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Cerulli: Gen X Presents the Next Great Opportunity for Financial Advisors

Wealth Management

As a result, financial advisors should start honing the services Gen X members will likely benefit from the most, including retirement planning, estate and tax planning and mortgage refinancing. Number 8860726. Gen X, or those currently aged between 45 and 60 years, will receive nearly $13.9 trillion annually.

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RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth

Wealth Management

RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth Jalina Kerr of Charles Schwab shares how the most adaptive firms are expanding beyond portfolio management, into areas like estate and tax planning.

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The Comprehensive Handbook for Digital Marketing for RIAs

Midstream Marketing

Running focused social media campaigns that highlight their services and share their skills in areas like tax planning or retirement planning. Compliance and Security for RIAs Compliance and data security matter a lot in the financial services industry. A lot of clients use these devices. Use clear calls to action.

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It’s Crunch Time For Many Policyholders

Wealth Management

Whether clients support the policies with cash gifts or split-dollar, the discussion of options will necessarily involve a combination of insurance planning, tax planning, income and gift tax-oriented wealth transfer planning and investment planning. Number 8860726.

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Distributions of Stock in a GRAT Don’t Trigger Insider Trader Rules

Wealth Management

Lothes focuses on estate planning for high net worth individuals including estate, gift and generation-skipping transfer tax planning, will and trust preparation, estate and trust administration, and charitable giving. Number 8860726. Lothes is a partner at Gilmore, Rees & Carlson, P.C., located in Wellesley, Massachusetts.

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What is a BOI Report and How Do You File One?

Harness Wealth

Ensure BOI reporting compliance and remain updated with the latest BOI regulations with a tax advisor from Harness. Get started Harness makes it easy to find tax and financial advisors best suited to your needs. Download and save a copy of the confirmation page and the complete submitted report for your records.

Taxes 52
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Pros and Cons of Using Tax Preparation Software

Harness Wealth

From seamless document uploading to automatic import capabilities for W-2s and 1099s, these systems create an efficient workflow that guides you through potentially complex tax situations without requiring deep tax knowledge. The software landscape includes various delivery methods to suit different preferences.

Taxes 52