Nerd's Eye View

MARCH 25, 2025

We also talk about how serving the equity compensation niche has allowed AJ and her firm to rapidly attract new clients and then efficiently systematize its planning process and give its advisors the chance to get lots of ‘at bats' early on working with its target clients, how AJ and her partner further streamlined their firm's planning process (..)

Financial Advisor

Wealth Management

AUGUST 4, 2025

PEP’s value propositions are compelling, promising: Lower costs Less liability Less administrative work With the explosion of plan formation due primarily to state mandates, helped by tax credits in SECURE 2.0, PEPs seem to be a great solution.

Estate Planning

Yardley Wealth Management

DECEMBER 17, 2024

If your employer offers a Roth 401(k) option, evaluate whether splitting your contributions between traditional and Roth accounts might benefit your long-term tax strategy. Tax Efficiency: A Often Overlooked Opportunity One area where I see clients consistently leaving money on the table is tax planning.

Financial Planning

International College of Financial Planning

JUNE 5, 2025

Show them the returns, highlight the tax breaks, and if you could, offer a little peace of mind. We’re here to help you fine-tune your investments, taxes, and goals, but more importantly, we dive into the real conversations. It’s not just a certification. Clients were all about one thing: performance. It’s a thing of the past.

Wealth Management

Financial Symmetry

JUNE 24, 2025

Many investors have recently found solace in growing their cash reserves, whether in their checking accounts, savings accounts, or certificates of deposit (CDs). 15:10] Optimize cash flow through strategic sales while considering tax efficiency. [19:50] When is enough, enough? 09:14] Cash underperforms stocks and bonds long-term. [11:30]

Certification

WiserAdvisor

MAY 29, 2025

Best 1,000-dollar investment instruments High-yield savings accounts or certificates of deposit (CDs) : High-yield savings accounts and CDs are excellent entry points for those who prioritize safety and stability. IRAs offer tax advantages and encourage consistent, long-term investing.

Accounting

Nerd's Eye View

JUNE 30, 2025

We've also announced a Save-The-Date for a second IAR CE Intensive Day later this year – on Thursday, October 30th, we'll host an "IAR P&P CE Day" (covering the Products & Practice portion of the IAR CE requirement), with a particular focus on advanced tax and retirement planning.

Financial Planning

Harness Wealth

FEBRUARY 19, 2025

Many shell companies are often used to shield illicit activities such as money laundering, tax evasion, and terrorist financing. and have reported more than $5 million in gross receipts or sales on their previous year’s tax return. Get started Harness makes it easy to find tax and financial advisors best suited to your needs.

Taxes

Darrow Wealth Management

JULY 24, 2025

The “One Big Beautiful Bill Act” (OBBB Act), signed into law by President Trump on July 4, 2025, represents a massive overhaul of federal tax policy. The expanse and complexity of the new tax bill cannot be understated. Please discuss your situation with a CPA or qualified tax advisor.

Taxes

Financial Symmetry

APRIL 14, 2025

Before opening one for your child, you may want to see if the state you live in and file a tax return for offers a state tax credit or deduction for 529 contributions to its specific plan. However, taxes and penalties will apply if a withdrawal is made for non-qualified expenses. Otherwise, contributions are nondeductible.

Accounting

Yardley Wealth Management

SEPTEMBER 24, 2024

Financial professionals, such as financial advisors or wealth managers, undergo rigorous training and certification processes to develop the knowledge and skills needed to navigate complex financial matters effectively. Tax Planning and Optimization: Taxes can have a big impact on your finances.

Tax Planning

Trade Brains

JUNE 13, 2025

Liquid funds are short-term debt mutual funds that allocate investments to instruments such as treasury bills, commercial papers, and certificates of deposit, all having a maturity period of up to 91 days. Taxation and Exit Load Taxation: When redeemed within 3 years, gains are taxed according to your income slab.

Planning

Trade Brains

JULY 13, 2025

This decline was caused by a number of factors, including poor first-quarter earnings and US trade worries after imposing a 35% tax on Canada. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. points, or -1.78%.

Banking

WiserAdvisor

JUNE 27, 2025

That means the real answer to what’s the earliest you can retire depends far more on your investment portfolio , retirement lifestyle, and medical coverage strategy than on a number printed on your birth certificate. And a tax-efficient withdrawal strategy that won’t sabotage your nest egg early. You’ll need more than a solid 401(k).

Retirement

Trade Brains

JULY 17, 2025

Gujarat Pipavav’s profit after tax grew by 16% from Rs 342 crore in FY24 to Rs 397 crore in FY25. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. In comparison to FY24’s revenue of Rs 987.6

Investments

Trade Brains

AUGUST 5, 2025

However, profit after tax declined by 30.7% Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. ONGC contributes approximately 63% of India’s total oil and gas output. In FY25, ONGC reported operating revenue of Rs 6,63,262.31

Banking

Trade Brains

JUNE 10, 2025

The company’s Profit After Tax (PAT) reached Rs 10,353 crore in FY25, growing by 33% from Rs 7,759 crore in FY24. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investments in securities are subject to market risks.

Financial Services

Trade Brains

JUNE 15, 2025

to Rs 1,093 crore and profit after tax increased by 9% to Rs 803 crore. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. In FY25, the company recorded revenues of Rs 3,809 crore, a 6.5% gain, EBITDA increased by 9.7%

Manufacturing

Trade Brains

AUGUST 10, 2025

301 crore, while profit before tax declined 40.82 394 crore, while profit before tax fell 55.09 Execution remained on track across domestic and international markets, while timely certifications and cost control measures ensured margin stability. On a quarter-on-quarter basis, revenue from operations fell 17.38 percent to Rs.

