Wealth Management

JULY 2, 2025

Handler is a partner in the Trusts and Estates Practice Group of Kirkland & Ellis LLP. The October 2011 edition of Leading Lawyers Magazine lists David as one of the "Top Ten Trust, Will & Estate" lawyers in Illinois as well as a "Top 100 Consumer" lawyer in Illinois.

Distribution 207

Distribution Estate Planning Wealth Management Planning 207

Harness Wealth

NOVEMBER 12, 2024

As the year comes to a close, now is the time to review potential financial moves to help minimize your tax burden heading into 2025. Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. Find your next tax advisor at Harness today. Starting at $2,500.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Harness Wealth

APRIL 17, 2025

Tax deductions can save you thousands annually by reducing your taxable income through legitimate business expenses. Understanding these deductions is more critical than ever as tax laws evolve, presenting new opportunities for savings. Understanding this distinction is crucial for maximizing your tax benefits effectively.

Taxes 52

Taxes Tax Planning Professional Services Planning 52

Nerd's Eye View

MAY 13, 2025

Ed is the president of Ed Slott And Company, a financial education company based in Rockville Centre, New York that offers seminars and newsletters for financial advisors and consumers focused primarily on IRAs.

Financial Advisor 189

Financial Advisor Accounting Education Estate Planning 189

Yardley Wealth Management

NOVEMBER 12, 2024

Start Early and Set Clear Goals Setting financial goals early is the cornerstone of effective legacy planning. Begin by defining what you want to achieve—whether it’s covering educational costs, providing a first home down payment, or ensuring general financial stability for your children.

Financial Planning 52

Financial Planning Planning Estate Planning Education 52

Carson Wealth

JANUARY 8, 2025

Knowledge and Personalized Planning Financial advisors can bring a wealth of knowledge from extensive education and experience, helping enable them to craft tailored strategies that align with your unique financial goals. 1 But working with a financial advisor has many additional benefits that can go beyond returns.

Financial Advice 69

Financial Advice Financial Advisor Risk Tolerance Financial Guidance 69

WiserAdvisor

JUNE 13, 2025

Mistake #2: Not having an estate plan in place Estate planning is essential for protecting what you’ve worked hard to build. A good estate plan ensures your assets go where you want them to. It can also help reduce taxes and make life easier for your family during difficult times. The result?

Estate Planning 59

Estate Planning Taxes Retirement Healthcare 59

Darrow Wealth Management

MARCH 13, 2025

Charitable Contributions: Donating appreciated stock to charity while reducing capital gains tax. But if you’re looking to reduce capital gains tax, this strategy won’t help. or putting shares in trust to maintain some control while removing the value from your estate.

Management 77

Management Taxes Estate Planning Asset Allocation 77

Zoe Financial

DECEMBER 28, 2024

Plan Your Tax Strategy Work with a financial advisor to optimize your tax situation. This could include leveraging tax-advantaged accounts, maximizing deductions, or planning for capital gains. Update Your Estate Plan Help ensure your legacy is protected by maintaining an up-to-date estate plan.

Estate Planning 40

Estate Planning Financial Advisor Accounting Wealth Advisor 40

WiserAdvisor

JUNE 16, 2025

Additionally, you also need to consider domestic disputes and estate planning issues related to property. These accounts typically offer stronger privacy protections as well as favorable tax regimes that can enhance your wealth preservation strategy. So, consult with a qualified tax professional before executing it.

Wealth Management 59

Wealth Management Taxes Insurance Assets 59

Zoe Financial

JUNE 18, 2025

A helpful approach is to categorize expenses into: Fixed expenses: Mortgage, rent, property taxes, insurance, and loan repayments. Whether saving for an emergency fund, a home, retirement, or education, having a clear purpose can make a difference. Variable expenses: Travel, dining, entertainment, and lifestyle spending.

Insurance 40

Insurance Accounting Taxes Retirement 40

International College of Financial Planning

JULY 2, 2025

Rising incomes, complex tax rules, countless investment options, and growing aspirations have made personal finance decisions more challenging than ever. Here’s the pathway under the current education structure: Investment Planning Specialist – Focuses on asset classes, portfolio strategies, and wealth accumulation.

