Nerd's Eye View

JANUARY 21, 2025

What's unique about Daniel, though, is how his firm has expanded its tax focus to include "in-house" tax return preparation for its clients as a one-stop shop, but actually outsources the tax preparation work itself to trusted CPAs that he pays out of his own revenue (rather than bringing this service fully in-house) so that he can focus his staff (..)

Taxes

Nerd's Eye View

JUNE 24, 2025

What's unique about Griffin, though, is how he has grown his AUM to $200 million in five years (with a 70% margin in terms of earnings before owner compensation) by providing high-touch planning for business owners and real estate investors even though he doesn't charge a fee on these assets.

Tax Planning

Carson Wealth

JUNE 27, 2025

What Is Financial Planning and Why Does It Matter in a Crisis? Financial planning begins with a thorough analysis of your short- and long-term financial situation, including all sources of income, your current spending patterns and debt, and your plans for the future. Tax planning.

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. This is a product of Harness Tax LLC.

Tax Planning

Nerd's Eye View

NOVEMBER 1, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that SIFMA, which represents broker-dealers, investment banks, and asset managers, released a white paper that argues that CFP Board "increasingly functions as a de facto private regulator for CFP certificants" and proposes that CFP (..)

Financial Planner

Dear Mr. Market

AUGUST 14, 2025

Each letter became a conversation point for one of the six key areas of financial planning every person should be thinking about — no matter their age or stage of life. These are the pillars that determine whether your financial plan can withstand market volatility, economic uncertainty, and life’s inevitable curveballs.

Financial Planning

Workable Wealth

OCTOBER 14, 2020

Financial planning can take your money game up a notch by bringing clarity, strategy, and intention to your financial life. A healthy financial plan gives you the tools to take control of your finances and start living your life with passion, purpose, and freedom. So what’s the value of a financial plan?

Financial Planning

Wealth Management

JUNE 10, 2025

RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth Jalina Kerr of Charles Schwab shares how the most adaptive firms are expanding beyond portfolio management, into areas like estate and tax planning.

Wealth Management

Nerd's Eye View

MAY 29, 2025

Financial planning is inherently complex, especially when it comes to data gathering, analysis, and crafting well-reasoned recommendations. investment strategies or tax planning) – can reduce cognitive overload for clients and keep meetings on track.

Clients

Nerd's Eye View

OCTOBER 28, 2024

Once the domain of membership associations that, especially amongst independent financial advisors, created a central space for networking and community, conferences were primarily built around professional development (i.e.,

Financial Advisor

Wealth Management

JULY 17, 2025

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

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 Raymond James Practice Mercer Advisors Lands $1.2B

Estate Planning

Carson Wealth

JANUARY 8, 2025

Holistic Financial Management Beyond investment advice, financial advisors offer comprehensive services such as tax planning, estate planning, and risk management. They can help you monitor your progress, adjust strategies as needed, and keep you informed about changes that may affect your financial situation.

Financial Advice

Tobias Financial

JUNE 16, 2025

In contrast, your financial life often lacks such clear signals. Yet just like your vehicle, your financial plan benefits from regular maintenance and timely adjustments. At Tobias Financial Advisors, we view financial planning as an ongoing process designed to evolve with your life.

Planning

Yardley Wealth Management

DECEMBER 17, 2024

Interest rates remain a significant factor in financial planning, affecting everything from mortgage rates to investment returns. The past few years have taught us valuable lessons about the importance of building resilient financial strategies that can weather various economic conditions.

Financial Planning

MainStreet Financial Planning

NOVEMBER 8, 2024

As December unfolds, it’s easy to overlook year-end tax planning 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.

Taxes

Wealth Management

AUGUST 14, 2025

Putting Personalization Into Practice Here are a few ways firms are applying these principles in the real world: Tax-Efficient Portfolios: With investors expecting tax optimization, advisors can offer significant value by delivering thoughtful, tax-efficient portfolio strategies.

Wealth Management

International College of Financial Planning

JULY 2, 2025

In this detailed guide, we’ll break down what the CFP certification is, its structure, who it’s meant for, the career benefits it offers, and why it can be a game-changer in India’s evolving financial advisory space. The Certified Financial Planner (CFP) certification is widely regarded as the gold standard in personal financial planning.

Financial Planner

Yardley Wealth Management

FEBRUARY 18, 2025

We’ll also explore the role of income tiers, provide real-world case studies, and highlight key considerations when implementing this strategy in your financial plan. Key Differences: Waterfall wealth management prioritizes financial obligations and allocates funds accordingly.

