XY Planning Network

JULY 7, 2023

Get a sneak peek at content reserved for XYPN members with XY Tax Solutions Office Hours program! Available exclusively to XYPN members, each month one of XYTS's tax experts hosts an office hours session where tax-specific topics are discussed and attendees can ask any top-of-mind questions. Enjoy the recording!

Tax Planning 52

Tax Planning Taxes Planning CFP 52

Carson Wealth

MARCH 19, 2024

I’m talking about taxes. For many folks planning for taxes is a lot like asking for their first date. Most people look at me a little funny when I say that I try to run tax projections for their plan. I’ve said before, that I want clients to have a diversified tax strategy.

Tax Planning 52

Tax Planning Taxes Planning Wealth Advisor 52

International College of Financial Planning

JULY 10, 2023

CFP, or the Certified Financial Planner exam, is a significant milestone in becoming a certified financial planner. In this blog post, we will explore valuable tips to help you navigate the CFP exam and maximize your chances of success. The CFP exam’s content spans the entire CFP Board’s 72 Principal Knowledge Topics.

CFP 52

CFP Certified Financial Planner Financial Planner Financial Planning 52

Advisor Perspectives

FEBRUARY 12, 2024

This article identifies 10 real-world considerations in tax efficient distribution planning from the perspectives of an academic (Wade Pfau, PhD), a practitioner (Joe Elsasser, CFP), and a CPA (Steven Jarvis).

Distribution 49

Distribution Taxes Planning CFP 49

Covisum

NOVEMBER 21, 2023

In the dynamic landscape of retirement planning, the article " Managing Taxes in Retirement using the Effective Marginal Tax Rate " published in Advisor Perspectives by Dr. Wade Pfau and Joe Elsasser, CFP(R), provides valuable insights into tax-efficient distribution strategies.

Retirement 52

Retirement Taxes Retirement Planning CFP 52

eMoney Advisor

DECEMBER 20, 2022

A recent announcement regarding cryptocurrency from the CFP Board provided advice on crypto-related investments stating CFPs® are neither required nor prohibited from providing advice related to cryptocurrency, but “should do so with caution.” The CFP Board stated the risks as follows in its communication.

CFP 62

CFP Fiduciary Duty Financial Advice Financial Advisor 62

International College of Financial Planning

JULY 20, 2022

To become a certified financial planner (CFP), you must learn about risk analysis in-depth. Here are some of the key things you learn in risk analysis under CFP certification. The CFP examination program includes eight topics covering all aspects, from the program’s fundamentals to applying skills in the real world.

Risk Analysis 52

Risk Analysis Certification CFP Certified Financial Planner 52

International College of Financial Planning

JUNE 10, 2022

CFP, also known as Certified Financial Planner , is a certification given by the Financial Planning Standards Board (FPSB) to professionals who wish to take up financial planning. CFP Certification is the certification globally in the field of Financial Planning, with over 2,00,000 plus Certificants. CFP Course Study at ICOFP : .

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

Pacifica Wealth

JUNE 1, 2023

Robert was recently featured on the CFP® website with advice on financially managing sudden wealth, whether from an inheritance, business sale, lawsuit settlement, or stock options. See an excerpt from his article below, and read the full article on the CFP® website. Read the full article on the CFP® website.

CFP 52

CFP Management Wealth Advisor Accounting 52

Your Richest Life

JUNE 30, 2023

If you were surprised at tax time this year, then you’re not alone. 2022 tax refunds were about 10 percent smaller than they were last year, and for those who owed money, they tended to owe more than they expected. Taking the time now to make some strategic moves can lead to some significant savings on your taxes for the year.

Taxes 78

Taxes Retirement Financial Planner Accounting 78

Abnormal Returns

SEPTEMBER 18, 2023

theirrelevantinvestor.com) Taxes Why clients need to start planning now for the coming dip in the estate tax exemption. investmentnews.com) Part one of a series on how to pass the CFP exam. (riabiz.com) RWM A lot of changes have happened in ten years at Ritholtz Wealth Management. alphaarchitect.com)

Planning 244

Planning Financial Advice Wealth Management Math 244

Abnormal Returns

AUGUST 28, 2023

mywealthplanners.com) The CFP Board wants to encourage pro bono planning. taps.substack.com) Advisers Wade Pfau on why tax planning in retirement is so challenging. (riabiz.com) Charles Schwab ($SCHW) is planning more job cuts due to the TDA integration. kitces.com) The SEC is focusing on RIA marketing.

Tax Planning 218

Tax Planning CFP Financial Planning Planning 218

Nerd's Eye View

OCTOBER 27, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the shift in financial advice from pure investment management to comprehensive financial planning continues, with more individuals becoming CFP professionals than CFAs in the past few years as consumers increasing the diversity (..)