Engineering

Trade Brains

JULY 28, 2025

Over the previous five years, the profit after tax, which was Rs 627 crore, has increased steadily at a 25% CAGR. The company’s profit after taxes rose 57% from Rs 295.31 Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

Engineering

Trade Brains

JULY 20, 2025

Profit after tax came in at Rs 507 crore, resulting in a profit margin of 12.6%. Free cash flow was Rs 514 crore, which was 101% of profit after tax, and earnings per share stood at Rs 37.76. Profit after tax rose 16% to Rs 600 crore from Rs 518 crore in the prior year. In FY25, the company posted a 2.5% in CY 2023 to 8.8%

Banking

Trade Brains

JUNE 26, 2025

Goods and Services Tax (GST) All the fees related to a mortgage, including service fees, legal search fees, and documentation fees, are charged at 18% GST! Documentation & Statement Fees Each time your bank issues a duplicate statement, interest certificate, or duplicate loan documents, there is a charge.

Banking

Trade Brains

JULY 13, 2025

Profit after taxes grew by 20% annually and at a CAGR of 31% between FY22 and FY25. This decline was caused by several factors, including poor first-quarter earnings and US trade concerns after imposing a 35% tax on Canada. The company’s EBITDA was Rs 430.2 EBITDA grew at a 20% CAGR from FY22 to FY25. points, or -1.78%.

Pharmaceutical

Wealth Management

AUGUST 11, 2025

Related: Wimbledon Winners Served a Major Tax Bill It wasn’t an easy financial decision, but I wanted to control my destiny. I’m not an accountant or tax lawyer, so I rely on great professionals. Renowned racing team owner] Carl Hogan, whom I’d known well, partnered with me, and we moved forward with the deal.

Estate Planning

Trade Brains

AUGUST 13, 2025

An e-Khata is an official digital property document issued by BBMP, which records vital property details such as size, boundaries, ownership, and tax history. Online Documentation: Applicants upload business documents, Aadhaar details, sale deeds, photographs, and self-assessed property tax forms via the online portal.

Management

Trade Brains

AUGUST 6, 2025

Total income increased 21% YoY to Rs 2,493 crore, as of Q1FY26, whereas profit after tax stood at Rs 583 crore, a 21% growth. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. in FY24 to 21.2% in FY18 to 21.2% in Q1 FY26.

Banking

Trade Brains

JULY 30, 2025

Profit after tax (PAT) declined by 4.9% Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. from Rs 288 crore in FY24 to Rs 274 crore, though it has maintained a robust CAGR of 43% since FY23.

Retail

Trade Brains

JUNE 19, 2025

Profit after tax has grown at a CAGR of 33% since FY22. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. EBITDA for FY25 stood at Rs 251.16 crore, increased by 23.2% year-on-year from Rs 203.84 crore for FY25, a 20.3%

Banking

Trade Brains

JULY 9, 2025

However, profit after taxes dropped from Rs 3,722 crore to Rs 3,084 crore. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Of the company’s 24 ongoing projects, 21 are hydro projects, one is wind, and two are solar.

Numbers

WiserAdvisor

JULY 1, 2025

Minimizing taxes and administrative costs : Strategic structuring can help preserve more of your estate for your beneficiaries. Bank accounts : Checking, savings, fixed deposits, certificates of deposit (CDs). Debt and obligation management : Provide direction on how debts, taxes, and final expenses should be paid from your estate.

Estate Planning

International College of Financial Planning

JUNE 13, 2025

Get a succession certificate,” a relative mentioned confidently. Three hours later, she looked up and said, “We don’t need a succession certificate. For immovable property transfer after death in India , such as a house or land, one needs a legal heir certificate and then mutation of records. No succession certificate.

Certification

Trade Brains

JUNE 15, 2025

The stocks that are likely to benefit from this BEML Ltd BEML Limited is India’s leading manufacturer of mining and construction equipment, offering a comprehensive range of machinery such as dump trucks, hydraulic excavators, bulldozers, wheel loaders, and motor graders for both opencast and underground mining.

Engineering

Trade Brains

AUGUST 1, 2025

Profit before tax declined sharply by 53.8 Profit before tax plunged 86.2 It holds certifications from global regulators such as the US FDA, TGA (Australia), EDQM (EU), PMDA (Japan), ANVISA (Brazil), and others. Quarter-on-Quarter, revenue from operations fell 10.6 percent from Rs. 328 crore in Q4FY25 to Rs. 293 crore in Q1FY26.

Certification

Nerd's Eye View

MARCH 24, 2023

Also in industry news this week: Top Democratic Senators are urging the Treasury Department to crack down on a range of estate planning strategies for high-net-worth individuals, including GRATs and IDGTs Amid fallout from recent bank failures, both Republicans and Democrats are considering whether current FDIC insurance limits should be increased (..)

Financial Planner

Nerd's Eye View

OCTOBER 31, 2023

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 (..)

Estate Planning

Nerd's Eye View

SEPTEMBER 13, 2024

Which means that while many fee-only RIAs use the reduced conflicts that come with the fee-only model (as opposed to firms that receive compensation from commissions and other sources) as a key marketing talking point, the fact remains that being truly 'conflict free' is nearly impossible and such claims (which are hard to substantiate) appear to be (..)

Financial Planner

Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

Financial Planner