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.
Nerd's Eye View
NOVEMBER 30, 2022
Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden.
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Carson Wealth
MARCH 19, 2024
In our recent episodes, I’ve focused on your spending and how planning for and projecting your spending over time can be a fruitful experience to measure. Today I’d like to focus on the other thing that far too often goes ignored in the planning process. I’m talking about taxes. Please think of taxes over time.
Tobias Financial
DECEMBER 20, 2023
As we begin our countdown to 2024, it is a great time to ensure your year-end tax plan is in place. Tax planning is a vital component of meeting your overall financial goals. Our team of professionals is here to assist with your financial and tax planning needs. You can access the webinar recording here.
eMoney Advisor
APRIL 11, 2023
Financial planning and tax planning go hand in hand. Including tax planning as part of your service provides clients a comprehensive view of their finances and helps them achieve their financial goals. Start with Document Sharing The first step is to ask your clients to share their tax documents with you.
oXYGen Financial
MARCH 24, 2024
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. Whether you're diligently managing income, tracking expenses, strategizing investments, planning for retirement, or considering estate. ]]
Integrity Financial Planning
SEPTEMBER 19, 2022
So, make sure your Social Security and retirement account income plans are lined up so you can claim your maximum benefit with minimal taxation. Don’t just wait until tax season to figure out your tax plan. Taxes affect your whole retirement so factor them into your wealth preservation and income plan too.
Advisor Perspectives
JANUARY 21, 2024
Initiate the year with direct indexing, encompassing tax planning, personalized investing strategies, rejuvenating sidelined cash, and navigating concentrated stock positions or financial windfalls.
Integrity Financial Planning
AUGUST 3, 2022
Why does tax planning matter for your retirement plan? Brian talks through the difference it can make and why you should pay attention to it now as a part of your financial plan. When it comes to taxes, should you use the same person that files taxes to do tax planning and retirement planning for you?
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.
Financial Symmetry
NOVEMBER 27, 2023
What if one of these ten tax tools could be the opportunity that you’ve been missing?
Carson Wealth
MAY 26, 2023
Tax planning for executive compensation doesn’t have to be confusing. Watch our webinar : Tax Planning for Executive Compensation with Carson’s Director, Tax Planning Mike Valenti and Wealth Planner Michael Gruidel , now available on-demand.
Covisum
AUGUST 5, 2022
The Tax Cuts and Jobs Act simplified many aspects of tax planning and created opportunities. As a result, some tax techniques are more effective now than in the past. Additionally, the personal exemption phase-out and the limitation on itemized deductions for some filers were eliminated.
XY Planning Network
JULY 7, 2023
Available exclusively to XYPN members, each month one of XYTS's tax experts hosts an office hours session where tax-specific topics are discussed and attendees can ask any top-of-mind questions.
Harness Wealth
FEBRUARY 26, 2023
Cost-saving tax planning can be much more difficult to implement after your company is well-established and has reached the stage where an IPO, merger, or acquisition becomes a likely event. ISOs can only be issued to employees, and the company issuing the ISO cannot take a tax deduction.
Zoe Financial
MAY 16, 2023
Qualified withdrawals from a 529 plan are tax-free at the federal level, and some states also offer tax breaks to their residents. It’s important to evaluate the federal and state tax consequences of plan withdrawals and contributions before you invest in a 529 plan.
Financial Symmetry
NOVEMBER 28, 2022
What if one of these ten tax tools could be the opportunity that you’ve been missing? If you are looking to increase your wealth over your lifetime you’ll want to ensure that you have the best tax planning strategies in … Continued.
XY Planning Network
JULY 7, 2023
Available exclusively to XYPN members, each month one of XYTS's tax experts hosts an office hours session where tax-specific topics are discussed and attendees can ask any top-of-mind questions.
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. Cash Bonus Just as the name implies, these are bonuses paid in cash.
Harness Wealth
FEBRUARY 27, 2023
Founders, board members, and employees of startups that get acquired can experience tax consequences as a result of a liquidity event. It’s imperative to plan for the tax implications so you can be prepared to pay what you owe the IRS.
Harness Wealth
MARCH 29, 2023
The post Tax Planning During Stock Market Volatility appeared first on Harness Wealth - Advice for Equity Owners. Emotions should not be the primary driver for decision-making during a volatile market, since unwary investors may hurt themselves in the long run.
Harness Wealth
DECEMBER 8, 2022
Note, you actually have until Tax Day of 2023 to make these contributions into IRAs but you should act ASAP to avoid forever forgoing the chance to make a 2022 contribution. Contributions can be deducted from taxable income and withdrawals can be made tax-free from these accounts as long as funds are used for qualifying healthcare expenses.