Financial Planner 199

Financial Planner Financial Advice Financial Advisor Tax Planning 199

Carson Wealth

JANUARY 25, 2023

Mike Valenti, CPA, CFP ® , Director of Tax Planning Tom Fridrich, JD, CLU, ChFC ® , Senior Wealth Planner It’s January, so it’s officially tax season! One of the most common client questions heard by tax preparers is, “So, what do you need from me?” This can result in additional tax owed, plus penalties and interest.

Taxes 98

Taxes Medical Distribution Accounting 98

Tobias Financial

AUGUST 22, 2023

Our Wealth Advisor Catalina Franco-Cicero , MS, CFP®, CTS was recently quoted in Financial Planning, sharing her thoughts on paying off student loan debt. Navigating the tax implications and complexities surrounding student loan debt has become an integral part of financial planning.

Taxes 52

Taxes Financial Planning Wealth Advisor CFP 52

Carson Wealth

DECEMBER 28, 2022

Kevin Oleszewski , CFP ® , MST, EA, Senior Wealth Planner . While everyone has different financial goals and objectives, one smart strategy can be to reap the benefits of tax-advantaged accounts to help mitigate your tax burden, whether for today or down the road. What Are Tax-Advantaged Accounts? . Traditional IRAs .

Accounting 98

Accounting Taxes Retirement Planning 98

MainStreet Financial Planning

JANUARY 18, 2023

This type of account allows your savings to grow tax-free and when you use the money to pay for college costs, withdrawals are tax-free too. Some states offer a tax deduction for contributions. The post How a CFP® saves for college education expenses appeared first on MainStreet Financial Planning.

Education 52

Education CFP Retirement Retirement Planning 52

Indigo Marketing Agency

MARCH 6, 2023

It should not be construed as providing investment, legal, and/or tax advice. About Larry Lawrence “Larry” Sprung, CFP®, is the founder and wealth advisor at Mitlin Financial, Inc. The post Culture Is King by Larry Sprung, CFP® appeared first on Indigo Marketing Agency. No strategy assures success or protects against loss.

CFP 52

CFP Advertising Clients Financial Advisor 52

Carson Wealth

MAY 30, 2023

By Mike Valenti, CPA, CFP ® , Director, Tax Planning Corporate executives often receive the brunt of the U.S. tax system. Typically, most or all of their income is W-2 income and subject to the higher ordinary tax rates as well as FICA taxes. However, stock compensation, large bonuses, commissions, etc.,

Executive Compensation 52

Executive Compensation Tax Planning Taxes Planning 52

Carson Wealth

SEPTEMBER 14, 2023

By Brady Marlow, CFP ® , AEP ® ,   CAP ® , CPWA ® ,  CExPTM , Director, Carson Private Client Wealth Strategy   As a small business owner, you understand the importance of safeguarding your legacy and ensuring a seamless transfer of ownership through succession planning. The goal of estate tax planning is to help the next generation.

Taxes 52

Taxes Financial Advisor Planning Sales 52

Nerd's Eye View

FEBRUARY 2, 2024

Also in industry news this week: A recent study from advisor digital marketing firm Snappy Kraken suggests firms that invest in Search Engine Optimization (SEO), have a regular cadence of emails to their subscriber list, and include video content in these messages tend to get greater returns from their marketing efforts CFP Board has created a guide (..)

Financial Planner 203

Financial Planner Compliance CFP Clients 203

WiserAdvisor

NOVEMBER 21, 2022

This is where a Certified Financial Planner (CFP) can step in. This article will discuss who a CFP is, their credentials, what they do, and when to hire one. This article will discuss who a CFP is, their credentials, what they do, and when to hire one. Department of Education before appearing for the CFP exam.

Certified Financial Planner 52

Certified Financial Planner Financial Planner CFP Financial Planning 52

Investing Caffeine

MARCH 1, 2024

Tax Time April is fast approaching, which means it’s that time of the year when Uncle Sam will come knocking on your door with your tax bill. Perhaps your taxes have already been prepaid and a refund is coming your way. Slome, CFA, CFP® Plan. www.Sidoxia.com Wade W. Please read disclosure language on IC Contact page.

Taxes 52

Taxes Risk Tolerance Retirement Investing 52

Nerd's Eye View

SEPTEMBER 8, 2023

Read More.

Financial Planner 210

Financial Planner CFP Clients Investment Planning 210

Abnormal Returns

DECEMBER 12, 2022

investmentnews.com) Tax planning Why financial advisers need to be careful when offering tax advice. kitces.com) Tax planning is an ongoing process. kitces.com) What the CFP Board is saying about cryptocurrencies. And I don’t think there’s anything wrong with that."

