Harness Wealth
JULY 31, 2025
The marginal tax brackets have also shifted upward. The top 37% rate now starts at $626,350 for individuals and $751,600 for joint filers—an important threshold for year-end income planning , especially for clients managing capital gains, business distributions, or deferred compensation packages.
Harness Wealth
MARCH 14, 2025
The hours spent managing administrative tasks , following up on missing paperwork, and ensuring compliance take away from time that could be spent on higher-value tax planning services. From a business perspective, automation enables tax firms to grow without adding more staff. hours per client in onboarding alone.”
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Harness Wealth
JULY 31, 2025
Beyond merely catching tax evaders, the initiative aims to create a more efficient, data-driven approach to ensuring tax compliance across all economic sectors. For tax professionals, this evolution requires a complete reimagining of how they serve clients, manage compliance, and create value through specialized advisory services.
Harness Wealth
MAY 2, 2025
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
Harness Wealth
SEPTEMBER 23, 2024
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.
FMG
OCTOBER 6, 2022
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. CRM Gives You a Window Into the Future.
International College of Financial Planning
SEPTEMBER 23, 2024
d) Comprehensive Knowledge Though the CFP® challenge pathway allows you to bypass some foundational courses, the program still covers all critical areas of financial planning. Corporate Financial Advisor: Work within corporations to manage their finances, including investments, pensions, and risk management.
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