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 276

Clients Estate Planning Wealth Management Planning 276

Wealth Management

JULY 8, 2025

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 (..)

Wealth Management 246

Wealth Management Estate Planning Compliance Clients 246

Wealth Management

JULY 17, 2025

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.

Wealth Management 221

Wealth Management Clients Management Estate Planning 221

Wealth Management

JUNE 27, 2025

Q&A: What Was Behind Schechter’s Decision to Sell to Arax?

Estate Planning 275

Estate Planning Marketing Marketing Wealth Management 275

Wealth Management

JULY 18, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B In 2023, he launched his own firm, Park Hill Financial Planning and Investment Management. “I Resonant Capital Merges with Tax, Accounting Firm QBCo Brennan’s experience is indicative of many young advisors working in the RIA space. " Brennan’s response?

Estate Planning 253

Estate Planning Wealth Management Planning Clients 253

Nerd's Eye View

APRIL 9, 2025

It's natural for advisors to begin discovery meetings by asking questions about a client's current financial situation – understanding cash flow, debt, investments, risk tolerance, or even the burning tax concern that brought them to the advisor's door in the first place is crucial for financial planning.

Clients 198

Clients Financial Planning Risk Tolerance Planning 198

Carson Wealth

JUNE 27, 2025

What Is Financial Planning and Why Does It Matter in a Crisis? Financial planning begins with a thorough analysis of your short- and long-term financial situation, including all sources of income, your current spending patterns and debt, and your plans for the future. Tax planning.

Financial Planning 52

Financial Planning Planning Management Estate Planning 52

Nerd's Eye View

JUNE 24, 2025

What's unique about Griffin, though, is how he has grown his AUM to $200 million in five years (with a 70% margin in terms of earnings before owner compensation) by providing high-touch planning for business owners and real estate investors even though he doesn't charge a fee on these assets.

Tax Planning 130

Tax Planning Financial Advisor Asset Allocation Clients 130

Wealth Management

JULY 10, 2025

Financial Planning: eMoney and Envestnet MoneyGuide Related: Former Citadel Quants Raise $36M for Fixed-Income Fintech We’re very solidly going to remain eMoney and MoneyGuide. The advisor experience and transitioning clients to their financial planning portal are heavy lifts that directly impact the end client.

Wealth Management 165

Wealth Management Estate Planning Clients Planning 165

Wealth Management

JUNE 10, 2025

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 estate planning and more. “I

Wealth Management 255

Wealth Management Management Estate Planning Business Planning 255

Wealth Management

JUNE 23, 2025

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.

Assets 279

Assets Wealth Management Financial Advisor Estate Planning 279

Wealth Management

JUNE 10, 2025

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 tax planning.

Wealth Management 147

Wealth Management Marketing Marketing Tax Planning 147

Wealth Management

JUNE 30, 2025

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. “We

Management 165

Management Wealth Management Estate Planning Clients 165

Nerd's Eye View

JUNE 17, 2025

We also talk about how David's transition from focusing on both business development and client service to spend much of his time on content creation (reducing his client count from 180 to 20 in the process) has led to explosive asset and client growth in his firm during the past several years, why David focuses on hiring advisors with talent in financial (..)

Clients 159

Clients Financial Advisor Assets Financial Services 159

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 207

Distribution Estate Planning Wealth Management Planning 207

Wealth Management

JUNE 11, 2025

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 estate tax liquidity. I just thought it appropriate to acknowledge the challenge.

Wealth Management 165

Wealth Management Insurance Estate Planning Clients 165

Wealth Management

JULY 18, 2025

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

Media 179

Media Estate Planning Wealth Management Planning 179

Wealth Management

JUNE 12, 2025

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.

Assets 162

Assets Management Wealth Management Risk Management 162

Nerd's Eye View

MARCH 18, 2025

What's unique about Ali, though, is the path of how he built an advisory business by helping (high-net-worth) business owners achieve their financial goals while being true to their entrepreneurial mindset and drive (which can sometimes conflict with ‘standard' financial planning advice), which was so successful that he eventually sold his advisory (..)

Financial Advisor 130

Financial Advisor Clients Financial Planning Taxes 130

Wealth Management

JUNE 9, 2025

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.

