Strategic Philanthropy Can Do More Than Navigate a Shifting Tax Landscape
Wealth Management
MARCH 10, 2025
Strategic planning and preparation can equip anyone to ensure philanthropy remains a cornerstone of Americans financial stewardship.
QSBS Valuation for Enhanced Estate And Tax Benefits
Wealth Management
MAY 21, 2024
A cornerstone in strategic planning to optimize clients’ financial legacies.
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Data Talks, CFOs Listen: Why Analytics Are Key To Better Spend Management
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Planning For Adoption: Understanding Different Pathways And Their Costs, Tax Breaks, And Financial Assistance Available
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.
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5 Ways to Transform Tax Season Into an Opportunity with Grayson Blazek, Ep #237
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.
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Understanding Limited Partnership (LP) Taxes: An Overview
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)?
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All the Tax Benefits You Need for Your Small Business
Harness Wealth
APRIL 17, 2025
Navigating small business taxation requires strategic thinking and attention to detail. Tax deductions can save you thousands annually by reducing your taxable income through legitimate business expenses. Understanding these deductions is more critical than ever as tax laws evolve, presenting new opportunities for savings.
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Donor-Advised Funds Explained: Tax-Smart Giving for High-Income Professionals
Harness Wealth
APRIL 17, 2025
Donor-advised funds (DAFs) have emerged as powerful tools that deliver this exact combination, providing immediate tax advantages while offering flexibility to recommend grants to qualified organizations over time. DAFs also introduce welcome simplification at tax time by consolidating multiple charitable activities under a single receipt.
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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.
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Tax Savings Tips for Startups
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.
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The Family Mission Statement and Strategic Plan
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 in Volatile Markets
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 in Volatile Markets
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.
8 Items That Can Be Crucial For Your Retirement Planning Checklist
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.
What Do Financial Advisors Do?
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?
Understanding Limited Partnership (LP) Taxes: An Overview
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)?
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Understanding Limited Liability Company (LLC) Taxes: An Overview
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.
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Understanding Limited Liability Company (LLC) Taxes: An Overview
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.
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Talent Acquisition in the Tax Industry: Addressing the Ongoing Shortage
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?
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10 Wednesday AM Reads
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?
Book Review: Nutshells – Planning Strategies for a Tax-Free, High-Income Retirement
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.
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How to Minimize Your Tax Liability When Rolling Over to a Roth IRA
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.
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Strategic Advisory Letter | Mid-Year Planning Tools for 2015
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.
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Tax Strategies to Grow Your Wealth
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?
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Accounting Advisory Services: A Comprehensive Guide for CPAs
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?
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52 What Do Financial Advisors Do?
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?
Client Accounting Services: A Guide for CPAs
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.
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Founders and Builders: What I Wish I Knew
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?
Founders and Builders: What I Wish I Knew
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 >.
Mission Possible: Charting your Course with a Family Mission Statement
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?
Working with Ultra-High-Net-Worth Families in a Multi-Family Office Structure with Pam Perskie
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.
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Six Considerations When Inheriting Wealth
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.
Six Considerations When Inheriting Wealth
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. .
2022 Year-End Planning Letter: Reflections and Perspectives
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.
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2022 Year-End Planning Letter: Reflections and Perspectives
Brown Advisory
NOVEMBER 28, 2022
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. Regularly review and adjust near-term tactical plans to build confidence in the face of current volatility. Tax Loss Harvesting.
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Ben’s Message
MazumaBusinessAccounting
MAY 5, 2020
Nine years ago, we started a small company that helps small businesses with their bookkeeping, taxes, and accounting…a simple but needed service. I have been grateful to see so many businesses be creative, strategically plan, and open their hearts to people around them. May Newsletter.
The Importance of Retirement Planning for Senior Citizens
WiserAdvisor
NOVEMBER 14, 2023
Additionally, a strategic approach ensures the longevity of savings and investments, meaning your resources are structured to last throughout your retirement years, mitigating the risk of outliving your assets. Tax efficiency A savvy retirement strategy also involves optimizing tax implications.
Small Business Owners: Life, Liberty, and the Pursuit of Financial Independence
James Hendries
JULY 1, 2023
This could take the form of increasing the profitability of your business by increasing your marketing, reducing your current costs and expenses, finding ways to reduce your tax burden, or continuing your education. 1 Pay Down Debt There are two primary types of debt: productive and reductive.
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52 10 Common Retirement Blind Spots You’ll Want to Avoid for a Secure Future
WiserAdvisor
FEBRUARY 19, 2024
As a couple aged 65 in 2023, you may need approximately $315,000 saved (after tax) to cover your healthcare expenses. This underscores the necessity of integrating healthcare costs into your broader retirement planning strategy. You can also consider using Roth accounts to optimize tax planning in retirement.
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2021 Year-End Planning Letter
Brown Advisory
NOVEMBER 5, 2021
It is tempting to contrast the good with the uncertainty surrounding us– the continuing pandemic, challenges to our relationship with China, supply chain disruption, fears of inflation and potential tax legislation. Formulating a plan to take the first incremental steps and assessing regularly are critical.
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2019 Year-End Planning Letter
Brown Advisory
NOVEMBER 1, 2019
This year, two factors will be important considerations in our year-end planning work: 1) current market dynamics (specifically, ongoing market volatility, low interest rates and a flat yield curve), and 2) the 2017 tax overhaul and our ongoing integration of new tax rules into clients’ long-term plans. Non-Taxable Gifts.
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How To Create A Family Budget That Works For Your Family
Clever Girl Finance
SEPTEMBER 7, 2023
It’s not just a set of numbers, rather, it’s a strategic plan that empowers you to navigate the complexities of financial decisions. Housing This category covers your mortgage or rent payments, property taxes, insurance, and home maintenance expenses. Table of contents What is a family budget?
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How Can a Financial Plan Help Relieve Stress? A Former-NFL Player’s Perspective
Carson Wealth
JULY 5, 2022
At that time, he was bringing in – after taxes – about $40,000 a month. I was always planning and budgeting because our father made us aware of that at a young age,” Ogden said. . So, he knew to create a budget while he was in the NFL that accounted for his rent, his car, his gas, and his food. . “I Being worried about money.
Delay These 7 Actions Until Your Retirement Is Finalized
WiserAdvisor
SEPTEMBER 8, 2023
It is important to have a clear understanding of your budget post-retirement, factoring in housing costs, property taxes, and maintenance expenses. Different states have different rules when it comes to income taxes. Engaging in careful tax planning is essential to navigate this potential tax challenge.
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Late Start on Retirement Savings? How to Try and Catch Up in Your 50s
WiserAdvisor
MARCH 28, 2024
It offers tax-deferred growth and, in many cases, matching employer contributions. IRAs offer similar tax benefits as 401(k)s, high contribution limits for those aged 50 and older, and help accelerate your savings growth. Contributions to tax-deferred retirement accounts like 401(k)s and IRAs offer the advantage of tax-deferred growth.
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