Indigo Marketing Agency

DECEMBER 17, 2024

What many of them dont realize is that seeing big results doesnt have to mean investing major amounts of time or money. Example topics: 5 Tips for Navigating Market Volatility or How Elections Impact Investment Strategies. Personalized communication consistently delivers higher engagement and stronger client loyalty.

Marketing 52

Marketing Marketing Financial Advisor Clients 52

Harness Wealth

APRIL 17, 2025

Technology deductions extend beyond basic communications to encompass computer equipment, software licenses, and various technology subscriptions essential for business operations. This option is particularly valuable for businesses seeking to minimize current-year tax liability while investing in growth-oriented assets.

Taxes 52

Taxes Tax Planning Professional Services Planning 52

FMG

JUNE 17, 2025

Texting for financial advisors has shifted from being a novelty to a necessary part of client communication. It communicates readiness, clarity, and accessibility. New Service Introduction “Hi [Client Name], we’re now offering tax planning services that could save you significantly next year.

Financial Advisor 52

Financial Advisor Communication Clients Financial Guidance 52

Harness Wealth

MARCH 14, 2025

Taxpayers often find email-based requests confusing and may forget to attach all necessary documents, leading to frustrating back-and-forth communication. 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.

Taxes 52

Taxes Compliance Tax Planning Clients 52

Midstream Marketing

DECEMBER 6, 2024

Running focused social media campaigns that highlight their services and share their skills in areas like tax planning or retirement planning. Registered Investment Advisers (RIAs) have to follow several SEC rules. This is very important when you discuss investment results or share testimonials.

Marketing 52

Marketing Marketing Media Engineering 52

Workable Wealth

OCTOBER 14, 2020

A financial plan can define your current savings plan, investment allocations, risk profile, desired lifestyle, projected expenses, and more to achieve that goal. Financial planning shatters many allusions you might have about how money works. Tax Planning. Emotional Investment Choices.

Financial Planning 52

Financial Planning Planning Insurance Coverage Tax Planning 52

Harness Wealth

JULY 14, 2025

Real estate investment is one of the more common—and arguably more consistent—avenues to wealth creation, delivering capital appreciation, rental income, and portfolio diversification. Table of Contents Understanding real estate taxes What are the most tax-efficient ownership structures? Net Investment Income Tax (NIIT): A 3.8%

Taxes 52

Taxes Investments Investing Sales 52

Darrow Wealth Management

APRIL 23, 2025

The 83(b) election has the potential to significantly reduce the overall tax liability, especially for startup founders and employees who receive stock-based compensation. It’s usually a key part of pre-IPO tax planning and exit strategies.

Taxes 62

Taxes Startup Compensation Planning Sales 62

Wealth Management

JULY 18, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo Wisconsin-based Resonant Capital and QBCo will share clients across wealth and tax in an increasingly popular service model. based QBCo Advisory.

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Harness Wealth

MAY 8, 2025

Whether you are contemplating forming an LP or already operate one, gaining clarity on tax matters can optimize your financial outcomes and ensure compliance with state and federal regulations. The LP allows for passive investment while protecting limited partners from personal liability beyond their contributions. Who is the LP for?

Taxes 52

Taxes Tax Planning Compliance Planning 52

Harness Wealth

APRIL 16, 2025

Let us face ittech startups encounter a unique set of tax challenges that can make or break their financial future. The complex interplay between traditional tax regulations and the innovative nature of tech businesses demands smart planning from day one.

Startup 52

Startup Taxes Tax Planning Transportation 52

Zajac Group

NOVEMBER 7, 2024

Creating wealth that can provide financial security for generations to come is an incredible feat, and it requires careful planning, consideration, and communication among family members. Please contact your financial, tax, and legal professionals for more information specific to your situation.

Planning 52

Planning Estate Planning Taxes Assets 52

Carson Wealth

MARCH 21, 2025

But you might consider increasing your impact by setting up a structured , long-term philanthropic plan such as an endowment. An endowment is a portfolio of assets that is invested to provide support for a cause. Donations to endowment funds are tax-deductible, giving them a place in your overall financial management and tax plan.

Distribution 52

Distribution Nonprofit Government Taxes 52

Carson Wealth

JANUARY 28, 2025

When you have the resources to make an impact, this type of planning helps you pinpoint what you want to accomplish for your family, community, and society. Steps to Setting Up a Philanthropy Fund Taking the proper steps in the beginning can give your charitable giving plan a solid foundation.

Risk Management 52

Risk Management Nonprofit Management Compliance 52

Midstream Marketing

NOVEMBER 6, 2024

Are you aiming at young workers who need help with investing? Or are you focusing on older people who are concerned about estate planning for retirement or retirement income planning? This can show your skills in sustainable investing or share good feedback from happy clients. Who do you want to reach?

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Nerd's Eye View

DECEMBER 30, 2024

We start with several articles on retirement planning: Why considering a client's retirement time horizon and spending flexibility could lead to more accurate (and often higher) safe withdrawal rates than the simpler "4% rule" Four unique risks retirees face when drawing down their assets, from sequence of returns risk to tax risk, and how financial (..)

Financial Advisor 240

Financial Advisor Insurance Tax Planning Taxes 240

Harness Wealth

APRIL 16, 2025

This situation became particularly acute with large conversions that generated substantial tax liabilities. Some investors employed sophisticated tax planning strategies involving initial conversion of larger amounts followed by selective recharacterization of underperforming portions.

Taxes 52

Taxes Retirement Retirement Planning Distribution 52

Harness Wealth

JULY 16, 2025

Instead of billing for time spent, fees are aligned with the tangible benefits clients receive—whether it’s strategic tax planning that reduces their liabilities, expert consulting that guides key decisions, or proactive advice that helps clients deal with complex financial landscapes.

