FMG

FEBRUARY 20, 2024

They want clients and prospects to see their posts and interact with them, whether it’s through comments, reactions, or sharing. For advisors, there’s one season out of the year that creates a buzz and is the perfect time to boost engagement: tax season. 5 Tips to Engage Prospects During Tax Season 1.

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Taxes Media Clients Engineering 52

Carson Wealth

JANUARY 25, 2023

Mike Valenti, CPA, CFP ® , Director of Tax Planning Tom Fridrich, JD, CLU, ChFC ® , Senior Wealth Planner It’s January, so it’s officially tax season! One of the most common client questions heard by tax preparers is, “So, what do you need from me?” This can result in additional tax owed, plus penalties and interest.

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Harness Wealth

MARCH 5, 2024

Tax advisors, and other tax professionals , offer services from preparing and filing annual tax returns to comprehensive tax strategies that help minimize taxes and preserve wealth over time. In this guide, we’ll explore the average fees of tax advisors in the US for 2024.

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Taxes Tax Planning Ethics Education 52

Harness Wealth

OCTOBER 5, 2023

From quarterly estimated tax planning to equity compensation and crypto tax planning, diversifying your service offerings can not only set you apart from the competition, it can also help you significantly grow your revenue and retain clients.

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Taxes Tax Planning Accounting Clients 59

Harness Wealth

NOVEMBER 27, 2023

Within the accounting profession, Client Accounting Services (CAS) has emerged as a pivotal offering for entrepreneurial CPAs wishing to help their clients with more than just annual tax filings. Table of Contents What are Client Accounting Services (CAS)? What are Client Accounting Services (CAS)?

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Accounting Clients Compliance Taxes 59

MazumaBusinessAccounting

MARCH 27, 2023

Mazuma launched recent updates to our client Dash to help you easily track the progress of your taxes and streamline communication with our team. Now, you can view the status of your books and taxes all in one place. FAQs Why can’t I see an estimated delivery date for my taxes?

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Taxes Communication Clients 52

Nerd's Eye View

MAY 16, 2023

In this episode, we talk in-depth about how, despite not implementing an AUM model, Jim’s firm was independently valued at $31 million of enterprise value based on the strength and growth rate of their retainer-based pricing model, how Jim arrived at his retainer-based model that charges $4,000, $6,000, or $10,000 per month to cover the breadth (..)

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Valuation Financial Advisor Financial Planning Recruitment 216

Nerd's Eye View

APRIL 7, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the T3/Inside Information Software Survey is available, providing insights into which technology tools advisors use and their level of satisfaction with them, which highlighted the continued rise of specialized financial planning (..)

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eMoney Advisor

APRIL 4, 2023

1 But have you been putting any effort into ensuring you will continue to work with the heirs of this wealth when your older clients hand it over? Financial advisor client education can play a crucial role in providing the knowledge and life skills they’ll need to oversee and sustain their inherited wealth.

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Ballast Advisors

NOVEMBER 27, 2023

Here are some things to consider as you weigh potential tax moves between now and the end of the year. Defer income to next year Consider opportunities to defer income to 2024, particularly if you think you may be in a lower tax bracket then. Doing so may enable you to postpone payment of tax on the income until next year.

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WiserAdvisor

FEBRUARY 21, 2023

Many times, someone claiming to be from a well-known tech company may tell the individual that there is a problem with their computer or device and offer to fix it for a fee, take out crucial information in the process, and use it against the older adult. Additionally, it also helps clients manage their money better.

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eMoney Advisor

DECEMBER 6, 2022

If the next natural disaster comes for your clients, will they be ready? 3 If that many houses are without proper coverage, it’s likely many of clients’ other valuables are as well. Helping your clients prepare for disasters goes beyond preserving wealth, however—it’s really about their health.

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Financial Planning Clients Planning Estate Planning 97

Ballast Advisors

NOVEMBER 21, 2022

What are appropriate checklists for year-end tax planning? Tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Certain tax benefits may be available if you can claim an individual as a dependent. Family tax planning. Filing status and dependents.

