WiserAdvisor

JULY 9, 2025

Now, if you add tax planning, goal setting, retirement calculations, and estate planning to the mix, DIY investing can feel like a full-time job. Today, you can work with fee-only advisors who charge by the hour or per plan. Additionally, you can book one-time consultations for specific needs.

Financial Advisor

Harness Wealth

MARCH 27, 2025

State and local taxes Secondary funds and their investors may face various state and local taxes, including income tax, franchise tax, and property tax. These taxes can vary significantly depending on the location of the fund, its investors, and its investments. FIRPTA planning using a U.S.

Taxes

Harness Wealth

JULY 31, 2025

What are the tax implications of buying startup shares? What are the tax implications of selling startup shares? How to trade startup shares effectively Tax planning strategies How platforms like Hiive and Harness can help FAQs What are startup shares? It should be noted that state tax implications can vary widely.

Startup

Harness Wealth

JULY 14, 2025

Collectibles Collectibles encompass a broad range of assets from fine art and antiques to stamps and comic books. These gains are subject to a maximum federal income tax rate of 28%, which is higher than the general long-term capital gains rates that apply to most other types of capital assets held for over a year.

Taxes

Harness Wealth

AUGUST 1, 2025

With your team able to spend less time on administrative tasks and more time on higher-value activities like strategic tax planning, OCR is a relatively quick and cost-effective way to drive tax firm growth. If your tax practice isn’t using OCR technology yet, you should make looking into it a priority.

Taxes

Harness Wealth

JANUARY 10, 2025

If you have tax concerns, its advisable to speak to a dedicated professional. At Harness we help clients find tax advisors with the expertise required to meet their unique needs. Sign up for our annual tax services to book a call with one of our advisors today. FAQs What is the Section 179 deduction?

Taxes

Harness Wealth

APRIL 16, 2025

Let us face ittech startups encounter a unique set of tax challenges that can make or break their financial future. The complex interplay between traditional tax regulations and the innovative nature of tech businesses demands smart planning from day one.

Startup

Trade Brains

JULY 10, 2025

These dynamics add another layer to tax planning. Ultimately, currency risks compound existing tax headaches for Indians. The Smart, Legal Tax Escape Fortunately, a powerful legal alternative exists: Bitcoin ETFs. Essentially, profits stay entirely off the books. Sign-up requires only an email.

Taxes

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.

Distribution

FMG

MAY 19, 2025

Add keywords your audience might use, like Financial Advisor | Retirement Planning or “Wealth Management | Tax Planning.” Whether its Book a call, Watch our latest video, or Read our guide, include an action they can take. “ Helping Gen X professionals retire smart with personalized planning.

Financial Advisor

Harness Wealth

MARCH 20, 2025

How Harness can help At Harness , we can connect you with a qualified tax professional wholl provide personalized guidance and proactive tax planning based on your precise circumstances. Find your tax advisor at Harness Book a call with one of our advisors.

License

Indigo Marketing Agency

JULY 23, 2025

Here’s what’s happening: visitors arrive at your site, spend a few seconds scanning your generic messaging (like “Comprehensive financial planning services”), and then click away to find an advisor who speaks directly to their specific needs. Ready to transform your website into a lead-generation machine?

Financial Advisor

Harness Wealth

JANUARY 28, 2025

Charitable remainder trusts (CRTs) provide a way to donate assets while avoiding capital gains tax, providing income during the donor’s lifetime, and leaving a legacy for a charitable cause. A 529 plan is a tax-advantaged savings plan designed to help families save for future educational expenses.

Taxes

Indigo Marketing Agency

MAY 1, 2025

Theyve built content systems that pre-sell their services and build trust before a meeting is ever booked. By the time they book a meeting, theyre not just awaretheyre interested. Book a strategy call with our team to learn how we can help you build a content system that works while you sleep. Youre no longer starting from zero.

Sales

Harness Wealth

JULY 14, 2025

The IRS provides a safe harbor for rental real estate enterprises, requiring a minimum of 250 hours of rental services annually, along with separate books and records. Charitable Remainder Trusts (CRTs) For investors with highly appreciated properties and philanthropic goals, a CRT provides an advanced tax planning solution.

Taxes

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.

Taxes

Sara Grillo

NOVEMBER 11, 2024

Just say, “ I was researching this company and I know that taxes have just onge up in the local area. I just wanted to come in and do a seminar about how to do tax planning in XYZ County. Treat everyone associated with the prospect as a valuable source of information.

Clients

Abnormal Returns

SEPTEMBER 8, 2024

awealthofcommonsense.com) Early in retirement is the time to do some tax planning. whitecoatinvestor.com) Three reasons to buy Josh Brown's new book "You Weren’t Supposed To See That." Don't let anyone tell you otherwise. wsj.com) Three reasons why the stock market declines. ritholtz.com) How pour-over coffee got so good.

Tax Planning

Abnormal Returns

SEPTEMBER 4, 2024

ritholtz.com) Rick Ferri talks with Christine Benz about her new book "How to Retire, 20 Lessons for a Happy, Successful, and Wealthy Retirement." morningstar.com) Early in retirement is the time to do some tax planning. nextavenue.org) Estate planning Mistakes to avoid in your estate planning.

