Wealth Management

AUGUST 6, 2025

Number 8860726. Several stock holdings in these ETFs received a substantial tax savings boost from the recently passed One Big Beautiful Bill Act. The bill creates permanent tax incentives in the areas of capital asset depreciation and expensing of domestic R&D costs. Registered in England and Wales.

Taxes

Nerd's Eye View

NOVEMBER 4, 2024

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 (..)

Estate Planning

Nerd's Eye View

NOVEMBER 25, 2024

Over the past decade, a growing number of advisors have expanded into offering comprehensive financial planning services, reflecting a shift that not only helps them stand out from (increasingly commoditized) portfolio management offerings but also supports clients' broader financial goals.

Financial Planning

Nerd's Eye View

JULY 18, 2025

Also in industry news this week: A recent survey finds that next-generation employees at broker-dealers are looking for improvements in branding and social media promotion from their firms as they look to build their own practices and take the reins from a rapidly graying advisor population RIA M&A volume hit a record in the first half of 2025 (..)

Financial Planner

Wealth Management

AUGUST 12, 2025

Number 8860726. Unlike outright gifts, these loans must be documented and comply with Internal Revenue Service rules, but they allow clients to provide financial assistance without relinquishing control or incurring unintended gift tax consequences. May be forgiven incrementally over time to leverage annual gift tax exclusions.

Planning

Wealth Management

JULY 30, 2025

Number 8860726. 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. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

Estate Planning

Nerd's Eye View

NOVEMBER 15, 2024

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 (..)

Financial Planner

Wealth Management

JULY 8, 2025

Number 8860726. David Bodamer , Editorial Director , WealthManagement.com July 8, 2025 1 Min Read Alamy Photo Schwab Advisor Services has expanded the number of mutual funds RIAs can acquire without transaction fees. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.

Wealth Management

Nerd's Eye View

JUNE 27, 2025

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.

Financial Planner

Nerd's Eye View

JULY 11, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that, amidst the growing number of RIAs it supervises, the Securities and Exchange Commission (SEC) is moving ahead with a potential plan to raise the $100 million regulatory assets under management threshold for SEC registration, (..)

Financial Planner

Wealth Management

JULY 9, 2025

Number 8860726. To get the ranking, it divides the total household net worth (excluding home equity) by the number of active investment advisors in the state to show the ones that are most and least saturated with advisors. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.

Wealth Management

Wealth Management

JULY 17, 2025

Number 8860726. based accounting firm, is taking a page from large registered investment advisors by bringing together taxes and wealth management. In these cases, the RIA will agree to non-solicitation agreements regarding tax clients, but a revenue-sharing model for the wealth management services.

Wealth Management

Nerd's Eye View

JULY 25, 2025

Also in industry news this week: A recent report highlights the rapid growth of RIA "consolidators" , with advisors seeking them out for compliance and succession support, though concerns about a potential loss of autonomy and independence from joining one remain The Treasury has delayed until 2028 the effective date for a proposed Anti-Money Laundering (..)

Financial Planner

Wealth Management

AUGUST 12, 2025

Number 8860726. Peter Aloisi August 12, 2025 4 Min Read Andrew Harnik/Getty Images News/Getty Images For many investors, the phrase "alternative minimum tax" tends to raise eyebrows or trigger confusion, if not concern. According to the Tax Policy Center, AMT filings fell from over 5 million in 2017 to just 200,000 in 2018.

Marketing

Wealth Management

JUNE 26, 2025

Number 8860726. 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. Today’s sentencing shows how seriously the courts take federal tax crimes.” Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.

Clients

Wealth Management

AUGUST 14, 2025

Number 8860726. Advisors have access to a growing number of tools, but many are difficult to use, disconnected from daily workflows, or too complex to propel meaningful client conversations. It supports tax-loss harvesting, exclusion of specific securities (e.g., Registered in England and Wales.

Wealth Management

Nerd's Eye View

JANUARY 31, 2025

Also in industry news this week: While RIA M&A deal flow hit record levels in 2024 (both in terms of volume and the speed of completing them), firm valuations saw relatively modest gains In its latest annual regulatory oversight report, FINRA joined the SEC in flagging the potential risks to firm and client data from the use of third-party vendors (..)

Financial Planner

Harness Wealth

APRIL 17, 2025

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.

Taxes

Wealth Management

JUNE 27, 2025

Number 8860726. Michael joined AssetMark in 2010 and has held a number of leadership positions, including Head of National Sales and Consulting, Chief Client Officer, and President (2021–Present). Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.

