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
For founders anticipating a liquidity event in 2025, Qualified Small Business Stock (QSBS) planning is no longer optional—it’s essential. The potential to eliminate up to $10 million in federal capital gains tax per shareholder isn’t just a tax perk; it’s a meaningful wealth planning lever that can reshape outcomes for you and your family.
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NAIFA Advisor Today
MAY 28, 2025
While these assets are estimated to total between $40 and $60 trillion in value, they make up less than 2% of all charitable donations. For financial professionals working with affluent clients, understanding how to leverage these assets is essential to providing effective tax and philanthropic planning strategies.
Harness Wealth
AUGUST 6, 2025
Tax professionals everywhere are assessing its implications for clients, including new thresholds, deadlines, and the best ways to educate clients. This landmark legislation makes many Tax Cuts and Jobs Act (TCJA) provisions permanent while introducing significant new deductions and credits. A new 0.5%
Wealth Management
MARCH 13, 2023
Legacy IRAs and charitable remainder trusts are powerful tools to help defer or avoid certain taxes.
Nerd's Eye View
JANUARY 22, 2024
For example, an advisor may think of "risk management" in terms of life and property insurance coverage, whereas HNW clients may instead think of tax and estate-planning strategies as asset protection measures – particularly for the future wealth of their heirs.
Advisor Perspectives
MARCH 29, 2023
Charitable planning is an important topic to discuss with your clients, especially if they’re facing extraordinary taxable events this year. You can add value to your clients by sharing these tax-smart giving strategies for 2023.
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