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 204

Taxes Assets Management 204

Wealth Management

AUGUST 29, 2023

The proposals aim to align tax reporting on digital assets with that of other financial assets.

Assets 290

Assets Taxes 290

Wealth Management

OCTOBER 7, 2024

The Cambria Tax Aware ETF and the Stance Sustainable Beta ETF will each be seeded with the appreciated securities of wealthy investors, who will swap their assets for shares in the funds rather than buy into them with cash.

Taxes 284

Taxes Assets 284

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 244

Clients Financial Advisor Business Planning Taxes 244

Wealth Management

OCTOBER 21, 2024

Practitioners can use a variety of strategies to shift value.

Assets 257

Assets Taxes 257

The Big Picture

JULY 25, 2023

Pomp points out that: “I am, however, arguing that the total return percentage traditionally quoted is not what people actually achieve in their brokerage account because of taxes. I have addressed Tax Alpha before ( see this and this ); but Pomp indirectly raised a very different issue: Why do people underperform their own assets?

Assets 246

Assets Accounting Taxes Numbers 246

Nerd's Eye View

SEPTEMBER 25, 2024

Over the last 60 years, the top Federal marginal tax bracket has steadily decreased from over 90% in the 1950s and 60s to 'just' 37% today. While it's true that the top marginal tax rate has decreased dramatically since the mid-20th century, the difference in the actual tax paid by most Americans has been far more modest.

Taxes 246

Taxes Retirement Tax Planning Accounting 246

Nerd's Eye View

AUGUST 21, 2024

Irrevocable trusts lie at the heart of a variety of estate planning strategies, as gifts to irrevocable trusts can allow for the transfer of assets outside of an owner’s estate for estate tax purposes with more structure than an outright gift. the assets' original owner).

Taxes 246

Taxes Wealth Advisor Estate Planning Assets 246

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.

Estate Planning 220

Estate Planning Planning Distribution Assets 220

Abnormal Returns

JUNE 18, 2024

caia.org) How much in taxes have private equity fund managers avoided through carried interest? (papers.ssrn.com) Comparing the (real) volatility of private equity and private credit. alphaarchitect.com) Secondary PE investments are a necessary part of the system. ft.com) Research Does it matter what time zone your stocks trade in?

Assets 261

Assets Taxes Portfolio Management 261

Nerd's Eye View

OCTOBER 26, 2022

Roth conversions are, in essence, a way to pay income taxes on pre-tax retirement funds in exchange for future tax-free growth and withdrawals. Conversely, if the opposite is true and the converted funds would be taxed at a lower rate upon withdrawal in the future, then it makes more sense not to convert.

Taxes 246

Taxes Assets Accounting Retirement 246

Nerd's Eye View

OCTOBER 9, 2024

While all gifts could technically be considered taxable to the donor, the annual gift tax exclusion (currently at $18,000) provides for a practical allowance that makes it unnecessary to track and report every small gift (because no one wants to spend time accounting for the value of birthday gifts like bikes, books, or cash!).

Taxes 244

Taxes Medical Clients Education 244

Wealth Management

MARCH 13, 2023

Legacy IRAs and charitable remainder trusts are powerful tools to help defer or avoid certain taxes.

Charitable Planning 262

Charitable Planning Assets Retirement Planning 262

Wealth Management

MAY 21, 2024

The best of both worlds.

Assets 264

Assets Taxes 264

Wealth Management

JULY 28, 2022

The billionaires’ minimum income tax would require those worth more than $100 million to pay a minimum of 20% on their capital gains each year, regardless of whether they sold assets for a profit or continue to hold them.

Taxes 240

Taxes Assets 240

Wealth Management

APRIL 9, 2024

The new role will partly support 55ip, whose CEO, Paul Gamble, revealed last week that he would step down from that post in September.

Assets 286

Assets Taxes Management 286

Wealth Management

OCTOBER 20, 2022

Municipal bonds are a relatively safe investment with tax-free interest that gives them an advantage over other fixed-income assets.

Taxes 245

Taxes Assets Investing Investments 245

Abnormal Returns

AUGUST 26, 2024

kitces.com) Matt Zeigler talks with Eben Burr of Toews Asset Management about his unique path through the industry. riaintel.com) Why Ryan Eisenman co-founded alternative asset data provider Arch. youtube.com) Family offices A Q&A with Heather Flanagan, head of family office services at Wealthspire Advisors. citywire.com)

Taxes 263

Taxes Financial Advising Financial Advice Assets 263

Nerd's Eye View

MAY 29, 2024

Small business owners often treat their businesses not only as their source of income during their working years, but also as an asset that can be sold to fund their retirement. One way to reduce the tax impact of selling a small business is by using an installment sale. Under IRC Sec. Under IRC Sec.

