The Big Picture

MAY 9, 2024

Not if you spend tax season on a boat! No audited returns, mathematically improbable claims, and zero accountability But none of these “influencers” sell securities to clients, so they do not fall under the regulatory oversight of the Securities and Exchange Commission (SEC).2 The advice ranges from wrong to risky to criminal: -401ks?

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Media Taxes Math Investments 336

Harness Wealth

JANUARY 29, 2025

Tax-loss harvesting is a powerful strategy that investors can use to reduce their taxable income. As effective as tax-loss harvesting can be, there are a number of important details that investors need to be aware of in order to implement the strategy successfully while following regulations. How does tax-loss harvesting work?

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Taxes Assets Sales Portfolio 52

Nerd's Eye View

OCTOBER 28, 2024

But over the past 20 years, the shift from commission-based to recurring revenue (AUM and subscription fee) models has, for the first time, allowed advisory firms to begin to size and scale up.

Financial Advisor 147

Financial Advisor Tax Planning Financial Planning Planning 147

Abnormal Returns

MARCH 20, 2024

theconversation.com) Taxes Earned income? flowfp.com) Billionaires pay their taxes differently. financialducksinarow.com) How homebuying is going to change with a new commission regime. (thecollegefinanciallady.com) Giving How giving with a 'warm hand' is a lifestyle choice. Your child can open a Roth IRA. thewaiterspad.com)

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Asset Allocation Retirement Commission Taxes 273

Abnormal Returns

MARCH 17, 2024

axios.com) Everybody wants simpler taxes, but it never happens. newsletter.abnormalreturns.com) Mixed media On the end of the 6% real estate commission. (axios.com) Private equity return dispersion is a problem. mrzepczynski.blogspot.com) How search funds work. nytimes.com) Policy How much the U.S. relies foreign born STEM talent.

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Financial Advising Commission Valuation Consulting 282

Harness Wealth

NOVEMBER 12, 2024

As the year comes to a close, now is the time to review potential financial moves to help minimize your tax burden heading into 2025. Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. Find your next tax advisor at Harness today. Starting at $2,500.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Nerd's Eye View

MARCH 24, 2023

Read More.

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Financial Planner CFP Certification Retirement Planning 245

Nerd's Eye View

OCTOBER 25, 2023

In 2019, the SEC released a Commission Interpretation that separated the obligation of RIAs to act in their clients' best interests into separate duties of care (to provide investment advice in the best interest of the client) and loyalty (to eliminate or disclose all potential conflicts of interest with the client).

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The Big Picture

NOVEMBER 25, 2022

Instead of trying to winnow winners from losers, you’re better off saving on brokerage commissions and headaches by spreading your investment dollars across the entire market. ( That will cause a drop in property taxes and strain city budgets. New York Times ). • Businessweek ). New York Times ). • New York Times ).

Commission 313

Commission Budgeting Economics Retail 313

Zoe Financial

JANUARY 28, 2025

3 It's Expensive Frequent trading and trying to time the market will rack up brokerage commission costs, particularly for smaller investors. Zoe Financial is not an accounting firm – clients and prospective clients should consult with their tax professional regarding their specific tax situation.

Marketing 98

Marketing Marketing Financial Advisor Taxes 98

Nerd's Eye View

SEPTEMBER 13, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the SEC this week fined 4 RIAs for violations of its marketing rule related to their claims that they offered 'conflict-free' financial advice.

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Truemind Capital

JANUARY 24, 2025

Too many products: If your portfolio has more than 20 products in varied proportions, then there is a high likelihood that your advisor is selling you new and new products that pay higher commissions than the existing ones. Usually, equity products offer higher commissions than debt which offer higher commissions than Gold.

Commission 59

Commission Wealth Management Portfolio Fee Only 59

Darrow Wealth Management

NOVEMBER 4, 2024

Advisors that receive commissions from selling mutual funds, insurance, annuities, or other products are incentivized to push products, leaving less time for advice. If you’re working with a CPA for your taxes or have an estate planning attorney, consider asking them for a recommendation also.

