Wealth Management

JULY 8, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 Charles Schwab bank branch Mutual Funds Schwab Expands Roster of No Transaction Fee Mutual Funds Schwab Expands Roster of No Transaction Fee Mutual Funds by David Bodamer Jul 8, 2025 1 Min Read Wealth (..)

Wealth Management

Wealth Management

JULY 17, 2025

based accounting firm, is taking a page from large registered investment advisors by bringing together taxes and wealth management. In these cases, the RIA will agree to non-solicitation agreements regarding tax clients, but a revenue-sharing model for the wealth management services. Conversely, tax firm Wright Ford Young & Co.

Wealth Management

Wealth Management

AUGUST 1, 2025

The deal includes Family Wealth Tax Advisory, an affiliated tax practice that will be integrated into Mercer’s tax planning services. “We Family Wealth Planning Group has been affiliated with Raymond James Financial Services, its independent advisor channel, since 2016. Concept of digital social marketing.

Estate Planning

Wealth Management

JULY 18, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo Brennan’s experience is indicative of many young advisors working in the RIA space. Another is working with clients across adjacent areas, including estate planning and tax strategies. Related: $2.2B

Estate Planning

Wealth Management

JULY 2, 2025

As a result, financial advisors should start honing the services Gen X members will likely benefit from the most, including retirement planning, estate and tax planning and mortgage refinancing. trillion annually over the next decade as part of the great wealth transfer, a new report finds. trillion annually.

Financial Advisor

Wealth Management

AUGUST 8, 2025

As a business owner and organizational leader himself, Jordan intimately understands the time constraints and complexities facing these clients and helps them build a plan to pursue their goals while balancing many different priorities. He began at Deloitte’s individual tax practice, honing his skills in tax and estate planning strategies.

Estate Planning

Wealth Management

JUNE 27, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 Matt Magill KKR Alternative Investments RIAs and the Evolving Landscape of Private Wealth RIAs and the Evolving Landscape of Private Wealth by WealthManagement.com Staff Jun 27, 2025 Wealth Planning (..)

Estate Planning

Wealth Management

AUGUST 6, 2025

Several stock holdings in these ETFs received a substantial tax savings boost from the recently passed One Big Beautiful Bill Act. The bill creates permanent tax incentives in the areas of capital asset depreciation and expensing of domestic R&D costs. Related: 11 Investment Must Reads for This Week (Aug.

Taxes

Wealth Management

JULY 31, 2025

The semi-liquid alternatives available through SMArtX include interval funds and tender offer funds, and encompass strategies ranging from private equity to private credit and real estate. These options can be integrated alongside ETFs, mutual funds, SMAs and direct indexing within a single tax-managed custodial account.

Estate Planning

Wealth Management

JULY 9, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all fixed income data computer fintech WealthTech Former Citadel Quants Raise $36M for Fixed-Income Fintech Former Citadel Quants Raise $36M for Fixed-Income (..)

Wealth Management

Wealth Management

AUGUST 5, 2025

The aspiration is to bring together a client’s disparate accounts, goals, tax realities and family dynamics into a cohesive, personalized investment solution. When combined with personalized and rudimentary tax management, the transition from product-centric SMAs to client-centric UMAs was underway. Yet progress here remains slow.

Wealth Management

Wealth Management

AUGUST 14, 2025

Putting Personalization Into Practice Here are a few ways firms are applying these principles in the real world: Tax-Efficient Portfolios: With investors expecting tax optimization, advisors can offer significant value by delivering thoughtful, tax-efficient portfolio strategies.

Wealth Management

Wealth Management

AUGUST 6, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all IEQ Capital co-founder and Managing Partner Eric Harrison Industry News & Trends Ex-Wife Sues IEQ Capital Founder Over Scheme to Shield Assets (..)

Wealth Management

Wealth Management

AUGUST 6, 2025

The Foundation represented that the foreign organizations are registered charitable, tax-exempt organizations in the foreign country and met the charitable purposes requirements aligned with IRC Section 501(c). based charitable organizations engaged in global philanthropy, especially those working through foreign intermediary organizations.

Estate Planning

Wealth Management

AUGUST 4, 2025

In addition, Vestmark announced that it partnered with alternative investment platform iCapital and asset management giant BlackRock to add private market assets to its tax-managed UMAs for RIAs on the Dynasty Financial Partners’ network. 4, 2025) 11 Investment Must Reads for This Week (Aug. Concept of digital social marketing. (The

Wealth Management

Wealth Management

AUGUST 6, 2025

Founder and wealth advisor Joshua Manwaring leads the acquired firm, specializing in financial planning, retirement income planning, and tax and estate planning. The deal for Manwaring Wealth Management marks Wealth Enhancement’s third in the state and adds to its 152 offices nationally.

