Education, Strategic Planning and Tax Planning

All the Tax Benefits You Need for Your Small Business

Harness Wealth

APRIL 17, 2025

The calculation becomes increasingly complex for higher-income taxpayers , as it introduces factors such as W-2 wages paid to employees, the unadjusted basis of qualified property, and retirement plan contributions. These variables can significantly impact the final deduction amount, necessitating strategic planning to optimize this benefit.

Taxes

Taxes Tax Planning Professional Services Planning

5 Ways to Transform Tax Season Into an Opportunity with Grayson Blazek, Ep #237

Financial Symmetry

APRIL 9, 2025

Tax planning might not top everyone’s list of leisure activities, but in the middle of tax season, theres a hidden opportunity. In this episode, we talk about five strategies you can use during tax season to create opportunities to help you reach your financial goals.

Taxes

Taxes Tax Planning Retirement Planning

Client Accounting Services: A Guide for CPAs

Harness Wealth

NOVEMBER 27, 2023

Core components of CAS involve bookkeeping, payroll, tax planning & compliance services customized for each client. Tax Planning and Compliance With any of the above components, tax planning and compliance will be a major area of need, particularly for newer businesses.

Accounting

Accounting Clients Compliance Taxes

Webinars

Your Accounting Expertise Will Only Get You So Far: What Really Matters

MORE WEBINARS

Founders and Builders: What I Wish I Knew

Brown Advisory

FEBRUARY 23, 2022

Topics included: - How to set up your company now to prepare for an exit in the future - Understanding whether your planned wealth creation event will support your goals: How much is enough? - Topics will included: • How to structure the earn out. Is it better to take all cash, or cash and stock?

Strategic Planning

Strategic Planning Portfolio Management Portfolio Taxes

Founders and Builders: What I Wish I Knew

Brown Advisory

FEBRUARY 23, 2022

The goal of the series is to be educational and provide guidance for entrepreneurs along their journey. . . Planning for Your Liquidity Event and Beyond. On May 6, our panel of experts focused on investment, tax and strategic planning advice to help you prepare for this moment and beyond. Thursday, May 6, 2021.

Strategic Planning

Strategic Planning Portfolio Management Portfolio Taxes

Accounting Advisory Services: A Comprehensive Guide for CPAs

Harness Wealth

OCTOBER 23, 2023

If you’re a CPA who works with clients on more than just annual tax returns, you’re likely already providing accounting advisory services. This emerging discipline offers a wealth of opportunities for both clients and accounting firms, and focuses on providing strategic guidance and future-focused tax planning throughout the year.

Accounting

Accounting Taxes Strategic Planning Estate Planning

Strategizing Success: The CFP® Blueprint for Indians

International College of Financial Planning

MARCH 9, 2024

Who is a Certified Financial Planner® Professional A Certified Financial Planner® (CFP®) professional is a beacon in the financial advisory landscape, offering unmatched expertise in financial management and strategic planning.

CFP

CFP Certified Financial Planner Certification Financial Planner

2021 Year-End Planning Letter

Brown Advisory

NOVEMBER 5, 2021

Without downplaying the importance of appropriate action around year-end tax planning, our purpose in this letter is to encourage clients to step back, take a breath and consider using this time to focus on the long term. We have created a streamlined process to guiding these discussions and developing a family strategic plan.

Planning

Planning Tax Planning Taxes Clients

Tax Strategies to Grow Your Wealth

Zoe Financial

APRIL 17, 2023

Besides meeting all the requirements for this date, have you considered the impact of implementing long-term tax strategies on your wealth? So take advantage of the opportunity to optimize your tax planning and maximize your financial growth potential. There is one opportunity left to lower your tax bill this year.

Taxes

Taxes Retirement Accounting Tax Planning

Talent Acquisition in the Tax Industry: Addressing the Ongoing Shortage

Harness Wealth

MAY 12, 2025

Delivering accurate and timely compliance requires enough personnel with the necessary expertise, and the shortage is compromising this fundamental aspect of tax practice. Firms should evaluate their needs and identify roles that can be structured on a contract or freelance basis to attract professionals who prefer this work style.

Taxes

Taxes Compliance Accounting Numbers

7 Key Investing Strategies When You Have $100k in Savings

WiserAdvisor

NOVEMBER 6, 2023

For instance, when saving for your child’s higher education, it may be advised to channel your funds wisely to a 529 account. A 529 account is a specialized investment tool designed to cater to higher education expenses, like college tuition, books, etc. Tax planning can help you maximize your earnings effectively.

Investments

Investments Investing Financial Advisor Taxes

How to Determine If Your Financial Advisor Is Doing a Good Job Each Year

WiserAdvisor

JANUARY 23, 2024

Seeking professional advice can provide valuable insights and a roadmap to achieve your financial goals with strategic planning. If your financial advisor is not keeping a close eye on your taxes, they might be missing out on various opportunities that could impact your financial well-being.

Financial Advisor

Financial Advisor Risk Tolerance Communication Taxes

Talent Acquisition in the Tax Industry: Addressing the Ongoing Shortage

Harness Wealth

MAY 12, 2025

Delivering accurate and timely compliance requires enough personnel with the necessary expertise, and the shortage is compromising this fundamental aspect of tax practice. Firms should evaluate their needs and identify roles that can be structured on a contract or freelance basis to attract professionals who prefer this work style.

Taxes

Taxes Compliance Accounting Numbers

Avoid These 7 Tax Pitfalls When Selling (Public or Private) Investments

Harness Wealth

APRIL 29, 2025

Key takeaways Tax-advantaged accounts like IRAs offer powerful benefits for investment transactions, protecting gains from immediate taxation, and allowing for tax-free trading activity. FAQ: Do you pay taxes when you sell stock in an IRA?

Taxes

Taxes Investments Investing Sales

Financial Advisor Source

All the Tax Benefits You Need for Your Small Business

5 Ways to Transform Tax Season Into an Opportunity with Grayson Blazek, Ep #237

Webinars

Trending Sources

Client Accounting Services: A Guide for CPAs

Webinars

Founders and Builders: What I Wish I Knew

Founders and Builders: What I Wish I Knew

Accounting Advisory Services: A Comprehensive Guide for CPAs

Strategizing Success: The CFP® Blueprint for Indians

2021 Year-End Planning Letter

Tax Strategies to Grow Your Wealth

Talent Acquisition in the Tax Industry: Addressing the Ongoing Shortage

7 Key Investing Strategies When You Have $100k in Savings

How to Determine If Your Financial Advisor Is Doing a Good Job Each Year

Talent Acquisition in the Tax Industry: Addressing the Ongoing Shortage

Avoid These 7 Tax Pitfalls When Selling (Public or Private) Investments

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