Five Key Provisions of New Tax Law Affecting Estate Planning
Wealth Management
JULY 14, 2025
New law increases transfer tax exemptions, raises SALT deduction cap, preserves TCJA rates, expands QSBS benefits and continues QBI deduction.
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Wealth Management
JULY 14, 2025
New law increases transfer tax exemptions, raises SALT deduction cap, preserves TCJA rates, expands QSBS benefits and continues QBI deduction.
Wealth Management
JULY 17, 2025
based accounting firm, is taking a page from large registered investment advisors by bringing together taxes and wealth management. July 17, 2025 3 Min Read Innovative CPA Group co-founder Anthony Minopoli The Innovative CPA Group, a Shelton, Conn.-based
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Wealth Management
JULY 9, 2025
Explore how the One Big Beautiful Bill Act impacts estate planning across wealth levels, emphasizing flexibility and income tax strategies for advisors.
Wealth Management
JUNE 10, 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 Wealth Management EDGE 2025 Industry News & Trends Scenes From Day 1 of Wealth Management EDGE 2025 Scenes From Day 1 of Wealth Management EDGE (..)
Wealth Management
JULY 8, 2025
About the Author David Bodamer Editorial Director, WealthManagement.com David Bodamer covers investments for WealthManagement.com , including hosting the Wealth Management Invest podcast. Coverage areas include SMAs, ETFs, model portfolios and alternative investing.
Wealth Management
JULY 2, 2025
trillion annually over the next decade as part of the great wealth transfer, a new report finds. trillion annually over the next decade as part of the great wealth transfer, a new report finds. trillion as part of the great wealth transfer over the next 10 years, or about $1.4 trillion annually.
Wealth Management
JUNE 26, 2025
Mason, who ran Rubicon Wealth Management, a registered investment advisor in Gladwyne, Pa., and Orchard Park Real Estate Holdings, was originally charged in January by the Securities and Exchange Commission and DOJ. Today’s sentencing shows how seriously the courts take federal tax crimes.” million to the IRS.
Wealth Management
JULY 18, 2025
Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo Wisconsin-based Resonant Capital and QBCo will share clients across wealth and tax in an increasingly popular service model.
Wealth Management
JUNE 27, 2025
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Wealth Management
JULY 9, 2025
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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. Related: $2.2B
Wealth Management
MAY 19, 2025
Decoding covered gifts and bequests under the final regulations.
Wealth Management
JUNE 23, 2025
For example, in early May, crypto asset manager Bitwise became the first firm to offer its assets through alternative investment platform iCapital. Forty-four percent cited both access to institutional-grade products and help navigating crypto tax regulations and reporting requirements.
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.
Wealth Management
JULY 10, 2025
Wealthspire Advisors: Reimagining the Wealthstack After Nine RIA Acquisitions Wealthspire Advisors: Reimagining the Wealthstack After Nine RIA Acquisitions Wealthspire’s Channing Olson has been leading the $30 billion RIA’s strategy to revamp its tech stack and processes after a run of M&A.
Wealth Management
JUNE 10, 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 Wealth Management EDGE 2025 Industry News & Trends Scenes From Day 1 of Wealth Management EDGE 2025 Scenes From Day 1 of Wealth Management EDGE (..)
Abnormal Returns
NOVEMBER 11, 2024
(riabiz.com) What is the target market for MAGA-centric Strive Wealth Management? riabiz.com) A round-up of recent financial advisortech news including Holistiplan's estate planning module. kitces.com) Practice management Should you outsource your marketing to an outside firm? advisorperspectives.com)
Yardley Wealth Management
FEBRUARY 18, 2025
The post Waterfall Wealth Management: A Strategic Approach appeared first on Yardley Wealth Management, LLC. In this article, we’ll break down the concept of waterfall wealth distribution, its benefits, and how it compares to traditional investment strategies.
Wealth Management
JUNE 30, 2025
Overlay management services implement clients’ investments through a professionally managed diversified portfolio, including tax strategies. Edward Jones has over $50 billion in assets in its UMA business. Coverage areas include SMAs, ETFs, model portfolios and alternative investing.
Wealth Management
MAY 19, 2025
Gifting undivided real estate interests can help your clients maximize wealth transfer and minimize tax exposure in estate planning.
Wealth Management
JUNE 11, 2025
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Wealth Management
JULY 18, 2025
Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B 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 Resonant Capital Advisors CEO and President Benjamin Dickey RIA $2.2B
Wealth Management
MAY 28, 2025
Key estate planning tactics for expatriates in light of 2025 Section 2801 tax regulations, including pre-expatriation trusts and covered status avoidance.
Wealth Management
JUNE 12, 2025
The SEC’s ETF Rule, which said providers no longer have to apply for exemption relief if they follow certain requirements, also opened the floodgates, said Jennifer Hutchins, co-CIO, Avantax Wealth Management, speaking at the Wealth Management Edge conference this week in Boca Raton, Fla.
Dear Mr. Market
DECEMBER 31, 2024
Prioritize high-interest debt first (were looking at you, credit cards) while maintaining manageable payments on lower-interest loans like mortgages. Optimize Tax Strategies Its not what you makeits what you keep. Consolidation might be a smart move too.
Yardley Wealth Management
FEBRUARY 4, 2025
The post Tax Strategies for High-Income Earners 2025 appeared first on Yardley Wealth Management, LLC. Tax Strategies for High-Income Earners in 2025. In this comprehensive guide, we’ll explore proven strategies to help you minimize tax liability while staying compliant with current regulations.
