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Weekend Reading For Financial Planners (November 16-17, 2024)

Nerd's Eye View

Also in industry news this week: NASAA has proposed an amendment to its broker-dealer conduct model rule that would restrict the use of the terms “advisor” and “adviser” for broker-dealers and their registered representatives who are not also investment advisers or investment adviser representatives A recent study suggests that (..)

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#FASuccess Ep 443: Going Deep With Business Owners And Real Estate Investors To Grow $200M Of AUM In 5 Years, With Griffin Kirsch

Nerd's Eye View

In this episode, we talk in-depth about how Griffin leverages his own experience as a firm founder to support his business-owner clients navigate financial planning decisions (in particular, tax planning opportunities), how Griffin encourages his business-owner clients to invest a portion of their profits outside of the business to diversify their (..)

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10 High-Income Tax Planning Strategies to Complete Before 2025: A Year-end Checklist

Harness Wealth

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.

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Innovative CPA Group Launches RIA To Capture Client Wealth Management Demand

Wealth Management

-based accounting firm, is taking a page from large registered investment advisors by bringing together taxes and wealth management. In addition to ICG clients, Minopoli said the Innovative Asset Advisors will offer to “be the RIA arm” of other CPAs. Conversely, tax firm Wright Ford Young & Co.

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The Ultimate Guide to Tax-Loss Harvesting

Harness Wealth

Tax-loss harvesting is a powerful strategy that investors can use to reduce their taxable income. As effective as tax-loss harvesting can be, there are a number of important details that investors need to be aware of in order to implement the strategy successfully while following regulations. How does tax-loss harvesting work?

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At The Money: How to Spend Your Money in Retirement

The Big Picture

So I would urge planners and individuals pursuing their own retirement plans to think about building in some of those lifetime, uh, giving, uh, aspirations. And also, you know, there are really nice tax planning mechanisms that people can use to help them achieve, achieve those things as well. You can get, uh, a.

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Financial Advisor vs Self-Investing: Why Self-Investing May Not Always Be a Good Idea

WiserAdvisor

It involves a lot more, such as: Defining your financial goals Understanding your risk appetite Figuring out timelines for each goal Picking the right investment and savings options Managing and tracking your investments Rebalancing your investment portfolio periodically Filing taxes and knowing how your investments are taxed Whew!