Carson Wealth

NOVEMBER 3, 2022

And while the holidays are traditionally a time to reflect on our blessings and help those less fortunate than ourselves, there’s another factor influencing the timing of these donations — and that’s the goal of minimizing a tax bill. Three Tax-Advantaged Donation Strategies to Consider. Create a donor-advised fund (DAF).

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Taxes Distribution Accounting Nonprofit 98

Nerd's Eye View

JULY 12, 2022

In this episode, we talk in-depth about how, after years of working in an environment where she saw first-hand how ultra-high-net-worth clients keep and grow their wealth (and the lack of diversity among those clients), Kamila decided to build a practice that focused on providing holistic financial planning to communities of color with emerging wealth, (..)

Financial Advisor 246

Financial Advisor CFP Clients Financial Planning 246

Sara Grillo

JUNE 7, 2024

Several of the wealth managers had specialists in-house such as: Chief Philanthropic Advisor, Head of Tax Planning, Family Legal Counselor, Trust Officer If you can’t hire these specialists, work out an arrangement with a close third-party with this expertise. Wear a suit and present yourself conservatively.

Financial Advisor 52

Financial Advisor Clients Executive Compensation Compliance 52

Harness Wealth

SEPTEMBER 18, 2023

As the tax industry continues to evolve , the prospect of becoming a solo CPA, or establishing a small tax firm, can be increasingly appealing. In addition, large tax firms have a hierarchical structure that leads to incredible competition, especially as you work towards the partner tier.

Taxes 59

Taxes Accounting Clients Management 59

Harness Wealth

MARCH 17, 2023

If you’d like to learn more about DeFi taxes as it relates to your personal situation, contact a Harness Tax Advisor today. Overview of DeFi Use-Cases and Their Tax Implications Before diving into specific tax implications, it is essential to understand the various DeFi use cases and their potential tax consequences.

Taxes 59

Taxes Government Assets Accounting 59

WiserAdvisor

MARCH 13, 2024

Investment planning also plays a crucial role in tax optimization, enabling you to minimize tax liabilities and maximize after-tax returns. Additionally, tax-loss harvesting, and other tax-optimization strategies can further improve the tax efficiency of your investment portfolio, thereby enhancing overall returns.

Retirement Planning 105

Retirement Planning Retirement Planning Estate Planning 105

Tobias Financial

DECEMBER 12, 2022

Lonnie will serve as our Director of Tax Services and will lead all tax-related operations for our wealth management and financial planning clients. . Lonnie brings over 10 years of personal tax and accounting experience with a specialty in tax compliance, both domestic and international.

Wealth Management 52

Wealth Management Financial Advisor Compliance Tax Planning 52

WiserAdvisor

AUGUST 31, 2023

A financial advisor can help with maximizing your retirement income through tax planning After retirement, your income sources may become limited to pensions, Social Security benefits, and investment income. A financial advisor can craft tax-efficient withdrawal strategies to minimize the tax burden on your retirement income.

Financial Advisor 90

Financial Advisor Retirement Risk Tolerance Estate Planning 90

Sara Grillo

MARCH 22, 2024

Alabama Chad Holmes [link] Flat-fee comprehensive financial planner helping baby boomers and their parents proactively minimize taxes between the two generations. Arkansas Jacob George [link] Flat-fee financial planning for Christian families wanting to make an eternal impact! I also provide one-time retirement plans for DIY investors.

Financial Planning 52

Financial Planning Fee Only Financial Planner Financial Advisor 52

Indigo Marketing Agency

MARCH 24, 2023

Expertise in Tax Planning & Compliance: A CPA can help you identify tax-saving opportunities and help keep your clients in compliance with tax laws, reducing the risk of costly penalties and fees. This can allow you both to work together to come up with solutions before tax season.

Financial Advisor 52

Financial Advisor Tax Planning Taxes Clients 52

Harness Wealth

APRIL 28, 2023

If you earn income from various sources throughout the year, such as equity windfalls, venture capital fund distributions, crypto investments, and sales, or small business income, you will need to pay estimated quarterly taxes. Table of Contents What Are Estimated Quarterly Taxes?