Financial Advisor 80

Financial Advisor Certified Financial Planner Fiduciary Duty Fee Only 80

Nerd's Eye View

JULY 12, 2024

Also in industry news this week: 2 House committees this week advanced legislation that would halt implementation of the Department of Labor's new Retirement Security Rule, which, combined with ongoing lawsuits, threaten to derail the regulation either before or soon after it becomes effective in late September A Federal judge has put the future of (..)

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Financial Planner Clients Tax Planning Accounting 189

The Big Picture

DECEMBER 12, 2022

They are why you sometimes owe capital gains taxes on mutual funds you have not yet sold. If they did what was in the best interest of clients, they would forgo too much in commission dollars. They are why multiples expand and contract; why stocks with similar-sounding names are sometimes mistaken for one another.

Accounting 299

Accounting Commission Investments Investing 299

Abnormal Returns

DECEMBER 12, 2022

investmentnews.com) Tax planning Why financial advisers need to be careful when offering tax advice. kitces.com) Tax planning is an ongoing process. techcrunch.com) The latest financial advisor technology news including the spread of commission-free annuities. And I don’t think there’s anything wrong with that."

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Tax Planning Financial Advising Advertising Startup 130

Tobias Financial

JUNE 16, 2025

These events may affect your investment approach, tax planning strategies, insurance needs, and estate planning documents. Annual reviews of tax filings, insurance policies, retirement plans, estate documents, and net worth statements support long-term clarity and preparedness. This is a publication of Tobias Financial Advisors.

Planning 52

Planning Engineering Financial Planning Financial Advisor 52

WiserAdvisor

JUNE 16, 2025

Securities and Exchange Commission (SEC), the thresholds may vary slightly — say a net worth of $1.5 These accounts typically offer stronger privacy protections as well as favorable tax regimes that can enhance your wealth preservation strategy. So, consult with a qualified tax professional before executing it.

Wealth Management 59

Wealth Management Taxes Insurance Assets 59

Tobias Financial

JUNE 15, 2025

However, single retirees must also prepare for certain financial disadvantages, especially when it comes to taxes. For those who’ve been married, it becomes clear how much of the tax code is written with joint filers in mind,” says Chad. Medicare premiums can also be affected by your filing status.

Retirement 52

Retirement Financial Advisor Retirement Planning Taxes 52

Harness Wealth

MAY 18, 2025

Filing taxes in Utah requires a clear understanding of the specific forms and regulations that apply to residents and non-residents alike. Navigating the tax landscape can be complex, but having a comprehensive guide to Utah tax forms simplifies the process significantly. Obtaining Utah tax forms is straightforward.

Taxes 52

Taxes Commission Electronics Compliance 52

Tobias Financial

MARCH 16, 2025

SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements.

Investments 52

Investments Investing Risk Tolerance Asset Allocation 52

Tobias Financial

JUNE 1, 2025

OBBBA is a comprehensive tax and spending package that was passed by the House of Representatives on May 22nd and is now under consideration by the Senate. This bill touches on three major areas: tax cuts, spending reductions, and artificial intelligence (AI) legislation.

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Harness Wealth

MAY 13, 2025

Filing taxes in Idaho requires a clear understanding of the specific forms and regulations that apply to residents and non-residents alike. Navigating the tax landscape can be complex, but having a comprehensive guide to Idaho tax forms can simplify the process significantly. Obtaining Idaho tax forms is straightforward.

Taxes 52

Taxes Electronics Compliance Commission 52

Zoe Financial

JUNE 18, 2025

In addition to salary, bonuses, and commissions, earnings also include investment income. A helpful approach is to categorize expenses into: Fixed expenses: Mortgage, rent, property taxes, insurance, and loan repayments. 5 Components of Financial Literacy 1. Earn Earnings go beyond just a paycheck. Ready to Grow Your Wealth?

Insurance 40

Insurance Accounting Taxes Retirement 40

The Big Picture

MAY 26, 2024

Why Tax Avoidance Works Source: @gabriel_zucman Sign up for our reads-only mailing list here. ~~~ To learn how these reads are assembled each day, please see this. The post 10 Sunday Reads appeared first on The Big Picture.

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Commission Government Management Retirement 162

Trade Brains

JUNE 12, 2025

crores (excluding taxes) from three prominent clients. The first order comes from ACG Universal Capsules Private Limited for the supply, installation, testing, and commissioning of a power distribution system, with a delivery timeline of 6 to 7 months.

