Wealth Management

JUNE 10, 2025

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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Wealth Management Marketing Marketing Tax Planning 138

Wealth Management

JULY 10, 2025

Number 8860726.

Wealth Management 156

Wealth Management Estate Planning Clients Planning 156

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. Compliance and Security for RIAs Compliance and data security matter a lot in the financial services industry. By focusing on compliance and security, you can earn your clients trust.

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Marketing Marketing Media Engineering 52

Wealth Management

JUNE 11, 2025

Ratner June 11, 2025 2 Min Read A client whose estate will remain non-taxable after 2025 has a policy in an irrevocable life insurance trust (ILIT) that was presumably purchased for estate tax liquidity. Number 8860726. I just thought it appropriate to acknowledge the challenge.

Wealth Management 156

Wealth Management Insurance Estate Planning Clients 156

Wealth Management

JUNE 30, 2025

Overlay management services implement clients’ investments through a professionally managed diversified portfolio, including tax strategies. Number 8860726. Edward Jones has over $50 billion in assets in its UMA business.

Management 156

Management Wealth Management Estate Planning Clients 156

Wealth Management

JULY 2, 2025

He is a member of the Tax Management Estates, Gifts and Trusts Advisory Board, and an Editorial Advisory Board Member of Trusts & Estates Magazine for which he currently writes the monthly "Tax Update" column. Number 8860726. David is a co-author of a book on estate planning, Drafting the Estate Plan: Law and Forms.

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Distribution Estate Planning Wealth Management Planning 186

Wealth Management

JUNE 12, 2025

She cites ETFs’ accessibility, transparency, liquidity, tax efficiency and low cost. Hutchins said that her firm looks for the best active managers, but if those strategies are available in the ETF wrapper, Avantax is going to opt for that every time.

Assets 146

Assets Management Wealth Management Risk Management 146

Harness Wealth

JULY 14, 2025

Tax season is approaching, which means many people will be exploring the use of tax software to prepare and submit their tax returns themselves. While tax software certainly offers benefits, particularly when it comes to cost, the decision to use it isn’t nearly as straightforward as it may seem.

Taxes 52

Taxes Tax Planning Education Electronics 52

Harness Wealth

FEBRUARY 19, 2025

Many shell companies are often used to shield illicit activities such as money laundering, tax evasion, and terrorist financing. and have reported more than $5 million in gross receipts or sales on their previous year’s tax return. Get started Harness makes it easy to find tax and financial advisors best suited to your needs.

Taxes 52

Taxes Financial Advisor Certification Consulting 52

The Big Picture

JANUARY 21, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. It was just a struggle from day one, particularly in the regulatory environment that is the securities business between lawyers and compliance people. 00:21:46 Everything was a headache. Right, right.

Investing 147

Investing Investments Retirement Management 147

Wealth Management

JUNE 9, 2025

In fact, JP Morgan Managing Director Josh Forstater, previously of Vestwell, pushed back on the cause of new plan formation by state mandates, tax credits and PEPs, claiming fintechs have driven the growth. Book with code: SAVE10WM and save 10%.

Wealth Management 138

Wealth Management Retirement Planning Assets 138

Midstream Marketing

DECEMBER 10, 2024

You can include polls and offer downloadable materials as well. You can make explainer videos about investment ideas, retirement plans, or tips on saving on taxes. You can include market trends, investment tips, or ways to save on taxes. It helps create a record for compliance. Consider sending newsletters every so often.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Wealth Management

JUNE 11, 2025

2025-47, a Tax Court denied the estate of a Kentucky decedent a marital deduction for a bequest, finding that it wasn’t qualified terminable interest property (QTIP) because a QTIP election wasn’t made. 1, 2020, Martin’s executor filed an estate tax return, Form 706. Number 8860726. Commissioner, T.C. Notice of Deficiency On Oct.

Taxes 156

Taxes Wealth Management Estate Planning Distribution 156

Wealth Management

JULY 11, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all U.S. OBBBA: A federally funded digital direction. Trump signed the OBBBA into law on July 4.

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Estate Planning Wealth Management Assets Fiduciary Duty 222

Wealth Management

JUNE 11, 2025

Related: Tax Court Rules $2 Million Bequest to Spouse Isn’t QTIP To prevent this, advise your clients to discuss their estate plans early and openly. Number 8860726. These children may question her spending, distributions or motivations, particularly if they weren’t included in planning conversations while their parent was alive.

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Estate Planning Planning Wealth Management Fiduciary Duty 217

Wealth Management

JUNE 11, 2025

The discussion also focused on the issue of improving the Internal Revenue Code Section 199A tax rates for pass-through entities, which 80% of family-owned businesses, including women-owned businesses, use as operating structures. Number 8860726.

Wealth Management 138

Wealth Management Management Estate Planning Planning 138

Harness Wealth

MAY 12, 2025

Filing taxes in Vermont requires a clear understanding of the specific tax forms and regulations that apply within the state. Vermont, abbreviated as VT, has its own set of tax forms designed to address the unique tax laws and requirements for residents and non-residents alike.

Taxes 52

Taxes Electronics Tax Planning Compliance 52

Harness Wealth

MAY 15, 2025

Filing taxes in Tennessee requires a clear understanding of the specific tax forms and regulations that apply within the state. Unlike some states with broad income tax requirements, Tennessees tax landscape is unique, focusing primarily on certain types of income and business activities.

