Nerd's Eye View

NOVEMBER 19, 2024

Anjali is the Founder of FIT Advisors, an RIA based in Torrance, California (but works virtually with clients nationwide) and oversees $65 million in assets under management for 45 client households. Read More.

Clients

The Big Picture

DECEMBER 4, 2024

Would you like to diversify but also defer paying big capital gains taxes? I’m Barry Ritholtz and on today’s edition of at the money we’re going to discuss how to manage concentrated equity positions with an eye towards diversification and managing big capital gains taxes. None of these solutions are optimal.

Taxes

The Big Picture

MAY 29, 2025

But the key takeaway remains this: Portfolios cannot achieve Alpha if they are not at least getting out with Beta. ~~~ Do you need help with your assets?

Portfolio

Wealth Management

AUGUST 13, 2025

Zephyr's Ryan Nauman and Prosperity Capital Advisor's Dave Alison discuss the importance of adopting a holistic approach to wealth management, emphasizing the integration of financial planning, asset management, tax management, protection planning, and legacy planning to provide long-term benefits for clients.

Financial Planning

Nerd's Eye View

NOVEMBER 15, 2024

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 (..)

Financial Planner

Wealth Management

JULY 17, 2025

based accounting firm, is taking a page from large registered investment advisors by bringing together taxes and wealth management. Minopoli, who is also a partner in the new RIA, had previously been the chief investment officer of a team managing a $30 billion portfolio for the Knights of Columbus Asset Advisors.

Wealth Management

Wealth Management

MAY 29, 2025

Goldman Sachs Asset Management introduces a new feature for its Tax-Advantaged Core Strategies, allowing active monitoring of ETF underlying holdings for RIAs.

Taxes

Wealth Management

AUGUST 12, 2025

Unlike outright gifts, these loans must be documented and comply with Internal Revenue Service rules, but they allow clients to provide financial assistance without relinquishing control or incurring unintended gift tax consequences. May be forgiven incrementally over time to leverage annual gift tax exclusions.

Planning

Nerd's Eye View

FEBRUARY 26, 2025

To achieve this, financial support may start at a very young age, allowing for a longer growth horizon and, in many cases, serving tax and estate planning purposes. However, once a child reaches the age of majority, they may not always be in a position to manage assets responsibly. Read More.

Planning

Wealth Management

JULY 8, 2025

The move nearly doubles the number of institutional, no transaction fee (INTF) funds available through Schwab’s platform to approximately 2,000 from 58 asset managers. Related: Morningstar: Fee War Among Asset Managers Plateaus Previously, the program included about 1,200 funds from 25 managers.

Wealth Management

Wealth Management

JULY 30, 2025

Anthony Venette , Manager, Valuation Services , Withum July 30, 2025 5 Min Read The passage of recent tax legislation has brought welcome clarity to estate planners and private investors alike. Despite accounting for the majority of most GPs’ compensation, carried interest (carry) is often overlooked in estate planning conversations.

Estate Planning

Nerd's Eye View

JUNE 24, 2025

Griffin is the owner of GK Wealth Management, an RIA based in Reno, Nevada, that oversees $200 million in assets under management for 450 client households.

Tax Planning

Wealth Management

AUGUST 1, 2025

Diana Britton , Executive Editor , WealthManagement.com August 1, 2025 2 Min Read Martine Lellis, principal, M&A partner development, Mercer Advisors Mercer Global Advisors, one of the nation’s largest and most acquisitive registered investment advisors with $77 billion in assets, has purchased Family Wealth Planning Group, a Naples, Fla.-based

Estate Planning

Harness Wealth

APRIL 17, 2025

Tax deductions can save you thousands annually by reducing your taxable income through legitimate business expenses. Understanding these deductions is more critical than ever as tax laws evolve, presenting new opportunities for savings. Understanding this distinction is crucial for maximizing your tax benefits effectively.

Taxes

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

Wealth Management

AUGUST 6, 2025

Sanctuary Wealth Affiliate mForce Launches $400M RIA Sanctuary Wealth, a Miami-based hybrid registered investment advisor with about $50 billion in assets , announced Tuesday that its mFORCE Capital partner firm is launching a new RIA from a team formerly with Truist Investment Services. The firm oversees about $400 million in client assets.

Estate Planning

Wealth Management

AUGUST 5, 2025

The aspiration is to bring together a client’s disparate accounts, goals, tax realities and family dynamics into a cohesive, personalized investment solution. When combined with personalized and rudimentary tax management, the transition from product-centric SMAs to client-centric UMAs was underway.

Wealth Management

Harness Wealth

JULY 31, 2025

The potential to eliminate up to $10 million in federal capital gains tax per shareholder isn’t just a tax perk; it’s a meaningful wealth planning lever that can reshape outcomes for you and your family. But capturing the full QSBS tax benefit requires more than meeting the basic qualifications.

