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This month's edition kicks off with the news that Holistiplan has announced the rollout of a new estateplan document extraction tool to stand alongside its highly popular tax return scanning tool – which highlights how advances in AI technology have allowed tools like Holistiplan to go beyond tax returns and scan nearly any kind of document (..)
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 Wisconsin-based Resonant Capital and QBCo will share clients across wealth and tax in an increasingly popular service model. based QBCo Advisory.
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.
Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 Charles Schwab bank branch Mutual Funds Schwab Expands Roster of No Transaction Fee Mutual Funds Schwab Expands Roster of No Transaction Fee Mutual Funds by David Bodamer Jul 8, 2025 1 Min Read Wealth (..)
As a result, financial advisors should start honing the services Gen X members will likely benefit from the most, including retirement planning, estate and taxplanning and mortgage refinancing. trillion annually over the next decade as part of the great wealth transfer, a new report finds. trillion annually.
Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all fixed income data computer fintech WealthTech Former Citadel Quants Raise $36M for Fixed-Income Fintech Former Citadel Quants Raise $36M for Fixed-Income (..)
based accounting firm, is taking a page from large registered investment advisors by bringing together taxes and wealth management. In these cases, the RIA will agree to non-solicitation agreements regarding tax clients, but a revenue-sharing model for the wealth management services. Conversely, tax firm Wright Ford Young & Co.
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. Another is working with clients across adjacent areas, including estateplanning and tax strategies. Related: $2.2B
Forty-four percent cited both access to institutional-grade products and help navigating crypto tax regulations and reporting requirements. Moreover, 48% said they would like customized portfolio allocation strategies, and 46% are looking for secure custody and asset protection recommendations.
You can't do this in isolation, you need a team," said Terranova, senior managing director at Virtus Investment Partners, when asked by WealthManagement.com Executive Editor Diana Britton about who he uses as his advisor to handle tax and estateplanning and more. “I
Handler is a partner in the Trusts and Estates Practice Group of Kirkland & Ellis LLP. The October 2011 edition of Leading Lawyers Magazine lists David as one of the "Top Ten Trust, Will & Estate" lawyers in Illinois as well as a "Top 100 Consumer" lawyer in Illinois.
Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 dollar percent sign private equity leverage deals Alternative Investments Private Credit Firms Pitch More Leverage to Win Over Deals Private Credit Firms Pitch More Leverage to Win Over Deals by Olivia (..)
Overlay management services implement clients’ investments through a professionally managed diversified portfolio, including tax strategies. Bringing these services in-house gives us greater flexibility to innovate based on the needs of our clients,” Edward Jones Principal Russ Tipper said in a statement.
RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth Jalina Kerr of Charles Schwab shares how the most adaptive firms are expanding beyond portfolio management, into areas like estate and taxplanning.
Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Resonant Capital Advisors CEO and President Benjamin Dickey RIA $2.2B
Ratner June 11, 2025 2 Min Read A client whose estate will remain non-taxable after 2025 has a policy in an irrevocable life insurance trust (ILIT) that was presumably purchased for estatetax liquidity.
Unexpected events can derail your progress toward your goals and even your financial security if you don’t have a plan for managing them. Financial planning should ideally involve every area of your financial life because they are all interrelated. Taxplanning. Estateplanning. Taxplanning is crucial.
In this episode, we talk in-depth about how Ed identified the 1986 Tax Reform Act as an opportunity for him as young accountant to dig into the new rules regarding IRAs (that older accountants weren’t interested in touching), how Ed was able to significantly raise his fees in his accounting practice with little pushback from clients by focusing (..)
She cites ETFs’ accessibility, transparency, liquidity, tax efficiency and low cost. Hutchins said that her firm looks for the best active managers, but if those strategies are available in the ETF wrapper, Avantax is going to opt for that every time.
Melissa Rodriguez June 11, 2025 5 Min Read As the most significant intergenerational wealth transfer in the history of the United States unfolds, women, particularly widows, are increasingly at the forefront of estate management and disputes.
