Nerd's Eye View

APRIL 8, 2025

What's unique about Seth, though, is how he has created what he calls an "input deliverable" that allows him to demonstrate value more tangibly to his ideal prospects by helping them solve a key tax planning pain point… but without the time-consuming busywork of having to create a separate output for each individual client household.

Financial Planning 130

Financial Planning Clients Planning Financial Advisor 130

Nerd's Eye View

APRIL 7, 2025

Advisor workflow support solution Hubly has been acquired by Docupace, which suggests that Hubly might have struggled to gain a critical mass of users as a solution to help solve the shortcomings of advisor CRM systems' workflow capabilities – especially given that the price of Hubly was often as much or more expensive than the CRM platforms (..)

Tax Planning 130

Tax Planning Taxes Planning Clients 130

Nerd's Eye View

FEBRUARY 3, 2025

Welcome to the February 2025 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!

Insurance 130

Insurance Financial Advisor Tax Planning Taxes 130

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

Carson Wealth

JUNE 27, 2025

Financial planning should ideally involve every area of your financial life because they are all interrelated. Investments, estate planning, philanthropic planning, retirement planning, savings plans, and business planning are all part of a whole, and problems in one area can domino into other areas.

Financial Planning 52

Financial Planning Planning Management Estate Planning 52

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 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. No QTIP election was made for the $2 million bequest.

Taxes 147

Taxes Estate Planning Distribution Wealth Management 147

Nerd's Eye View

MAY 8, 2023

Traditionally, financial advice and tax preparation have existed as 2 related, but separate, services. CPA, EA, or JD) to prepare tax returns and represent clients before the IRS, there has also been the impression that there is simply not enough time for one person to do both.

Taxes 247

Taxes Financial Planning Clients Financial Advisor 247

Nerd's Eye View

NOVEMBER 18, 2022

A potential compromise during the lame-duck Congressional session could see a boost to the child tax credit and extended tax breaks for businesses. From there, we have several articles on tax planning: How advisors can add value for their clients by managing their exposure to mutual fund capital gains distributions.

Financial Planner 246

Financial Planner Tax Planning CFP Taxes 246

Nerd's Eye View

SEPTEMBER 6, 2022

Read More.

Tax Planning 246

Tax Planning Financial Advisor Retirement Financial Planner 246

Nerd's Eye View

SEPTEMBER 30, 2024

When it comes to focusing on a niche for financial advisors, business owner clients can be an appealing target as they can have complex financial planning problems ranging from cash flow management to tax planning to acquisition strategies.

Financial Advisor 243

Financial Advisor Clients Financial Planning Tax Planning 243

Nerd's Eye View

OCTOBER 7, 2024

This month's edition kicks off with the news that digital estate planning platform Wealth.com has raised a whopping $30 million in Series A funding, following on the heels of Vanilla's follow-on $20M capital round just a few months ago – which on the one hand reflects the anticipated enthusiasm for solutions that can help advisors efficiently (..)

Clients 246

Clients B2B Estate Planning Planning 246

Nerd's Eye View

SEPTEMBER 16, 2024

For example, most Millennial and Gen Z clients can open their own investing account and buy index funds online with only minimal guidance from their advisor, so full-service investing might not offer enough value to a next-generation client to justify an ongoing planning fee.

Clients 246

Clients Planning Tax Planning Management 246

Nerd's Eye View

OCTOBER 2, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Holistiplan, after achieving success with its tax planning and analysis software, has announced an investment from Lead Edge Capital, signaling that it may be ready to expand into other financial planning areas beyond tax – (..)

Communication 246

Communication Portfolio Management Clients Tax Planning 246

Nerd's Eye View

JULY 12, 2022

In this episode, we talk in-depth about how, after years of working in an environment where she saw first-hand how ultra-high-net-worth clients keep and grow their wealth (and the lack of diversity among those clients), Kamila decided to build a practice that focused on providing holistic financial planning to communities of color with emerging wealth, (..)

Financial Advisor 247

Financial Advisor CFP Clients Financial Planning 247

Nerd's Eye View

AUGUST 21, 2023

tax planning or working with blended families), as well as the type of clients they like working with the most. First, an advisor can consider the many niche options from which to choose, including professional (e.g., doctors or employees of a certain company), technical (e.g., equity compensation), values-based (e.g.,

Marketing 246

Marketing Marketing Financial Planner Clients 246

Nerd's Eye View

APRIL 7, 2025

Advisor workflow support solution Hubly has been acquired by Docupace, which suggests that Hubly might have struggled to gain a critical mass of users as a solution to help solve the shortcomings of advisor CRM systems' workflow capabilities – especially given that the price of Hubly was often as much or more expensive than the CRM platforms (..)

