Live from Heckerling: 2023 Estate and Tax Planning Developments
Wealth Management
JANUARY 8, 2024
What were the significant tax and non-tax issues of last year? Speakers at Heckerling discuss tax planning, estate planning and philanthropy cases.
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Wealth Management
JANUARY 8, 2024
What were the significant tax and non-tax issues of last year? Speakers at Heckerling discuss tax planning, estate planning and philanthropy cases.
oXYGen Financial
MARCH 24, 2024
![CDATA[ When it comes to managing your finances, it's not just about saving and investing wisely. Tax planning is a crucial aspect of personal finance that often gets overlooked and plays a pivotal role in your overall financial health and wealth accumulation.
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Carson Wealth
FEBRUARY 23, 2024
Tax season is upon us, but you can start 2024 off on the right foot with tax planning tips and strategies presented by Mike Valenti, Director, Tax Planning and Tom Fridrich , Carson Group Manager & Sr.
Nerd's Eye View
OCTOBER 5, 2022
In recent years, numerous software solutions have sprung up that aim to automate the process of tax-loss harvesting. But what the providers of automated tax-loss harvesting often don’t mention is that the actual value of tax-loss harvesting depends highly on an individual’s own tax circumstances.
Carson Wealth
MAY 30, 2023
By Mike Valenti, CPA, CFP ® , Director, Tax Planning Corporate executives often receive the brunt of the U.S. tax system. Typically, most or all of their income is W-2 income and subject to the higher ordinary tax rates as well as FICA taxes. However, stock compensation, large bonuses, commissions, etc.,
Nerd's Eye View
MAY 8, 2023
Traditionally, financial advice and tax preparation have existed as 2 related, but separate, services. CPA, EA, or JD) to prepare tax returns and represent clients before the IRS, there has also been the impression that there is simply not enough time for one person to do both.
Abnormal Returns
NOVEMBER 6, 2023
(riabiz.com) The biz Goldman Sach's ($GS) future is in wealth management. ft.com) Creative Planning has closed on its purchase of Goldman Sachs' ($GS) PFM unit. citywire.com) Creative Planning is expanding its reach in the retirement plan space. citywire.com) Choreo is buying the wealth management business of BDO USA.
Wealth Management
JULY 24, 2023
Charles Lubar, retired senior counsel from McDermott Will & Emery, details the complexities in dealing with tax implications of projects involving the Muppets and Michael Jackson.
Wealth Management
MARCH 23, 2023
Make the most of available charitable tax deductions.
Yardley Wealth Management
FEBRUARY 1, 2022
The post Part 1: The Tools of the Tax-Planning Trade appeared first on Yardley Wealth Management, LLC. Part 1: The Tools of the Tax-Planning Trade Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome.
Yardley Wealth Management
FEBRUARY 1, 2022
The post Part 1: The Tools of the Tax-Planning Trade appeared first on Yardley Wealth Management, LLC. Part 1: The Tools of the Tax-Planning Trade. No wonder people get nervous when there’s lots of talk about higher taxes, but little certainty on what may come of it, and who it might affect. .
Abnormal Returns
AUGUST 28, 2023
(investmentnews.com) Practice management How choosing an advisory niche makes for better marketing efforts. taps.substack.com) Advisers Wade Pfau on why tax planning in retirement is so challenging. taps.substack.com) Advisers Wade Pfau on why tax planning in retirement is so challenging.
Darrow Wealth Management
NOVEMBER 17, 2022
In November 2022, proponents of the Massachusetts ‘millionaires’ tax (question 1) won their bid to nearly double the income tax rate on individuals with taxable income over $1M a year. As proposed, the new legislation would increase these tax rates to 9% and perhaps even 16% , respectively, starting in 2023.
Harness Wealth
OCTOBER 5, 2023
From quarterly estimated tax planning to equity compensation and crypto tax planning, diversifying your service offerings can not only set you apart from the competition, it can also help you significantly grow your revenue and retain clients.
Harness Wealth
JANUARY 24, 2023
However, it is important to keep in mind that different states and territories have varying tax laws and some may be more favorable than others. So before you set off on your big move, consider the specific tax implications of doing so. Who knows, you might even find a more tax-friendly destination along the way.
James Hendries
SEPTEMBER 20, 2022
Income shifting (also known as income splitting) may be defined as dividing income in a way that lowers overall taxes. When using these methods to shift income to a child, it’s always important to bear in mind the kiddie tax. Timing the receipt of your income can also help you lower your taxes.
Wealth Management
JULY 26, 2023
There’s a natural partnership between financial advisors and CPAs.
Wealth Management
JULY 26, 2023
There’s a natural partnership between financial advisors and CPAs.
Carson Wealth
FEBRUARY 29, 2024
Tom Fridrich, JD, CLU, ChFC ® , Manager and Senior Wealth Planner Giving something you own to someone else. It’s a simple, human act – one that seems like it shouldn’t take too much planning to do it correctly. But when does gifting become a tax issue? Taxes on Giving??? million 2024 estate tax exemption: $13.61
Yardley Wealth Management
FEBRUARY 15, 2022
The post Part 2: Tax-Wise Investment Techniques appeared first on Yardley Wealth Management, LLC. Part 2: Tax-Wise Investment Techniques In our last piece, we introduced some of the tools of the tax-planning trade. In other words, your tax-planning techniques matter at least as much as the tools.
Yardley Wealth Management
FEBRUARY 15, 2022
The post Part 2: Tax-Wise Investment Techniques appeared first on Yardley Wealth Management, LLC. Part 2: Tax-Wise Investment Techniques. In our last piece, we introduced some of the tools of the tax-planning trade. In other words, your tax-planning techniques matter at least as much as the tools.
