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.

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Tobias Financial

JUNE 16, 2025

Life transitions such as marriage, divorce, the birth of a child or grandchild, career changes, retirement, an inheritance, or the purchase or sale of a home can all influence your broader financial picture. These events may affect your investment approach, tax planning strategies, insurance needs, and estate planning documents.

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Harness Wealth

APRIL 17, 2025

The Actual Expense Method opens up possibilities for larger deductions, particularly for newer or luxury vehicles, by allowing you to deduct the business percentage of real costs, including fuel, maintenance, insurance, and depreciation. To maximize these benefits, it is essential to understand what qualifies as deductible travel.

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Taxes Tax Planning Professional Services Planning 52

Wealth Management

JUNE 11, 2025

Ratner June 11, 2025 2 Min Read A client whose estate will remain non-taxable after 2025 has a policy in an irrevocable life insurance trust (ILIT) that was presumably purchased for estate tax liquidity. Related: Zephyrs Adjusted for Risk: Holistic Wealth Strategy and The Essential Role of Insurance About the Author Charles L.

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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. Financial planning should ideally involve every area of your financial life because they are all interrelated. Tax planning. Estate planning. Tax planning is crucial.

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WiserAdvisor

JUNE 16, 2025

It is important to invest in high-value item insurance to protect them. You can look for insurance companies that offer comprehensive insurance for luxury items to ensure your possessions are financially protected. Comprehensive property insurance is a must to protect your holdings from natural disasters and legal claims.

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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.,

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International College of Financial Planning

JULY 2, 2025

Whether it’s investment planning, retirement planning, tax strategy, estate management, insurance planning, or holistic money management, the CFP designation proves that you can deliver advice that is both competent and client-centric.

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Harness Wealth

APRIL 17, 2025

These include student loan interest, educator expenses, and certain contributions to retirement accounts. Why do tax credits exist? Whether it is promoting education, incentivizing retirement savings, or supporting parents and low-income workers, these credits serve as powerful policy tools. Are you self-employed ?

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Taxes Tax Planning Education Medical 52

Harness Wealth

APRIL 30, 2025

This article will explore how to navigate complex tax situations arising from multiple income sources, examining various income types, reporting requirements, self-employment obligations, and strategic approaches to record-keeping and tax planning that can help protect your financial interests.

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WiserAdvisor

JUNE 27, 2025

Let’s be honest, retirement isn’t what it used to be. The traditional blueprint of working until 65, collecting a pension, and retiring feels outdated, especially for mid-level professionals who’ve started thinking early about what their ideal retirement should look like. Start planning early. And the best way to do that?

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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.

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Workable Wealth

OCTOBER 14, 2020

A financial plan looks at your assets and liabilities, short-term and long-term needs, as well as your goals to structure your finances in a way that suits you. Want to retire early? Financial planning shatters many allusions you might have about how money works. Tax Planning. Don’t sell yourself short.

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Carson Wealth

FEBRUARY 4, 2025

While most taxpayers dont need to worry about estate and gift taxes, having significant assets can make them a challenge. Also, like most UHNW individuals, you may have income from several sources like investments, real estate, and business interests that may require special tax planning. Donate to qualified charities.

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Harness Wealth

MARCH 6, 2025

A good rule of thumb is to set aside at least 30% of every payment you receive to cover your estimated tax obligationshowever, this percentage may need to be adjusted based on your individual tax bracket. On the whole, its advisable to consult a tax adviso r to develop a dependable tax plan.

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Harness Wealth

JULY 14, 2025

If the total positive UBTI across all applicable investments in a retirement account equals $1,000 or more, the tax-exempt entity is required to file Form 990-T and pay tax on the UBTI. This is an important consideration for high-income individuals using tax-advantaged retirement accounts for alternative investments.

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NAIFA Advisor Today

MAY 12, 2025

Cash balance plans have quickly become one of the most popular options in the defined benefit spacenow representing over 50% of all such plans. Their appeal lies in their flexibility, tax advantages, and ability to help small business owners save more for retirement while reducing taxable income.

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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.

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Startup Taxes Tax Planning Transportation 52

Wealth Management

JULY 2, 2025

Lothes focuses on estate planning for high net worth individuals including estate, gift and generation-skipping transfer tax planning, will and trust preparation, estate and trust administration, and charitable giving. Lothes is a partner at Gilmore, Rees & Carlson, P.C., located in Wellesley, Massachusetts.

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Harness Wealth

APRIL 16, 2025

Roth IRA conversions present a significant challenge for retirement planners: pay taxes now or later? Moving funds from traditional IRAs to Roth accounts triggers immediate taxation but promises tax-free withdrawals in retirement. One of the Roth IRA’s most compelling features?