Taxes 52

Taxes Clients Compliance Tax Planning 52

Harness Wealth

FEBRUARY 19, 2025

Ensure BOI reporting compliance and remain updated with the latest BOI regulations with a tax advisor from Harness. This email address will be used for communication regarding the report. This article should not be considered tax or legal advice and is provided for informational purposes only.

Taxes 52

Taxes Financial Advisor Certification Government 52

Cornerstone Financial Advisory

MARCH 14, 2025

Fairness: Promote unity by communicating the plan to heirs. Planning for Contingencies: Prepare for unforeseen circumstances, like disability or illness. Ethical Investments: Make investment choices that align with Christian values. Ethical Investments: Align investments with Christian values.

Estate Planning 52

Estate Planning Planning Ethics Healthcare 52

WiserAdvisor

JULY 1, 2025

Investment and retirement accounts : Stocks, bonds, mutual funds, IRAs, 401(k)s, pension plans. This may include real estate, personal belongings, investments, or other valuables. This person, known as your “agent” or “attorney-in-fact,” can act in a range of scenarios – from paying bills to managing investments.

Estate Planning 59

Estate Planning Planning Distribution Taxes 59

Nerd's Eye View

NOVEMBER 30, 2022

Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden.

Tax Planning 246

Tax Planning Compliance Taxes Financial Advisor 246

Nerd's Eye View

OCTOBER 2, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Holistiplan, after achieving success with its tax planning and analysis software, has announced an investment from Lead Edge Capital, signaling that it may be ready to expand into other financial planning areas beyond tax – (..)

Communication 246

Communication Portfolio Management Clients Startup 246

Nerd's Eye View

MAY 31, 2024

Going beyond FPA’s existing PlannerSearch tool, the narrowed-down list is meant to help consumers identify a focused subset of the most reputable planners.

Financial Planner 238

Financial Planner Ethics Taxes Financial Advisor 238

Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

Financial Planner 189

Financial Planner Financial Advisor Certification Estate Planning 189

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. Financial investments.

Tax Planning 52

Tax Planning Taxes Planning Retirement Planning 52

Integrity Financial Planning

OCTOBER 9, 2022

Although many investing and wealth-preservation principles apply to anyone – such as developing a tax plan, assessing a portfolio’s risk exposure, and more – there are key risks to be aware of when you have more money and more valuable assets to protect. However, protecting a large amount of wealth comes with unique challenges.

Tax Planning 95

Tax Planning Taxes Financial Advisor Assets 95

Darrow Wealth Management

JULY 30, 2024

For founders, employees, and executives with stock-based compensation, an 83(b) election can be a powerful tax planning tool. When you make an 83(b) election, you’re opting to pay tax on unvested shares now, instead of when the stock vests. It can also preclude some tax planning strategies down the road.

Taxes 103

Taxes Tax Planning Startup Valuation 103

Darrow Wealth Management

NOVEMBER 17, 2022

The ‘millionaires’ tax will also ensnare taxpayers who exceed the $1M limit after selling a home, business, stock options, or other types of one-time events. Article is a general communication only and should not be used as the basis for making any type of tax, financial, legal, or investment decision.

Taxes 111

Taxes Wealth Management Tax Planning Planning 111

Darrow Wealth Management

JULY 1, 2024

This tax benefit is scheduled to sunset at the end of 2026. Tax planning for 2026 Depending on your situation, income, and goals, your planning options will vary. As with anything in tax planning, it’s important not to let the tax-tail wag the dog. Are You Ready?

Taxes 105

Taxes Tax Planning Planning Estate Planning 105

Workable Wealth

SEPTEMBER 16, 2020

Welcome back to the second part of our investment lexicon series. Now it’s time to look at some key tools to keep in mind when investing in the stock market. . Building on diversification, asset allocation is an investment strategy that builds your portfolio by weighing an adequate amount of risk for your goals.

Investments 52

Investments Investing Asset Allocation Risk Tolerance 52

Darrow Wealth Management

MARCH 29, 2024

Article is for informational purposes only and should not be misinterpreted as personalized advice of any kind or a recommendation for any specific financial or tax strategy. This is a general communication should not be used as the basis for making any type of tax, financial, legal, or investment decision.

Taxes 105

Taxes Tax Planning Planning Wealth Management 105

International College of Financial Planning

JULY 10, 2023

How Investment Advisors Play a Significant Role in Managing Finances? The field of investment advisory presents a world of opportunities for individuals passionate about finance and investments. Their primary objective is to help clients make informed investment decisions, manage risks, and achieve financial objectives.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Investments 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.

Taxes 59

Taxes Tax Planning Accounting Clients 59

Harness Wealth

OCTOBER 2, 2024

To attract new clients and foster long-term relationships, tax advisors could consider adopting digital marketing strategies. It’s also an important touchpoint to introduce your tax practice’s staff to potential clients, giving you to potential build a personal relationship from the start.

Taxes 52

Taxes Tax Planning Marketing Marketing 52

Harness Wealth

MAY 8, 2025

Whether you are contemplating forming an LP or already operate one, gaining clarity on tax matters can optimize your financial outcomes and ensure compliance with state and federal regulations. The LP allows for passive investment while protecting limited partners from personal liability beyond their contributions. Who is the LP for?

Taxes 52

Taxes Tax Planning Compliance Planning 52

International College of Financial Planning

OCTOBER 5, 2021

Hence, you must have a passion for finance and always stay ahead in the game.The laws, regulations, and compliance requirements concerning investment, planning, and finance keep changing regularly and you must stay abreast with them. Investments, tax planning, retirement planning is a dynamic field.

Financial Advisor 52

Financial Advisor Communication Clients Retirement Planning 52