This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
Health Savings Accounts (HSAs) have become an increasingly popular tool for financial advisors and their clients due in part to the 'triple tax savings' they offer: tax-deductible contributions, tax-free growth, and non-taxable distributions for qualifying expenses.
In recent years, financial advisors have increasingly embraced tax planning as a core element of delivering value to clients. But as the profession has evolved toward more holistic planning, tax considerations have likewise expanded into more areas of advice, including Roth conversions, charitable strategies, and small business structuring.
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 (..)
Following the long run-up in the US equity markets since the bottom of the 2008–2009 financial crisis, many investors with taxable investment accounts have likely found themselves with high embedded gains in their portfolios. If the exchange meets the requirements of Section 351, it is tax-deferred for investors.
The acquisition of Brooklyn Investment Group and its parent, Brooklyn Artificial Intelligence, will expand tax-advantaged and AI capabilities for the firm’s advisor clients.
So, whether you're interested in learning about building a profitable hyperfocused practice, implementing a marketing approach that reaches a firm's ideal target client, or adding value for clients by offering advanced tax planning, then we hope you enjoy this episode of the Financial Advisor Success Podcast, with Anjali Jariwala.
Would you like to diversify but also defer paying big capital gains taxes? Meb Faber, founder and chief investment officer of Cambria Investments, speaks about a new ETF that may be the solution to the challenge of concentrated equity positions. It doesn’t mean you’re not gonna pay capital gains tax.
There were many promises made during the campaign that obviously will not happen (deport 20 million people, no taxes on tips, overtime or Social Security benefits, 200% tariffs, and on and on). We can assume the 2017 Tax Cuts and Jobs Act (TCJA) will be extended. Through November, starts were down 4.3% New home sales were up 2.1%
These clients, typically in or near retirement, face key challenges like reducing taxes, managing investment risk, and maximizing income. In the final 60-minute review, Taylor presents the Retirement Assessment, covering 3 key questions: how to maximize income, lower taxes, and optimize investments in retirement.
The transcript from this weeks, MiB: Charley Ellis on Rethinking Investing , is below. Charlie Ellis is just a legend in the world of investing. He was chairman of the Yale’s Endowment Investment Committee and his, not only did he write 21 books, his new book, rethinking Investing, is just a delightful snack.
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.
Also in industry news this week: NASAA has proposed an amendment to its broker-dealer conduct model rule that would restrict the use of the terms “advisor” and “adviser” for broker-dealers and their registered representatives who are not also investment advisers or investment adviser representatives A recent study suggests that (..)
based accounting firm, is taking a page from large registered investment advisors by bringing together taxes and wealth management. Minopoli, who is also a partner in the new RIA, had previously been the chief investment officer of a team managing a $30 billion portfolio for the Knights of Columbus Asset Advisors.
Mason, who ran Rubicon Wealth Management, a registered investment advisor in Gladwyne, Pa., Attorney’s Office said he failed to report the fraud proceeds on his personal income tax returns, which generated a tax loss of about $3 million. million to the IRS. He pleaded guilty to all of the criminal charges.
Alternative investments such as private equity, cryptocurrencies, and collectibles now represent a significant part of the investment arena, in particular to high-income individuals. Table of Contents What are alternative investments? Table of Contents What are alternative investments?
This month's edition kicks off with the news that Holistiplan has announced the rollout of a new estate plan document extraction tool to stand alongside its highly popular tax return scanning tool – which highlights how advances in AI technology have allowed tools like Holistiplan to go beyond tax returns and scan nearly any kind of document (..)
Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B In 2023, he launched his own firm, Park Hill Financial Planning and Investment Management. “I It would be a long earn-out—maybe 10, 12 or 15 years, and the owner didn’t want to be there for that long." " Brennan’s response?
Roundhill Investments launches S&P 500 No Dividend Target ETF, designed to track benchmark performance while avoiding dividend payouts to reduce taxable events.
(morningstar.com) Barry Ritholtz talks shareholder yield with Meb Faber of Cambria Investments. podcasts.apple.com) Taxes A year-end tax planning checklist. kindnessfp.com) How to think about taxes in early retirement. ritholtz.com) Carl Richards talks avoiding burnout with Jonny Miller.
