Harness Wealth

JULY 31, 2025

The Internal Revenue Service is ushering in a new era of tax enforcement. Beyond merely catching tax evaders, the initiative aims to create a more efficient, data-driven approach to ensuring tax compliance across all economic sectors. The landscape is shifting, but with change comes opportunity. The result?

Taxes

Financial Symmetry

APRIL 9, 2025

Tax planning might not top everyone’s list of leisure activities, but in the middle of tax season, theres a hidden opportunity. In this episode, we talk about five strategies you can use during tax season to create opportunities to help you reach your financial goals.

Taxes

Harness Wealth

APRIL 16, 2025

Let us face ittech startups encounter a unique set of tax challenges that can make or break their financial future. The complex interplay between traditional tax regulations and the innovative nature of tech businesses demands smart planning from day one.

Startup

Harness Wealth

MAY 8, 2025

When considering the various business structures available, understanding the tax implications is crucial for making informed decisions. A Limited Partnership (LP) offers a unique blend of operational flexibility and liability protection, but its tax treatment can be complex. Table of Contents What Is a Limited Partnership (LP)?

Taxes

Indigo Marketing Agency

JUNE 18, 2025

For example, “The Complete Tax Optimization Guide for Healthcare Professionals” speaks directly to physicians and dentists who face unique tax challenges. If you work with business owners, highlight how you helped a client reduce their tax burden by 30% while increasing their retirement contributions.

Financial Advisor

Harness Wealth

AUGUST 5, 2025

A tax advisor’s back office has traditionally involved extensive amounts of paperwork, manual data entry, and continuous client chasing. AI-driven data extraction and client portals transform tax firm operations, eliminating manual entry, reducing errors, and streamlining workflows. But what if this engine could run itself?

Taxes

Carson Wealth

MAY 29, 2025

Have a Financial Game Plan The importance of a plan cannot be emphasized enough. Do you know how you will take money from your 401(k) or IRA, how you will take Social Security, how to be tax-smart with your income planning? Managing risk should be based on analysis and long-term planning for a successful retirement.

Retirement Planning

Zoe Financial

MARCH 21, 2025

Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. Tax Considerations : Identifying strategies to optimize your tax situation. Ready to Grow Your Wealth?

Financial Advisor

Harness Wealth

JULY 31, 2025

The Tax Cuts and Jobs Act of 2017 , which temporarily doubled estate and gift tax exemptions, is hurtling toward its expiration date of December 31, 2025. This article outlines strategic planning options for navigating the sunset provisions ahead. As of 2024, individuals can shield up to $13.61

Estate Planning

Harness Wealth

AUGUST 6, 2025

From new tariffs and audit crackdowns to updated tax rules on overtime and Social Security, this week’s headlines signal an era of deeper scrutiny and shifting opportunities for clients. Also in the spotlight: a new federal deduction for overtime pay, and big Social Security changes impacting retirement timelines and payroll taxes.

Taxes

Harness Wealth

JULY 31, 2025

Strategic planning through vehicles like 529 plans can help build substantial college savings while providing meaningful tax advantages. This article explores how to start a college fund, maximize education savings, leverage tax benefits, and ensure flexibility for your child’s future educational needs.

Education

Trade Brains

JUNE 17, 2025

Also read: Top 10 Cricketers Who Came Out of Retirement and Played for Their Country Again Key Reasons for Bumrah Stepping Down: Physical demands: Fast bowling across 5 Tests is extremely taxing. Leadership pressure: Captaincy adds mental workload and strategic demands.

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

MAY 21, 2024

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

Strategic Planning

Nerd's Eye View

AUGUST 2, 2023

Which means that financial advisors can play an important role in adoption planning – helping clients strategically plan for the costs involved in the process, including accessing tax credits that can significantly defray these expenses. Read More.

Taxes

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

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. Possible future increases in income and wealth transfer taxes, including the potential reversion of certain elements of the U.S.

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

Getting Your Financial Ducks In A Row

APRIL 24, 2023

Photo credit: jb Had an opportunity to read a new book over the tax season (in my spare time!). I found this book, by Jasen Dahm, CFA, CPA, to be a very good review of strategies to maximize your income and avoid taxes where possible, while planning your retirement income stream.

Retirement

Harness Wealth

MAY 2, 2025

Understanding the tax implications is crucial when considering the best business structure for your venture. However, navigating the tax landscape for an LLC can be complex, as it involves various filing requirements, tax benefits, and strategic planning opportunities.

Taxes

Harness Wealth

MAY 2, 2025

Understanding the tax implications is crucial when considering the best business structure for your venture. However, navigating the tax landscape for an LLC can be complex, as it involves various filing requirements, tax benefits, and strategic planning opportunities.

