Presentation Retirement Planning Strategic Planning 
Brown Advisory
APRIL 1, 2020
Strategic Planning in Volatile Markets ajackson Wed, 04/01/2020 - 09:31 Our conversations with clients usually cover topics that range beyond investment and financial affairs. FINANCIAL PLANNING Home Refinance. Mortgage rates are dropping, which presents a possible opportunity to refinance home mortgage debt.
Brown Advisory
APRIL 1, 2020
Strategic Planning in Volatile Markets. We believe that the current environment offers a number of strategic planning opportunities to improve your financial plan, enhance wealth transfers to heirs or charities, minimize the impact of income taxes and broadly help you advance your progress toward long-term goals.
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Indigo Marketing Agency
JUNE 18, 2025
A timely video explaining how recent Federal Reserve decisions might impact retirement planning can position you as the go-to advisor for your niche. If you work with business owners, highlight how you helped a client reduce their tax burden by 30% while increasing their retirement contributions.
Harness Wealth
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What works for a bootstrapped software company might prove limiting for a startup planning multiple funding rounds or seeking venture capital. For tech founders, S-corporations present a unique opportunity to optimize self-employment tax obligations through a strategic combination of reasonable salary, and distributions.
Financial Symmetry
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They arent just personal milestones but important life events and moments that should prompt you to update your financial plans. An increase in income might present opportunities for new types of savings or necessitate adjustments in withholding amounts. If you end up moving to a new state, it introduces a whole new tax landscape.
Harness Wealth
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Understanding these deductions is more critical than ever as tax laws evolve, presenting new opportunities for savings. The calculation becomes increasingly complex for higher-income taxpayers , as it introduces factors such as W-2 wages paid to employees, the unadjusted basis of qualified property, and retirement plan contributions.
Harness Wealth
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Employee Stock Ownership Plans (ESOPs) An ESOP allows owners to gradually sell their shares to employees through a qualified retirement plan. Strategic planning around holding periods becomes essential, as assets held for longer than one year qualify for preferential long-term capital gains rates.
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