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
If your exit exceeds the $10 million exclusion limit, consider timing stock sales across multiple tax years to optimize overall tax efficiency. This strategy requires careful coordination with other tax planning considerations, and regular consultation with qualified advisors.
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Harness Wealth
AUGUST 6, 2025
This limits casual or one-off giving from qualifying and encourages more deliberate, charitable planning. Meanwhile, income-based ‘no tax on tips’ and ‘no tax on overtime’ deductions (up to $25,000 and $12,500, respectively) apply only for taxpayers with AGI (Adjusted Gross Income) up to $150K (single) or $300K (joint).
Million Dollar Round Table (MDRT)
JULY 21, 2022
This is the time to do comprehensive financial planning: retirement planning, investment planning, tax planning and estate planning. Discuss more advanced estate planning, charitable planning and special family issues.
Brown Advisory
APRIL 1, 2020
Under the CARES Act, there is no requirement for retirement plan beneficiaries to take required 2020 payments from retirement plans, and waiving those withdrawals may facilitate tax-free growth of assets and the accumulation of wealth for future generations. GIFT AND ESTATE TAX PLANNING Outright Gifting.
Brown Advisory
APRIL 1, 2020
Under the CARES Act, there is no requirement for retirement plan beneficiaries to take required 2020 payments from retirement plans, and waiving those withdrawals may facilitate tax-free growth of assets and the accumulation of wealth for future generations. GIFT AND ESTATE TAX PLANNING. CHARITABLE PLANNING.
Robert B. Ritter Jr.
MAY 30, 2022
(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this Blog were created using the Loan-Based Split-dollar System and Wealthy and Wise®) Blog #221 follows up on Blog #220, which described coupling Premium Financing with Wealthy and Wise® to produce a powerful wealth planning concept called “Zero Estate Tax.”
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