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Reframing your thinking to overcome fear about developing COI relationships

Million Dollar Round Table (MDRT)

Forte, FCII, CFP There should always be a holistic nature to financial planning. You can either fall into the category of transactional advisors, where you are simply looking to sell a product, or you can take the wholly encompassing, 360-degree approach to giving good financial advice, supported by a range of other professional services.

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4 Tips for Building an Advisor Tech Stack as a Solopreneur

eMoney Advisor

1 If you want to serve tax-conscious younger investors, for example, you might design your tech stack around a platform with cash-flow planning and the ability to drill down into income tax details for advanced strategies. An example is the eMoney Accelerate program, staffed by CFP® professionals and planning process designers.

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Qualified Small Business Stock (QSBS): Explaining the Gain Exclusion

Darrow Wealth Management

If eligible, you may be able to exclude up to 100% of the gain from federal taxes when you sell your shares through the capital gains tax exclusion. The potential tax savings simply cannot be understated. Using IRS Section 1202, taxpayers can sell stock potentially free of federal capital gains taxes if the requirements are met.

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