Harness Wealth

APRIL 30, 2025

Strategic planning around holding periods becomes essential, as assets held for longer than one year qualify for preferential long-term capital gains rates. Understanding these distinctions helps structure transactions to maximize preferential tax treatment.

Taxes

Harness Wealth

JULY 31, 2025

Tax professionals must evolve beyond compliance work as AI creates opportunities for high-value advisory services in strategic planning, and risk management. Documentation requirements need significant updates to withstand AI-powered scrutiny, requiring practitioners to develop new expertise in record-keeping practices.

Taxes

Zoe Financial

MARCH 21, 2025

Navigating a Liquidity Event Selling a business, receiving an inheritance, or other financial windfalls require strategic planning. Coordinate estate and trust planning to preserve wealth. Incorporate equity compensation into your broader wealth plan. Provide insights on asset allocation and risk management.

Financial Advisor

Harness Wealth

AUGUST 5, 2025

Automating routine tasks frees up tax professionals to pivot to high-value advisory, strategic planning, and deeper client relationships. AI-driven data extraction and client portals transform tax firm operations, eliminating manual entry, reducing errors, and streamlining workflows.

Taxes

Carson Wealth

MAY 29, 2025

Diversify Your Income Plan Retirement isnt just about the money you have saved. Its also how you plan your retirement income. Tax-smart, strategic planning that includes 401(k), IRA, and Social Security gives you a better approach than simply trying to avoid spending money.

Retirement Planning

NAIFA Advisor Today

JANUARY 23, 2025

Mark Willis, CFP , is a dedicated financial professional and the founder of Lake Growth Financial Services , located in St. Charles, IL. Since entering the financial services industry, Mark has been driven by a deep passion to help individuals and families achieve their financial goals and create lasting security.

CFP

Dear Mr. Market

MAY 29, 2025

Prudent risk management, diversification, and strategic planning are essential. And most importantly, investors allocate capital based on expected future conditions, not current headlines. What Should Investors Do Instead? This is not to suggest that risks dont exist they always do.

Media

Financial Symmetry

APRIL 9, 2025

Business ventures or new income sources without tax withholding also necessitate proactive planning to avoid year-end surprises. Crafting a Smart Donation Strategy The decision to itemize or claim the standard deduction involves strategic planning, especially given the elevated standard deduction under current laws.

Taxes

Harness Wealth

JULY 31, 2025

This article outlines strategic planning options for navigating the sunset provisions ahead. From trust design to life insurance, gifting strategies to asset-specific planning, we’ll explore actionable ways to protect your estate—and how the right team of professionals can help you move forward with clarity and confidence.

Estate Planning

Harness Wealth

MAY 8, 2025

They can assist with filing requirements, estimated tax payments, and strategic planning to optimize the LPs tax position. Tax professionals can provide tailored advice, ensure compliance, and identify opportunities for tax savings.

Taxes

Harness Wealth

APRIL 16, 2025

million in total purchases, enables strategic planning of major technology investments. Qualified property The Section 179 deduction provides tech startups with significant flexibility in January 1, 2024, allowing immediate expensing of up to $1,220,000 in qualified property. This generous limit, with phase-out beginning at $3.05

Startup

NAIFA Advisor Today

JUNE 9, 2025

NAIFA members, mark your calendars for June 26th at 12 pm Eastern for the Q3 State of NAIFA webinar. Learn about the latest on NAIFA’s progress, advocacy efforts, and how you can get the most out of your membership.

Strategic Planning

Workable Wealth

JULY 30, 2025

This isn’t “playing it safe”—it’s strategic. Plan for longevity : Women typically live longer than men and often have more interrupted earning years. Your investment timeline may be longer than traditional retirement planning assumes.

Risk Tolerance

Harness Wealth

AUGUST 6, 2025

No matter if your clients are scaling e-commerce businesses, working hourly jobs, planning retirement, or running cash-heavy operations, staying proactive is more important than before. This week is a clear reminder that compliance and strategic planning are non-negotiable.

Taxes

NAIFA Advisor Today

JUNE 9, 2025

NAIFA members, mark your calendars for June 26th at 12 pm Eastern for the Q3 State of NAIFA webinar. Learn about the latest on NAIFA’s progress, advocacy efforts, and how you can get the most out of your membership.

Strategic Planning

Harness Wealth

JULY 31, 2025

Strategic planning through vehicles like 529 plans can help build substantial college savings while providing meaningful tax advantages. Set Your Kids Up for Success: What You Need to Know About 529s and Education Savings College education represents one of the most significant investments in your child’s future.

