FMG

FEBRUARY 13, 2025

Client events are evolving in 2025, offering unparalleled opportunities to connect with clients, strengthen relationships, and drive quality leads. Whether youre hosting virtual webinars or in-person gatherings, the right approach can transform your client event into a lead-generating, referral powerhouse. DeVoe & Company).

Clients 52

Clients Planning Education Communication 52

FMG

FEBRUARY 13, 2025

Client events are evolving in 2025, offering unparalleled opportunities to connect with clients, strengthen relationships, and drive quality leads. Whether youre hosting virtual webinars or in-person gatherings, the right approach can transform your client event into a lead-generating, referral powerhouse. DeVoe & Company).

Clients 52

Clients Planning Education Communication 52

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 52

Taxes Tax Planning Education Medical 52

Abnormal Returns

APRIL 28, 2024

kk.org) A look at how geopolitical events affect the stock market. carsongroup.com) How much do higher taxes prompt millionaires to relocate? (morningstar.com) Additional life advice from Kevin Kelly including 'The highest form of wealth is deciding you have enough.'

Valuation 306

Valuation Taxes Marketing Marketing 306

Financial Symmetry

APRIL 9, 2025

Tax planning might not top everyone’s list of leisure activities, but in the middle of tax season, theres a hidden opportunity. In this episode, we talk about five strategies you can use during tax season to create opportunities to help you reach your financial goals.