Financial Planner 40

Financial Planner CFP Certified Financial Planner Certification 40

Zoe Financial

JUNE 20, 2025

For high-net-worth individuals, continuously refining your strategy over time is what keeps your plan efficient and aligned with evolving goals. This guide consolidates what we’ve learned to help you refine, update, or pressure-test your current retirement and estate strategy with confidence.

Retirement Planning 40

Retirement Planning Retirement Planning Estate Planning 40

Financial Symmetry

APRIL 14, 2025

529 Plan When it comes to saving for future education expenses, this is probably the most advertised or talked about account for children given the ballooning cost of college tuition the past two decades. However, taxes and penalties will apply if a withdrawal is made for non-qualified expenses.

Accounting 62

Accounting Taxes Education Planning 62

WiserAdvisor

JUNE 4, 2025

At any given moment, people are working towards multiple goals like saving for retirement, managing taxes, buying a home, protecting their family through insurance, or planning for healthcare needs. For example, a clients investment choices should align closely with their tax strategy, too.

Financial Planning 59

Financial Planning Planning Financial Advisor Ethics 59

MainStreet Financial Planning

MARCH 7, 2025

Comprehensive Financial Planning is Included Many AUM advisors charge extra for estate planning, tax strategies, and retirement planning. Unlike AUM advisors, they dont have an incentive to keep assets under management, so their recommendations are truly objective. Are There Any Benefits to AUM-Based Advisors?

Fee Only 52

Fee Only Financial Planner Financial Planning Estate Planning 52

Steve Sanduski

APRIL 8, 2025

Building your credibility as a thought leader via marketing and educational events. And then pivoting over into, ‘Who does your taxes? Do you have an estate plan? ’ There are a lot of rules and regulations out there, whether it’s tax or IRA rules or pension law or state planning rules.

Communication 52

Communication Engineering Financial Planning Clients 52

Carson Wealth

MAY 7, 2025

Positioning Philanthropy as a Cornerstone of Legacy There are many reasons for giving during your lifetime, including supporting causes you care about, making a positive impact on the world, and accessing certain tax advantages. There are overall limits on charitable donation tax deductions, however.

Compliance 52

Compliance Distribution Taxes Assets 52

Zoe Financial

MARCH 21, 2025

Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. Tax Considerations : Identifying strategies to optimize your tax situation. Optimizing tax-efficient retirement income.

Financial Advisor 40

Financial Advisor Estate Planning Strategic Planning Retirement 40

Midstream Marketing

NOVEMBER 6, 2024

Or are you focusing on older people who are concerned about estate planning for retirement or retirement income planning? Financial Goals: These include saving for retirement, managing money, and paying for education. Pain Points: These are issues like market ups and downs, tax problems, and money planning being hard.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Zajac Group

NOVEMBER 7, 2024

One of the most important aspects of developing a thorough estate plan is tax planning, as this has the potential to diminish the impact of your gifts and your loved ones’ inheritances. Let’s take a look at the tax impact and other considerations of each. million before triggering federal estate taxes).

Planning 52

Planning Estate Planning Taxes Assets 52

Indigo Marketing Agency

JULY 2, 2025

Stronger CTA Options That Actually Work Before someone is ready to meet with you, they might be more open to saying yes to something smaller, like a downloadable guide , webinar registration, or educational resource. How can I improve the call to action on my financial advisor website?

Financial Advisor 52

Financial Advisor Retirement Planning Planning Media 52

Yardley Wealth Management

SEPTEMBER 24, 2024

A financial professional can handle the day-to-day tasks of financial management, such as investment research, portfolio rebalancing, and tax planning, allowing you to enjoy greater efficiency and peace of mind. Comprehensive Financial Planning: Financial planning is a holistic process. It also includes estate planning.

Tax Planning 40

Tax Planning Wealth Management Risk Management Financial Planning 40

Carson Wealth

DECEMBER 17, 2024

By Brady Marlow, CFP, AEP, CAP, CPWA, CExP , Director, Carson Private Client Wealth Strategy Although most people focus first on loved ones in developing their estate plan, you may also want your legacy to include continuing support of issues and organizations youre passionate about. million per individual for 2024.

Estate Planning 52

Estate Planning Planning Distribution Taxes 52

The Big Picture

JANUARY 21, 2025

He also worked as director of financial Education at, at Citigroup. And I think you will also, if you are at all curious about estate planning 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.

