This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
This month's edition kicks off with the news that Holistiplan has announced the rollout of a new estateplan document extraction tool to stand alongside its highly popular tax return scanning tool – which highlights how advances in AI technology have allowed tools like Holistiplan to go beyond tax returns and scan nearly any kind of document (..)
Essential estateplanning strategies for volatile markets, including GRATs, charitable trusts, and QPRTs. Learn how to optimize wealth transfer and minimize tax impact during high interest rates and market uncertainty.
In recent years, the Internal Revenue Code (IRC) has endured some drastic changes resulting from legislative action that have altered the strategies estateplanning professionals have recommended to clients. For instance, prior to the 2017 Tax Cuts and Jobs Act (TCJA), "A/B trusts" had become ubiquitous for spousal estatetaxplanning.
Key estateplanning tactics for expatriates in light of 2025 Section 2801 tax regulations, including pre-expatriation trusts and covered status avoidance.
To achieve this, financial support may start at a very young age, allowing for a longer growth horizon and, in many cases, serving tax and estateplanning purposes. Parents often want to ensure their children have the resources to pursue their potential and lead fulfilling lives. Read More.
Double-digit percentage point gains in both were notable findings in the annual advisor tech survey revealed at the T3 conference this week, as was the persistently low adoption of cybersecurity tools.
podcasts.apple.com) Taxes A year-end taxplanning checklist. kindnessfp.com) How to think about taxes in early retirement. marknewfield.substack.com) How to look for holes in your financial plan. contessacapitaladvisors.com) Four steps to an estateplan.
Luckily, alongside the increasing popularity of podcasts on a seemingly infinite range of topics, there is a growing ecosystem of podcasts aimed at financial advisors, covering everything from practice management and career development to technical topics, such as investment, tax, and estateplanning.
Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estateplanning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden.
Irrevocable trusts lie at the heart of a variety of estateplanning strategies, as gifts to irrevocable trusts can allow for the transfer of assets outside of an owner’s estate for estatetax purposes with more structure than an outright gift. the assets' original owner).
Which could prove to be a boon for the financial advice industry as more consumers are willing to entrust their assets to an advisor (while at the same time possibly making it tougher for some advisors to differentiate themselves primarily by how they put their clients' interests first?).
riabiz.com) A round-up of recent financial advisortech news including Holistiplan's estateplanning module. thinkadvisor.com) A year-end taxplanning checklist. (standarddeviationspod.com) The biz Fidelity is crushing it. riabiz.com) What is the target market for MAGA-centric Strive Wealth Management?
humbledollar.com) Who gets the education tax credit? nytimes.com) Personal finance 11 financial things to do in your 40s, including 'Doing an estateplan check up.' (theguardian.com) Children Three important money lessons for children. humbledollar.com) How to get money to children before they have earned income.
Strategic charitable giving not only benefits the recipient but can also create significant tax advantages for the giver. While many people approach their financial planning with careful strategy, its easy to overlook the same level of intention when it comes to charitable giving. It just needs to be given to a qualified 501(c)(3).
As December unfolds, it’s easy to overlook year-end taxplanning amid the holiday hustle. However, dedicating a few moments now can lead to significant savings come tax season. To help you retain more of your hard-earned money and reduce your tax liability, consider these five strategic moves before the year concludes.
nytimes.com) Taxes in retirement only get more complicated. cameronhuddleston.com) Five ways to simplify your estateplan. (sites.libsyn.com) Frazer Rice talks with Christine Benz author of "How to Retire" (podcasts.apple.com) Carl Richards talks money and more with journalist Kara Swisher.
In this episode, we talk in-depth about how Ed identified the 1986 Tax Reform Act as an opportunity for him as young accountant to dig into the new rules regarding IRAs (that older accountants weren’t interested in touching), how Ed was able to significantly raise his fees in his accounting practice with little pushback from clients by focusing (..)
humansvsretirement.com) Estateplanning Why you should update your estateplans periodically. obliviousinvestor.com) Estateplanning should most importantly include talking about it. cntraveller.com) How Social Security fits within your retirement plan. That doesn't mean they are easy to hold.
Integrated is launching the new insurance business largely due to recent changes in tax and estateplanning regulations. Peter Kaplan, a former First American Insurance Underwriters vice president, will lead it.
obliviousinvestor.com) Estateplanning Changing an estateplan takes time. wealthmanagement.com) Do your clients have a digital estateplan? thinkadvisor.com) How tax treatment differs across states for 529-to-Roth IRA rollovers. thinkadvisor.com) How to research a Social Security question.
morningstar.com) Early in retirement is the time to do some taxplanning. nextavenue.org) Estateplanning Mistakes to avoid in your estateplanning. theretirementmanifesto.com) If you have a valuable collection you need a plan for its eventual disposition.
Private Client Solutions will help advisors access areas of expertise beyond investment management, including tax and estateplanning and acquisition strategies.
Podcasts Christine Benz talks 2025 taxes with Ed Slott author of "The Retirement Savings Time Bomb Ticks Louder." apolloacademy.com) Taxes Some things to know about doing a QCD. humbledollar.com) Lessons learned from Warren Buffett's approach to estateplanning. tonyisola.com) How to get more money into a 529 account.
(apolloacademy.com) How higher property taxes would help unlock the housing market. nextavenue.org) Lessons learned from Warren Buffett's estateplanning, including 'Tell your kids you are proud of them.' msn.com) Aging Spending more money doesn't necessarily make for a more fulfilling retirement.
Understand the basics first, and then create an estateplan. Wills and trusts are both important estateplanning tools with important differences. If you don’t, these assets will likely be paid to your probate estate, possibly triggering income tax. Unfortunately, costly mistakes are all too easy to make.
We organize all of the trending information in your field so you don't have to. Join 36,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
243 
Let's personalize your content