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Tax Advisor Weekly – April 4, 2025

Harness Wealth

This weeks Tax Advisor Weekly covers key updates for financial professionals. We begin with guidance on navigating property tax considerations during business mergers and expansions. In this blog post, well cover key business events that impact property tax and business licenses, along with what you need to consider for each.

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Crypto Investors Are Choosing Japan Over India; Here’s Why

Trade Brains

Furthermore, its Financial Services Agency (FSA) demands rigorous licensing. High taxes also push Indian investors towards riskier, offshore platforms. Adopting Japan’s licensing model could significantly reduce this speculative flight. Tax Changes Japan acknowledges past tax missteps.

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Enhance Your Reach: Content Marketing for Financial Advisors

Midstream Marketing

Pain Points: These are issues like market ups and downs, tax problems, and money planning being hard. Share economic signs and how they might affect your investment strategies. Tax Planning: Help clients learn smart tax strategies. Tax Planning: Help clients learn smart tax strategies.

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Alternative Investments Explained: What Are They, And How Are They Taxed?

Harness Wealth

However, unlike stocks and bonds, alternative investments, or alts as theyre commonly known, have unique tax treatments and complex reporting requirements that investors should carefully consider before investing. Well also go into some potential strategies to optimize tax efficiency. How Are Alternative Investments Taxed?

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Knowing When to Update Your Estate Plan

Carson Wealth

If youre planning a move, keep these three priorities in mind: Taxes Does your new home state have an estate/inheritance tax? Could other state tax laws affect your strategy? The biggest shift in estate planning in decades came from the 2017 Tax Cuts and Jobs Act, signed by President Trump during his first term.

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Digital Currencies, Modern Trusteeship and Change

Wealth Management

Those differences, politically and economically, took an explosive turn this year as the United States unequivocally declared its focus and preference for digital currencies over CBDCs via its current presidential administration. OBBBA: A federally funded digital direction. Trump signed the OBBBA into law on July 4.

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Transcript: Ron Shaich, Au Bon Pain, Panera Bread & CAVA

The Big Picture

And I was able to tax campus co-op. I taxed the student body. 00:09:05 [Speaker Changed] So you licensed the spot. It’s behavioral economics, behavioral finance. And I came back to campus and I said, you know what? Why are we giving these guys our money? Why don’t we create our own student run store?

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