Impact of New $15M 'Permanent' Estate/Gift Tax Exemption
Wealth Management
JULY 7, 2025
Explore how the new $15 million federal estate tax exemption affects lifetime transfer planning and strategies for high-net-worth clients.
Five Key Provisions of New Tax Law Affecting Estate Planning
Wealth Management
JULY 14, 2025
New law increases transfer tax exemptions, raises SALT deduction cap, preserves TCJA rates, expands QSBS benefits and continues QBI deduction.
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Your Accounting Expertise Will Only Get You So Far: What Really Matters
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Why Health Savings Accounts (HSAs) Aren’t Always Worth The ‘Triple Tax Savings’ Advantage
Nerd's Eye View
FEBRUARY 5, 2025
Health Savings Accounts (HSAs) have become an increasingly popular tool for financial advisors and their clients due in part to the 'triple tax savings' they offer: tax-deductible contributions, tax-free growth, and non-taxable distributions for qualifying expenses.
Are Tariffs a New US VAT Tax?
The Big Picture
MARCH 31, 2025
But the way this sell-off feels, and especially how sentiment measures from consumers and CFOs are running on future spending plans and CapEx plans, implies the market is fearing something wicked this way comes. tariff implementation seems to be moving towards the equivalent of a national VAT tax. In a word, the U.S.
Unlocking Estate Planning Potential with Carried Interest
Wealth Management
JULY 30, 2025
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. Despite accounting for the majority of most GPs’ compensation, carried interest (carry) is often overlooked in estate planning conversations.
Big Beautiful Bill: What Estate-Planning Steps Make Sense Now?
Wealth Management
JULY 9, 2025
Explore how the One Big Beautiful Bill Act impacts estate planning across wealth levels, emphasizing flexibility and income tax strategies for advisors.
A 3-Step Sales Process To Clearly Demonstrate Financial Planning Value To Prospects
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.
The Liability Risk Of Giving Inadvertent Tax Advice (And How To Avoid It)
Nerd's Eye View
JUNE 18, 2025
In recent years, financial advisors have increasingly embraced tax planning as a core element of delivering value to clients. Despite this growing interest in tax conversations, most advisors are still quick to distinguish their services as "tax planning", not "tax advice" – a distinction largely driven by liability concerns.
Holistiplan Launches Estate Plan Document Extraction Tool (And More Of The Latest In Financial #AdvisorTech – November 2024)
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 (..)
#FASuccess Ep 421: Integrating Tax Preparation Without Hiring In-House CPAs To Bring More Tax-Focused Value, With Daniel Friedman
Nerd's Eye View
JANUARY 21, 2025
What's unique about Daniel, though, is how his firm has expanded its tax focus to include "in-house" tax return preparation for its clients as a one-stop shop, but actually outsources the tax preparation work itself to trusted CPAs that he pays out of his own revenue (rather than bringing this service fully in-house) so that he can focus his staff (..)
#FASuccess Ep 412: 3X’ing The Business With No More Than 50 Great Clients By Hyperfocusing On Who You Can Add The Most Value For, With Anjali Jariwala
Nerd's Eye View
NOVEMBER 19, 2024
So, whether you're interested in learning about building a profitable hyperfocused practice, implementing a marketing approach that reaches a firm's ideal target client, or adding value for clients by offering advanced tax planning, then we hope you enjoy this episode of the Financial Advisor Success Podcast, with Anjali Jariwala.
Intra-Family Loans as a Planning Tool
Wealth Management
AUGUST 12, 2025
Intra-Family Loans as a Planning Tool Intra-Family Loans as a Planning Tool A lending strategy worth a second look. When structured properly, this lending strategy offers both flexibility and meaningful estate planning benefits. May be forgiven incrementally over time to leverage annual gift tax exclusions.
Weekend Reading For Financial Planners (July 5–6)
Nerd's Eye View
JULY 4, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Congress has passed highly anticipated tax legislation, making 'permanent' (i.e.,
What To Do When Gifts To Minors No Longer Fit: Adjusting UTMAs, 529 Plans, And Trusts When Family Goals Don’t Align
Nerd's Eye View
FEBRUARY 26, 2025
To achieve this, financial support may start at a very young age, allowing for a longer growth horizon and, in many cases, serving tax and estate planning purposes. 529 plans offer greater flexibility in ownership but restrict how funds can be used, particularly for educational expenses. Read More.