Sales 246

Sales Taxes Assets Retirement 246

Wealth Management

JULY 27, 2023

Private letter ruling examines how to effectively consolidate through a Section 507(b)(2) transfer.

Assets 246

Assets Taxes 246

Wealth Management

OCTOBER 19, 2023

The RIA firm acquires an Indiana-based team of 10, including three CPAs, and around $100 million in managed assets.

Wealth Management 287

Wealth Management Management Taxes Assets 287

Wealth Management

AUGUST 16, 2023

The call for feedback touches on policies that, if changed, would likely impact the flow of crypto gifts to nonprofits.

Nonprofit 245

Nonprofit Assets Taxes 245

Nerd's Eye View

MAY 17, 2023

that incentivizes saving for these goals for American citizens – namely with tax-advantaged accounts such as 401(k) plans, IRAs, 529 college savings plans, and Health Savings Accounts (HSAs) – can impose hurdles on foreign nationals who rely on them for their own savings needs. However, the system in the U.S.

Taxes 246

Taxes Investing Investments Accounting 246

The Big Picture

JANUARY 24, 2024

At the Money: How to Pay Less Capital Gains Taxes (January 24, 2024) We’re coming up on tax season, after a banner year for stocks. Successful investors could be looking at a big tax bill from the US government. On this episode of At the Money, we look at direct indexing as a way to manage capital gains taxes.

Taxes 246

Taxes Portfolio Wealth Management Accounting 246

Wealth Management

FEBRUARY 28, 2025

large caps, where it sees opportunities in private markets and how it approaches tax considerations. Brian Spinelli, co-CIO, talks about why the firm is staying away from U.S.

Assets 252

Assets Taxes Marketing Marketing 252

Abnormal Returns

AUGUST 5, 2022

rajivsethi.substack.com) What would a tax on stock buybacks mean? (techcrunch.com) Finance KKR ($KKR) wants to win more IPO business. wsj.com) The CFTC is looking to close down prediction market PredictIt. marginalrevolution.com) Stuff The value of NFL franchises just keeps going up. sportico.com) Boatsetter is Airbnb ($ABNB) for boats.

Assets 244

Assets Startup Financial Advising Media 244

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 246

Financial Planner Asset Allocation Clients Commission 246

Nerd's Eye View

SEPTEMBER 6, 2023

While asset protection is a popular planning topic for High-Net-Worth (HNW) and ultra-high-net-worth clients, those who are not HNW are susceptible to the same threats to wealth. Notably, certain client assets have built-in creditor protection without the use of (often expensive) products or tools.

Education 246

Education Assets Clients Estate Planning 246

Wealth Management

FEBRUARY 22, 2023

During the fourth quarter of 2022, 66 independent financial professionals affiliated with the tax-centric broker/dealer.

Recruitment 246

Recruitment Assets Taxes 246

Nerd's Eye View

DECEMBER 27, 2024

The report suggests this might be due in part to increased RIA valuations and the assumption of some firm founders that next-generation employees won't be financially able to buy out the firm from them, though additional data indicates that many firms don't have career paths in place that could help next-generation advisors envision their path to firm (..)

Financial Planner 246

Financial Planner Insurance Coverage Insurance Valuation 246

Abnormal Returns

JANUARY 15, 2025

podcasts.apple.com) Retirement Retirement is a great time to do some creative tax planning. readthejointaccount.com) Taxes What you need to know about paying taxes on your crypto trading. awealthofcommonsense.com) The best retirement withdrawal strategy is one you can live with. sherwood.news) Direct File is expanding.

Retirement 162

Retirement Tax Planning Taxes Budgeting 162

Wealth Management

JANUARY 30, 2023

Taxpayers would have to pay annual taxes on asset values rather than income.

Taxes 328

Taxes Assets 328

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 52

Risk Management Compliance Taxes Management 52

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 52

Taxes Assets Media Education 52

Nerd's Eye View

MARCH 28, 2025

Also in industry news this week: A recent survey indicates that younger "DIY" investors are more likely to be interested in working with a human advisor than their older counterparts, suggesting an opportunity for advisors to tap into this demographic (perhaps by setting minimum planning fees that ensure these clients can be served profitably today (..)

Financial Planner 222

Financial Planner Retirement Retirement Planning Clients 222

Nerd's Eye View

NOVEMBER 29, 2024

Which could prove to be a boon for the financial advice industry as more consumers are willing to entrust their assets to an advisor (while at the same time possibly making it tougher for some advisors to differentiate themselves primarily by how they put their clients' interests first?).

Financial Planner 246

Financial Planner Financial Advice Retirement Financial Advisor 246

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 52

Taxes Assets Sales Portfolio 52