Carson Wealth

DECEMBER 8, 2023

Petersen, CPA, CFP ® , CP, Affluent Wealth Planning The holidays are upon us! That must mean it’s time to roll up my sleeves and get to work on year-end financial planning – with an emphasis on 2023 income tax. One consideration this year is that we’re two years from the expiration of the Tax Cuts and Jobs Act of 2017 (TJCA).

Planning 143

Planning Retirement Planning Taxes Insurance 143

Nerd's Eye View

JANUARY 10, 2023

Welcome back to the 315th episode of the Financial Advisor Success Podcast ! Lisa is a Partner and Wealth Advisor for CI Brightworth, an RIA under the CI Financial umbrella with offices in Atlanta, Georgia, and Charlotte, North Carolina, that oversees nearly $5 billion in assets under management * for over 1,500 client households.

Clients 130

Clients CFP Financial Advisor Wealth Advisor 130

Darrow Wealth Management

JANUARY 29, 2024

There are no tax benefits during life nor are there any adverse tax implications. This article is a high-level overview of the various estate planning techniques and considerations when using revocable living trusts from the perspective of a wealth advisor (e.g. Other living trust benefits State estate tax planning.

Estate Planning 79

Estate Planning Distribution Taxes Wealth Management 79

Darrow Wealth Management

AUGUST 28, 2023

Your team of business and personal advisors will be instrumental in getting the deal over the finish line. Your business advisory team may consist of: a business broker or M&A advisor, accounting and tax advisors, and transaction/M&A attorney. And also how to protect your interests and prioritize your goals.

Sales 77

Sales Wealth Advisor Estate Planning Taxes 77

International College of Financial Planning

OCTOBER 26, 2023

A financial advisor isn’t just a title; it’s a commitment. Their wisdom extends to suggesting tax-efficient avenues for pivotal life moments, be it education or the golden years of retirement. They’re well-versed in recommending vital products like life insurance and are wizards at tax planning.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

Darrow Wealth Management

SEPTEMBER 7, 2023

Pros and cons of exercising stock options in a pre-IPO window If you are new to the tax implications and basics about exercising stock options, please read this article first. Unfortunately, for those tax savings to materialize, the post-IPO stock price at sale must be considerably more than the pre-IPO valuation at exercise.

Wealth Management 94

Wealth Management Taxes Tax Planning Valuation 94

WiserAdvisor

AUGUST 8, 2022

It also requires a good understanding of tax policies, laws, market sentiment, etc. Certified Private Wealth Advisor (CPWA). Chartered Wealth Manager (CWM). Certified Financial Planner (CFP). These tasks can be undertaken by a wealth manager or financial advisor at the right time.

Wealth Management 52

Wealth Management Financial Planning Financial Advisor Taxes 52

Envision Wealth Planning

MARCH 2, 2022

As a Certified Financial Planner™ (CFP ® ) professional, I believe the first step starts with articulating your values around financial success. Discuss your values with your tax advisor and estate planning/wealth planning attorney, and that they can further refine your plan in their specific areas of expertise.

Financial Planning 52

Financial Planning Certified Financial Planner Planning Financial Planner 52

Sara Grillo

AUGUST 14, 2023

Prior to joining EP Wealth Advisors in 2021, Scott worked for a number of the largest Wall Street firms, including UBS, Prudential and Wells Fargo. She obtained her CFP designation in 2003. Scott has been serving families for 29 years in the financial services space. Scott graduated from the University at Buffalo, earning a B.A.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

DECEMBER 12, 2022

A student of the industry, he also has the following designations: the Fellow, Life Management Institute (FLMI), the Chartered Life Underwriter (CLU), the Chartered Financial Consultant (ChFC), the Certified Financial Planner (CFP), and the Chartered Financial Analyst (CFA). Matt Pruitt, CFP®, CFA®. Doug Twiddy. Chris Randall.

Financial Advisor 52

Financial Advisor Commission Clients Insurance 52

Zoe Financial

JANUARY 12, 2023

Once their Credentials & Education are confirmed, Zoe reviews the advisors’ Work Experience. We only work with advisors who have the CFP, CFA, or CPA. Additionally, we want advisors with experience who don’t use Zoe clients as their trial run. Ready to Grow Your Wealth? 44% qualify from this filter.

Financial Advisor 40

Financial Advisor Education Financial Planning Clients 40

Carson Wealth

JANUARY 31, 2023

Kevin Oleszewski , CFP ® , MST, EA, Senior Wealth Planner   Retirement might be fast approaching — leaving you concerned about covering your dream lifestyle. If you have other questions that aren’t answered here, you can contact one of our financial advisors who will help you better understand your options. Under the SECURE 2.0

Planning 52

Planning Taxes Retirement Retirement Planning 52

WiserAdvisor

JULY 24, 2022

If you are a high-net-worth individual and wish to learn about wealth preservation, tax-saving strategies, and management of large estates; engage the services of a wealth advisor who can advise you on the same. Income and capital gains tax planning: The tax system in the U.S

Financial Planning 52

Financial Planning Planning Financial Planner Estate Planning 52

Sara Grillo

SEPTEMBER 26, 2022

In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. What do you believe the CFP Board’s role should be in the future?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59