Using Section 351 Exchanges To Tax-Efficiently Reallocate Portfolios With Embedded Gains
Nerd's Eye View
MARCH 12, 2025
Because when it comes time to rebalance the portfolio to its asset allocation targets – or to reallocate the portfolio to a new strategy – any trades made to implement those changes can generate capital gains, resulting in tax consequences for the investor. Read More.
'Permanent' Doesn’t Mean What It Used To
Wealth Management
JULY 23, 2025
Explore effective estate planning and charitable giving strategies for financial advisors to navigate complex tax policies and help clients maximize wealth.
How to Make Charitable Giving Part of Your Financial Plan
Carson Wealth
DECEMBER 20, 2024
Strategic charitable giving not only benefits the recipient but can also create significant tax advantages for the giver. While many people approach their financial planning with careful strategy, its easy to overlook the same level of intention when it comes to charitable giving. It just needs to be given to a qualified 501(c)(3).
Kitces & Carl Ep 169: IS There A Future Of Financial Planning In The AI Era?
Nerd's Eye View
JULY 24, 2025
Looking back across the decades, the foundational elements of financial planning have remained surprisingly consistent – from discovery meetings to financial plan presentations – as advisors have striven to help people make sense of their financial lives.
Weekend Reading For Financial Planners (June 14–15)
Nerd's Eye View
JUNE 13, 2025
Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6%
Why Gen 2 Advisors Are a Flight Risk
Wealth Management
JULY 18, 2025
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. Concept of digital social marketing.
The Data on Active Large Cap Underperformance
The Big Picture
MAY 29, 2025
RWM works with clients by constructing a long-term financial plan, marrying it to an appropriate level of risk in a broadly diversified portfolio built around a core index, and then applying the best technology we can find to generate net after-tax returns with modest risk and volatility. . ~~~ Do you need help with your assets?
At the Money: Meb Faber on Tax Aware ETFs
The Big Picture
DECEMBER 4, 2024
Would you like to diversify but also defer paying big capital gains taxes? Maybe it’s due to employee stock option plans. Their new ETF is coming out in December 2024: The Cambria TaxAware ETF – symbol TAX – is a solution to address just these challenges of concentrated positions. Maybe there was an IPO or a takeover.
Personal finance links: a worthy goal
Abnormal Returns
NOVEMBER 6, 2024
podcasts.apple.com) Taxes A year-end tax planning checklist. kindnessfp.com) How to think about taxes in early retirement. marknewfield.substack.com) How to look for holes in your financial plan. contessacapitaladvisors.com) Four steps to an estate plan. whitecoatinvestor.com) Spend your travel rewards.
Save on Taxes with These 5 Year-End Financial Tips
MainStreet Financial Planning
NOVEMBER 8, 2024
As December unfolds, it’s easy to overlook year-end tax planning amid the holiday hustle. However, dedicating a few moments now can lead to significant savings come tax season. To help you retain more of your hard-earned money and reduce your tax liability, consider these five strategic moves before the year concludes.
#FASuccess Ep 432: Crafting “Input Deliverables” That Show Financial Planning Value To Clients Without Creating Busy-Work, With Seth Scott
Nerd's Eye View
APRIL 8, 2025
Seth is the founder of Heartwood Financial Planning, an advisory firm affiliated with PlanMember Securities Corporation that is based in Fresno, California, and oversees approximately $100 million in assets under management for 850 client households. Welcome everyone! Welcome to the 432nd episode of the Financial Advisor Success Podcast!
Enhancing Client Conversations About Charitable Giving: Sample Questions, Scripts, and Tools for Better Engagement
Nerd's Eye View
NOVEMBER 27, 2024
By integrating philanthropic planning into their services, advisors can add significant value to client relationships and provide more holistic planning. And when clients are enabled to support the causes closest to them, they experience the true impact of a financial plan that aligns with their personal legacy! Read More.
Weekend Reading For Financial Planners (July 19–20)
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 (..)
Innovative CPA Group Launches RIA To Capture Client Wealth Management Demand
Wealth Management
JULY 17, 2025
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. Conversely, tax firm Wright Ford Young & Co.
2025 IRS Contribution Limits For IRAs, 401(k)s & Tax Brackets
Darrow Wealth Management
NOVEMBER 2, 2024
The IRA and Roth IRA contribution limits are unchanged but income eligibility for tax-deductible IRA contributions and Roth IRA contributions have changed. The 2025 income tax brackets and long-term capital gains tax rates are also updated. The 2025 income tax brackets and long-term capital gains tax rates are also updated.