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that Congressional Republicans, who recently voted to set a $4.5 equities underperforming international stocks over the next 10 years Why today’s high U.S.
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. The absence of guaranteed returns, plus illiquidity, clawback risk and the fund’s long investment cycle, all suppress the fair market value of carry.
Elizabeth Warren Regulation & Compliance Warren, Empower Face Off Over Companys Private Market Moves Warren, Empower Face Off Over Companys Private Market Moves by Patrick Donachie Jul 8, 2025 3 Min Read Investment Related Topics Alternative Investments Digital Assets Equities ETFs Fixed Income Investing Strategies Mutual Funds Real Estate SMAs (..)
podcast.moneywithkatie.com) Peter Lazaroff on how tax projections work. peterlazaroff.com) Housing Taxes and insurance are creeping up as a percentage of total home ownership costs. morningstar.com) Investing Three easy ways to simplify your portfolio. wsj.com) Owning a home isn't for everyone.
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. trillion annually over the next decade as part of the great wealth transfer, a new report finds. trillion annually.
Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. I’m Barry Ritholtz, and on today’s edition of At the Money , we’re going to discuss how retail investors can responsibly invest in crypto.
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 fixed income data computer fintech WealthTech Former Citadel Quants Raise $36M for Fixed-Income Fintech Former Citadel Quants Raise $36M for Fixed-Income (..)
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.
RWM works with clients by constructing a long-term financial plan, marrying it to an appropriate level of risk in a broadly diversified portfolio built around a core index, and then applying the best technology we can find to generate net after-tax returns with modest risk and volatility.
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.
Diana Britton , Executive Editor , WealthManagement.com August 1, 2025 2 Min Read Martine Lellis, principal, M&A partner development, Mercer Advisors Mercer Global Advisors, one of the nation’s largest and most acquisitive registered investment advisors with $77 billion in assets, has purchased Family Wealth Planning Group, a Naples, Fla.-based
Let’s be honest—investment terminology can sound like a foreign language. Here’s the good news: You don’t need an MBA to get smart about investing. Ready to make sense of confusing investment terms and use them to your advantage? Core Market Investment Terms Bull or bear market? Risk tolerance and asset allocation?
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.
He began at Deloitte’s individual tax practice, honing his skills in tax and estate planning strategies. Jordan’s career path showcases his leadership and commitment to client service. Later, at Wachovia Bank (now Wells Fargo), Jordan helped build the Executive Financial Planning practice.
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.
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.
Here is an update to a graph that uses new home sales, single family housing starts and residential investment. (I Note that Residential Investment is quarterly and single-family starts and new home sales are monthly. I prefer single family starts to total starts). I ignored that downturn as a pandemic distortion.
The WealthStack Podcast: Unlocking Private Markets with AssetMarks Michael Kim The WealthStack Podcast: Unlocking Private Markets with AssetMarks Michael Kim AssetMarks Michael Kim unpacks how technology, education and private equity access are converging to redefine portfolio construction.
From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: SEI has acquired LifeYield, which is designed to facilitate tax-efficient management of multiple accounts across an entire household, to bundle into its RIA custodial platform and investment management technology – underscoring (..)
Tax-loss harvesting is a powerful strategy that investors can use to reduce their taxable income. This type of strategy typically involves selling underperforming investments at a loss to offset capital gains (or ordinary income) to optimize portfolio returns. Table of Contents What is tax-loss harvesting?
Elaine Misonzhnik , Senior Editor, Investments , WealthManagement.com July 31, 2025 2 Min Read SMArtX Advisory Solutions revealed that it integrated semi-liquid alternative investments into its UMA last year. The platform also aligns alternative fund activity with tax-loss harvesting, tax transition and tax-aware rebalancing.
Financial motivators – such as solving a specific issue or seeking better investment performance – were cited less frequently, but remain important, especially when a prospect has a clearly defined financial pain point. These included trust, communication quality, and a general discomfort managing finances alone.
We organize all of the trending information in your field so you don't have to. Join 36,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
Let's personalize your content