Tax Planning 130

Tax Planning Financial Advising Advertising Startup 130

Carson Wealth

FEBRUARY 7, 2023

By Paul West, Managing Partner, CFP ® , CAP ® , CExP Business owners: do you know that the first $10,000,000 of business sale proceeds could be tax-free? Owing no federal income tax after selling stock may seem far-fetched, but in some instances it’s possible. Stock acquired before 2/18/09 has a 50% exclusion.

Taxes 52

Taxes Sales CFP Planning 52

Nerd's Eye View

NOVEMBER 18, 2022

Also in industry news this week: The CFP Board has proposed a series of changes to its disciplinary processes, including a two-year deadline for advisors subject to an interim suspension to file a petition for reinstatement. A new research study suggests that delaying taxes in retirement is often not the optimal course of action.

Financial Planner 180

Financial Planner Tax Planning CFP Taxes 180

MainStreet Financial Planning

NOVEMBER 1, 2022

Roth IRAs: Conversions, Mega Back-Door, Tax Calculations, and Recent Legislation. Larry Pon , CPA/PFS, CFP, EA, USTCP, AEP. Pon will discuss determining those who benefit most from conversions, calculating the tax on a Roth conversion, and–most importantly–how to avoid tax surprises when affecting these conversions.

Taxes 52

Taxes Certified Financial Planner Retirement Planning Financial Planner 52

Carson Wealth

APRIL 18, 2024

Carson Wealth’s Thom Hall CFP®️, ChFC®️, CExP, CEPA Managing Director, Partner & Wealth Advisor and Rick Krebs CPA, CEPA discuss business exit planning and how to make an intelligent exit. For a comprehensive review of your personal situation, always consult with a tax or legal advisor.

Planning 52

Planning Wealth Advisor CFP Consulting 52

eMoney Advisor

JANUARY 12, 2023

Best for: All financial professionals, though most of the pro bono counseling opportunities are for CFP® professionals. E&O insurance: Yes, for CFP® pros in good standing who have completed training. Best for: Professionals with CFP®, CPA, ChFC®, CLU®, EA, CSLP®, or CDFA® credentials who want to help women.

Financial Planning 107

Financial Planning Planning Financial Planner CFP 107

Tobias Financial

MAY 2, 2024

Our Wealth Advisor, Franklin Gay , CFP®, EA is currently pursuing his MBA with a focus on operations and process improvement at NSU, as he looks to learn skills and industry standards that will continue to push our team and firm forward.

Education 52

Education Wealth Advisor CFP Taxes 52

Your Richest Life

APRIL 5, 2022

If you’ve already filed your taxes and received your refund, you might already be thinking of ways to use that refund. Here are some tips for putting that money to the best possible use in 2022: Avoid impulse tax refund spending. If you received a tax refund, then you might already be imagining different ways to spend it.

Taxes 52

Taxes Budgeting Accounting Fee Only 52

MainStreet Financial Planning

JUNE 27, 2022

Acts, what that means to you and your Tax Planning in Retirement. Hosted by: Cynthia Flannigan , CFP®. CPA/PFS, CFP, EA, USTCP, AEP. Lastly, Larry will take your questions on Tax Planning in Retirement so you can avoid unintended tax consequences in retirement. Email: Info@mainstreetplanning to get a copy.

Tax Planning 52

Tax Planning Certified Financial Planner Retirement Taxes 52

Tobias Financial

APRIL 11, 2024

We are thrilled to announce that our Wealth Advisors, Edzai Chimedza, CFP® and Franklin Gay , CFP®, EA will be leading two Financial Planning Seminars at Nova Southeastern University. These seminars, scheduled for Friday, April 12th and Friday, May 3rd at 11 a.m., will cater specifically to the students of the dental school.

Wealth Advisor 52

Wealth Advisor Financial Planning Asset Allocation CFP 52

Nerd's Eye View

JULY 12, 2022

Kamila is the CEO and Founder of Collective Wealth Partners, an independent RIA based in Atlanta, Georgia, that oversees nearly $25 million in assets under management for almost 175 client households.

Financial Advisor 246

Financial Advisor CFP Clients Financial Planning 246

Abnormal Returns

MARCH 6, 2023

(advisorperspectives.com) What does the research say about CFP misconduct? etftrends.com) Expiring tax breaks make planning all the more challenging. kitces.com) Advisers Why going too far, too fast into goals with a prospect could turn them off.

Compliance 144

Compliance Wealth Management CFP Financial Advice 144

Carson Wealth

MARCH 7, 2024

By Jake Anderson, CFP ® , Wealth Planner When helping clients begin retirement planning, the same questions often arise: What should my retirement plan look like? Set Up Another Retirement Account Individual Retirement Accounts (IRAs) may offer tax advantaged savings as well. Contributions are taxed on the way in with these accounts.

Retirement Planning 143

Retirement Planning Retirement Planning Risk Tolerance 143