Nerd's Eye View

NOVEMBER 1, 2024

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Financial Planner

Wealth Management

JULY 17, 2025

Number 8860726. Innovative CPA Group, which has been doing accounting and tax work since 2017, this month launched Innovative Asset Advisors Group, an RIA focused on investment management, financial administration, tax planning and preparation, and estate and trust strategies.

Wealth Management

Wealth Management

JUNE 10, 2025

Number 8860726. Top-tier RIAs are also using technology to scale more personalized client experiences, communicating to clients that their personal plans remain resilient, despite the daily ups and downs in the markets. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

Wealth Management

Nerd's Eye View

FEBRUARY 3, 2025

Welcome to the February 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Insurance

Nerd's Eye View

MAY 16, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that Republicans in the House of Representatives this week released their long-awaited tax plan to address the impending sunset of many measures in the 2017 Tax Cuts and Jobs Act.

Financial Planner

FMG

JUNE 17, 2025

Texting for financial advisors has shifted from being a novelty to a necessary part of client communication. Advisors now meet clients where they are: on their phones. Texting for Financial Advisors Texting for financial advisors is more than a time-saver. You can reach me anytime at this number.”

Financial Advisor

Nerd's Eye View

APRIL 7, 2025

Welcome to the April 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Tax Planning

Midstream Marketing

NOVEMBER 6, 2024

Key Highlights Content marketing helps financial advisors stand out and earn trust from potential clients. When advisors share valuable content for a specific target audience, they can attract new clients and boost their online presence. It helps advisors show their thought leadership and grow their business.

Financial Advisor

Wealth Management

AUGUST 1, 2025

Number 8860726. Raymond James Practice Mercer Advisors Lands $1.2B The deal includes Family Wealth Tax Advisory, an affiliated tax practice that will be integrated into Mercer’s tax planning services. “We She's also the host of The Healthy Advisor , a podcast focused on advisor health and wellbeing.

Estate Planning

The Big Picture

JULY 16, 2025

And find the entire musical playlist of all the songs I have used on At the Money on Spotify TRANSCRIPT: Speak to any financial advisor and they’ll tell you one of the biggest challenges they have professionally is getting clients to actually spend their money after decades of working and saving and investing.

Retirement

Wealth Management

JULY 18, 2025

Number 8860726. 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 Registered in England and Wales.

Accounting

FMG

MAY 19, 2025

A financial advisor Instagram bio might be short, but its impact isnt. Its one of the most visible pieces of your digital presence as a financial advisor. Financial advisors dont get second chances with first impressions. FIND OUT MORE HERE FAQs Why does a financial advisors Instagram bio matter?

Financial Advisor

Indigo Marketing Agency

JULY 23, 2025

The Real Reason Website Designs for Financial Advisors Don’t Get Leads There’s a lot of really good website designs for financial advisors out there, but they don’t sell. Most website designs for financial advisors focus on looking professional rather than generating leads.

Financial Advisor

Wealth Management

JUNE 11, 2025

Number 8860726. Whether clients support the policies with cash gifts or split-dollar, the discussion of options will necessarily involve a combination of insurance planning, tax planning, income and gift tax-oriented wealth transfer planning and investment planning. Registered in England and Wales.

Wealth Management

Harness Wealth

DECEMBER 30, 2024

Consulting with a tax advisor from Harness can help you understand the complexities and implications of an 83(i) election in-depth, and can help you make the right decision for your specific needs. Get started Harness makes it easy to find tax and financial advisors best suited to your needs.

Taxes

Darrow Wealth Management

APRIL 21, 2025

When a Roth conversion doesn’t make sense Since a Roth conversion will increase your ordinary income, it isn’t always advantageous as it can push you into a higher tax bracket. Always consider the specifics of your tax situation and financial goals.

Retirement

Harness Wealth

JANUARY 29, 2025

As effective as tax-loss harvesting can be, there are a number of important details that investors need to be aware of in order to implement the strategy successfully while following regulations. Get started Harness makes it easy to find tax and financial advisors best suited to your needs.

Taxes

Darrow Wealth Management

NOVEMBER 7, 2024

Exercise strategy: Timing: Consider the tax implications of exercising vested options before or after the IPO, timing of sales, and tax planning opportunities. Cash flow: Depending on the type of equity you have, exercising can be challenging given tax implications and having cash to buy the stock.

Taxes

Harness Wealth

JULY 31, 2025

What are the tax implications of buying startup shares? What are the tax implications of selling startup shares? How to trade startup shares effectively Tax planning strategies How platforms like Hiive and Harness can help FAQs What are startup shares? It should be noted that state tax implications can vary widely.