Education

Trade Brains

JULY 11, 2025

In this article, let’s dig deep for detailed insights into the company, its strategic plans following the acquisition, and the implications of the open offer. Even though an open offer was announced back in April, the tender date is still unknown. With a market capitalization of Rs. 3091, down by 2.25

Strategic Planning

The Big Picture

MAY 6, 2025

Because what we would do is we would parachute into places like British Airways, Montreal Trust Ca Industries, and we were like the external strategic planning. Sander Gerber :I learned how people can work together in good conscious with dedication and still muck things up.

Risk Management

NAIFA Advisor Today

AUGUST 8, 2025

While a member of NAIFA’s Board of Trustees in the mid-1990s, he led an important Strategic Planning Task Force that shaped the association’s direction for many years to follow. After his term as President, Mark continued as a volunteer leader providing guidance for NAIFA’s Advisor Today magazine.

Strategic Planning

Trade Brains

JULY 14, 2025

The company is actively evolving through strategic planning, sustainability, and the use of cutting-edge technologies to deliver value to stakeholders. Written by – Manan Gangwar Disclaimer The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in

Sales

Trade Brains

JUNE 17, 2025

His mature stand signals a shift in Indian cricket’s culture: one that now increasingly values self-awareness and strategic planning over symbolism. Written by RITESH SINGH The post Explained: Why Jasprit Bumrah Refused to Take Over Test Captaincy Ahead of England Series appeared first on Trade Brains.

Strategic Planning

Wealth Management

OCTOBER 11, 2022

The conversation shouldn’t be about “How are we going to get more?” it needs to be, “What do we want more of?”

Strategic Planning

Wealth Management

FEBRUARY 6, 2025

A well-defined strategic plan can expose gaps and reveal the best path toward addressing an RIA's unique goals.

Strategic Planning

Wealth Management

FEBRUARY 6, 2025

A well-defined plan can expose gaps and reveal the best path toward addressing a RIA's unique goals.

Strategic Planning

Wealth Management

MARCH 10, 2025

Strategic planning and preparation can equip anyone to ensure philanthropy remains a cornerstone of Americans financial stewardship.

Strategic Planning

Wealth Management

APRIL 22, 2024

Berkshire Hathaway's succession plan is an invaluable case study for businesses of all sizes, exemplifying the importance of forward-thinking leadership and strategic planning.

Strategic Planning

Wealth Management

MAY 21, 2024

A cornerstone in strategic planning to optimize clients’ financial legacies.

Strategic Planning

Trade Brains

JULY 24, 2025

Synopsis : The new venture is part of the company’s strategic plan to diversify its portfolio and tap into emerging and high-demand sectors. The new venture is part of the company’s strategic plan to diversify its portfolio and tap into emerging and high-demand sectors.

Management

Brown Advisory

FEBRUARY 3, 2022

Strategic Planning Roadmap for Entrepreneurs eberkwits Thu, 02/03/2022 - 17:41 Our Strategic Planning Roadmap for Entrepreneurs is intended to be an easily digestible guide for tackling the important planning issues.

Strategic Planning

Brown Advisory

FEBRUARY 3, 2022

Strategic Planning Roadmap for Entrepreneurs. Our Strategic Planning Roadmap for Entrepreneurs is intended to be an easily digestible guide for tackling the important planning issues. Planning for business success and transactions. Wealth transfer and philanthropic planning. Thu, 02/03/2022 - 17:41.

Strategic Planning

Nerd's Eye View

SEPTEMBER 1, 2023

Also in industry news this week: A legal challenge to FINRA's operations as a self-regulatory organization has the potential to upend the current regulatory system for broker-dealers and their registered representatives A recent study indicates that while many consumers appear confident handling their finances on a 'DIY' basis during their careers, (..)

Financial Planner

Nerd's Eye View

SEPTEMBER 2, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that, in its newly released draft strategic plan for 2022-2026, the SEC has indicated that the enforcement of Regulation Best Interest’s requirement that brokers act in their clients’ best interests when (..)

Financial Planner

Brown Advisory

APRIL 19, 2022

The Family Mission Statement and Strategic Plan jharrison Tue, 04/19/2022 - 16:38 Download the Report We believe a family mission statement – and a strategic plan to implement that mission – allows a family to filter out the “background noise” of day-to-day challenges and focus on long-term goals and objectives.

Strategic Planning

The Big Picture

AUGUST 26, 2023

Miller Samuel’s research and data analytics drive much of the national real estate brokerage publications and strategic plans. His weekly email Housing Notes is widely read in both the appariasal and real estate brokerage industries.

Strategic Planning

Nerd's Eye View

OCTOBER 14, 2024

Firms can help them create a strategic plan and offer mentorship to steer them in the right direction as well as the time, budget, and staff support they need to ensure they thrive in their new role. Sales and marketing may not come naturally to them – they've likely never done this before and need clear guidance.

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. We are working to help you take those steps forward.

Strategic Planning

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.

Strategic Planning