planning continues, with more individuals becoming CFP professionals than CFAs in the past few years as consumers increasing the diversity (..)

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Financial Planner Financial Advice Financial Advisor Tax Planning 246

Nerd's Eye View

SEPTEMBER 6, 2024

Notably, while the rule will create an additional compliance burden, the due diligence advisers offering comprehensive planning services (as well as their investment custodians) are likely already conducting on their clients to create an effective financial plan could be a 'defense mechanism' for these firms against criminals looking to take advantage (..)

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Financial Planner Tax Planning Compliance Financial Advice 247

Nerd's Eye View

MAY 31, 2024

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the Financial Planning Association and Money.com are planning to publish a “Best Financial Advisors” list based on advisors’ education, credentials, and experience, as well as harder-to-quantify (..)

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Financial Planner Ethics Taxes Financial Advisor 238

Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

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Financial Planner Financial Advisor Certification Estate Planning 189

Clever Girl Finance

MARCH 19, 2024

No one cares more about your financial well-being than you, so having a personal financial plan is important. Knowing how to make a financial plan will allow you to save money, afford the things you want, and achieve long-term goals like saving for college and retirement. Table of contents What is a financial plan?

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WiserAdvisor

NOVEMBER 4, 2022

For these reasons and several others, it is essential to follow specific financial planning tips for dual-income families. 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.

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Financial Planning Planning Taxes Financial Advisor 93

Indigo Marketing Agency

JULY 1, 2024

To stand out in the competitive world of financial planning, you need more than just excellent financial services or agency support. To attract and retain clients, mastering the art of financial planning marketing is crucial. Highlight how your distinct qualities benefit your clients.

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Darrow Wealth Management

JULY 30, 2024

For founders, employees, and executives with stock-based compensation, an 83(b) election can be a powerful tax planning tool. When you make an 83(b) election, you’re opting to pay tax on unvested shares now, instead of when the stock vests. It can also preclude some tax planning strategies down the road.

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Taxes Tax Planning Startup Valuation 103

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? Table of Contents What is a Financial Plan? Why is Financial Planning so Important?

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Financial Planning Planning Financial Planner Wealth Management 52

Integrity Financial Planning

SEPTEMBER 11, 2023

If you’re looking for a guide to help you navigate these complexities, consider reaching out to one of our financial professionals today for a complimentary review of your situation. Source: [1] [link] This article is designed to provide general information on the subjects covered.

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Retirement Taxes Distribution Tax Planning 98

Darrow Wealth Management

NOVEMBER 17, 2022

The ‘millionaires’ tax will also ensnare taxpayers who exceed the $1M limit after selling a home, business, stock options, or other types of one-time events. Article is a general communication only and should not be used as the basis for making any type of tax, financial, legal, or investment decision.

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Taxes Wealth Management Tax Planning Planning 111

Integrity Financial Planning

AUGUST 21, 2023

Sources: [1] [link] [2] [link] [3] [link] [4, 8] [link] [5] [link] [6] [link] [7] [link] This article is designed to provide general information on the subjects covered. The post Important Retirement Options for Small Business Owners appeared first on Integrity Financial Planning, Inc.

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Retirement Retirement Planning Accounting Taxes 95

Integrity Financial Planning

AUGUST 28, 2023

In this article, we’ll talk about what happens when you make this conversion and give you some examples of different financial situations for when this could be the right move for you. Sources: [1] [link] This article is designed to provide general information on the subjects covered. Let’s say you’ve just changed jobs.

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Retirement Taxes Accounting Tax Planning 95

Zajac Group

FEBRUARY 10, 2022

Tax implications , financial planning, what to do post vest, and managing any proceeds from a sale should all be approached with careful consideration to ensure you get the most out of your restricted stock units. Restricted Stock Units are Taxed When they are Vested and Delivered.

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Financial Planning Planning Taxes Financial Planner 52

WiserAdvisor

JULY 3, 2023

A financial advisor can help you understand the intricacies of financial planning for physicians. Below are 6 common financial planning mistakes physicians make: Even though financially well-off, physicians tend to make several financial mistakes. Need a financial advisor?

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Financial Planning Planning Medical Financial Advisor 40

Darrow Wealth Management

MARCH 29, 2024

The credit reduces your tax liability to reflect prepaid tax. Here’s a summary of how exercising ISOs can trigger the alternative minimum tax – with examples. This is a general communication should not be used as the basis for making any type of tax, financial, legal, or investment decision.

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Sara Grillo

OCTOBER 21, 2022

Financial paraplanners can be recent college graduates with no work experience, or may also be career changers with an extensive background in other areas that can add more value to an RIA owner, such as tax professionals. He cold called over 500 financial planning companies over a year or so to get to a full book of clients.

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