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Taxpayer Granted Time to Make Alternate Valuation Election

Wealth Management

IRS allows estate to make late alternate valuation date election due to reliance on tax professional.

Valuation 204
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$2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo

Wealth Management

Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo Wisconsin-based Resonant Capital and QBCo will share clients across wealth and tax in an increasingly popular service model. based QBCo Advisory.

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Weekend Reading For Financial Planners (June 28–29)

Nerd's Eye View

Which could ultimately lead to a virtuous cycle of attracting more new clients as well as talented advisors who seek to work at growing firms.

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Why Gen 2 Advisors Are a Flight Risk

Wealth Management

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 Resonant Capital Merges with Tax, Accounting Firm QBCo Brennan’s experience is indicative of many young advisors working in the RIA space. Related: $2.2B

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Weekend Reading For Financial Planners (February 1–2)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that following the change of administration (and a new incoming chair of the SEC), the Investment Adviser Association is seeking to find ways to help RIAs (particularly smaller firms) manage the compliance responsibilities they (..)

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The 2025 Alternative Investment Tax Guide for High-Income Filers

Harness Wealth

These alternative investments can offer distinct advantages in the shape of portfolio diversification and the potential for higher returns, but they can come with equally distinct tax complications that need to be carefully planned for. What are the key tax strategies for alternative investments in 2025?

Taxes 52
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At the Money: Shareholder Yield

The Big Picture

Full transcript below. ~~~ About this week’s guest: Meb Faber is co-Founder and CIO at Cambria Investment Management, as well as research firm Idea Farm. The firm manages numerous ETFs, including those that focus on shareholder yield and is approaching 3 billion in client assets.

Valuation 146