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Taxes Retirement Planning Retirement Distribution 52

Nerd's Eye View

DECEMBER 30, 2024

And as 2024 draws to a close, we wanted to highlight 24 of the most popular and insightful articles that were featured throughout the year (that you might have missed!).

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Yardley Wealth Management

SEPTEMBER 24, 2024

A financial professional can handle the day-to-day tasks of financial management, such as investment research, portfolio rebalancing, and tax planning, allowing you to enjoy greater efficiency and peace of mind. Comprehensive Financial Planning: Financial planning is a holistic process. It also includes estate planning.

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Fintoo

JULY 17, 2025

We all want a life where we feel financially safe and secure—where the unexpected doesn’t knock down everything we’ve worked so hard to build. But in today’s unpredictable world, that sense of security can feel fragile. Have you ever asked yourself: If yes, you’re not alone.

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Economy Estate Planning Tax Planning Retirement Planning 71

Harness Wealth

FEBRUARY 4, 2025

Carried Interest (Private Equity & Hedge Funds): Private equity and hedge fund managers benefit from carried interest, allowing their earnings to be taxed at lower long-term capital gains rates instead of ordinary income rates. PPLI also provides the opportunity for tax-free compounding within the policy, as long as funds remain invested.

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Harness Wealth

MARCH 20, 2025

Home office space deductions Business equipment deductions Travel expense deductions Vehicle mileage deductions Business meal deductions License fee deductions Health insurance deductions Retirement contribution deductions How do I claim home office tax deductions?

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Harness Wealth

MAY 2, 2025

Unless Congress intervenes, the TCJAs sunset will usher in a swathe of tax increases in 2026, with analysts estimating that over $4 trillion worth of tax hikes could take effect. Estate and gift tax planning Maximize gift tax exemption: Encourage clients to use the currently higher $13.61 million (single) / $27.22

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Taxes Clients Insurance Distribution 52

Cornerstone Financial Advisory

MARCH 14, 2025

The following are the most important parts of a financial steward’s estate plan: Will: Specify asset distribution , guardianship, and charitable giving aligned with Christian values. Charitable Giving Plan: Develop a strategy for supporting Christian ministries and charities.

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Estate Planning Planning Ethics Healthcare 52

Discipline Funds

DECEMBER 29, 2024

Once youve got your shorter-term expenses calculated you can begin to focus on more long-term goals like retirement and unknowns. These should be more aggressive allocations that adhere to a long-term plan across a multi-year and multi-decade time period. Retirement Planning Review your retirement goals and objectives.

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Wealth Management

JUNE 11, 2025

In this role, he advises clients on all aspects of estate & gift tax planning, asset titling, family governance, philanthropy and business succession strategies.

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Wealth Management

JULY 17, 2025

Lothes focuses on estate planning for high net worth individuals including estate, gift and generation-skipping transfer tax planning, will and trust preparation, estate and trust administration, and charitable giving. Lothes is a partner at Gilmore, Rees & Carlson, P.C., located in Wellesley, Massachusetts.

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WiserAdvisor

JULY 1, 2025

Investment and retirement accounts : Stocks, bonds, mutual funds, IRAs, 401(k)s, pension plans. Beneficiary-designated assets like life insurance or retirement accounts may bypass your will entirely. Strategic tax planning is essential for preserving wealth across generations. Start with your assets.

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Nerd's Eye View

NOVEMBER 30, 2022

Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden.

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Nerd's Eye View

SEPTEMBER 6, 2023

For instance, qualified plan assets (e.g., 401(k) and 403(b) plans) offer purportedly unlimited creditor protection for plan participants, meaning that if an individual were to be sued or file for Federal bankruptcy protection, balances in these accounts would not be at risk. tenancy by the entireties and community property).

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Nerd's Eye View

DECEMBER 25, 2023

And as 2023 draws to a close, we wanted to highlight 25 of the most popular and insightful articles that were featured throughout the year (that you might have missed!).

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Nerd's Eye View

JUNE 21, 2024

million in assets to both retire and pass on a legacy interest (though many have yet to establish an estate plan), according to a recent survey. Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that affluent Americans believe they need an average of $5.5

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Talon Wealth

OCTOBER 26, 2023

Retirement planning is a critical part of financial security that many women still overlook. However, remember that as a woman, you have a longer life expectancy than a man, which means retirement planning is even more important. Suppose you significantly reduce your stock investments close to or after retirement.

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Retirement Planning Retirement Planning Medical 98

Carson Wealth

JULY 3, 2024

Develop a risk management plan to implement strategies that minimize or eliminate risks, and protect your business with appropriate insurance coverage, such as liability, property and business interruption insurance. Get Help with Tax Planning Tax planning is a critical component of financial management.

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