Investing 144

Investing Investments Retirement Management 144

Yardley Wealth Management

JUNE 25, 2025

We frequently remind clients that creating an effective withdrawal strategy is both an art and a science—requiring a careful balance of longevity, tax efficiency, and income needs. 2 The Taxed Portion of Your Portfolio This part of your portfolio has no special tax advantages.

Retirement 52

Retirement Distribution Taxes Accounting 52

Wealth Management

JUNE 9, 2025

Unencumbered by legacy technology, firms like 401Go, Betterment, Vestwell and Guideline see the opportunity to make money on record keeping alone, especially with the explosion of plan start-ups. Book with code: SAVE10WM and save 10%.

Wealth Management 147

Wealth Management Retirement Planning Assets 147

Harness Wealth

JANUARY 28, 2025

In this guide, we’ll explore the key tax changes in effect for 2025, how theyll influence your filing status, retirement savings, investment, and estate planningand offer strategic advice to help high-income and high-net-worth individuals prepare more effectively for upcoming coming tax changes. That said, U.S.

Taxes 52

Taxes Planning Retirement Accounting 52

The Big Picture

APRIL 8, 2025

And then the next step up seems to be full on wealth management, where you’re dealing with philanthropy, generational wealth transfer, a lot of bells and whistles including estate planning tax. But I, I am a big believer in liberal arts education. You guys offer the full suite of services. I can work with that.

Asset Allocation 144

Asset Allocation Wealth Management Clients Assets 144

Midstream Marketing

DECEMBER 10, 2024

Effective content marketing focuses on education and value rather than overt selling, strengthening audience connections and increasing conversion potential. Creating Educational Webinars and Online Workshops In todays online world, giving good financial education is a great way to connect with potential clients.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Zajac Group

APRIL 23, 2025

Selling stock outright, however, can incur a sizable tax billmaking it difficult to balance concentration risk with long-term portfolio preservation. But for those interested in charitable giving, there may be a way to address the tax concerns associated with highly appreciated assets and give meaningfully over time.

Distribution 52

Distribution Taxes Assets Tax Planning 52

Zajac Group

JULY 15, 2025

Passing in early July 2025, the One Big Beautiful Bill Act (OBBBA) implements sweeping changes to the current tax landscape, as well as federal funding, clean energy initiative rollbacks, and more. TCJA Provisions Made Permanent During his first term, President Trump signed into law the 2017 Tax Cuts and Jobs Act.

Taxes 52

Taxes Accounting Estate Planning Planning 52

Indigo Marketing Agency

MARCH 5, 2025

Events are one of the most effective ways for financial advisors to: Establish credibility Educate prospects Generate high-quality leads After all, youre inviting people to your event to sell them on your services and what makes you the best option. How can financial advisors promote their seminars to maximize attendance?

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Zajac Group

MARCH 11, 2025

However, selling appreciated stock can create significant tax implicationsultimately impeding your desire to sell. For certain high-income individuals, there is a way to defer tax liability while achieving diversification. How Is an Exchange Fund Taxed?

Taxes 52

Taxes Portfolio Assets Investing 52

Nationwide Financial

AUGUST 23, 2024

Key Takeaways: Net Unrealized Appreciation (NUA) is the difference between the cost basis of employer securities in a retirement plan and their market value at the time of distribution. NUA is not taxed as ordinary income at the time of distribution, which can offer significant tax advantages. What are the rules governing NUA?

Retirement 52

Retirement Retirement Planning Distribution Taxes 52

Wealth Management

JULY 11, 2025

We’ll now review the many changes since that time and how fiduciaries can continue to educate themselves on those differences. The bill is over 900 pages long and includes provisions relating tangentially to trustees via fixing the estate tax exclusion amounts, etc. in Q1 RIA Model Portfolio Assets Rose 5.5%

Wealth Management 229

Wealth Management Estate Planning Assets Fiduciary Duty 229

Wealth Management

JULY 17, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B However, cautious estate planners may still want to think carefully about the risks of including a swap power for insider trading. Analysis of marital deduction for bequests to an irrevocable trust for spouse— In Estate of Griffin , T.C. Handler, Alison E.

Taxes 147

Taxes Estate Planning Wealth Management Distribution 147