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Taxes Distribution Startup Assets 52

Fortune Financial

SEPTEMBER 25, 2023

Tax Considerations Be mindful of tax implications related to your goals. Certain investments or strategies may offer tax advantages, while others could result in higher tax liabilities. Consulting with an advisor can help you optimize your financial plan along with identifying the impact of potential future tax changes.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

Harness Wealth

OCTOBER 23, 2023

Key Takeaways: Accounting advisory services extend beyond traditional tax preparation to offer strategic financial guidance. Specialized areas can include estate planning and tax-efficient investment strategies. Table of Contents What Are Accounting Advisory Services?

Accounting 52

Accounting Taxes Strategic Planning Estate Planning 52

Fortune Financial

SEPTEMBER 25, 2023

Tax Considerations Be mindful of tax implications related to your goals. Certain investments or strategies may offer tax advantages, while others could result in higher tax liabilities. Consulting with an advisor can help you optimize your financial plan along with identifying the impact of potential future tax changes.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52

International College of Financial Planning

MARCH 31, 2023

Wealth management involves a range of financial services as an investment, finance, real estate, tax, and risk management. Wealth management is an important aspect of the financial world that focuses on managing wealth to help individuals and families achieve their financial goals.

Wealth Management 52

Wealth Management Management Risk Management Ethics 52

Zoe Financial

APRIL 4, 2023

If you are ready to start planning retirement abroad, make sure the place you’ll soon call home meets your expectations regarding climate, safety, quality of life, cultural enrichment, and other priorities. Above all else, ensure it matches your financial plan and that you know the tax responsibilities of the move. tax filings.

Retirement 52

Retirement Taxes Compliance CFP 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

Sara Grillo

OCTOBER 21, 2022

Financial paraplanners can be recent college graduates with no work experience, or may also be career changers with an extensive background in other areas that can add more value to an RIA owner, such as tax professionals. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice.

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Insurance Financial Planner Fee Only Financial Advisor 98

Diamond Consultants

MAY 24, 2022

So, the ability to provide a truly holistic offering all-under-one-roof – including not only investments but tax planning, family office services, trusts, and the ability to advise on assets held away – is seen by clients as a real benefit.

Clients 52

Clients Compliance Communication Investing 52

Carson Wealth

FEBRUARY 13, 2023

Working with an estate planning attorney can take the pressure off you. Estate planning attorneys have extensive knowledge of state statutes. It’s their job to stay on top of the law as it changes and make sure your estate plan is in compliance. Do you execute the estate plan? What are your fees?

Estate Planning 52

Estate Planning Planning Consulting Financial Advisor 52

Carson Wealth

MAY 4, 2023

The intent of stock option compensation is to align the interests of the employees with that of the company: The employee’s compensation increases as the stock price increases. Stock options can be either qualified or non-qualified, and the primary difference is how they are taxed.

Taxes 52

Taxes Sales Planning Tax Planning 52

Sara Grillo

MAY 8, 2023

They go crazy and paint it with BS statements like: Tax-free guaranteed income Can’t lose money asset Upside potential with downside protection Privatized banking Be your own bank Remember that there is a floor to the crediting rate, but that doesn’t mean you can’t lose money. Here’s why that stinks.

Insurance 59

Insurance Clients Financial Advisor Accounting 59

Sara Grillo

APRIL 11, 2022

These services often include recommendations on investments, financial planning, retirement, Social Security, Medicare, tax planning, and other wealth-related topics. He also has considerably less of a compliance, operational, and administrative burden because he is not taking custody or discretion of his clients’ assets.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 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.

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Financial Advisor Communication Clients Retirement Planning 52

Harness Wealth

MAY 18, 2023

Is the Tax Industry in an Unprecedented Era? Though all of this change may seem unprecedented, it has a very relevant analog in one of the taxes sibling professions, financial advisory. A New Era for the Entrepreneurial Tax Advisor? The recent capital market activity has brought attention to the value of the tax industry.

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Taxes Wealth Advisor Marketing Marketing 52

The Big Picture

AUGUST 15, 2023

So for a taxable investor, hedge funds generally aren’t tax efficient. And when you look at the assets that are invested, the three trillion in hedge funds, I would guess that north of 90% of that are in institutions that don’t pay taxes. Let me say what your compliance wouldn’t allow you to say.

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Management Investing Investments Government 130