Wealth Management 147

Wealth Management Retirement Planning Assets 147

Wealth Management

JULY 18, 2025

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

Wealth Management 147

Wealth Management Assets Management Estate Planning 147

Wealth Management

JULY 18, 2025

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

Estate Planning 147

Estate Planning Wealth Management Planning Clients 147

Wealth Management

JUNE 11, 2025

2025-47, a Tax Court denied the estate of a Kentucky decedent a marital deduction for a bequest, finding that it wasn’t qualified terminable interest property (QTIP) because a QTIP election wasn’t made. 1, 2020, Martin’s executor filed an estate tax return, Form 706. Commissioner, T.C. Notice of Deficiency On Oct. million to Maria.

Taxes 165

Taxes Wealth Management Estate Planning Distribution 165

Wealth Management

JULY 11, 2025

The bill is over 900 pages long and includes provisions relating tangentially to trustees via fixing the estate tax exclusion amounts, etc. in Q1 RIA Model Portfolio Assets Rose 5.5% OBBBA: A federally funded digital direction. Trump signed the OBBBA into law on July 4. The CBDC Anti-Surveillance State Act is intended to disallow a U.S.

Wealth Management 229

Wealth Management Estate Planning Assets Fiduciary Duty 229

Wealth Management

JULY 17, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B 2025-47 (May 19, 2025), the Tax Court examined two distributions from a decedent’s revocable trust to determine whether they qualified for the marital deduction. Concept of digital social marketing. Handler, Alison E.

Taxes 147

Taxes Estate Planning Distribution Wealth Management 147

Wealth Management

JUNE 11, 2025

These children may question her spending, distributions or motivations, particularly if they weren’t included in planning conversations while their parent was alive. Related: Tax Court Rules $2 Million Bequest to Spouse Isn’t QTIP To prevent this, advise your clients to discuss their estate plans early and openly.

Estate Planning 225

Estate Planning Planning Wealth Management Fiduciary Duty 225

Wealth Management

JULY 18, 2025

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.

Fiduciary Duty 147

Fiduciary Duty Estate Planning Wealth Management Planning 147

Wealth Management

JULY 18, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B In addition, Jay successfully completed the Certified Trust and Financial Advisor (CTFA) education program through the American Bankers Association, and the CFP® Professional Education Program through the College for Financial Planning (not a currently certified CTFA or CFP®).

Estate Planning 147

Estate Planning Planning Wealth Management CFP 147

Wealth Management

JULY 18, 2025

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

Planning 191

Planning Estate Planning Wealth Management Retirement Planning 191

Wealth Management

JULY 18, 2025

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. Concept of digital social marketing. The family office industry has matured over the past two decades.

Estate Planning 147

Estate Planning Wealth Management Planning Clients 147

Wealth Management

JULY 18, 2025

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. Concept of digital social marketing.

Estate Planning 230

Estate Planning Planning Wealth Management Clients 230

Wealth Management

JULY 18, 2025

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

Estate Planning 217

Estate Planning Wealth Management Planning Business Planning 217

Wealth Management

JULY 18, 2025

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

Estate Planning 147

Estate Planning Wealth Management Planning Clients 147

Nerd's Eye View

JUNE 2, 2025

This month's edition kicks off with the news that FinmateAI has announced a new integration with PreciseFP, which will allow financial planning data that's collected in advisory meetings (like balance sheet, cash flow, and savings information) to be pushed out to PreciseFP, and from there be sent on to financial planning software like eMoney and RightCapital (..)

Financial Planning 130

Financial Planning Clients CFP Planning 130

Wealth Management

JUNE 11, 2025

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.

Wealth Management 147

Wealth Management Management Estate Planning Planning 147

Wealth Management

JULY 18, 2025

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

Estate Planning 147

Estate Planning Wealth Management Planning Business Planning 147

Nerd's Eye View

NOVEMBER 21, 2022

However, by creating a systematic annual process to monitor and update client plans based on seasons, not only can advisors save time and work more efficiently, but they can also communicate the value of ongoing financial planning services to prospects and clients more effectively.

Financial Planning 244

Financial Planning Planning Estate Planning Clients 244