Startup

Harness Wealth

FEBRUARY 5, 2025

The Physical Presence Test The Physical Presence Test requires a number of characteristics to be met: The U.S. However, choosing which test to use for FEIE qualification depends on a number of factors, and its advisable to speak to a tax professional to clarify your position. within a consecutive 12-month period.

Taxes

Carson Wealth

FEBRUARY 6, 2025

Consider spreading investments across different types of accounts, like tax-deferred accounts, to minimize the chance of incurring this additional tax. Charitable Giving and Tax Planning The tax rules continue to encourage generosity. These 2025 updates provide fresh chances to protect and grow your wealth.

Taxes

Wealth Management

JULY 2, 2025

Number 8860726. He has authored many articles that have appeared in prominent estate planning and taxation journals, magazines and newsletters, including Lawyer's Weekly, Trusts & Estates Magazine, Estate Planning Magazine, Journal of Taxation, Tax Management Estates, Gifts and Trusts Journal.

Distribution

Zajac Group

NOVEMBER 7, 2024

Creating wealth that can provide financial security for generations to come is an incredible feat, and it requires careful planning, consideration, and communication among family members. Here’s a big bonus: the annual gifting limit is per beneficiary—and there’s no limit on the number of beneficiaries you can gift to.

Planning

Harness Wealth

FEBRUARY 19, 2025

Ensure BOI reporting compliance and remain updated with the latest BOI regulations with a tax advisor from Harness. Get started Harness makes it easy to find tax and financial advisors best suited to your needs. Harness makes it easy to find tax and financial advisors best suited to your needs.

Taxes

Nerd's Eye View

DECEMBER 30, 2024

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

Financial Advisor

Harness Wealth

JULY 16, 2025

The post-tax-season lull offers tax firms the opportunity to look inward and assess the efficiency of any number of factors. Beyond operational processes, however, one of the main areas where tax firms can improve performance is by optimizing their book of business.

Taxes

WiserAdvisor

JULY 4, 2025

Did you know that the Internal Revenue Service (IRS) adjusts 2025 tax brackets to account for inflation? The numbers you saw on your 2024 return probably will not be the same in 2025. These changes can affect how much tax you owe and whether you are eligible for certain tax credits or deductions. But let’s be honest.

Taxes

Harness Wealth

JANUARY 28, 2025

Given the complexities involved in backdoor strategies, it’s advisable to consult with a tax professional whos well-acquainted with the mechanisms involved in backdoor Roth strategies. Get started Harness makes it easy to find tax and financial advisors best suited to your needs. Starting at $1,500 per year.

Taxes

Zajac Group

APRIL 23, 2025

But for those interested in charitable giving, there may be a way to address the tax concerns associated with highly appreciated assets and give meaningfully over time. This flip mechanism provides meaningful control over the timing of income, helping align the CRTs benefits with the donors financial and tax planning goals.

Distribution

Harness Wealth

JULY 31, 2025

Just think about the math: On a $20 million estate, the difference between acting now versus waiting could mean an additional $5-6 million in estate taxes under the reduced exemption. In reality, this number translates to college educations, business opportunities, and charitable legacies potentially lost from your family’s future.

Estate Planning

Nerd's Eye View

NOVEMBER 13, 2024

With Republicans appearing to have secured a sweep of the White House and both chambers of Congress, the most immediate question for many financial advisors and their clients is what impact the election results will have on the scheduled expiration of the Tax Cuts & Jobs Act (TCJA) at the end of 2025. Read More.

Tax Planning

Wealth Management

JUNE 11, 2025

Number 8860726. In this role, he advises clients on all aspects of estate & gift tax planning, asset titling, family governance, philanthropy and business succession strategies. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Registered in England and Wales.

Taxes

WiserAdvisor

JUNE 27, 2025

Start planning early. It takes strategic foresight, hard numbers, and smart decisions that begin well before your final day at work. Yet far too many professionals delay the planning process. Why it works: You control your tax rate now instead of leaving it to later. And the best way to do that? Doing it right?

Retirement

Wealth Management

JULY 17, 2025

Number 8860726. 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 Registered in England and Wales.

Taxes

Wealth Management

AUGUST 7, 2025

Number 8860726. He specializes in wealth management, estate and gift tax planning, family business succession and philanthropy. In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies. Registered in England and Wales.

Wealth Management

Nerd's Eye View

SEPTEMBER 20, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the North American Securities Administrators Association (NASAA) released the latest edition its annual survey outlining the state of state-registered RIAs, showing that the number of state-registered firms and their assets (..)

Financial Planner

Nerd's Eye View

OCTOBER 27, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the shift in financial advice from pure investment management to comprehensive financial planning continues, with more individuals becoming CFP professionals than CFAs in the past few years as consumers increasing the diversity (..)

Financial Planner