Diamond Consultants

FEBRUARY 11, 2025

Supported RIAs are commonly (and loosely) referred to by an array of different names, such as Platform RIAs, Service Providers, Outsourced Solutions, Tuck-ins, Aggregators, and Roll-upsamong others. For the purpose of this article, we will refer to all of these as Supported RIAs.

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Nationwide Financial

JANUARY 27, 2023

Legacy planning is a great example. We use the term “legacy planning” because it includes more than just basic estate planning. This refers to the client’s intentions to continue working with you, invest additional assets with you, and refer you to friends and family.

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Darrow Wealth Management

FEBRUARY 19, 2024

A deep discussion of these strategies is outside the scope of this overview, and because every situation is so different, be sure to discuss your situation with your tax and financial advisor. Taxes should always be a component of any investment decision — but not the main driver.

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Harness Wealth

FEBRUARY 20, 2024

In this guide, we explore the four main types of tax professionals and the benefits of working with a tax advisor to help navigate challenging tax scenarios. We’ll dive into what a tax advisor does, and help you make an informed decision about which type of tax professional is right for you.

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Steve Sanduski

SEPTEMBER 17, 2024

Guest: Megan Gorman, Founder and Managing Partner of Chequers Financial Management , a female-owned, high-net-worth tax and financial planning firm based in San Francisco. ” Megan Gorman and I discuss: How Megan draws on her background as an attorney and her passion for tax strategy when advising high-net-worth clients.

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Harness Wealth

SEPTEMBER 23, 2024

Key Takeaways: Too many tax practices are bogged down in commoditized administrative tasks and compliance work, making it challenging to cross-sell services to expand client relationships. Take an inventory of how your practice spends time Reflect on how your own tax practice spends the bulk of its time.

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Harness Wealth

FEBRUARY 13, 2023

When it comes to taxes on equity compensation, there’s a lot to navigate. Traditional tax firms tend to have rigid business models that make it difficult for clients looking for one-off expert consultations or even ongoing planning services. Have a look at our services below and consider signing up for an account today.

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Harness Wealth

MARCH 11, 2024

As a company founder, early startup employee, or small business owner, you may find yourself in a higher tax bracket as your business grows or you realize gains from equity compensation. But that doesn’t mean you simply have to accept a higher tax bill. Here are 20 tax-efficient actions to consider when filing your taxes in 2024.

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Harness Wealth

MARCH 5, 2024

Tax advisors, and other tax professionals , offer services from preparing and filing annual tax returns to comprehensive tax strategies that help minimize taxes and preserve wealth over time. In this guide, we’ll explore the average fees of tax advisors in the US for 2024.

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Taxes Tax Planning Ethics Education 52

Harness Wealth

JUNE 5, 2024

“Until I found Harness, starting my own tax practice wasn’t an option that I was seriously considering.” Due to Mr. Maddox’s relationship with Harness as a tax adviser on the platform, material conflicts of interest may arise. Maddox’s relationship with Harness as a tax adviser on the platform, material conflicts of interest may arise.

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Harness Wealth

OCTOBER 23, 2023

Key Takeaways: Accounting advisory services extend beyond traditional tax preparation to offer strategic financial guidance. Specialized areas can include estate planning and tax-efficient investment strategies. Table of Contents What Are Accounting Advisory Services?

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eMoney Advisor

FEBRUARY 9, 2023

Financial Planning Needs: Retirement planning Education and family planning Obtaining appropriate insurance coverage Business and tax planning Significant asset purchases Strategies for Serving Clients in This Stage: Clients at this stage are experiencing life events — both large and small — that will impact their financial planning needs.

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Diamond Consultants

JULY 16, 2024

Common examples of such ancillary services include trust and estate planning, tax advisory, concierge/UHNW services, bill-pay, specialty financing, bespoke alternative and private investments, and many more. The same goes for trust and estate services, banking, lending, and more. Ensure you are in the right place.

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Midstream Marketing

DECEMBER 10, 2024

You might have a webinar about planning for retirement, easy investments for beginners, or key estate planning tips. This program can encourage your clients to refer others. You can think about offering rewards for people who refer others to you. It is nice to show gratitude to clients who refer others.

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Sara Grillo

MAY 10, 2024

.” I’ve heard iterations of this: I’m a CPA and financial advisor, and my best tax return client just hired someone else to do their retirement planning. I’m a CPA and financial advisor, and my best AUM client just hired someone else to do their tax return.

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Darrow Wealth Management

MAY 3, 2024

And ultimately, how to invest a windfall will depend on a number of factors, including your risk tolerance, time horizon, and spending plans. And that’s before even considering taxes or market volatility! Depending on your goals and personal financial situation, there may be many more planning opportunities to consider.

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Darrow Wealth Management

MAY 3, 2024

And ultimately, how to invest a windfall will depend on a number of factors, including your risk tolerance, time horizon, and spending plans. And that’s before even considering taxes or market volatility! Depending on your goals and personal financial situation, there may be many more planning opportunities to consider.

