Nerd's Eye View

MAY 31, 2024

Going beyond FPA’s existing PlannerSearch tool, the narrowed-down list is meant to help consumers identify a focused subset of the most reputable planners.

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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.

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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.

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Tobias Financial

DECEMBER 20, 2023

As we begin our countdown to 2024, it is a great time to ensure your year-end tax plan is in place. Tax planning is a vital component of meeting your overall financial goals. Our team of professionals is here to assist with your financial and tax planning needs. You can access the webinar recording here.

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Cordant Wealth Partners

NOVEMBER 18, 2024

We also get you up to speed on the tax benefits of using a DAF. If you've heard of a DAF and are curious about incorporating it into your giving and tax planning strategy, this article is for you. Key Takeaways: Contributions to a donor-advised fund reduce your tax bill in the year your contribution is made.

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Harness Wealth

APRIL 17, 2025

These include student loan interest, educator expenses, and certain contributions to retirement accounts. Why do tax credits exist? Whether it is promoting education, incentivizing retirement savings, or supporting parents and low-income workers, these credits serve as powerful policy tools. Pursuing higher education?

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WiserAdvisor

JUNE 16, 2025

Get into the depths of tax planning and explore multiple tax savings strategies Tax planning is extremely important for high-net-worth individuals to ensure more of your income and profits are retained. These plans grow tax-free, and withdrawals are tax-exempt when used for qualified education expenses.

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Ballast Advisors

NOVEMBER 21, 2022

What are appropriate checklists for year-end tax planning? Tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Certain tax benefits may be available if you can claim an individual as a dependent. Family tax planning.

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Yardley Wealth Management

DECEMBER 17, 2024

Tax Efficiency: A Often Overlooked Opportunity One area where I see clients consistently leaving money on the table is tax planning. For 2025, consider implementing tax-loss harvesting strategies in your investment accounts.

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Harness Wealth

MARCH 14, 2025

The hours spent managing administrative tasks , following up on missing paperwork, and ensuring compliance take away from time that could be spent on higher-value tax planning services. From a business perspective, automation enables tax firms to grow without adding more staff.

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Harness Wealth

APRIL 17, 2025

This represents a significant change from previous years’ higher percentages, making strategic timing of asset purchases increasingly important for tax planning purposes. Bonus Depreciation continues to evolve, with 2025 offering a 40% deduction rate for eligible new and used property.

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Taxes Tax Planning Professional Services Planning 52

Yardley Wealth Management

FEBRUARY 1, 2022

The post Part 1: The Tools of the Tax-Planning Trade appeared first on Yardley Wealth Management, LLC. Part 1: The Tools of the Tax-Planning Trade Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome.

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Yardley Wealth Management

FEBRUARY 1, 2022

The post Part 1: The Tools of the Tax-Planning Trade appeared first on Yardley Wealth Management, LLC. Part 1: The Tools of the Tax-Planning Trade. Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome.

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Carson Wealth

FEBRUARY 6, 2025

The federal estate tax exemption has grown to $13,990,000 per person, giving you more flexibility in legacy planning. This creates more options for helping children with education, supporting aging parents, or passing on family wealth in tax-smart ways.

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Taxes Retirement Tax Planning Planning 65

Million Dollar Round Table (MDRT)

JULY 21, 2022

This is the time to do comprehensive financial planning: retirement planning, investment planning, tax planning and estate planning. Help her find her independence through education, motivation and collaboration. Discuss more advanced estate planning, charitable planning and special family issues.

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James Hendries

SEPTEMBER 27, 2022

The truth is, saving for your retirement and your child’s education at the same time can be a challenge. If the numbers say that you can’t afford to educate your child or retire with the lifestyle you expected, you’ll probably have to make some sacrifices. You want to retire comfortably when the time comes.

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Million Dollar Round Table (MDRT)

JULY 10, 2022

Both sessions aim to educate about the value and benefits of financial and tax planning, but no selling occurs. During the seminar with professionals, I ask attendees to exchange business cards and talk about what they do so they become more comfortable with each other. I don’t want attendees to feel pushed to buy.

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Harness Wealth

JANUARY 29, 2025

Bunching strategies Bunching strategies are tax planning techniques used to maximize deductions by combining multiple years’ worth of deductible expenses into a single tax year. The Residential Clean Energy Credit offers up to 30% back on installation costs, helping reduce both your tax liability and energy expenses.

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AdvicePay

JUNE 13, 2024

Here are some examples of one-time and ongoing services you can offer clients under the fee-for-service model: One-Time Services Ongoing Services Comprehensive Financial Plan Ongoing Financial Planning Second Opinion Engagement Advising on Held-Away Accounts Student Loan Analysis Tax Planning Portfolio Tax Efficiency Review Estate Planning Housing (..)