Taxes

Wealth Management

JULY 31, 2025

These options can be integrated alongside ETFs, mutual funds, SMAs and direct indexing within a single tax-managed custodial account. The platform also aligns alternative fund activity with tax-loss harvesting, tax transition and tax-aware rebalancing. Raymond James Practice Mercer Advisors Lands $1.2B

Estate Planning

Harness Wealth

JANUARY 10, 2025

Tax advice is a common topic on social media platforms like TikTok. Influencers promise easy ways to secure tax deductions, simplifying complex ideas into bite-sized claims that gloss over important details in the process. Can Hiring Your Children Help You Save on Taxes? Can You Claim Your Pet as a Tax Write-Off?

Taxes

Harness Wealth

APRIL 30, 2025

Without proper planning, taxes can unexpectedly take a large bite out of the proceeds, potentially reducing financial security and the legacy. When you understand various exit strategies and their tax implications early, you position yourself to make informed decisions that maximize after-tax value while ensuring a smooth transition.

Taxes

Harness Wealth

JANUARY 29, 2025

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?

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

APRIL 4, 2025

This weeks Tax Advisor Weekly covers key updates for financial professionals. We begin with guidance on navigating property tax considerations during business mergers and expansions. In this blog post, well cover key business events that impact property tax and business licenses, along with what you need to consider for each.

Taxes

Harness Wealth

JULY 14, 2025

These alternative investments can offer distinct advantages in the shape of portfolio diversification and the potential for higher returns, but they can come with equally distinct tax complications that need to be carefully planned for. What are the key tax strategies for alternative investments in 2025?

Taxes

Nerd's Eye View

JULY 11, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that, amidst the growing number of RIAs it supervises, the Securities and Exchange Commission (SEC) is moving ahead with a potential plan to raise the $100 million regulatory assets under management threshold for SEC registration, (..)

Financial Planner

Wealth Management

AUGUST 6, 2025

Overall, Morningstar’s semi-annual report detailed that only 33% of active strategies survived and beat their asset-weighted average passive counterparts, a drop of 14 percentage points from a year earlier and down 9 percentage points from March’s data.

Wealth Management

Harness Wealth

APRIL 17, 2025

Donor-advised funds (DAFs) have emerged as powerful tools that deliver this exact combination, providing immediate tax advantages while offering flexibility to recommend grants to qualified organizations over time. Table of Contents What Are Donor-Advised Funds, and How Do They Work?

Taxes

Wealth Management

JULY 18, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo Brennan’s experience is indicative of many young advisors working in the RIA space. Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B

Estate Planning

Cordant Wealth Partners

NOVEMBER 18, 2024

We also get you up to speed on the tax benefits of using a DAF. If you've heard of a DAF and are curious about incorporating it into your giving and tax planning strategy, this article is for you. Key Takeaways: Contributions to a donor-advised fund reduce your tax bill in the year your contribution is made.

Taxes

The Big Picture

JULY 23, 2025

If you thread the needle appropriately or correctly, you avail yourself to long-term capital gains tax treatment. Non-qualified stock options are a little bit different where you have to meet two different, thresholds in order to avail yourself to, to, uh, long-term capital gains tax. What does this mean for taxes?

Taxes

Carson Wealth

FEBRUARY 4, 2025

Understanding Tax Compliance and Risk Management Ultra-high-net-worth individuals face unique tax challenges, including high rates and ever-changing complex tax codes. If managed improperly or inefficiently, tax issues could significantly erode your familys wealth and even lead to legal complications. And, if the U.S.

Risk Management

Nerd's Eye View

JANUARY 24, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that while overall financial advisor headcount remains relatively flat, the RIA channel continues to gain share in terms of both headcount (as brokers break away to start their own independent firms and aspiring advisors seek (..)

Financial Planner

Wealth Management

JUNE 26, 2025

Attorney’s Office said he failed to report the fraud proceeds on his personal income tax returns, which generated a tax loss of about $3 million. Today’s sentencing shows how seriously the courts take federal tax crimes.” "We and Mr. Mason respect and appreciate the court’s judgment yesterday," said Michael J.

Clients

Wealth Management

AUGUST 8, 2025

The advisors of Carnegie Private Wealth collectively serve more than 519 households with over $1,100,000,000 in brokerage assets as of January 30, 2025. He began at Deloitte’s individual tax practice, honing his skills in tax and estate planning strategies.

Estate Planning

Wealth Management

AUGUST 6, 2025

The Foundation represented that the foreign organizations are registered charitable, tax-exempt organizations in the foreign country and met the charitable purposes requirements aligned with IRC Section 501(c). based charitable organizations engaged in global philanthropy, especially those working through foreign intermediary organizations.

Estate Planning

Abnormal Returns

AUGUST 11, 2025

citywire.com) Taxes How the new QSBS rules work. citywire.com) On importance of filing a spouse's estate tax to maintain portability. alphaarchitect.com) The wealth management push into private assets is here to stay. wsj.com) Insurance Why young Americans dread turning 26: health insurance.

Wealth Management