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

JULY 30, 2025

Anthony Venette , Manager, Valuation Services , Withum July 30, 2025 5 Min Read The passage of recent tax legislation has brought welcome clarity to estate planners and private investors alike. However, due to the inclusion of the direct interest, it may use up more of a partner’s gift/estate tax exemption than desired.

Estate Planning

Wealth Management

AUGUST 8, 2025

He began at Deloitte’s individual tax practice, honing his skills in tax and estate planning strategies. Rosic supports and drives the omni-channel growth and development of WealthStack, the fastest growing and most credible event dedicated to technology in the wealth management industry. In this role, Ms.

Estate Planning

Wealth Management

JULY 8, 2025

CCPA: Do not sell my personal info | Terms of Use | Code of conduct events | Privacy Policy | Cookie Policy Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.

Wealth Management

Wealth Management

JULY 9, 2025

CCPA: Do not sell my personal info | Terms of Use | Code of conduct events | Privacy Policy | Cookie Policy Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.

Wealth Management

Harness Wealth

APRIL 4, 2025

This weeks Tax Advisor Weekly covers key updates for financial professionals. We begin with guidance on navigating property tax considerations during business mergers and expansions. In this blog post, well cover key business events that impact property tax and business licenses, along with what you need to consider for each.

Taxes

Harness Wealth

JULY 31, 2025

For founders anticipating a liquidity event in 2025, Qualified Small Business Stock (QSBS) planning is no longer optional—it’s essential. The potential to eliminate up to $10 million in federal capital gains tax per shareholder isn’t just a tax perk; it’s a meaningful wealth planning lever that can reshape outcomes for you and your family.

Taxes

Carson Wealth

JUNE 27, 2025

Unexpected events can derail your progress toward your goals and even your financial security if you don’t have a plan for managing them. To prepare for these events, you must have enough assets—or access to enough assets—to survive, recover, and move on. Tax planning. Estate planning. What can you do right now to be ready?

Financial Planning

The Big Picture

JULY 23, 2025

If you thread the needle appropriately or correctly, you avail yourself to long-term capital gains tax treatment. Non-qualified stock options are a little bit different where you have to meet two different, thresholds in order to avail yourself to, to, uh, long-term capital gains tax. What does this mean for taxes?

Taxes

Wealth Management

JUNE 26, 2025

Five age-based milestones and life events present more than 40 million opportunities for advisors to showcase their care and expertise beyond traditional investment strategies, build trust and create after-tax value.

Taxes

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

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

Getting Your Financial Ducks In A Row

JULY 7, 2025

If you have no other IRA accounts, this conversion to Roth can be a tax-free event, especially if there has been no growth or gains on the investments in the account. At the end of the year, when the taxpayer files his tax return he’ll include a Form 8606 to determine taxability of his distribution (the Roth conversion).

Taxes

Harness Wealth

APRIL 17, 2025

Tax season can be overwhelming, but understanding how to leverage deductions and credits can significantly impact your bottom line. While both mechanisms help reduce what you owe, they operate in fundamentally different ways that affect your final tax bill. And tax law is not static. of your AGI. of your AGI.

Taxes

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 CCPA: Do not sell my personal info | Terms of Use | Code of conduct events | Privacy Policy | Cookie Policy Raymond James Practice Mercer Advisors Lands $1.2B

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. CCPA: Do not sell my personal info | Terms of Use | Code of conduct events | Privacy Policy | Cookie Policy trillion annually.

Financial Advisor

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

Harness Wealth

JULY 31, 2025

The IRS updates for 2025 are more than routine adjustments—they mark a turning point for tax professionals navigating an increasingly complex regulatory environment. With major shifts in tax brackets, standard deductions, and digital asset reporting, firms will need to rethink how they serve clients across income levels and asset classes.

Taxes

Harness Wealth

JULY 14, 2025

These alternative investments can offer distinct advantages in the shape of portfolio diversification and the potential for higher returns, but they can come with equally distinct tax complications that need to be carefully planned for. What are the key tax strategies for alternative investments in 2025?

