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Weekend Reading For Financial Planners (July 19–20)

Nerd's Eye View

Also in industry news this week: A recent survey finds that next-generation employees at broker-dealers are looking for improvements in branding and social media promotion from their firms as they look to build their own practices and take the reins from a rapidly graying advisor population RIA M&A volume hit a record in the first half of 2025 (..)

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

Wealth Management

Number 8860726. 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. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.

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Weekend Reading For Financial Planners (November 16-17, 2024)

Nerd's Eye View

Also in industry news this week: NASAA has proposed an amendment to its broker-dealer conduct model rule that would restrict the use of the terms “advisor” and “adviser” for broker-dealers and their registered representatives who are not also investment advisers or investment adviser representatives A recent study suggests that (..)

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The 2025 Alternative Investment Tax Guide for High-Income Filers

Harness Wealth

These alternative investments can offer distinct advantages in the shape of portfolio diversification and the potential for higher returns, but they can come with equally distinct tax complications that need to be carefully planned for. What are the key tax strategies for alternative investments in 2025?

Taxes 52
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At the Money: Shareholder Yield

The Big Picture

So investors that focus only on dividends historically now miss over half of the picture on how companies distribute their cash. So it, it really captures a number of, of factors and characteristics. I don’t trust the numbers. And any given year since then, there’s been more buybacks. This is also important.

Valuation 144
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Exit Planning for Founders: How to Minimize Taxes in an Acquisition

Harness Wealth

Without proper planning, taxes can unexpectedly take a large bite out of the proceeds, potentially reducing financial security and the legacy. When you understand various exit strategies and their tax implications early, you position yourself to make informed decisions that maximize after-tax value while ensuring a smooth transition.

Taxes 52
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Weekend Reading For Financial Planners (March 29–30)

Nerd's Eye View

Also in industry news this week: A recent survey indicates that younger "DIY" investors are more likely to be interested in working with a human advisor than their older counterparts, suggesting an opportunity for advisors to tap into this demographic (perhaps by setting minimum planning fees that ensure these clients can be served profitably today (..)