Taxes 62

Taxes Tax Planning Retirement Planning 62

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 52

Taxes Tax Planning Professional Services Planning 52

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 52

Taxes Portfolio Investments Investing 52

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 116

Financial Planning Planning Estate Planning Taxes 116

The Big Picture

AUGUST 12, 2024

~~~ Talking about the future requires a lot more humility than most of us on Wall Street seem to possess; we don’t know what the future will bring we have no idea of the random events that occur to derail our overconfident forecasts.

Economy 347

Economy Taxes Investments Investing 347

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 52

Taxes Fee Only Electronics CFP 52

The Big Picture

MARCH 18, 2025

We are too often swayed by recent events. Be tax-aware. Economic Innumeracy : Some individuals experience math anxiety, but it only takes a bit of insight to navigate the many ways numbers can mislead us. It boils down to context. We overlook what is invisible yet significant. We struggle to grasp compounding its not instinctive.

Investing 317

Investing Investments Math Media 317

Harness Wealth

APRIL 16, 2025

Let us face ittech startups encounter a unique set of tax challenges that can make or break their financial future. The complex interplay between traditional tax regulations and the innovative nature of tech businesses demands smart planning from day one.

Startup 52

Startup Taxes Tax Planning Transportation 52

Abnormal Returns

MAY 11, 2025

Markets The impact of macro events can take longer than you think. cnn.com) Kathryn Anne Edwards, "The federal government is treating those who default on their college loans more harshly than those who cheat on their taxes." (fa-mag.com) mrzepczynski.blogspot.com) Why gold has a unique reputation among investors.

Marketing 147

Marketing Marketing Economics Media 147

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 52

Taxes Planning Tax Planning Sales 52

Advisor Perspectives

MAY 28, 2025

In this article, I focus on five essential age-based milestones and life events that collectively present more than 40 million advice opportunities, enabling financial advisors to showcase their care and expertise beyond traditional investment strategies, and thus build trust and create after-tax value.

Financial Advisor 75

Financial Advisor Taxes Investments Investing 75

The Big Picture

MAY 9, 2024

Not if you spend tax season on a boat! I doubt he’s run the real numbers of being invested in the stock market tax deferred with an additional company match. Always be wary of social media influencers who use engagement bait tactics to sell a course or event.” The advice ranges from wrong to risky to criminal: -401ks?

Media 336

Media Taxes Math Investing 336

Harness Wealth

MARCH 27, 2025

As dynamic as the secondary market may be, secondaries come with complex tax implications that can significantly impact returns if not properly managed. What are the tax implications of secondary transactions? What are the tax challenges in secondary transactions? What tax strategies optimize secondary investments?

Taxes 52

Taxes Tax Planning Assets Compliance 52

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).

Sales 214

Sales Economy Economics Taxes 214

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 52

Taxes Tax Planning Distribution Assets 52

Harness Wealth

APRIL 16, 2025

Tax planning serves as the cornerstone of the entire acquisition deal, extending far beyond a simple checkbox. Every element, from structure to price negotiations, hinges on understanding tax implications for all parties involved. Get it right, and you will have set yourself up for a smooth transition and maximized returns.

Taxes 52

Taxes Tax Planning Startup Compliance 52

Alpha Architect

SEPTEMBER 5, 2024

Bond futures are often assumed to be more tax-efficient than bond ETFs. Although investors might view the 60/40 tax treatment of futures as advantageous, a futures strategy faces several challenges compared to a bond ETF, including frequent taxable events, potential tax drag from cash collateral, and additional state taxation.

Taxes 109

Taxes 109

Calculated Risk

APRIL 7, 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).

Sales 241

Sales Economy Economics Investments 241

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 52

Taxes Tax Planning Consulting Electronics 52

Calculated Risk

APRIL 19, 2023

Excerpts: Key considerations in evaluating the consequences of a debt default • Such an event would be unprecedented. o Currently, an extremely large portion of federal government spending is funded through borrowing (in part because tax payments are concentrated in other months).

Government 353

Government Assets Economy Financial Market 353

The Big Picture

OCTOBER 18, 2022

The caveat these days is that a wicked combination of events — falling new home construction post-GFC, the pandemic purchase spree, and the low available inventory have made it more difficult to read into the usual home data. Rising Fed Funds Rates make capital and credit more expensive; the calculus around both debt and equity shifts.

Budgeting 363

Budgeting Economy Taxes Numbers 363

The Big Picture

SEPTEMBER 29, 2022

It is a one-in-a-generation, perhaps even once-in-a-lifetime event. to 6% yield or better (according to Bankrate’s Tax Equivalent Yield Calculator ). The Federal Reserve, in its belated attempt to fight inflation, has cranked up rates to the point where today, there is an alternative to stocks: Bonds.

Economy 312

Economy Taxes Marketing Marketing 312

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 52

Tax Planning Taxes Planning Estate Planning 52

Calculated Risk

DECEMBER 7, 2022

All of these events are possible, but they are unpredictable, and the probabilities are low that they will happen in the next few years or even decades. emphasis added Unfortunately, in 2020, one of those low probability events happened ( pandemic ), and that led to a recession in 2020. 2) Significant policy error.

Sales 361

Sales Economy Engineering Investments 361

Darrow Wealth Management

JULY 30, 2024

For founders, employees, and executives with stock-based compensation, an 83(b) election can be a powerful tax planning tool. When you make an 83(b) election, you’re opting to pay tax on unvested shares now, instead of when the stock vests. In tax lingo, this is known as substantial risk of forfeiture.

Taxes 104

Taxes Tax Planning Startup Valuation 104

Nerd's Eye View

OCTOBER 30, 2023

After several years of turmoil caused by the pandemic, financial advisor conferences seem to have found a "new [post-pandemic] normal", with events once again growing (some already surpassing their pre-pandemic highs). As a result, I am often asked for my own suggestions of what, really, are the industry's 'best' conferences to attend.

Financial Advisor 246

Financial Advisor Numbers Budgeting Financial Planning 246

Calculated Risk

SEPTEMBER 16, 2022

All of these events are possible, but they are unpredictable, and the probabilities are low that they will happen in the next few years or even decades. emphasis added Unfortunately, in 2020, one of those low probability events happened ( pandemic ), and that led to a recession in 2020. 2) Significant policy error.

Sales 363

Sales Economy Economics Investments 363

Nerd's Eye View

DECEMBER 15, 2023

Also in industry news this week: Most businesses that operate in the U.S., Also in industry news this week: Most businesses that operate in the U.S.,

Financial Planner 246

Financial Planner Retirement Taxes Insurance 246

Nerd's Eye View

MARCH 18, 2025

Ali is the Founder of the Wealth Integration System for Entrepreneurs, an education and coaching company based in Houston, Texas, that works with entrepreneurs facing a liquidity event and trying to figure out what's next… and financial advisors who serve them.

Financial Advisor 130

Financial Advisor Clients Financial Planning Taxes 130

Nerd's Eye View

MARCH 25, 2025

We also talk about how serving the equity compensation niche has allowed AJ and her firm to rapidly attract new clients and then efficiently systematize its planning process and give its advisors the chance to get lots of ‘at bats' early on working with its target clients, how AJ and her partner further streamlined their firm's planning process (..)

Financial Advisor 130

Financial Advisor Clients Recruitment Certification 130

Zoe Financial

APRIL 7, 2025

Tariffs impact: Proposed increases could raise the effective tax rate on U.S. Consider speaking with a financial advisor about risk tolerance and strategies like tax loss harvesting. Actual economic or market events may turn out differently than anticipated. Oil: Also down nearly double digits for the week. imports from 2.3%

Marketing 81

Marketing Marketing Risk Tolerance Financial Advisor 81

Nerd's Eye View

JANUARY 13, 2025

After several years, we've decided to wind down our current Office Hours programs (Software Showcases and Advisor Makeovers), though the archives of our prior events will remain available to Members. However, this shift will free up time for us to focus on initiatives that we believe can have even more reach and impact!

Financial Advice 141

Financial Advice Ethics Financial Planning Education 141

Carson Wealth

APRIL 9, 2025

From tax season preparations to professional development and a few well-deserved breaks, heres a look at what weve been up to. Navigating Tax Season The Carson Wealth team has been busy assisting clients through tax season, helping coordinate with CPAs, providing 1099s, and making sure everything is in place for a smooth filing process.

Taxes 52

Taxes License Wealth Advisor Clients 52