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Tax Planning Taxes Planning Retirement Planning 52

eMoney Advisor

NOVEMBER 10, 2022

As a financial planner, you’re well-positioned to collaborate with a client’s estate attorney to make sure their wishes are carried out. If your clients need a little nudge to get going on creating or updating an estate plan , these three examples might help illustrate the consequences of when wealth transfer goes awry.

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Brown Advisory

NOVEMBER 16, 2021

Family Office Client Stories eberkwits Tue, 11/16/2021 - 12:54 One size definitely doesn't fit all. As such, our practice is to create a unique solution for each family office client. Every family is unique and we approach each relationship as such. Others come seeking just a specific expertise. These are some of their stories.

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Clients Taxes Communication Investing 52

Brown Advisory

NOVEMBER 16, 2021

Family Office Client Stories. As such, our practice is to create a unique solution for each family office client. Download our Family Office client stories here. . . Learn more about our work with Family Office clients >. . . Tue, 11/16/2021 - 12:54. One size definitely doesn't fit all.

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Clients Taxes Communication Investing 52

WiserAdvisor

APRIL 12, 2024

The time and attention they can dedicate to each client is a significant contributor to their effectiveness. As such, determining the optimal financial advisor-to-client ratio is crucial for ensuring that advisors can devote sufficient resources to understand, strategize, and support their clients effectively.

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eMoney Advisor

APRIL 18, 2023

Financial professionals are often guided to group their clients and prospects in accordance with segmentation guidelines. And this is a great starting point when trying to determine the best products and services for your specific client base. 2 When meeting with a new client, our first instinct is to ask them about their goals.

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Ballast Advisors

SEPTEMBER 22, 2023

The IRS has announced guidance for the home energy audit tax credit. Fortunately, there is a federal income tax credit available equal to 30% of the amount paid for home energy audits, up to $150 per tax year. If you claim the credit, the home energy audit should be kept as part of your tax records.

Taxes 40

Taxes Certification Investment Advisor Communication 40

Brown Advisory

JUNE 5, 2023

2022 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy bgregorio Mon, 06/05/2023 - 05:22 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.

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Taxes Portfolio Management Portfolio Communication 52

eMoney Advisor

FEBRUARY 9, 2023

If you are looking for opportunities to grow your business, expanding your services to clients at all stages of the financial planning lifecycle creates new opportunities for you to reach those households in search of professional advice. Starting Out clients are typically focused on beginning to build wealth.

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Financial Planning Clients Planning Education 95

International College of Financial Planning

OCTOBER 26, 2023

Let’s unveil the roles of these dedicated experts, who tirelessly weave strategies to illuminate the path towards their clients’ financial aspirations. Their wisdom extends to suggesting tax-efficient avenues for pivotal life moments, be it education or the golden years of retirement. Educating Clients: Knowledge is power.

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Certified Financial Planner Financial Planner Certification Clients 52

MarketWatch

APRIL 18, 2023

Robo-adviser investment firm Betterment LLC agreed late Tuesday to pay a $9 million penalty to settle charges by the Securities and Exchange Commission that it misled customers about its automated tax loss harvesting (TLH) service. Visit MarketWatch.com for more information on this news.

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Brown Advisory

OCTOBER 12, 2021

The QSBS Tax Exemption: A Valuable Benefit for Startup Founders and Builders ajackson Tue, 10/12/2021 - 08:00 The Qualified Small Business Stock (QSBS) tax exemption may allow you to avoid 100% of the capital gains taxes incurred when you sell a stake in a startup or small business.

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Startup Taxes Clients Planning 52

Brown Advisory

OCTOBER 12, 2021

The QSBS Tax Exemption: A Valuable Benefit for Startup Founders and Builders. The Qualified Small Business Stock (QSBS) tax exemption may allow you to avoid 100% of the capital gains taxes incurred when you sell a stake in a startup or small business. The 1045 Rollover: Additional flexibility for the QSBS tax exemption.

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Startup Taxes Clients Planning 52

eMoney Advisor

MARCH 21, 2023

Despite the toll on client emotions, times of market volatility give financial professionals a real opportunity to shine. By using your expertise to communicate, educate, and provide perspective, you’ll likely magnify the loyalty of your clients. Some clients are better at handling this than others.