Wealth Management

Tobias Financial

AUGUST 5, 2025

During our latest Quarterly Market Update Webinar, our Portfolio Manager, Charles “Chad” NeSmith, CFA, CFP®, and Wealth Advisor, Franklin Gay, CFP®, EA , reviewed recent market activity and provided insights into how the legislation, along with broader economic trends, may shape financial planning strategies in the months ahead.

CFP

Wealth Management

JULY 18, 2025

is joining the trend toward combining wealth management and tax planning by merging with Brookfield, Wis.-based Mergers and partnerships between RIAs and tax firms have moved beyond sharing client referrals to bringing the practices into one firm or relationship. billion registered investment advisor based in Madison, Wis.,

Accounting

Harness Wealth

AUGUST 13, 2025

The legislation also preserves existing tax benefits that many saw as temporary. To deliver long-term certainty for effective tax planning, the bill maintains the lower individual tax brackets and enhances standard deductions from the 2017 Tax Cuts and Jobs Act. Start your personalized tax plan with Harness today.

Taxes

WiserAdvisor

JUNE 16, 2025

Use the right high-net-worth financial planning strategies to protect your assets from lawsuits, domestic disputes, theft, cybercrime, and more Lawsuits, cybercrime, and theft are real risks. You would require tax planning, investment management, legal assistance, and more. There are a lot of ways to do this.

Wealth Management

Harness Wealth

DECEMBER 30, 2024

In these cases, the taxes owed would be triggered earlier than expected, which could disrupt the employees financial planning. The deferral period may end unexpectedly, such as if the company goes public or if the employee leaves the company before the stock is fully vested.

Taxes

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. What if, instead of seeing it as a mere logistic hurdle, we embraced it as a moment to refine our financial strategy?

Taxes

Tobias Financial

JUNE 2, 2025

Understanding how assets will be distributed, navigating tax implications, and aligning these decisions with your personal goals can feel overwhelming. Vanilla helps us create a clearer, more organized view of a clients estate by integrating their financial and legacy planning.

Estate Planning

WiserAdvisor

JULY 9, 2025

And that is particularly important when it comes to financial planning for millennials, who often juggle student loans and career changes. And when your returns suffer because of these mistakes, the money you technically saved on the financial advisor fees starts to look very small compared to the money you could have earned.

Financial Advisor

Harness Wealth

AUGUST 1, 2025

With your team able to spend less time on administrative tasks and more time on higher-value activities like strategic tax planning, OCR is a relatively quick and cost-effective way to drive tax firm growth. If your tax practice isn’t using OCR technology yet, you should make looking into it a priority.

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

FEBRUARY 5, 2025

However, those in low- or no-tax countries, such as the UAE or Singapore, face additional hurdles. If you go to a zero-tax jurisdiction, like Singapore, you dont get the same benefits. tax on their income, making financial planning even more important. In such cases, an expat may owe full U.S.

Taxes

Yardley Wealth Management

FEBRUARY 4, 2025

In this comprehensive guide, we’ll explore proven strategies to help you minimize tax liability while staying compliant with current regulations. From maximizing deductions to managing capital gains, we’ll cover everything you need to know about smart tax planning.

Taxes

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. To qualify for tax-free treatment under IRC Section 368 , attention to detail is essential.

Taxes

Zoe Financial

JUNE 20, 2025

Individual results will vary based on specific financial circumstances. That’s why we help investors connect with independent fiduciary advisors who can deliver personalized, coordinated strategies. Consistent Contributions Despite market volatility, contribution rates remained stable among retirement savers.

Retirement Planning

Darrow Wealth Management

JULY 24, 2025

Please discuss your situation with a CPA or qualified tax advisor. Individual Income Tax Rates and Brackets The current individual income tax rates and brackets are made permanent. After all, it seems every few years Congress rewrites the tax code!

Taxes

Carson Wealth

JANUARY 28, 2025

Why Philanthropic Planning Matters There are two main reasons for taking the time and effort to make a philanthropic plan. When you have the resources to make an impact, this type of planning helps you pinpoint what you want to accomplish for your family, community, and society. Establish a budget and schedule for giving.

Risk Management

Wealth Management

JUNE 11, 2025

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.

Wealth Management

Financial Symmetry

JULY 21, 2025

Nearly eight years ago, Catherine Tillery pivoted into tax planning and entrusted her second act to us. She expanded our tax services, mentored new planners, and modeled steady expertise, grace, and support to our clients. This summer, two interns are moving forward with us: Avery Wade joins us as a Tax Planning Associate.

CFP