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.

Taxes 59

Taxes Tax Planning Accounting Clients 59

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.

Tax Planning 52

Tax Planning Taxes Planning Retirement Planning 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

Nerd's Eye View

JANUARY 12, 2023

In our 103rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the challenges of finding an optimal balance between proactively providing value and the consistency of simply being available to respond to clients when they come to their advisor for assistance. and gaining their trust.

Clients 172

Clients Communication Financial Advisor Fee Only 172

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

Nerd's Eye View

NOVEMBER 21, 2022

However, by creating a systematic annual process to monitor and update client plans based on seasons, not only can advisors save time and work more efficiently, but they can also communicate the value of ongoing financial planning services to prospects and clients more effectively.

Financial Planning 174

Financial Planning Planning Estate Planning Clients 174

Zoe Financial

MAY 16, 2023

Qualified withdrawals from a 529 plan are tax-free at the federal level, and some states also offer tax breaks to their residents. It’s important to evaluate the federal and state tax consequences of plan withdrawals and contributions before you invest in a 529 plan. The federal income tax treatment of these plans is identical.

Tax Planning 52

Tax Planning Taxes Planning Education 52

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.

Taxes 52

Taxes Portfolio Management Portfolio Communication 52

Darrow Wealth Management

MAY 6, 2024

Inform them of your parents passing and discuss options for support in settling the estate. A real estate tax lien can delay closing. File and pay taxes You may need to file an individual tax return for your parent which follows regular deadlines. Gather tax documents and consult a CPA for help.

Estate Planning 86

Estate Planning Distribution Valuation Taxes 86

Cornerstone Financial Advisory

FEBRUARY 26, 2024

The content is developed from sources believed to be providing accurate information. WDAY), Zoom Video Communications, Inc. (ZM) HPQ) Thursday: Hewlett Packard Enterprise Company (HPE) Source: Zacks, February 19, 2024 Companies mentioned are for informational purposes only. The forecasts also are subject to revision.

Marketing 88

Marketing Marketing Economics Taxes 88

Harness Wealth

SEPTEMBER 15, 2023

In this guide, we explore best practices for client onboarding for solo CPAs and small accounting firms, as well as how Harness Tax can help modernize and add efficiencies to the ever-evolving process. You’ll want to direct them to an engagement letter, a tax questionnaire, a payment portal, and more.

Accounting 59

Accounting Clients Taxes Communication 59

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 (..)

Financial Planner 196

Financial Planner Ethics Financial Advisor Clients 196

Cornerstone Financial Advisory

FEBRUARY 5, 2024

The content is developed from sources believed to be providing accurate information. PEP) Source: Zacks, February 2, 2024 Companies mentioned are for informational purposes only. For tax purposes, it’s critical to divide the expenses of a property into personal and business purposes. The forecasts also are subject to revision.

Marketing 82

Marketing Marketing Taxes Economics 82

Cornerstone Financial Advisory

APRIL 22, 2024

The content is developed from sources believed to be providing accurate information. This Week: Companies Reporting Earnings Monday: Verizon Communications Inc. (VZ) TMUS) Friday: Exxon Mobil Corporation (XOM), Chevron Corporation (CVX) Source: Zacks, April 18, 2024 Companies mentioned are for informational purposes only.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

MARCH 18, 2024

The content is developed from sources believed to be providing accurate information. DRI) Source: Zacks, March 13, 2024 Companies mentioned are for informational purposes only. You must include all capital gains in your income, and you may be subject to the Net Investment Income Tax if your income is above certain amounts.

Marketing 91

Marketing Marketing Taxes Economics 91

Cornerstone Financial Advisory

DECEMBER 26, 2023

The content is developed from sources believed to be providing accurate information. Source: Zacks, December 22, 2023 Companies mentioned are for informational purposes only. Having it may boost your earned income tax credit, meaning you may owe less tax and could get a larger refund. Armed Forces.

Taxes 101

Taxes Investment Advisor Sales Investing 101

Cornerstone Financial Advisory

OCTOBER 23, 2023

The content is developed from sources believed to be providing accurate information. This Week: Companies Reporting Earnings Tuesday: Microsoft Corporation (MSFT), General Electric Company (GE), Verizon Communications, Inc. (VZ), This information is not intended to substitute for specific individualized tax advice.

Marketing 90

Marketing Marketing Taxes Economics 90

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 (..)

Valuation 194

Valuation Financial Advisor Financial Planning Recruitment 194

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.

Startup 52

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.

Startup 52

Startup Taxes Clients Planning 52

Cornerstone Financial Advisory

JANUARY 2, 2024

The content is developed from sources believed to be providing accurate information. STZ) Source: Zacks, December 29, 2023 Companies mentioned are for informational purposes only. ” – Bertrand Russell Need Last Year’s Tax Returns? There are ways to get the information you need. Order a tax transcript.

Taxes 83

Taxes Investment Advisor Numbers Investing 83

Cornerstone Financial Advisory

NOVEMBER 6, 2023

The content is developed from sources believed to be providing accurate information. Source: Zacks, November 3, 2023 Companies mentioned are for informational purposes only. There’s no better time to check your withholding status and make sure your paycheck accurately reflects the taxes you should be paying.

