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Preparing for the TCJA Sunset: What Tax Advisors Need to Know

Harness Wealth

Unless Congress intervenes, the TCJAs sunset will usher in a swathe of tax increases in 2026, with analysts estimating that over $4 trillion worth of tax hikes could take effect. Estate and gift tax planning Maximize gift tax exemption: Encourage clients to use the currently higher $13.61

Taxes 52
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Why a CRM for Financial Advisors is Critical For Growing Your Business

FMG

Redtail — Redtail CRM is a web-based, full-featured, and easy-to-use client management solution built for financial advisors. Learn more about how Redtail and FMG Suite work hand-in-hand to help you target your ideal clients and develop strong relationships. The average advisor serves 156 clients.

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The 3-Part Solution for Expanding Tax Client Relationships

Harness Wealth

The Challenge: Tax Firms and CPAs Struggle to Expand Client Relationships Today, there is a significant opportunity for tax practices and CPAs to expand and deepen their tax-client relationships by offering more valuable, long-term services, including comprehensive tax planning.

Taxes 52
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Mastering Finances with a Certified Investment/Financial Advisor

International College of Financial Planning

Investment advisors can also specialize in specific areas such as retirement planning, tax planning, or portfolio management. They help clients manage their financial aspects and develop customized strategies based on their needs.

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Tax Practice Succession Planning: A Strategic Guide

Harness Wealth

In this article, well examine the key considerations of tax practice succession planning, from initial preparation to a strategic exit, and how best to secure your firm’s continued success. Table of Contents Why is succession planning so vital for tax advisory practices?

Taxes 52
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Preparing for the TCJA Sunset: What Tax Advisors Need to Know

Harness Wealth

Unless Congress intervenes, the TCJAs sunset will usher in a swathe of tax increases in 2026, with analysts estimating that over $4 trillion worth of tax hikes could take effect. Estate and gift tax planning Maximize gift tax exemption: Encourage clients to use the currently higher $13.61

Taxes 52
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Tax Practice Succession Plannin: A Strategic Guide

Harness Wealth

In this article, well examine the key considerations of tax practice succession planning, from initial preparation to a strategic exit, and how best to secure your firm’s continued success. Table of Contents Why is succession planning so vital for tax advisory practices?

Taxes 52