Harness Wealth

APRIL 17, 2025

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. Bonus Depreciation continues to evolve, with 2025 offering a 40% deduction rate for eligible new and used property.

Taxes 52

Taxes Tax Planning Professional Services Planning 52

WiserAdvisor

FEBRUARY 19, 2024

Blind spots in retirement planning are those aspects that are often overlooked, either intentionally or subconsciously. From seemingly harmless low-interest debt to underestimating the emotional impact of transitioning out of the workforce, various factors can disrupt your peace of mind during your retirement years.

Retirement 66

Retirement Retirement Planning Healthcare Estate Planning 66

WiserAdvisor

SEPTEMBER 8, 2023

Most people feel a sense of anticipation and excitement before retirement. Yet, amidst the joy and delight, it is vital to remember that the journey to retirement is not one to be rushed. Hasty decisions made before retirement can lead to unexpected financial troubles and compromises.

Retirement 45

Retirement Retirement Planning Budgeting Financial Advisor 45

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. Traditional Pre-Tax or Roth After-Tax Saving?

Taxes 40

Taxes Retirement Accounting Tax Planning 40

International College of Financial Planning

MARCH 9, 2024

Who is a Certified Financial Planner® Professional A Certified Financial Planner® (CFP®) professional is a beacon in the financial advisory landscape, offering unmatched expertise in financial management and strategic planning.

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

Harness Wealth

MAY 12, 2025

Several interconnected factors have converged to create a talent crunch within the tax profession. Demographic shifts and retirement The accounting profession, particularly the CPA segment, is experiencing a major demographic change. This does depend, however, on individuals having the necessary IT skills.

Taxes 52

Taxes Compliance Accounting Numbers 52

WiserAdvisor

NOVEMBER 6, 2023

Alternatively, a 401(k) or an Individual Retirement Account (IRA) can be a prudent choice if your focus lies on securing your retirement. These retirement vehicles are crafted to build a substantial nest egg for your golden years. Tax planning can help you maximize your earnings effectively.

Investments 40

Investments Investing Financial Advisor Taxes 40

WiserAdvisor

JANUARY 23, 2024

Seeking professional advice can provide valuable insights and a roadmap to achieve your financial goals with strategic planning. If your financial advisor is not keeping a close eye on your taxes, they might be missing out on various opportunities that could impact your financial well-being. Need a financial advisor?

Financial Advisor 40

Financial Advisor Risk Tolerance Communication Taxes 40

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%. Thinking about placing alternative investments in your tax-advantaged retirement accounts? Proceed with caution.

Taxes 52

Taxes Investments Investing Compliance 52

Harness Wealth

MAY 12, 2025

Several interconnected factors have converged to create a talent crunch within the tax profession. Demographic shifts and retirement The accounting profession, particularly the CPA segment, is experiencing a major demographic change. This does depend, however, on individuals having the necessary IT skills.

Taxes 52

Taxes Compliance Accounting Numbers 52