Taxes

Wealth Management

JUNE 27, 2025

CCPA: Do not sell my personal info | Terms of Use | Code of conduct events | Privacy Policy | Cookie Policy Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.

Estate Planning

Nerd's Eye View

OCTOBER 28, 2024

However, the good and bad news of this evolution is that because conferences are more specialized than ever, there's even more opportunity to get value out of a 'good-fit' conference… and it's even more of a waste of time to go to an event that is not a good fit for the advisor's needs and circumstances!

Financial Advisor

Nerd's Eye View

NOVEMBER 29, 2024

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?).

Financial Planner

Harness Wealth

APRIL 30, 2025

For many business founders, the eventual exit from their company represents one of the most significant financial events of their lives. Without proper planning, taxes can unexpectedly take a large bite out of the proceeds, potentially reducing financial security and the legacy.

Taxes

Wealth Management

JULY 31, 2025

These options can be integrated alongside ETFs, mutual funds, SMAs and direct indexing within a single tax-managed custodial account. The platform also aligns alternative fund activity with tax-loss harvesting, tax transition and tax-aware rebalancing.

Estate Planning

Wealth Management

AUGUST 12, 2025

Unlike outright gifts, these loans must be documented and comply with Internal Revenue Service rules, but they allow clients to provide financial assistance without relinquishing control or incurring unintended gift tax consequences. May be forgiven incrementally over time to leverage annual gift tax exclusions.

Planning

Harness Wealth

MARCH 6, 2025

As is traditional, the 2025 IRS tax filing deadline is April 15th. In this guide, well explore the 2025 tax extension process, the reasons for requesting an extension, and how a tax advisor from Harness can help you. Table of Contents What is a tax extension? Why do I need a tax extension? This is not the case.

Taxes

Carson Wealth

DECEMBER 20, 2024

Strategic charitable giving not only benefits the recipient but can also create significant tax advantages for the giver. You can deposit money into the account now, receive the tax benefit, and then make the donation in your own time. Theres no time limit on when you need to make the donation.

Financial Planning

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

Your Richest Life

MARCH 12, 2025

The tax deadline is next month, and if youre like most Americans, you are still preparing to file. Standard and Itemized Deduction for filing 2024 Taxes For the 2024 tax year, the standard deduction increased to $29,200 for married filing jointly, $14,600 for single filers and married filing separately, and $21,900 for heads of household.

Taxes

Harness Wealth

APRIL 17, 2025

Donor-advised funds (DAFs) have emerged as powerful tools that deliver this exact combination, providing immediate tax advantages while offering flexibility to recommend grants to qualified organizations over time. DAFs also introduce welcome simplification at tax time by consolidating multiple charitable activities under a single receipt.

Taxes

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 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). She's a former Internal Revenue Service Estate Tax Attorney and has a degree in Journalism in addition to her JD, LL.M.

Estate Planning

Wealth Management

AUGUST 6, 2025

CCPA: Do not sell my personal info | Terms of Use | Code of conduct events | Privacy Policy | Cookie Policy Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.

Wealth Management

Zajac Group

JANUARY 24, 2025

A tender offer creates a short-term liquidity event for private employees, who otherwise may not have much choice or control over selling their company stock (since its not traded publicly on the market yet). It is a single, limited event where employees may choose to sell their shares. Another downside to consider?

Taxes

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. CCPA: Do not sell my personal info | Terms of Use | Code of conduct events | Privacy Policy | Cookie Policy

Estate Planning

Zoe Financial

JANUARY 28, 2025

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Actual economic or market events may turn out differently than anticipated. Economies and markets fluctuate.

Marketing

Calculated Risk

MAY 5, 2025

Also note that the sharp decline in 2010 was related to the housing tax credit policy in 2009 - and was just a continuation of the housing bust. And weekly unemployment claims always rise sharply at the beginning of a recession (other events - like hurricane Katrina - can cause a temporary spike in weekly claims).

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