Brown Advisory

FEBRUARY 23, 2022

Topics included: - How to set up your company now to prepare for an exit in the future - Understanding whether your planned wealth creation event will support your goals: How much is enough? - Topics will included: • How to structure the earn out. Is it better to take all cash, or cash and stock?

Strategic Planning 52

Strategic Planning Portfolio Management Portfolio Taxes 52

Brown Advisory

FEBRUARY 23, 2022

Planning for Your Liquidity Event and Beyond. On May 6, our panel of experts focused on investment, tax and strategic planning advice to help you prepare for this moment and beyond. MORE ON THIS TOPIC Strategic Planning Roadmap for Entrepreneurs. Thursday, May 6, 2021. Read now >.

Strategic Planning 52

Strategic Planning Portfolio Management Portfolio Taxes 52

Harness Wealth

OCTOBER 23, 2023

If you’re a CPA who works with clients on more than just annual tax returns, you’re likely already providing accounting advisory services. This emerging discipline offers a wealth of opportunities for both clients and accounting firms, and focuses on providing strategic guidance and future-focused tax planning throughout the year.

Accounting 52

Accounting Taxes Strategic Planning Estate Planning 52

Brown Advisory

NOVEMBER 5, 2021

Without downplaying the importance of appropriate action around year-end tax planning, our purpose in this letter is to encourage clients to step back, take a breath and consider using this time to focus on the long term. For example: Over the last five years, global equity markets have posted annualized returns above 10%.

Planning 52

Planning Tax Planning Taxes Clients 52

Harness Wealth

MAY 12, 2025

Delivering accurate and timely compliance requires enough personnel with the necessary expertise, and the shortage is compromising this fundamental aspect of tax practice. What can accounting majors do to prepare for the current job market? This does depend, however, on individuals having the necessary IT skills.

Taxes 52

Taxes Compliance Accounting Numbers 52

WiserAdvisor

FEBRUARY 19, 2024

Blind Spot 5: Only depending on one asset class during retirement Placing all your bets on one type of investment is a big blind spot in your retirement planning as it exposes you to significant risk if that asset underperforms. Diversification serves as a safeguard against the inherent unpredictability of the market.

Retirement 66

Retirement Retirement Planning Healthcare Estate Planning 66

Zoe Financial

APRIL 17, 2023

Besides meeting all the requirements for this date, have you considered the impact of implementing long-term tax strategies on your wealth? So take advantage of the opportunity to optimize your tax planning and maximize your financial growth potential. There is one opportunity left to lower your tax bill this year.

Taxes 40

Taxes Retirement Accounting Tax Planning 40

WiserAdvisor

JANUARY 23, 2024

Seeking professional advice can provide valuable insights and a roadmap to achieve your financial goals with strategic planning. Benchmarks serve as yardsticks to measure how well your investments are performing compared to the broader market or specific indices. The decision to hire a financial advisor is a prudent move.

Financial Advisor 40

Financial Advisor Risk Tolerance Communication Taxes 40

WiserAdvisor

NOVEMBER 6, 2023

Moreover, with a longer investment horizon, your invested capital is more resilient to absorb market fluctuations and transform potential losses into profitable gains. These categories vary in market capitalization and provide exposure to different segments. This enables you to weather short-term market fluctuations.

Investing 40

Investing Investments Financial Advisor Taxes 40

WiserAdvisor

SEPTEMBER 8, 2023

The real estate market fluctuates, and waiting until your retirement plans are finalized gives you the advantage of assessing market conditions. You may find yourself paying a considerably higher percentage of your income in state taxes than you would in your current state. Click to compare vetted advisors now.

Retirement 45

Retirement Retirement Planning Budgeting Financial Advisor 45

Harness Wealth

APRIL 29, 2025

Alternative investments generate various forms of income with wildly different tax treatmentsfrom ordinary income rates as high as 37% to more favorable long-term capital gains rates, which range from 0% to 20%. To maximize the advantages of this state-specific provision, proper planning and documentation must be prioritized.

Taxes 52

Taxes Investing Investments Compliance 52

Harness Wealth

MAY 12, 2025

Delivering accurate and timely compliance requires enough personnel with the necessary expertise, and the shortage is compromising this fundamental aspect of tax practice. What can accounting majors do to prepare for the current job market? This does depend, however, on individuals having the necessary IT skills.

Taxes 52

Taxes Compliance Accounting Numbers 52

Harness Wealth

APRIL 29, 2025

Key takeaways Tax-advantaged accounts like IRAs offer powerful benefits for investment transactions, protecting gains from immediate taxation, and allowing for tax-free trading activity. Since these entities do not issue stock, they must pursue alternative transaction structures, adding another layer of complexity to your tax planning.

Taxes 52

Taxes Investing Investments Sales 52