Unencumbered by legacy technology, firms like 401Go, Betterment, Vestwell and Guideline see the opportunity to make money on record keeping alone, especially with the explosion of plan start-ups. Book with code: SAVE10WM and save 10%.
Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B See more from Olivia Greer You May Also Like Celebrating outstanding achievement in support of financial advisor success View the FInalists View the FInalists Latest news Jeffrey Epstein in 2004 EstatePlanning Whats the Status of Jeffrey Epsteins Estate?
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Seiken , Partner and Strategic Advisor June 11, 2025 6 Min Read In Estate of Martin W. Seiken , Partner and Strategic Advisor June 11, 2025 6 Min Read In Estate of Martin W. 1, 2020, Martin’s executor filed an estatetax return, Form 706. Commissioner, T.C. Terms of Contributions. Notice of Deficiency On Oct.
The bill is over 900 pages long and includes provisions relating tangentially to trustees via fixing the estatetax exclusion amounts, etc. Reaction of the EstatePlanning Industry Amid this paradigm shift, estate planners and trust banks are choosing to “go crypto” or stay within traditional legal concepts and principles.
Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B However, cautious estate planners may still want to think carefully about the risks of including a swap power for insider trading. Analysis of marital deduction for bequests to an irrevocable trust for spouse— In Estate of Griffin , T.C. Handler, Alison E.
Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B A trust merger is a tool that can simplify administration, reduce costs, remedy drafting issues and address changed circumstances or tax laws. However, merging trusts requires careful navigation of state law, fiduciary duties and tax considerations.
Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B What Can Shakespeare Teach Us About EstatePlanning? That’s the essence of estateplanning, a uniquely human enterprise. Unlock All Access Premium Subscription Get Trusts & Estates articles, digital editions, and an optional print subscription.
Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Resonant Capital Advisors CEO and President Benjamin Dickey RIA $2.2B
Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B The family investment company that existed as a hybrid between a traditional wealth manager and a private equity fund developed its own accepted legal and tax framework. Whats the Status of Jeffrey Epsteins Estate? David Rosen, Bobbi J.
Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B For authors and artists, this type of planning has traditionally included managing intellectual property, such as copyrights, licensing agreements and royalty streams, to ensure financial continuity for heirs or beneficiaries. Artists and authors don’t create fo.
Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B Parents worry about how much information to share at what age and often postpone or avoid conversations about their estateplans because they don’t want the wealth to “ruin their kids.” Whats the Status of Jeffrey Epsteins Estate?
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The discussion also focused on the issue of improving the Internal Revenue Code Section 199A tax rates for pass-through entities, which 80% of family-owned businesses, including women-owned businesses, use as operating structures.
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A common service model for many financial advisory firms is to schedule annual client meetings throughout the year where the advisor meets with each client in the month they started working with the firm, and conducts a comprehensive review of all planning topics for the client.
In this episode, we talk in-depth about how Jon evolved his "high tech and high touch" mindset to serving clients by regularly iterating upon and updating his advisor tech stack while also elevating his long-time client service administrator into a more holistic client concierge (because the future isn't about tech or human service, it's tech and human (..)
From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Dispatch (formerly OneAdvisory) recently raised $8 million in seed funding as it seeks to provide a centralized data warehousing solution for advisory firms and eliminate the need for point-to-point data integrations between individual (..)
Welcome to the October 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
Vanilla announced a new Scenarios tool to facilitate advisors working with ultra-HNW clients that need to model various four-letter estateplanning strategies (e.g., GRATs, SLATs, CRUTs, and ILITs) to show the impact of the advisor’s advice (at least for those clients who still have Federal estatetax exposure).
All advisors in the Kitces Members Section will be able to earn IAR CE in addition to their credits for CFP, CPA, EA, and various IWI and American College designations as part of their ongoing membership fee (though notably, NASAA is imposing a $3/credit, or $36/year, reporting fee that Kitces will also have to collect on behalf of advisors and remit (..)
From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: All-in-one software platform Blueleaf has launched a new “aggregation-as-a-service” solution, promising better client data aggregation capabilities than existing solutions by automating the process of weaving multiple (..)
From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Envestnet has announced that it is being acquired and taken private in a $4.5
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