Tax Planning 130

Tax Planning Taxes Planning Clients 130

Nerd's Eye View

FEBRUARY 19, 2024

Digital hygiene, encryption security, and good staff training can all be enormous factors in the overall safety of the company, as explained by Patrick Hennessy, Schwab's Director of Business Consulting. Likewise, while CRM usage has slipped by about 5%, the overall number of advisors who use a CRM still remains at a dominant 92%.

Financial Advice 244

Financial Advice Engineering Consulting Financial Advisor 244

MazumaBusinessAccounting

JULY 15, 2021

Plan for Current Business Needs. First, let’s talk about the importance of a business plan. How does an idea develop into a fully functioning business? It takes vision, work, and a good plan. For entrepreneurs, we call this map a business plan. Tax Planning.

Business Planning 105

Business Planning Taxes Planning Retirement 105

Harness Wealth

MAY 19, 2025

When it comes to choosing a business structure, understanding the tax implications is crucial. A Corporation (C Corp) is a popular choice for many businesses due to its ability to raise capital and provide limited liability protection to its shareholders. Table of Contents What Is a Corporation (C Corp)?

Taxes 52

Taxes Tax Planning Compliance Planning 52

Harness Wealth

FEBRUARY 13, 2023

When it comes to taxes on equity compensation, there’s a lot to navigate. Traditional tax firms tend to have rigid business models that make it difficult for clients looking for one-off expert consultations or even ongoing planning services. Have a look at our services below and consider signing up for an account today.

Taxes 52

Taxes Tax Planning Planning Accounting 52

Brown Advisory

JULY 30, 2015

Strategic Advisory Letter | Mid-Year Planning Tools for 2015. It takes time to integrate decisions regarding your investments, tax situation, estate matters, business planning and charitable objectives into a thoughtful and coordinated plan. Thu, 07/30/2015 - 16:44.

Planning 52

Planning Strategic Planning Tax Planning Risk Tolerance 52

Fortune Financial

SEPTEMBER 25, 2023

Tax Considerations Be mindful of tax implications related to your goals. Certain investments or strategies may offer tax advantages, while others could result in higher tax liabilities. Consulting with an advisor can help you optimize your financial plan along with identifying the impact of potential future tax changes.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Fortune Financial

SEPTEMBER 25, 2023

Tax Considerations Be mindful of tax implications related to your goals. Certain investments or strategies may offer tax advantages, while others could result in higher tax liabilities. Consulting with an advisor can help you optimize your financial plan along with identifying the impact of potential future tax changes.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

FMG

FEBRUARY 2, 2023

Since you’re based in New Jersey, how did the pandemic affect your business plan and the way you communicate with clients? Being based in New Jersey, the main effect the pandemic had on my business plan was essentially eliminating in-person activity in New York City. The Home Page.

Financial Advisor 52

Financial Advisor Communication Clients Financial Planning 52

Nerd's Eye View

DECEMBER 28, 2022

These changes include aligning the rules for employer-retirement-plan-based Roth accounts (e.g., also includes several measures meant to encourage increased retirement savings.

Tax Planning 246

Tax Planning Taxes Planning Retirement Planning 246

Nerd's Eye View

DECEMBER 28, 2022

These changes include aligning the rules for employer-retirement-plan-based Roth accounts (e.g., also includes several measures meant to encourage increased retirement saving.

Tax Planning 246

Tax Planning Taxes Planning Retirement Planning 246

Nationwide Financial

MARCH 6, 2023

Even if a client believes they would not be subject to estate or gift tax under current law, you may want to re-examine the value of their assets to determine whether they exceed a lower exemption amount. Tax season has begun, and it’s not too early to think about planning for the 2023 tax year.

Tax Planning 78

Tax Planning Taxes Planning Distribution 78

The Big Picture

OCTOBER 19, 2022

So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll do tax planning, right? We’ll do estate planning and other complex financial planning. Let’s talk a little bit about portfolio analytics, financial planning tools.

Clients 280

Clients Financial Advisor Taxes Investing 280