Estate Planning

Nerd's Eye View

JANUARY 6, 2025

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 (..)

Startup

Nerd's Eye View

NOVEMBER 29, 2024

Which could prove to be a boon for the financial advice industry as more consumers are willing to entrust their assets to an advisor (while at the same time possibly making it tougher for some advisors to differentiate themselves primarily by how they put their clients' interests first?).

Financial Planner

Wealth Management

JULY 18, 2025

Number 8860726. 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 Brennan’s experience is indicative of many young advisors working in the RIA space. Registered in England and Wales. Related: $2.2B

Estate Planning

Nerd's Eye View

NOVEMBER 1, 2024

Also in industry news this week: A recent study suggests that while a majority of financial advisory clients surveyed have only had 1 advisor, deteriorating client service is a key risk factor that could sway certain clients to leave for a different advisor RIA M&A activity in 2024 is poised to surpass the total number of deals seen in 2023, according (..)

Financial Planner

Abnormal Returns

MARCH 14, 2025

fasterplease.substack.com) Policy Stephen Dubner talks tax myths with Jessica Riedl, a senior fellow in budget, tax, and economic policy at the Manhattan Institute. (podcasts.apple.com) Jim Pethokoukis talks the business of space with Matt Weinzierl, co-author of "Space to Grow: Unlocking the Final Economic Frontier."

Budgeting

Wealth Management

AUGUST 1, 2025

Number 8860726. The deal includes Family Wealth Tax Advisory, an affiliated tax practice that will be integrated into Mercer’s tax planning services. “We Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Registered in England and Wales.

Estate Planning

Wealth Management

AUGUST 8, 2025

Number 8860726. He began at Deloitte’s individual tax practice, honing his skills in tax and estate planning strategies. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.

Estate Planning

Wealth Management

AUGUST 5, 2025

Number 8860726. 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.

Wealth Management

Harness Wealth

JANUARY 29, 2025

Tax-loss harvesting is a powerful strategy that investors can use to reduce their taxable income. As effective as tax-loss harvesting can be, there are a number of important details that investors need to be aware of in order to implement the strategy successfully while following regulations. How does tax-loss harvesting work?

Taxes

Nerd's Eye View

JUNE 24, 2025

In this episode, we talk in-depth about how Griffin leverages his own experience as a firm founder to support his business-owner clients navigate financial planning decisions (in particular, tax planning opportunities), how Griffin encourages his business-owner clients to invest a portion of their profits outside of the business to diversify their (..)

Tax Planning

Harness Wealth

AUGUST 1, 2025

These less intense periods are important windows that allow your tax firm to evaluate its performance and efficiency, and implement improvements that will not only prepare you better for next year’s peak seasons but pave the way for wider growth in general. Importantly, OCR isn’t a technology that will replace your team members.

Taxes

Harness Wealth

MARCH 6, 2025

As is traditional, the 2025 IRS tax filing deadline is April 15th. In this guide, well explore the 2025 tax extension process, the reasons for requesting an extension, and how a tax advisor from Harness can help you. Table of Contents What is a tax extension? Why do I need a tax extension? This is not the case.

Taxes

Nerd's Eye View

APRIL 9, 2025

It's natural for advisors to begin discovery meetings by asking questions about a client's current financial situation – understanding cash flow, debt, investments, risk tolerance, or even the burning tax concern that brought them to the advisor's door in the first place is crucial for financial planning.

Clients

Harness Wealth

JULY 14, 2025

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

Wealth Management

JULY 2, 2025

Number 8860726. 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. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.

Financial Advisor

Your Richest Life

MARCH 12, 2025

The tax deadline is next month, and if youre like most Americans, you are still preparing to file. Standard and Itemized Deduction for filing 2024 Taxes For the 2024 tax year, the standard deduction increased to $29,200 for married filing jointly, $14,600 for single filers and married filing separately, and $21,900 for heads of household.

Taxes

Wealth Management

AUGUST 13, 2025

Number 8860726. You can’t be just focused on the numbers; you have to look at the full picture.” Not focusing on the numbers may be easier said than done for RIAs looking to sell. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Registered in England and Wales.

Valuation

Harness Wealth

MARCH 6, 2025

Freelancers and contractors may enjoy greater flexibility and independence than full-time employees, however, this autonomy brings increased tax responsibility. Unlike W-2 employees, freelancers and independent contractors are responsible for managing their own tax obligations, which can be a complex process.

Taxes