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Harness Wealth

JUNE 30, 2023

Whether you’re building equity in a primary residence or buying a vacation home or investment property, understanding how to best prepare for, and manage, a real estate purchase is a critical piece of any personal financial plan. and Financial Planning for Estate Planning.

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Harness Wealth

JUNE 9, 2023

While it may seem like a luxury that is only available to the wealthy, anyone is capable of building an effective financial plan and putting it into action. Without effective personal financial management, you risk losing money to poor budgeting, poor tax planning, or even just to inflation.

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Carson Wealth

DECEMBER 13, 2022

These advisors may have a background in tax or small business planning, specialize in high-net-worth families or make sophisticated investment recommendations. Managing wealth requires the skills of a Financial Advisor plus competence in tax and estate planning.

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WiserAdvisor

JANUARY 27, 2023

In general terms, a high-net-worth individual is someone with substantial wealth and a mix of liquid assets, such as cash, stocks, and bonds, as well as non-liquid assets, such as real estate and privately-held businesses. 2023 may see several changes with respect to retirement plans, Social Security, etc.,

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Harness Wealth

MAY 25, 2023

The right advisor can help manage your wealth, plan for retirement, navigate tax implications, and more. The per-hour fee structure is often used by financial advisors offering advice on estate planning; debt management; tax strategies; and Social Security claiming strategies.

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Park Place Financial

SEPTEMBER 8, 2022

Typically, these advisors are skilled in multiple areas, such as general wealth management or estate planning. This type of financing planning may be more beneficial for wealthier people, who need assistance with reducing their tax liability or deciding how to allocate money to beneficiaries. Financial Advisor .

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Carson Wealth

JULY 26, 2023

Compensation: This refers to how you intend to be compensated for the business. Tax planning: This aspect must go hand in hand with your desired compensation, as the impact the sale has on your taxes may point you toward extending your payout, rather than taking a lump sum.

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Brown Advisory

NOVEMBER 12, 2015

Strategic Advisory Letter | 2015 Year-End Planning Checklist. As 2015 comes to a close, we remind our clients and friends of how important it is take time to review new tax rules, consider tax-saving opportunities and review investment and asset-protection plans before year’s end. Thu, 11/12/2015 - 11:10.

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The Richer Geek

FEBRUARY 23, 2022

The second is to reduce their tax burden, because the thing is, is that part of our expenses, our largest part typically is our taxes, especially the higher-income earners that we are” “And then the third thing is helping them build infrastructure and infrastructure may be just entity structure. And we do that in three different ways.

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WiserAdvisor

AUGUST 3, 2023

The 1 percent fee structure refers to the annual advisory fee charged by a financial advisor, typically calculated as a percentage of the Assets Under Advisory (AUA). It is also important to carefully consider your unique situation and goals when evaluating whether the guidance of a financial advisor is the right choice for you.

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WiserAdvisor

APRIL 16, 2025

Planning for retirement is one of the biggest financial challenges you will ever face, and a financial advisor can help you adopt a strategy that can take you to your goals, mitigate risk, and adapt to the changes that will inevitably come your way. Retirement planning can be a long-term journey, and a lot can change along the way.

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WiserAdvisor

JULY 25, 2023

A financial advisor possesses a deep understanding of complex financial concepts and can help you navigate the intricacies of investing, retirement planning, debt management, estate planning, succession planning, tax optimization, and more. For instance, you may discuss estate planning.

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Indigo Marketing Agency

AUGUST 22, 2024

Topics might include budgeting tips, understanding different investment vehicles, or navigating life events like buying a home, planning for college, and saving for retirement. Providing downloadable guides, e-books, and checklists can further support clients in their financial journeys and give them tools to refer back to in the future.

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Financial Advisor Clients Communication Education 52

WiserAdvisor

JANUARY 16, 2024

These figures can serve as a valuable reference point for individuals planning their retirement. Beyond retirement, 401(k) plans can play a crucial role in estate planning, too. The tax-deferred structure of a 401(k) is a compelling feature. The tax-deferred structure of a 401(k) is a compelling feature.

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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.

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Harness Wealth

FEBRUARY 4, 2025

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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Taxes Investing Investments Startup 52

Sara Grillo

APRIL 11, 2022

These services often include recommendations on investments, financial planning, retirement, Social Security, Medicare, tax planning, and other wealth-related topics. RICK FERRI, CFA: What’s more tax efficient? An hourly financial advisor is someone who provides financial advisor for a set hourly rate. Jon Luskin.

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Harness Wealth

JULY 29, 2024

In this guest post, Harness Tax Advisory Council member, Griffin Bridgers, J.D., covers some of the top estate planning trends that tax advisors should be tracking during the second half of 2024. contained a number of changes relevant to estate planning. citizens and residents. The SECURE Act 2.0

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The Big Picture

OCTOBER 19, 2022

So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll do tax planning, right? We’ll do estate planning and other complex financial planning. Let’s talk a little bit about portfolio analytics, financial planning tools.

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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).

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