Taxes 52

Taxes Compliance Electronics Sales 52

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

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

Harness Wealth

MAY 18, 2025

Filing taxes in Illinois requires a clear understanding of the specific forms and procedures mandated by the state. Unlike federal tax filings, Illinois has its own set of tax forms designed to capture state-specific income, deductions, and credits. Obtaining Illinois tax forms is straightforward.

Taxes 52

Taxes Electronics Tax Planning Compliance 52

Harness Wealth

MAY 17, 2025

Filing taxes in Delaware 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 Delaware tax forms can simplify the process significantly.

Taxes 52

Taxes Tax Planning Electronics Compliance 52

Harness Wealth

MAY 14, 2025

Filing taxes can often feel like navigating a complex maze, especially when it comes to understanding the specific forms required by your state. South Dakota, known for its unique tax structure, has its own set of tax forms and filing requirements that residents and non-residents alike must be familiar with.

Taxes 52

Taxes Sales Electronics Compliance 52

Harness Wealth

MAY 19, 2025

Filing taxes in Minnesota 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 Minnesota tax forms can simplify the process and help ensure compliance with state tax laws.

Taxes 52

Taxes Tax Planning Compliance Education 52

Harness Wealth

MAY 18, 2025

Filing taxes in Ohio requires a clear understanding of the specific tax forms mandated by the state. Unlike federal tax forms, Ohio tax forms are tailored to meet the unique tax regulations and requirements set forth by the Ohio Department of Taxation. Why Ohio Has State-Specific Tax Forms Each state in the U.S.

Taxes 52

Taxes Compliance Electronics Tax Planning 52

Harness Wealth

MAY 19, 2025

Filing taxes in Louisiana requires a clear understanding of the specific forms and regulations that apply within the state. Unlike federal tax forms, Louisiana tax forms are tailored to meet the unique tax laws and requirements set forth by the state government.

Taxes 52

Taxes Electronics Compliance Consulting 52

Harness Wealth

MAY 14, 2025

Filing taxes in Hawaii requires a clear understanding of the specific forms and procedures unique to the state. Unlike federal tax forms, Hawaii tax forms are tailored to meet the state’s tax laws and regulations, ensuring residents and non-residents alike comply with local requirements.

Taxes 52

Taxes Tax Planning Medical Consulting 52

Trade Brains

SEPTEMBER 4, 2023

This expansive reach, coupled with features such as bulk discounts, bulk purchasing, accountsecurity, and compliance tools. This streamlined documentation not only enhances transparency but also helps you stay compliant with tax regulations. How to Take Advantage of GST Input Tax Credit for Your Business? of pin codes in India.

B2B 52

B2B Compliance Taxes Electronics 52

Diamond Consultants

AUGUST 9, 2022

The notion of taking on the task of managing compliance, technology, HR, and finance is often what stops advisors from going independent. Plus, these platforms don’t just provide support at launch; they also offer ongoing operational, compliance, marketing, and practice management support to optimize the business for growth.

Compliance 59

Compliance Recruitment Clients Retirement 59

Brown Advisory

DECEMBER 2, 2015

There are three fundamental variables to monitor in portfolio management: market performance, changes in tax policy and a portfolio’s rate of drawdown (expenses and spending). Create a portfolio structure buffered against taxes. Therefore, it is essential that we structure client portfolios to be tax efficient.

Taxes 52

Taxes Clients Estate Planning Portfolio 52

Sara Grillo

JULY 8, 2022

I have queries set up to download daily transactions, and I’ll review those so I know what’s going on in client’s accounts in case someone calls with a question about a specific trade. My Portfolio Manager and I have a standing hour set aside each week to identify tax loss harvesting opportunities or households that might need rebalancing.

Financial Advisor 59

Financial Advisor Financial Planner Clients Financial Planning 59

The Big Picture

FEBRUARY 6, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. You wouldn’t be surprised to learn the tax consequences of owning a mutual fund is a part of it.  The transcript from this week’s, MiB: Tom Hancock, GMO Focused Equity , is below.

Valuation 130

Valuation Investments Investing Assets 130

Brown Advisory

JANUARY 17, 2024

Download it here Darwinian Investing: The Science of Rejection The outperformance of the “Magnificent Seven”1 during 2023 led to many questions from our investors (for instance “why are you underweight the Mag 7?”) Global Leaders Strategy Investment Letter: January 2024 bgregorio Wed, 01/17/2024 - 05:23 Just want the PDF?

Investing 52

Investing Investments Portfolio Accounting 52

The Big Picture

FEBRUARY 28, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. I was talking to one of our founders, he said, look, a lot of people think we’re in Zug for tax reasons. He said, we’re here because this is where my mother lived.

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Clients Assets Investments Investing 147

Brown Advisory

AUGUST 14, 2023

Download it here > The Hidden Trouble Within Dear Fellow Investors, We have fielded a number of questions over the past six months from clients and prospects about how we think about and control factor risks within the Global Leaders strategy. We hope it makes for interesting reading. The Verification reports are available upon request.

Investing 52

Investing Investments Portfolio Accounting 52

The Big Picture

DECEMBER 6, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. You have the liquidity, the tax efficiency, the transparency.  . Transcript: MiB: Luis Berruga, Global X ETFs. I was already an investor in ETFs at that point in time. BERRUGA: Yeah.

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Clients Investing Investments Management 162

Indigo Marketing Agency

APRIL 23, 2020

So it’s not like you’re a CPA where every year on April 15th people have to file their taxes. But check with your compliance department to make sure that you can use that. How to use the current crisis to multiply your best clients 2. Becoming the “Go-To Expert” in your niche 3. It’s an emotional topic.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52