Zoe Financial
JANUARY 17, 2024
The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA January 17, 2023 Watch Time: 3 minutes Transcript : Welcome to this week’s Wealth Management Digest. The second headline was Edelman Financial engines closed down their tax prep services (separate/different from their tax planning services).
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 (..)
Zoe Financial
DECEMBER 5, 2023
The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA December 5, 2023 Watch Time: 3 minutes Transcript: Welcome to this week’s Wealth Management Digest. Financial planning, estate planning, tax planning, etc, rather than just picking stocks like in the old days.
Nerd's Eye View
FEBRUARY 24, 2023
Also in industry news this week: Why the behavior of some TAMPs and investment advisers might have led the SEC to propose its new (and potentially burdensome) ‘outsourcing rule’ Why independent broker-dealers could become major players in RIA M&A in the coming year From there, we have several articles on advisor marketing: How to craft (..)
Integrity Financial Planning
JUNE 12, 2023
As you plan for retirement, it’s important to consider tax optimization strategies to minimize your tax liabilities. Here are three key ways to optimize taxes in retirement, based on information from sources published between 2022 and 2023.
Fortune Financial
SEPTEMBER 25, 2023
How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area. Tax Considerations Be mindful of tax implications related to your goals.
Wealth Management
AUGUST 15, 2022
Some advisors who have built their practices on ETFs and mutual funds have never experienced a market correction like the one we are in now.
Wealth Management
JUNE 26, 2023
Prince Harry's decision to live in the United States sheds light on some of the pain points of creating an estate plan with international heirs.
Harness Wealth
MAY 31, 2022
Using Equity Tax Insights from Harness Wealth. Whether you’re making $50,000 or $5,000,000 of W-2 income, there are only so many actions you can take to dramatically change your tax burden. With company equity, the tax treatment of those profits can be radically different. Making a plan. Minimizing Regular Taxes.
Harness Wealth
MARCH 10, 2023
Whether you’re in venture capital, private equity, or angel investing, it’s important to understand the tax implications of your investment income. It is often structured as a performance fee, incentivizing the manager to generate higher returns for the fund’s investors. Here’s an example of how this might work.
Nerd's Eye View
NOVEMBER 18, 2022
A potential compromise during the lame-duck Congressional session could see a boost to the child tax credit and extended tax breaks for businesses. From there, we have several articles on tax planning: How advisors can add value for their clients by managing their exposure to mutual fund capital gains distributions.
Fortune Financial
SEPTEMBER 25, 2023
How to Choose the Right Wealth Management Firm in Kansas City Managing your wealth is a crucial aspect of financial success and security. Let’s look at key factors to consider when selecting the ideal wealth management firm in the Kansas City metro area. Tax Considerations Be mindful of tax implications related to your goals.
Nerd's Eye View
DECEMBER 25, 2023
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.
Fortune Financial
JULY 28, 2022
When you transfer most assets to a taxable account, there will be income tax, but with company stock, you can take advantage of net unrealized appreciation (NUA). . However, the tax deferral benefit comes at a cost tradeoff. Almost every dollar distributed from a pretax retirement account will be taxed at ordinary income tax rates.
Advisor Perspectives
DECEMBER 26, 2023
Advisors are being asked to provide their clients with a full suite of solutions, ranging from estate and tax planning to portfolio management, and everything in between. Clients are increasingly eager to gain access to fully customizable solutions that meet their individual needs.
Wealth Management
FEBRUARY 3, 2023
This week, Orion announced they were making it easier for those in need of free financial planning to find help, TIFIN and Morningstar partnered to enhance their AI-powered distribution platform and eMoney responded to recently-passed legislation with tax planning upgrades.
WiserAdvisor
MARCH 13, 2024
Achieving financial freedom in retirement requires meticulous planning, dedicated effort, and strategic management. Without a solid plan, you risk drifting without direction. Diversification lies at the heart of investment planning. It serves as a fundamental risk management strategy.
Harness Wealth
FEBRUARY 13, 2023
When it comes to taxes on equity compensation, there’s a lot to navigate. Traditional tax firms tend to have rigid business models that make it difficult for clients looking for one-off expert consultations or even ongoing planning services. Have a look at our services below and consider signing up for an account today.
Abnormal Returns
DECEMBER 12, 2022
investmentnews.com) Tax planning Why financial advisers need to be careful when offering tax advice. kitces.com) Tax planning is an ongoing process. (osam.com) Kunal Kapoor, "Direct indexing has many of the benefits of passive, but it may be bringing back a little bit of the fun.
Nerd's Eye View
OCTOBER 14, 2022
While this will help seniors keep pace with rising prices, it also creates tax planning opportunities for advisors and raises the possibility that the Social Security Trust Fund could be depleted sooner than expected. Why managing energy might be more important than managing time when it comes to improving productivity.
Nerd's Eye View
SEPTEMBER 6, 2022
Andy is the owner of Tenon Financial, a virtual independent RIA that oversees $70 million in assets under management for 43 retired client households. Welcome back to the 297th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Andy Panko. Read More.
Abnormal Returns
APRIL 10, 2023
blog.xyplanningnetwork.com) Technology Highlights from the 2023 T3 Advisor Conference including the growing importance of tax planning software. (etftrends.com) How to create a better onboarding process for new employees. kitces.com) The latest in adviser technology happenings including Altruists move to self-clearing.
Nerd's Eye View
OCTOBER 2, 2023
Welcome to the October 2023 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!
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