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.

Taxes 40

Taxes Retirement Planning Distribution Retirement 40

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

Abnormal Returns

DECEMBER 7, 2022

tonyisola.com) How couples communicate about money is more important than the details. theatlantic.com) Investing Rubin Miller, "We, and those who may rely on or eventually benefit from our assets, deserve more than us ineffectually winging it." citywire.com) After-tax returns are what matter. The key is fixing what you can.

Communication 190

Communication Taxes Retirement Planning 190

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

Abnormal Returns

DECEMBER 5, 2022

riabiz.com) Communication Having a public presence can be scary for advisers. advisorperspectives.com) IRAs Why asset location matters from a tax-perspective. kindnessfp.com) Despite all the recent noise, ESG investing is a long term proposition. (cnbc.com) Startup 401(k) provider Blooom has abruptly closed its doors.

Financial Planner 209

Financial Planner Estate Planning Startup Communication 209

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. States may not follow the federal tax treatment.

Tax Planning 52

Tax Planning Taxes Planning Education 52

Nerd's Eye View

JANUARY 22, 2024

For example, an advisor may think of "risk management" in terms of life and property insurance coverage, whereas HNW clients may instead think of tax and estate-planning strategies as asset protection measures – particularly for the future wealth of their heirs.

Financial Advisor 193

Financial Advisor Insurance Coverage Charitable Planning Estate Planning 193

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

Dear Mr. Market

MARCH 17, 2024

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. For example, a #1 seeded investment could lose right out of the gate just as a #12 could potentially win it all.

Investing 105

Investing Investments Portfolio Assets 105

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

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 181

Financial Planning Planning Estate Planning Clients 181

Cornerstone Financial Advisory

FEBRUARY 26, 2024

WDAY), Zoom Video Communications, Inc. (ZM) Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. Demand that you immediately pay your taxes over the phone.

Marketing 91

Marketing Marketing Economics Taxes 91

Nerd's Eye View

APRIL 25, 2023

We also talk about why Ari and his firm have leaned into values-based investing to further differentiate with their unique clientele not by utilizing ESG funds, but instead choosing ETFs that are more proactive with their proxy voting, and implementing Ethic Investing to offer clients a 'Personalized Indexing' approach while also capitalizing on the (..)

Management 242

Management Financial Advisor Clients Ethics 242

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

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. Another section of the IRC, Sec.

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. Tue, 10/12/2021 - 08:00. Another section of the IRC, Sec.

Startup 52

Startup Taxes Clients Planning 52

Cornerstone Financial Advisory

MARCH 18, 2024

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. IRS.gov, October 17, 2023 7.

Marketing 94

Marketing Marketing Taxes Economics 94

Cornerstone Financial Advisory

FEBRUARY 5, 2024

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. IRS.gov, September 25, 2023 5.

Marketing 85

Marketing Marketing Taxes Economics 85

WiserAdvisor

JULY 7, 2022

Asset management and investment management are often used interchangeably. Once you understand the difference between investments and assets, you can formulate a customised strategy and meet your short-term and long-term financial goals effectively. What is investment management? What is asset management?

Management 52

Management Assets Investing Investments 52

Cornerstone Financial Advisory

APRIL 22, 2024

This Week: Companies Reporting Earnings Monday: Verizon Communications Inc. (VZ) Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. VZ) Tuesday: Tesla, Inc.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

DECEMBER 26, 2023

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. Armed Forces. stock market.

Taxes 103

Taxes Investment Advisor Sales Investing 103

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 Investing 52

Cornerstone Financial Advisory

MAY 21, 2024

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. IRS.gov, November 15, 2023 7.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

OCTOBER 23, 2023

This Week: Companies Reporting Earnings Tuesday: Microsoft Corporation (MSFT), General Electric Company (GE), Verizon Communications, Inc. (VZ), Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The forecasts also are subject to revision.

Marketing 93

Marketing Marketing Taxes Economics 93

Integrity Financial Planning

AUGUST 28, 2022

If you don’t, these assets will likely be paid to your probate estate, possibly triggering income tax. Communicate, Communicate, Communicate. Communicate, Communicate, Communicate. Whether you have a will or a trust, it’s also important to explain why you’re making the decisions you are.

Estate Planning 98

Estate Planning Planning Communication Retirement 98

Darrow Wealth Management

MAY 6, 2024

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. Depending on your state, there may be state estate and/or inheritance tax due. Gather tax documents and consult a CPA for help.

Estate Planning 86

Estate Planning Distribution Valuation Taxes 86

eMoney Advisor

MARCH 21, 2023

By using your expertise to communicate, educate, and provide perspective, you’ll likely magnify the loyalty of your clients. Historically, staying the course and following a financial plan has outperformed rash investment decisions when there are times of uncertainty in the financial market.

Financial Planning 72

Financial Planning Planning Marketing Marketing 72

Cornerstone Financial Advisory

DECEMBER 11, 2023

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. MarketWatch, December 6, 2023 6.

Marketing 91

Marketing Marketing Taxes Economics 91

Cornerstone Financial Advisory

NOVEMBER 6, 2023

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. IRS.gov, May 30, 2023.

Marketing 103

Marketing Marketing Taxes Economics 103

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.

Investing 52

Investing Investments Asset Allocation Risk Tolerance 52

Integrity Financial Planning

NOVEMBER 28, 2023

Digesting Your Savings, Investment, and Income Plans or Opportunities They’ll then probably be interested in getting a sense of how you’ve saved, the retirement investment options you’ve utilized, and what income options you’re thinking about and should consider as well. They may ask: Are you a more careful investor?

Financial Advisor 82

Financial Advisor Financial Planning Retirement Planning 82

Cornerstone Financial Advisory

JANUARY 2, 2024

Remember that past performance does not guarantee future results, and individuals cannot invest directly in an index. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. When sold, investments may be worth more or less than their original cost.

Taxes 86

Taxes Investment Advisor Numbers Investing 86

Cornerstone Financial Advisory

DECEMBER 18, 2023

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. I think that’s disastrous.”

Marketing 100

Marketing Marketing Taxes Economics 100

Cornerstone Financial Advisory

JANUARY 29, 2024

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. I sometimes feel that I am right.

Marketing 90

Marketing Marketing Economics Taxes 90

Cornerstone Financial Advisory

MARCH 11, 2024

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. “Expect the best.

Marketing 83

Marketing Marketing Insurance Taxes 83

Cornerstone Financial Advisory

APRIL 29, 2024

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. stock market.

Marketing 52

Marketing Marketing Taxes Economics 52

Talon Wealth

SEPTEMBER 14, 2023

Set Financial Goals In retirement, educate yourself on your financial situation and investment strategy. Consider the financial aspects of your retirement destination, such as the cost of living and taxes. Contributions to a traditional IRA come from pretax money, while those to a Roth IRA are post-tax.

Retirement Planning 98

Retirement Planning Retirement Planning Healthcare 98