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standarddeviationspod.com) Frazer Rice talks with David Barnard, CEO and Founder of Luminary, about technology and estateplanning. fa-mag.com) The latest in financial advisortech including the launch of compliance archiving startup Archive Intel. kitces.com) What compensation levers do RIAs have to pull?
This month's edition kicks off with the news that estateplanning platform Wealth.com has launched Ester, an AI-driven 'legal assistant' that uses machine learning to help advisors quickly review and extract the key information from clients' estateplanning documents, as it joins FP Alpha in the competition to become 'Holistiplan for estateplanning (..)
Frontloading 529 Contributions Contributions to 529 plans can also be frontloaded or “superfunded”, allowing you to make up to five years’ worth of contributions in a single year without incurring gift taxes. Review Your EstatePlanning The end of the year can also be a practical time to take stock of your long-term estateplanning.
Only 26% of Americans have an estateplan. If you’re thinking, “But my clients are high-net-worth…many more have an estateplan.” And you’ll see in our Q&A below, that tax advisors can bring estateplanning into the conversation early on in a client relationship. What do these numbers tell us?
Understanding these limitations and planning accordingly can help maximize QBI benefits while maintaining compliance with IRS regulations. Whether you’re a high earner, a startup employee, or a private investor, simplify your taxes today. Unlock your financial potential with our ultimate tax solution.
They want to have a sense of ownership over how they run their practice—including the ability to hire and fire team members, distinguish themselves from their colleagues by marketing their business creatively, and be allowed to run their practice without as much interference from compliance. To him, all employee firms were the same.
Tax preparation and filing: Advisors prepare and file taxes on behalf of taxpayers, helping clients avoid penalties, remain in compliance, and optimize tax deductions and credits. Business taxes: Some tax advisors may specialize in areas of business tax such as corporate restructuring, small business, or startups.
Alternative investments offer investors access to startups, real estate, and other non-traditional opportunities beyond stocks and bonds. For VC and startup investments, platforms such as AngelList and Hiive offer solutions to individual investors. Eligibility: Usually requires accredited investor status.
And I think you will also, if you are at all curious about estateplanning or investing or personal finance, this is not the usual discussion and I think it’s very worthwhile for you to hear this and share it with friends and family. One is the idea of doing a startup within a large corporation is absolutely absurd.
From identifying deductions to ensuring compliance, navigating tax complexities can quickly become overwhelming. Find out if they focus on small businesses, startups, equity compensation, or specific industries, and if not, if they might be able to refer you to the firm best suited to meet your needs.
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