Estate Planning

Wealth Management

JUNE 10, 2025

You can't do this in isolation, you need a team," said Terranova, senior managing director at Virtus Investment Partners, when asked by WealthManagement.com Executive Editor Diana Britton about who he uses as his advisor to handle tax and estate planning and more. “I

Wealth Management

Wealth Management

AUGUST 12, 2025

Peter Aloisi August 12, 2025 4 Min Read Andrew Harnik/Getty Images News/Getty Images For many investors, the phrase "alternative minimum tax" tends to raise eyebrows or trigger confusion, if not concern. According to the Tax Policy Center, AMT filings fell from over 5 million in 2017 to just 200,000 in 2018.

Marketing

Wealth Management

AUGUST 4, 2025

PEP’s value propositions are compelling, promising: Lower costs Less liability Less administrative work With the explosion of plan formation due primarily to state mandates, helped by tax credits in SECURE 2.0, Yet plan sponsors' demand is tepid, maybe out of ignorance, with some calling PEPs a solution in search of a problem.

Estate Planning

Wealth Management

JUNE 11, 2025

Ratner June 11, 2025 2 Min Read A client whose estate will remain non-taxable after 2025 has a policy in an irrevocable life insurance trust (ILIT) that was presumably purchased for estate tax liquidity.

Wealth Management

MainStreet Financial Planning

JANUARY 23, 2025

Removing items you no longer own and adding new purchases will ensure your inventory is accurate and ready for insurance purposes if needed. For 2024, the maximum taxable earnings subject to Social Security tax is $168,600. If you notice any errors, you can easily request a correction online.

Estate Planning

Dear Mr. Market

DECEMBER 31, 2024

Optimize Tax Strategies Its not what you makeits what you keep. Meet with your tax advisor to discuss harvesting tax losses, Roth conversions, and charitable contributions that might save you money. Insure What Matters Most Your family, your income, and your healththese are non-negotiables.

Budgeting

Wealth Management

AUGUST 6, 2025

Financial advisors regularly handle individual client data, including tax records, financial plans and other identifiable and sensitive information. But the use of AI introduces heightened risks in a rapidly shifting environment. Data Protection Without data, there’s no AI, but data is also AI’s most significant risk vector.

Wealth Management

Wealth Management

JUNE 23, 2025

Forty-four percent cited both access to institutional-grade products and help navigating crypto tax regulations and reporting requirements. Moreover, 48% said they would like customized portfolio allocation strategies, and 46% are looking for secure custody and asset protection recommendations.

Assets

Wealth Management

JULY 30, 2025

The muni ETFs will be focused on California and New York securities and will be called the AB California Intermediate Municipal ETF and the AB New York Intermediate Municipal ETF, honing in on investor demand in the high-tax states. Investors favor the products’ lower cost and tax efficiency over more expensive mutual funds.

Estate Planning

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

Wealth Management

AUGUST 5, 2025

Advisors leveraging model portfolios can choose to place a greater focus on planning, tax, insurance, and niche alternatives—and do not forget asset gathering. If an advisor’s main value-add is a model portfolio that hundreds of other advisors are using, what differentiates them?

Financial Advice

Wealth Management

AUGUST 6, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all IEQ Capital co-founder and Managing Partner Eric Harrison Industry News & Trends Ex-Wife Sues IEQ Capital Founder Over Scheme to Shield Assets (..)

Wealth Management

Wealth Management

AUGUST 13, 2025

Dollenmeyer, Megan Vandermeer Aug 13, 2025 9 Min Read Business Planning Related Topics Client Relations Growth Strategies Professional Development Diversity & Inclusion Recent in Business Planning See All Businessman hand holding magnet and magnetizing avatars.

Valuation

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

Wealth Management

JULY 10, 2025

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 dollar percent sign private equity leverage deals Alternative Investments Private Credit Firms Pitch More Leverage to Win Over Deals Private Credit Firms Pitch More Leverage to Win Over Deals by Olivia (..)

Wealth Management

Wealth Management

AUGUST 13, 2025

Dollenmeyer, Megan Vandermeer Aug 13, 2025 9 Min Read Business Planning Related Topics Client Relations Growth Strategies Professional Development Diversity & Inclusion Recent in Business Planning See All Businessman hand holding magnet and magnetizing avatars.

Wealth Management

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

Wealth Management

AUGUST 13, 2025

Dollenmeyer, Megan Vandermeer Aug 13, 2025 9 Min Read Business Planning Related Topics Client Relations Growth Strategies Professional Development Diversity & Inclusion Recent in Business Planning See All Businessman hand holding magnet and magnetizing avatars.

Wealth Management

Wealth Management

JUNE 10, 2025

RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth Jalina Kerr of Charles Schwab shares how the most adaptive firms are expanding beyond portfolio management, into areas like estate and tax planning.

Wealth Management

Wealth Management

AUGUST 5, 2025

Their advanced planning, investment, estate and tax strategy teams stood out immediately,” he said. “We " He said Arax separated itself as a landing spot due to its platform supporting “advisor autonomy” along with industry talent and resources.

Wealth Management

Advisor Perspectives

MAY 28, 2025

Estate planning. Tax strategies. Insurance consulting. Succession planning. In the race to stand out, many financial advisors have expanded their service offerings. The thinking is simple: More services signal more value.

Communication