Yardley Wealth Management
JANUARY 21, 2025
Exploring the Benefits of Financial Planning appeared first on Yardley Wealth Management, LLC. They develop comprehensive strategies addressing savings targets, retirement timing, Social Security optimization, healthcare costs, and estate planning – crucial elements that might be overlooked when planning alone.
WiserAdvisor
JUNE 13, 2025
Keeping it safe, growing it wisely, and using it to support your future takes careful planning. Wealth management isn’t only for the ultra-rich. Yet even the best financial plans can stumble. Mistake #2: Not having an estate plan in place Estate planning is essential for protecting what you’ve worked hard to build.
Yardley Wealth Management
NOVEMBER 12, 2024
The post Securing Your Legacy: Financial Planning Tips for Your Children’s Future appeared first on Yardley Wealth Management, LLC. Securing Your Legacy: Financial Planning Tips for Your Children’s Future Introduction As parents, one of our greatest goals is to ensure our children’s future financial well-being.
Darrow Wealth Management
NOVEMBER 4, 2024
Looking to find fiduciary financial advisors and wealth managers? Independent wealth management firms have no affiliations or allegiances to a fund family or financial product. Advisors affiliated with a bank, broker dealer, or large asset manager might not be able to make a fully independent recommendation.
WiserAdvisor
JUNE 16, 2025
This is why you need to have high-net-worth investment management techniques up your sleeve that focus on preserving your wealth. Hiring a wealth manager can be helpful in getting personalized guidance suited to your situation. Many wealth managers recommend buying an umbrella coverage of at least $10 million.
Darrow Wealth Management
MARCH 13, 2025
Charitable Contributions: Donating appreciated stock to charity while reducing capital gains tax. Options contracts as income and hedging strategies Options are often used in various hedging strategies, including single stock risk management strategies. Gifting: Transferring stock to family members or trusts.
Darrow Wealth Management
APRIL 21, 2025
While a Roth conversion may never make sense for some individuals, for others, early retirement years may be the best time to convert pre-tax accounts to tax-free Roth. Your current and projected future tax rate is often a main component of the decision, but there are other considerations and benefits as well. 4 key benefits.
International College of Financial Planning
JULY 2, 2025
Rising incomes, complex tax rules, countless investment options, and growing aspirations have made personal finance decisions more challenging than ever. As individuals and families strive to build wealth, protect their future, and achieve life goals, they increasingly seek trusted professionals who can offer sound, holistic financial advice.
Tobias Financial
JUNE 16, 2025
These events may affect your investment approach, tax planning strategies, insurance needs, and estate planning documents. Without periodic evaluations, it’s possible for parts of your plan to become misaligned with your current circumstances.
Yardley Wealth Management
AUGUST 27, 2024
The post Tax-Free Transfers from Your IRA to Charity: A Smart Financial Strategy appeared first on Yardley Wealth Management, LLC. You can make tax-free transfers from your Individual Retirement Account (IRA) to support a charity while also benefiting yourself. Therefore, it ’ s important to plan accordingly.
Diamond Consultants
FEBRUARY 11, 2025
Existing Infrastructure These firms provide scalable platforms and support to empower advisors to run a wealth management business. This option enables advisors to leverage support in specific areas where they find the most value, while assuming responsibility for areas they feel they can manage better on their own.
Carson Wealth
MAY 7, 2025
Positioning Philanthropy as a Cornerstone of Legacy There are many reasons for giving during your lifetime, including supporting causes you care about, making a positive impact on the world, and accessing certain tax advantages. There are overall limits on charitable donation tax deductions, however.
Zoe Financial
MARCH 21, 2025
Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. Tax Considerations : Identifying strategies to optimize your tax situation. Ready to Grow Your Wealth?
Darrow Wealth Management
JANUARY 16, 2025
A step-up in basis is a tax advantage for individuals who inherit stocks or other assets, like a home. Understanding step-up in basis at death If youve received an inheritance you may have questions about the tax treatment of certain assets. This increases the tax basis, which determines capital gains or losses when the asset is sold.
Yardley Wealth Management
SEPTEMBER 24, 2024
The post The Importance of Delegating Financial Decisions to a Professional appeared first on Yardley Wealth Management, LLC. The Importance of Delegating Financial Decisions to a Professional Introduction: Managing your finances effectively is essential for achieving your long-term goals and securing your financial future.
Wealth Management
JULY 18, 2025
Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B See more from Olivia Greer You May Also Like Celebrating outstanding achievement in support of financial advisor success View the FInalists View the FInalists Latest news Jeffrey Epstein in 2004 Estate Planning Whats the Status of Jeffrey Epsteins Estate?
Abnormal Returns
JUNE 23, 2025
Podcasts Ted Seides talks with Bob Oros who is the outgoing Chairman and CEO of Hightower Advisors, about the evolution of the wealth management industry. capitalallocators.com) Michael Batnick talks alternatives with Phil Huber, Managing Director & Head of Portfolio Solutions at Cliffwater.
Wealth Management
JUNE 11, 2025
Melissa Rodriguez June 11, 2025 5 Min Read As the most significant intergenerational wealth transfer in the history of the United States unfolds, women, particularly widows, are increasingly at the forefront of estate management and disputes.
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