Weekend Reading For Financial Planners (July 26–27)
Nerd's Eye View
JULY 25, 2025
In the report, Schwab also identified key traits of "top performing" firms (including having a defined ideal client persona and a defined client value proposition) and the key strategic initiatives respondents plan to pursue (with generating client referrals topping the list for the third consecutive year, followed by recruiting new staff).
Pennsylvania Advisor Who Used Client Funds on Country Club Dues Gets 8 Years in Prison
Wealth Management
JUNE 26, 2025
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.” "We and Mr. Mason respect and appreciate the court’s judgment yesterday," said Michael J.
Weekend Reading For Financial Planners (November 16-17, 2024)
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 (..)
Cerulli: Gen X Presents the Next Great Opportunity for Financial Advisors
Wealth Management
JULY 2, 2025
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. trillion annually over the next decade as part of the great wealth transfer, a new report finds. trillion annually.
Kitces & Carl Ep 152: Advisory Fee Confidence And Building The Happy-Client Stoke File
Nerd's Eye View
NOVEMBER 28, 2024
Still others may choose a hybrid model, combining AUM fees with additional charges for other services like tax planning. Pricing the impact of financial planning can be challenging, because many of its benefits – like peace of mind – are intangible, compelling in value but difficult to match with an exact price.
Schwab Expands Roster of No Transaction Fee Mutual Funds
Wealth Management
JULY 8, 2025
Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 Charles Schwab bank branch Mutual Funds Schwab Expands Roster of No Transaction Fee Mutual Funds Schwab Expands Roster of No Transaction Fee Mutual Funds by David Bodamer Jul 8, 2025 1 Min Read Wealth (..)
Exit Planning for Founders: How to Minimize Taxes in an Acquisition
Harness Wealth
APRIL 30, 2025
Without proper planning, taxes can unexpectedly take a large bite out of the proceeds, potentially reducing financial security and the legacy. When you understand various exit strategies and their tax implications early, you position yourself to make informed decisions that maximize after-tax value while ensuring a smooth transition.
Weekend Reading For Financial Planners (June 28–29)
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.
The WealthStack Podcast: Jordan Raniszeski on Carnegie Private Wealth’s Tech Stack Playbook
Wealth Management
AUGUST 8, 2025
As a business owner and organizational leader himself, Jordan intimately understands the time constraints and complexities facing these clients and helps them build a plan to pursue their goals while balancing many different priorities. He began at Deloitte’s individual tax practice, honing his skills in tax and estate planning strategies.
10 High-Income Tax Planning Strategies to Complete Before 2025: A Year-end Checklist
Harness Wealth
NOVEMBER 12, 2024
As the year comes to a close, now is the time to review potential financial moves to help minimize your tax burden heading into 2025. Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. Find your next tax advisor at Harness today. Starting at $2,500.
10 States with the Most and Least Potential AUM Per Advisor
Wealth Management
JULY 9, 2025
Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all fixed income data computer fintech WealthTech Former Citadel Quants Raise $36M for Fixed-Income Fintech Former Citadel Quants Raise $36M for Fixed-Income (..)
Mercer Advisors Lands $1.2B Raymond James Practice
Wealth Management
AUGUST 1, 2025
Diana Britton , Executive Editor , WealthManagement.com August 1, 2025 2 Min Read Martine Lellis, principal, M&A partner development, Mercer Advisors Mercer Global Advisors, one of the nation’s largest and most acquisitive registered investment advisors with $77 billion in assets, has purchased Family Wealth Planning Group, a Naples, Fla.-based
Weekend Reading For Financial Planners (March 8-9)
Nerd's Eye View
MARCH 7, 2025
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that Congressional Republicans, who recently voted to set a $4.5 equities underperforming international stocks over the next 10 years Why today’s high U.S.
Financial Planning For Freelancers: 8 Tips To Budget And Save
Clever Girl Finance
DECEMBER 23, 2024
Freelancing is liberating, but without a solid financial plan, it can also be unpredictable. As a freelancer, you juggle not only your craft but also your finances, taxes, and retirement planning. That’s where financial planning for freelancers comes in. Plan for taxes ahead of time 4.
How 3-Member “Triangle Teams” Maximize Per-Advisor and Per-Employee Revenue (Latest From Kitces Research)
Nerd's Eye View
AUGUST 11, 2025
In this article, Mark Tenenbaum, Kitces.com's Director of Advisor Research, explores findings from the latest Kitces Research study on advisor productivity, "How Financial Planners Actually Do Financial Planning". Proactive planning and structured onboarding – especially for Associate Advisors – are essential for success.
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