Estate Planning

Nerd's Eye View

SEPTEMBER 20, 2024

Also in industry news this week: A coalition of organizations representing financial advisors is pressing Congress to include tax breaks for financial advisory fees amidst expected negotiations to address the pending expiration of several provisions of the Tax Cuts and Jobs Act A recent survey indicates that client referrals remain the chief source (..)

Financial Planner

Nerd's Eye View

JANUARY 8, 2024

Dr. Peter Attia, author of the book Outlive: The Science & Art of Longevity , describes the trajectory of medicine in 3 stages: Medicine 1.0 And the wide scope of technology tools supporting advisors to shift into providing more client-centric services makes this new era in the future of financial advice possible!

Financial Advice

The Richer Geek

FEBRUARY 1, 2023

20:01] About his book, The little big small business [22:42] Some of the advice he can talk about when that next Bull run comes and watching your taxes? Resources from Micah Crypto Tax CPA | LinkedIn | Facebook | Twitter | YouTube ABOUT MICAH FRAIM Most CPAs are great at taxes and terrible at everything else.

Tax Planning

Advisor Perspectives

FEBRUARY 8, 2023

With the new year in its infancy, it may be too early to think about where to spend Thanksgiving or booking your car’s fall tune-up.

Tax Planning

Harness Wealth

OCTOBER 2, 2024

To attract new clients and foster long-term relationships, tax advisors could consider adopting digital marketing strategies. For example, “comprehensive tax planning” or “long-term tax strategies for small businesses” can, over time, help you attract the right visitors.

Taxes

Truemind Capital

JULY 8, 2024

Well, usually it starts in the last quarter of the financial year (Jan-Mar) when many employees scurry to provide investment proof to save tax outgo. Sadly, many of our last-minute decisions prove to be poor investments thereafter and hence it’s a good idea to start the tax planning exercise early on.

Taxes

Harness Wealth

NOVEMBER 27, 2023

Core components of CAS involve bookkeeping, payroll, tax planning & compliance services customized for each client. Tax Planning and Compliance With any of the above components, tax planning and compliance will be a major area of need, particularly for newer businesses.

Accounting

MazumaBusinessAccounting

JULY 15, 2021

Strategizing around how to pay yourself, your taxes, and other expenses. While there is a lot we could cover on the topic of business planning, for today we are going to focus on 3 important financial elements. Tax Planning. Calculating tax rates can be tricky for small business owners.

Business Planning

Indigo Marketing Agency

MARCH 10, 2025

Instead of just talking about taxes in retirement, Joe presents a clear problem (overpaying taxes) and an actionable solution (his free video series on tax planning through retirement). A strong hook: He immediately addresses a common pain point: Worried about taxes eroding your retirement savings?

Financial Advisor

International College of Financial Planning

OCTOBER 17, 2023

Tax Planning in Real Time Gone are the days when tax planning was an annual event. With financial planning tools available in real-time, CFP s can assist clients with efficient tax planning strategies throughout the year.

Certified Financial Planner

Sara Grillo

OCTOBER 21, 2022

He cold called over 500 financial planning companies over a year or so to get to a full book of clients. This e-book contains 47 financial advisor LinkedIn messages, sequences, and scripts , and they are all two sentences or less. Jonathan then decided to make a business out of it! For marketing tips in the transparency age….

Insurance

MainStreet Financial Planning

DECEMBER 13, 2022

Parents of college students might want to prepay the first quarter or semester of tuition and not even have to itemize to take advantage of The American Opportunity Tax Credit worth up to $2,500 subject to MAGI limits beginning at $160,000 for married couples filing jointly. These funds can cover tuition, fees, books, and room and board.

Taxes

Harness Wealth

OCTOBER 8, 2024

The Harness Marketplace attracts employees, founders, and investors in tech, healthcare, management consulting, and other high-earning industries who need help managing complex tax needs. We built the Marketplace to help your tax practice source curated client leads, leading to increased revenue and a healthy book of business.

Taxes

International College of Financial Planning

SEPTEMBER 7, 2024

At its core, the CFP® Fast Track equips you with the expertise to offer sound financial advice, specializing in areas such as retirement planning, risk management, tax planning, and wealth management. By pursuing this course, you become proficient in helping individuals and companies achieve their financial goals.

CFP

Indigo Marketing Agency

MARCH 24, 2023

Expertise in Tax Planning & Compliance: A CPA can help you identify tax-saving opportunities and help keep your clients in compliance with tax laws, reducing the risk of costly penalties and fees. Let your clients know you will keep their CPA information on file for proactive tax planning or tax-related questions.

Financial Advisor

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.

Financial Advisor

Harness Wealth

JUNE 5, 2024

After being trained on the Harness tax practice management platform , Kelley was ready to build his book of business. When I joined Harness I expected to have to network and source clients to supplement the Harness leads in order to build a sustainable book. He was starting from zero but that didn’t last long.

Taxes

Carson Wealth

NOVEMBER 3, 2022

Here’s how it works: Rather than liquidating the stock and owing the capital gains tax, you can donate the security directly to the organization to be eligible for a deduction of the full fair market value, up to 30% of your adjusted gross income (AGI).

Taxes