Taxes

Harness Wealth

MAY 8, 2025

When considering the various business structures available, understanding the tax implications is crucial for making informed decisions. A Limited Partnership (LP) offers a unique blend of operational flexibility and liability protection, but its tax treatment can be complex. Table of Contents What Is a Limited Partnership (LP)?

Taxes

The Big Picture

SEPTEMBER 6, 2023

You don’t have to think like a tax accountant, actuary and investment adviser to get it right. Miller Samuel’s research and data analytics drive much of the national real estate brokerage publications and strategic plans. Bloomberg ) • Roth vs. Traditional 401(k): Where to Put Your Money for Retirement?

Medicine

Harness Wealth

MAY 12, 2025

tax industry is currently in a tight corner, grappling with a major talent shortage. This widening gap between the demand for skilled tax professionals and the available supply presents considerable challenges for tax firms of all sizes. Table of Contents What are the causes of the tax advisor shortage?

Taxes

WiserAdvisor

AUGUST 25, 2023

Tax considerations play a crucial role in retirement planning, as they can significantly impact your income and savings. Retirees must carefully strategize to minimize taxes during their non-working years. However, it is important to consider the immediate tax liabilities that come with converting to a Roth account.

Taxes

Zoe Financial

APRIL 17, 2023

Implementing these strategies can help reduce tax bills, save more, and achieve financial goals sooner. The deadline for tax filing is around the corner. Besides meeting all the requirements for this date, have you considered the impact of implementing long-term tax strategies on your wealth?

Taxes

Brown Advisory

JULY 30, 2015

Strategic Advisory Letter | Mid-Year Planning Tools for 2015. It takes time to integrate decisions regarding your investments, tax situation, estate matters, business planning and charitable objectives into a thoughtful and coordinated plan. Thu, 07/30/2015 - 16:44.

Planning

Harness Wealth

OCTOBER 23, 2023

Key Takeaways: Accounting advisory services extend beyond traditional tax preparation to offer strategic financial guidance. Specialized areas can include estate planning and tax-efficient investment strategies. Table of Contents What Are Accounting Advisory Services?

Accounting

Harness Wealth

NOVEMBER 27, 2023

Within the accounting profession, Client Accounting Services (CAS) has emerged as a pivotal offering for entrepreneurial CPAs wishing to help their clients with more than just annual tax filings. Core components of CAS involve bookkeeping, payroll, tax planning & compliance services customized for each client.

Accounting

Zoe Financial

MARCH 21, 2025

Published: March 21st, 2025 Reading Time: 6 minutes Written by: The Zoe Team Managing wealth involves more than just investingit requires careful planning, strategic decision-making, and a long-term vision. Tax Considerations : Identifying strategies to optimize your tax situation. Ready to Grow Your Wealth?

Financial Advisor

Brown Advisory

FEBRUARY 23, 2022

Topics included: - How to set up your company now to prepare for an exit in the future - Understanding whether your planned wealth creation event will support your goals: How much is enough? - Topics will included: • How to structure the earn out. Is it better to take all cash, or cash and stock?

Strategic Planning

Brown Advisory

FEBRUARY 23, 2022

Planning for Your Liquidity Event and Beyond. On May 6, our panel of experts focused on investment, tax and strategic planning advice to help you prepare for this moment and beyond. MORE ON THIS TOPIC Strategic Planning Roadmap for Entrepreneurs. Thursday, May 6, 2021. Read now >.

Strategic Planning

Brown Advisory

NOVEMBER 1, 2023

An important complement to a family’s mission statement is the strategic plan put in place to communicate its goals and implementation steps to the family. Such a plan should address: Empowerment : How will family members be empowered to advance the family mission? What should be our financial goal for giving?

Strategic Planning

Steve Sanduski

FEBRUARY 6, 2023

They’re really focused on transferring wealth to the next generation, charitable gifting, cash flow management, different aspects of planning, and then reporting because of the complexity. We do the strategic planning and advice internally; that’s like the core quarterbacking. ” A game-changer.

Clients

Brown Advisory

SEPTEMBER 25, 2023

Click Here to Download the Six Considerations MORE ON THIS TOPIC Good financial planning happens at every stage of life and 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

Brown Advisory

JUNE 15, 2022

Good financial planning happens at every stage of life and 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. Click Here to Download the Six Considerations. .

Strategic Planning

Brown Advisory

NOVEMBER 28, 2022

Continually assess where you stand today against your current financial and generational plans We have a number of tools we use to help clients think through their initial goal-setting and planning, and to review those goals and plans on an ongoing basis.

Planning