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Financial Planning Planning Marketing Marketing 72

Diamond Consultants

MAY 24, 2022

Many advisors cite “improving client service” as the catalyst for a move—but knowing what the real impact will be is critical. But ultimately, most will share that the quest to deliver more – and better – service for clients drove them to make the leap. No doubt, every advisor wants to improve their ability to grow the business.

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Clients Compliance Communication Investing 52

Indigo Marketing Agency

MARCH 24, 2023

As a financial advisor, building a robust network of referral sources is key to growing your business and delivering high-quality service to your clients. A Broader Perspective on Financial Planning: Financial planning and tax planning are so closely related that clients expect you to have contacts who are CPAs.

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Financial Advisor Tax Planning Taxes Clients 52

Million Dollar Round Table (MDRT)

JULY 10, 2022

By Mike Beirne, MDRT Round the Table editor Try these ideas from the 2022 MDRT Annual Meeting speakers about referrals, communications and marketing. One of the reasons good clients don’t give referrals is they don’t know what we’re looking for. Before prospecting, identify what your ideal client looks like in detail.

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Tax Planning Clients Communication Education 72

eMoney Advisor

MARCH 8, 2023

As trendy as it is right now, AI will never be able to replace the human touch that’s essential for building trusted relationships with your clients. Here are three ways financial professionals can introduce ChatGPT into their marketing and communications processes. But writing a compelling email that your clients want to 1.)

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Marketing Marketing Media Communication 84

Ballast Advisors

AUGUST 16, 2023

An HSA is a tax-advantaged account that enables you to save money to cover health-care and medical costs that your insurance doesn’t pay. The funds contributed are made with pre-tax dollars if you contribute via payroll deduction or are tax deductible if you make them yourself using after-tax dollars.

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Accounting Numbers Medical Taxes 52

FMG

OCTOBER 6, 2022

CRM stands for Customer Relationship Management and is a technology used to manage your advisory’s relationships and interactions with clients. CRM for financial advisors tracks, manages, and analyzes the interactions you have with clients, prospects, referrals, and strategic partners. The average advisor serves 156 clients.

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Financial Advisor Clients Communication Financial Planning 83

Brown Advisory

SEPTEMBER 25, 2023

Six Considerations When Inheriting Wealth ajackson Mon, 09/25/2023 - 12:15 During our Women’s Listening Tour we heard from clients that they wanted to better understand what questions they should be asking during specific financial milestones, one of which could be inheriting wealth.

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Strategic Planning Clients Taxes Communication 52

eMoney Advisor

MARCH 16, 2023

I knew these clients were being overlooked. The problem was that I couldn’t give these younger clients the time of day in that setting because they didn’t have enough investable assets yet. Tax and insurance advice was also somewhat constrained. They’ve been able to access any information, any time.

Financial Planning 88

Financial Planning Planning Clients Retirement 88

Brown Advisory

JULY 17, 2018

529 Plans And The New Tax Code ajackson Tue, 07/17/2018 - 11:30 You Can Now Use 529s for K-12 Costs—But Should You? The cost of college is growing at an astronomical rate, and Section 529 plans have long helped individuals and families grow assets earmarked for education in a tax-efficient manner.

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Taxes Planning Education Distribution 52

Brown Advisory

JULY 17, 2018

529 Plans And The New Tax Code. The cost of college is growing at an astronomical rate, and Section 529 plans have long helped individuals and families grow assets earmarked for education in a tax-efficient manner. The 2018 tax overhaul expanded the reach of 529 plans beyond college. Tue, 07/17/2018 - 11:30.

Taxes 52

Taxes Planning Education Distribution 52

Nationwide Financial

NOVEMBER 29, 2022

Succession planning is much more than just the act of selling your practice; there are many items to consider when planning the successful transition of your firm, like finding the right successor, client/relationship communications, receiving the proper value, and reducing taxes on the sale of your firm.

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Financial Advisor Planning Valuation Communication 52