Ballast Advisors
NOVEMBER 21, 2022
What are appropriate checklists for year-end tax planning? Tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Certain tax benefits may be available if you can claim an individual as a dependent. Family tax planning. Financial investments.
Nerd's Eye View
APRIL 5, 2023
In recent years, the Internal Revenue Code (IRC) has endured some drastic changes resulting from legislative action that have altered the strategies estate planning professionals have recommended to clients. For instance, prior to the 2017 Tax Cuts and Jobs Act (TCJA), "A/B trusts" had become ubiquitous for spousal estate tax planning.
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.
MainStreet Financial Planning
MAY 31, 2022
The MainStreet Financial Planning Discussion Club. Tax Planning: Things to work on before year-end. Though it may seem that we’ve just put last tax season to rest, now is the time to work on adjustments to optimize your 2022 taxes! Decoding more complex tax planning strategies: Roth Conversion, Backdoor Roth.
Carson Wealth
APRIL 25, 2024
There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability. And while experiencing one of these major events can drastically impact your life, having an effective financial plan can help ensure that it doesn’t ruin your financial well-being. Let’s break each one down.
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. Within this framework, the concept of the five pillars of retirement planning emerges as a valuable strategy. It also minimizes errors and oversights.
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. 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.
Talon Wealth
OCTOBER 26, 2023
Retirement planning is a critical part of financial security that many women still overlook. However, remember that as a woman, you have a longer life expectancy than a man, which means retirement planning is even more important. That means you should plan for your retirement savings to last at least 18 years, if not more.
Wealth Management
MARCH 23, 2023
Make the most of available charitable tax deductions.
Nerd's Eye View
JULY 20, 2022
A sabbatical refers to a period of time in which someone takes an extended, planned break from work prior to retirement, often as an opportunity to focus on their wellbeing and/or to gain valuable perspectives of life outside of work.
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.
MainStreet Financial Planning
JUNE 27, 2022
The MainStreet Financial Planning Discussion Club. Acts, what that means to you and your Tax Planning in Retirement. Lastly, Larry will take your questions on Tax Planning in Retirement so you can avoid unintended tax consequences in retirement. When: Tuesday 7-19-22 at 730pm Eastern; 430pm Pacific. ~30-45
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.
Abnormal Returns
FEBRUARY 14, 2024
50fires.com) Taxes What tax planning entails. (peterlazaroff.com) Barry Ritholtz talks value investing with Jeremy Schwartz of WisdomTree Investments. ritholtz.com) Carl Richards talks with Jamie author of "Confessions of a Sociopath: A Life Spent Hiding in Plain Sight."
Covisum
JANUARY 9, 2023
is significant legislation signed into law on December 20, 2022, and is expected to have several impacts on retirement income planning. It contains several provisions designed to improve Americans' retirement security, including later required minimum distributions (RMDs), 529-to-Roth rollovers, and other tax planning opportunities.
Nerd's Eye View
JANUARY 8, 2024
These changes all have the potential to change the industry by shifting the current focus on selling financial products (including financial plans themselves) to providing a more in-depth and personalized experience that helps anticipate future issues in a client's life and better help them identify the goals that will help them thrive.
Abnormal Returns
AUGUST 28, 2023
riabiz.com) Charles Schwab ($SCHW) is planning more job cuts due to the TDA integration. investmentnews.com) Pro bono planning Does financial planning have a pro bono problem? mywealthplanners.com) The CFP Board wants to encourage pro bono planning. kitces.com) The SEC is focusing on RIA marketing.
Abnormal Returns
NOVEMBER 6, 2023
ft.com) Creative Planning has closed on its purchase of Goldman Sachs' ($GS) PFM unit. citywire.com) Creative Planning is expanding its reach in the retirement plan space. papers.ssrn.com) Taxes A 2023 year-end tax planning guide. riabiz.com) The biz Goldman Sach's ($GS) future is in wealth management.
Advisor Perspectives
NOVEMBER 14, 2022
A matter that can have large impacts on the marginal tax rates faced by individuals who obtain health insurance coverage through the ACA exchanges is the reduction of the tax credits (or subsidies) for health insurance coverage as incomes increase.
Harness Wealth
JANUARY 24, 2023
Maryland is the only state that imposes both estate and inheritance taxes. These state taxes range from 0.8% Because of all this, strong estate planning can be a major tax saver down the line, and it’s important to pick a state that will do the least damage to your wallet. million or more. million or more.
Nerd's Eye View
DECEMBER 22, 2023
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Envestnet has published research highlighting a number of key trends that they believe will shape the growth of the advisory industry in 2024 and beyond, which reflect at a high level advisors' ongoing shift towards providing (..)
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