Nerd's Eye View
JULY 25, 2025
Also in industry news this week: A recent report highlights the rapid growth of RIA "consolidators" , with advisors seeking them out for compliance and succession support, though concerns about a potential loss of autonomy and independence from joining one remain The Treasury has delayed until 2028 the effective date for a proposed Anti-Money Laundering (..)
Harness Wealth
JULY 31, 2025
Here’s a surprising insight for charitable planning—donating QSBS shares to charities can actually squander the exclusion without offering any extra tax benefits. Instead, think about donating other appreciated assets to charities while keeping QSBS shares for non-charitable recipients.
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Harness Wealth
AUGUST 6, 2025
This limits casual or one-off giving from qualifying and encourages more deliberate, charitable planning. based research expenses that now qualify for immediate tax write-offs) represent a fundamental shift in business tax planning. With permanent expensing now certain, more aggressive investment strategies become possible.
Nerd's Eye View
JANUARY 22, 2024
As the industry has evolved, though, the value offered by financial advisors, especially for High-Net-Worth (HNW) clients, has come to involve a far more comprehensive range of services in addition to traditional investment management practices, such as estate planning, tax advice, and charitable planning, all while using insights from financial psychology (..)
Million Dollar Round Table (MDRT)
JULY 21, 2022
Help her focus on immediate needs, pay bills, monitor cash flow and review her investment portfolio. This is the time to do comprehensive financial planning: retirement planning, investment planning, tax planning and estate planning.
MainStreet Financial Planning
DECEMBER 19, 2022
Having a simple plan and willingness to use alternatives to cash donations can help you lower your tax liability. Check out these charitable giving tax strategies to create your win-win charitable plan that you can implement throughout the year! Bunch donations. Open a donor-advised fund.
eMoney Advisor
JANUARY 31, 2023
The subject matter at the time was focused on investment and economic updates. But my thinking changed when I realized that as a planning-led firm, we should be providing more to our clients than market updates—we were missing a big opportunity. We also follow a cadence that helps us plan our schedule.
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