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Insurance Coverage Financial Planning Estate Planning Tax Planning 87

Indigo Marketing Agency

MAY 1, 2025

You create valuable, educational content that addresses your ideal clients key questions and concerns. Why This Works So Well Once your content ecosystem is in place, the benefits compound quickly: Educated Prospects = Easier Conversations Your content has already answered their basic questions. Theyre asking, How can we get started?

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Talon Wealth

OCTOBER 26, 2023

Consider early retirement tax planning. Retirement accounts like 401(k)s and IRAs provide the advantage of tax-deferred growth, saving you significant amounts of money in taxes over the long term. This will allow you to plan for retirement and ensure you have enough funds to meet your needs.

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MainStreet Financial Planning

SEPTEMBER 27, 2024

Join Vida Jatulis , CFP®, and Anna Sergunina , CFP®, as they guide you through key strategies for funding your child’s education and developing a comprehensive timeline of actions to take. Key topics include saving strategies, estimating costs, tax planning, and financial aid.

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James Hendries

JANUARY 8, 2023

If you are having trouble with financial wellness, look for tools and education to help you develop a healthier relationship with your finances. The information provided is not intended to be a substitute for specific individualized tax planning or legal advice. We suggest that you consult with a qualified tax or legal advisor.

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Harness Wealth

MARCH 6, 2025

A good rule of thumb is to set aside at least 30% of every payment you receive to cover your estimated tax obligationshowever, this percentage may need to be adjusted based on your individual tax bracket. On the whole, its advisable to consult a tax adviso r to develop a dependable tax plan.

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eMoney Advisor

FEBRUARY 9, 2023

Since they may not have a lot of experience, it will be important to provide education and instill positive financial habits. You can build trust and credibility by educating them with content applicable to them and their situation such as podcasts, videos, seminars, and blogs, but be sure to make yourself available when they have questions.

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Zoe Financial

JUNE 20, 2025

They are not real clients and are intended solely for educational purposes. Individual results will vary based on specific financial circumstances.

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eMoney Advisor

JANUARY 17, 2023

Quick tips: If you feel like you are paying too much for a piece of tech, chances are, you are not using it to its full potential—research ways to become better educated on the tech and its solutions. Do you offer tax planning as a service but manage client tax data in Microsoft Excel? You catch my drift.

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Harness Wealth

JANUARY 10, 2025

Despite social media claims suggesting its illegal or akin to tax evasion, hiring your children offers distinct financial and educational benefits, assuming you adhere to labor laws and tax regulations. Hiring your children within a family business is a legitimate and potentially advantageous strategy when approached correctly.

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Fortune Financial

SEPTEMBER 25, 2023

Whether planning for retirement, saving for your children’s education or simply looking to grow your investments, finding the right wealth management services in Kansas City can make all the difference. Long-term goals typically encompass retirement planning, wealth preservation and estate planning.

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MazumaBusinessAccounting

JULY 15, 2021

Strategizing around how to pay yourself, your taxes, and other expenses. While there is a lot we could cover on the topic of business planning, for today we are going to focus on 3 important financial elements. Tax Planning. Calculating tax rates can be tricky for small business owners. Expense Planning.

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Harness Wealth

OCTOBER 2, 2024

To attract new clients and foster long-term relationships, tax advisors could consider adopting digital marketing strategies. For example, “comprehensive tax planning” or “long-term tax strategies for small businesses” can, over time, help you attract the right visitors.

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Yardley Wealth Management

FEBRUARY 15, 2022

The post Part 2: Tax-Wise Investment Techniques appeared first on Yardley Wealth Management, LLC. Part 2: Tax-Wise Investment Techniques In our last piece, we introduced some of the tools of the tax-planning trade. In other words, your tax-planning techniques matter at least as much as the tools.

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Yardley Wealth Management

FEBRUARY 15, 2022

The post Part 2: Tax-Wise Investment Techniques appeared first on Yardley Wealth Management, LLC. Part 2: Tax-Wise Investment Techniques. In our last piece, we introduced some of the tools of the tax-planning trade. In other words, your tax-planning techniques matter at least as much as the tools.

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International College of Financial Planning

OCTOBER 17, 2023

Tax Planning in Real Time Gone are the days when tax planning was an annual event. With financial planning tools available in real-time, CFP s can assist clients with efficient tax planning strategies throughout the year. It adds value to their services and sets them apart in a competitive market.

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Harness Wealth

FEBRUARY 20, 2024

When selecting a tax professional, there are four main types to consider: Certified Public Accountant (CPA) Enrolled Agent (EA) Tax Attorney Non-credential Tax Professional Each type requires its own education and training, allowing them to provide specific services, which we’ll explore below.

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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.

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International College of Financial Planning

SEPTEMBER 7, 2024

At its core, the CFP® Fast Track equips you with the expertise to offer sound financial advice, specializing in areas such as retirement planning, risk management, tax planning, and wealth management. By pursuing this course, you become proficient in helping individuals and companies achieve their financial goals.

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