Distribution 52

Distribution Commission Healthcare Communication 52

Carson Wealth

MAY 30, 2023

By Mike Valenti, CPA, CFP ® , Director, Tax Planning Corporate executives often receive the brunt of the U.S. tax system. Typically, most or all of their income is W-2 income and subject to the higher ordinary tax rates as well as FICA taxes. However, stock compensation, large bonuses, commissions, etc.,

Executive Compensation 52

Executive Compensation Tax Planning Taxes Planning 52

MainStreet Financial Planning

MARCH 7, 2025

Unlike AUM-based advisors, they do not earn commissions or take a percentage of your investments. Comprehensive Financial Planning is Included Many AUM advisors charge extra for estate planning, tax strategies, and retirement planning. Instead, they provide objective, conflict-free financial advice at a predictable cost.

Fee Only 52

Fee Only Financial Planner Financial Planning Estate Planning 52

Harness Wealth

MARCH 17, 2023

If you’d like to learn more about DeFi taxes as it relates to your personal situation, contact a Harness Tax Advisor today. Overview of DeFi Use-Cases and Their Tax Implications Before diving into specific tax implications, it is essential to understand the various DeFi use cases and their potential tax consequences.

Taxes 59

Taxes Government Assets Accounting 59

Harness Wealth

AUGUST 31, 2023

In this guide, we explore the strategic and financial considerations of building a team for your tax firm, from understanding the hiring process to outlining the unique solutions that Harness Wealth can provide. Deciding Between an Accountant and a Tax Assistant The first hire you might consider adding to your team is another accountant.

Taxes 59

Taxes Recruitment Accounting Budgeting 59

Harness Wealth

SEPTEMBER 18, 2023

As the tax industry continues to evolve , the prospect of becoming a solo CPA, or establishing a small tax firm, can be increasingly appealing. In addition, large tax firms have a hierarchical structure that leads to incredible competition, especially as you work towards the partner tier.

Taxes 59

Taxes Accounting Clients Management 59

James Hendries

JANUARY 29, 2023

But another common type of identity theft involves the use of someone’s Social Security number to unlawfully intercept their income tax refund. Unfortunately, this fraud often isn’t discovered until the victim tries to file their taxes. Below we discuss some common signs of tax identity theft and how to protect yourself.

Taxes 52

Taxes Numbers Accounting Electronics 52

Tobias Financial

JUNE 10, 2025

Do I need to review whether I should claim my child as a dependent on my tax return? SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability. This is a publication of Tobias Financial Advisors. The

Financial Advisor 52

Financial Advisor Commission Investment Advisor Consulting 52

Truemind Capital

FEBRUARY 2, 2021

This reminded him of the last time when he didn’t submit any investment proof, a significant portion of his salary was deducted in lieu of taxes. He asked his colleagues what they are doing for saving taxes. This happens due to a lack of knowledge regarding different investment options and the absence of tax planning.

Taxes 52

Taxes Planning Insurance Coverage Insurance 52

Harness Wealth

MARCH 31, 2023

The Igloo Company Pudgy Penguin #7625 – source: sothebys.com As non-fungible tokens (NFTs) have gained mainstream popularity, it’s essential to understand the tax implications associated with these crypto assets. Table of contents Introduction to NFTs How are NFTs taxed Taxes when buying NFTs Can NFTs be taxed as collectibles?

Taxes 52

Taxes Assets Sales Retirement 52

Good Financial Cents

FEBRUARY 15, 2023

Schwab Minimum initial investment: $0 Commissions & fees: $0 for stocks, options, and ETFs; over 4,000 commission-free mutual funds. Advanced tax optimization strategies. Ally Invest Minimum initial investment: $0 Commissions & fees: Commission-free trades of stocks, ETFs, and options (plus a $0.50

Investments 94

Investments Investing Commission Risk Tolerance 94

Trade Brains

JUNE 12, 2025

As per a formal intimation made to the National Stock Exchange (NSE), the company confirmed that it has received L1 stage bid confirmation for the supply, erection, testing, and commissioning of a 66kV transmission line on a turnkey basis. 32cr, with a Profit Before Tax of Rs. 219 Crores in FY25 compared to Rs.

Commission 52

Commission Investment Advisor Consulting Government 52