Marketing 102

Marketing Marketing Taxes Economics 102

Cornerstone Financial Advisory

DECEMBER 11, 2023

The content is developed from sources believed to be providing accurate information. ADBE) Thursday: Costco Wholesale Corporation (COST) Friday: Lennar Corporation (LEN) Source: Zacks, December 8, 2023 Companies mentioned are for informational purposes only. In addition, they must report all yearly tips on their tax returns.

Marketing 89

Marketing Marketing Taxes Economics 89

Cornerstone Financial Advisory

DECEMBER 18, 2023

The content is developed from sources believed to be providing accurate information. NKE) Source: Zacks, December 15, 2023 Companies mentioned are for informational purposes only. ” – Charles Schulz Tax Benefit And Credits: FAQs For Retirees Lots of questions can come up about income taxes after one has retired.

Marketing 97

Marketing Marketing Taxes Economics 97

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.

Accounting 52

Accounting Numbers Medical Taxes 52

Cornerstone Financial Advisory

APRIL 29, 2024

The content is developed from sources believed to be providing accurate information. Source: Zacks, April 23, 2024 Companies mentioned are for informational purposes only. Here is some information to know about the tool: IRS Free File is at IRS.gov and features some significant names in the tax software provider world.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

JANUARY 29, 2024

The content is developed from sources believed to be providing accurate information. MRK) Friday: Exxon Mobil Corporation (XOM), Bristol Myers Squibb Company (BMY) Source: Zacks, January 26, 2024 Companies mentioned are for informational purposes only. These relationships involve different tax situations. META), Merck & Co.,

Marketing 87

Marketing Marketing Economics Taxes 87

Cornerstone Financial Advisory

MARCH 11, 2024

The content is developed from sources believed to be providing accurate information. GETY) Source: Zacks, March 2, 2024 Companies mentioned are for informational purposes only. State and local income tax refunds may be taxable and should be reported on your federal taxes. The forecasts also are subject to revision.

Marketing 80

Marketing Marketing Insurance Taxes 80

Cornerstone Financial Advisory

JANUARY 8, 2024

The content is developed from sources believed to be providing accurate information. The interactive tax assistant tool can also help to determine your filing status and any relevant credits you should (or should not) claim. This information is not intended to substitute for specific individualized tax advice.

Marketing 84

Marketing Marketing Taxes Economics 84

Cornerstone Financial Advisory

OCTOBER 9, 2023

The content is developed from sources believed to be providing accurate information. BLK) Source: Zacks, October 6, 2023 Companies mentioned are for informational purposes only. Gathering as much information as possible will help because the estimator will only be as accurate as the information you enter.

Marketing 88

Marketing Marketing Taxes Economics 88

Cornerstone Financial Advisory

MARCH 4, 2024

The content is developed from sources believed to be providing accurate information. KR) Source: Zacks, February 27, 2024 Companies mentioned are for informational purposes only. Here’s How To Pay If you owe federal taxes, you must pay by the April deadline. Please consult your financial professional for additional information.

Marketing 75

Marketing Marketing Economics Taxes 75

Cornerstone Financial Advisory

AUGUST 7, 2023

The content is developed from sources believed to be providing accurate information. OKE) Wednesday: The Walt Disney Company (DIS) Source: Zacks, August 4, 2023 Companies mentioned are for informational purposes only. This information is not intended to substitute for specific individualized tax advice. UPS), ONEOK, Inc.

Marketing 92

Marketing Marketing Medicine Taxes 92

Cornerstone Financial Advisory

NOVEMBER 20, 2023

The content is developed from sources believed to be providing accurate information. ADI) Wednesday: Deere & Company (DE) Source: Zacks, November 17, 2023 Companies mentioned are for informational purposes only. Did you know there are some tax considerations when starting a new hobby? LOW), Analog Devices, Inc.

Marketing 95

Marketing Marketing Taxes Economics 95

Cornerstone Financial Advisory

NOVEMBER 27, 2023

The content is developed from sources believed to be providing accurate information. DELL) Source: Zacks, November 24, 2023 Companies mentioned are for informational purposes only. There are some important tax tips to know to set yourself up for success. Please consult your financial professional for additional information.

Marketing 86

Marketing Marketing Taxes Economics 86

Cornerstone Financial Advisory

OCTOBER 2, 2023

The content is developed from sources believed to be providing accurate information. STZ) Source: Zacks, September 29, 2023 Companies mentioned are for informational purposes only. ” –John Steinbeck Who Can Deduct Car Expenses On Their Tax Returns? Please consult your financial professional for additional information.

Marketing 94

Marketing Marketing Taxes Economics 94

Fortune Financial

JANUARY 11, 2024

Additionally, this strategy offers tangible benefits to the company, including enhanced productivity, a stronger employer brand and potential financial incentives like tax benefits. This foundational step ensures employees are informed about what is available from day one.

Retirement Planning 59

Retirement Planning Education Insurance Retirement 59

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.

Commission 52

Commission Taxes Communication Clients 52