Harness Wealth

FEBRUARY 26, 2023

Cost-saving tax planning can be much more difficult to implement after your company is well-established and has reached the stage where an IPO, merger, or acquisition becomes a likely event. ISOs can only be issued to employees, and the company issuing the ISO cannot take a tax deduction.

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Tax Planning Taxes Startup Planning 52

Integrity Financial Planning

SEPTEMBER 8, 2022

Why is tax planning so important? Brian talks all about this crucial part of your financial plan. President Biden just signed the Inflation Reduction Act, which includes money for the IRS tax enforcement division. Minimize the taxes by tax planning with a professional. What does it entail?

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Financial Symmetry

NOVEMBER 28, 2022

What if one of these ten tax tools could be the opportunity that you’ve been missing? If you are looking to increase your wealth over your lifetime you’ll want to ensure that you have the best tax planning strategies in … Continued.

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Tax Planning Taxes Planning 69

Covisum

AUGUST 5, 2022

The Tax Cuts and Jobs Act simplified many aspects of tax planning and created opportunities. As a result, some tax techniques are more effective now than in the past. Additionally, the personal exemption phase-out and the limitation on itemized deductions for some filers were eliminated.

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Tax Planning Taxes Retirement Planning 91

Harness Wealth

MARCH 29, 2023

The post Tax Planning During Stock Market Volatility appeared first on Harness Wealth - Advice for Equity Owners. Emotions should not be the primary driver for decision-making during a volatile market, since unwary investors may hurt themselves in the long run.

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Tax Planning Taxes Planning Marketing 52

Nerd's Eye View

DECEMBER 28, 2022

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range of changes to the retirement planning landscape, from the death of the ‘stretch’ IRA to raising the age for Required Minimum Distributions (RMDs) to 72.

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Taxes Tax Planning Retirement Planning Planning 246

Nerd's Eye View

DECEMBER 28, 2022

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, brought a wide range of changes to the retirement planning landscape, from the death of the ‘stretch’ IRA to raising the age for Required Minimum Distributions (RMDs) to 72.

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Taxes Tax Planning Retirement Planning Planning 244

Nationwide Financial

MARCH 6, 2023

You and your client’s tax advisor can work together to come up with an effective overall plan that addresses taxes and nontax goals. The post Personal, estate, and business tax planning strategies for 2023 appeared first on Nationwide Financial.

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Harness Wealth

FEBRUARY 27, 2023

Traditional IPO: Valuation, Lockup Period, and Employee Equity Founders have more options for reducing the tax consequences of an acquisition Founders are generally in the best position to engage in tax planning and limit the taxable consequences associated with an acquisition.

Tax Planning 52

Tax Planning Taxes Startup Planning 52

Mish Talk

OCTOBER 17, 2022

percent Hunt Announcement The markets seem to like what amounts to a tax hike, at least compared to announcements made on September 23. Chancellor Hunt image from YouTube video clip below. The most important objective for our country right now is stability,” said Hunt. This was a near-total reversal of fired Chancellor, Kwasi Kwarteng.

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Tax Planning Taxes Marketing Marketing 207

Harness Wealth

DECEMBER 8, 2022

There are three buckets of estate planning to consider: the estate planning everyone should do, which includes will creation, the estate planning for those that want to preserve assets for beneficiaries, and estate planning for strategic tax planning. at the federal level. Get started here.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Ballast Advisors

NOVEMBER 21, 2022

What are appropriate checklists for year-end tax planning? Tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Certain tax benefits may be available if you can claim an individual as a dependent. Family tax planning.

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Tax Planning Taxes Planning Retirement 52

Wealth Management

MARCH 23, 2023

Make the most of available charitable tax deductions.

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Tax Planning Taxes Planning 105

MainStreet Financial Planning

MAY 31, 2022

Tax Planning: Things to work on before year-end. Though it may seem that we’ve just put last tax season to rest, now is the time to work on adjustments to optimize your 2022 taxes! Though it may seem that we’ve just put last tax season to rest, now is the time to work on adjustments to optimize your 2022 taxes!

Tax Planning 40

Tax Planning Taxes Planning Financial Planner 40

Yardley Wealth Management

FEBRUARY 1, 2022

The post Part 1: The Tools of the Tax-Planning Trade appeared first on Yardley Wealth Management, LLC. Part 1: The Tools of the Tax-Planning Trade Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome.

Tax Planning 40

Tax Planning Taxes Planning Retirement 40

Yardley Wealth Management

FEBRUARY 1, 2022

The post Part 1: The Tools of the Tax-Planning Trade appeared first on Yardley Wealth Management, LLC. Part 1: The Tools of the Tax-Planning Trade. Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome.

Tax Planning 40

Tax Planning Taxes Planning Retirement 40

Wealth Management

AUGUST 15, 2022

Some advisors who have built their practices on ETFs and mutual funds have never experienced a market correction like the one we are in now.

Tax Planning 98

Tax Planning Taxes Marketing Marketing 98

Advisor Perspectives

NOVEMBER 14, 2022

A matter that can have large impacts on the marginal tax rates faced by individuals who obtain health insurance coverage through the ACA exchanges is the reduction of the tax credits (or subsidies) for health insurance coverage as incomes increase.

Insurance 111

Insurance Taxes Insurance Coverage Tax Planning 111

MainStreet Financial Planning

JUNE 27, 2022

Acts, what that means to you and your Tax Planning in Retirement. Lastly, Larry will take your questions on Tax Planning in Retirement so you can avoid unintended tax consequences in retirement. Acts, what that means to you and your Tax Planning in Retirement appeared first on MainStreet Financial Planning.

Tax Planning 52

Tax Planning Retirement Certified Financial Planner Taxes 52

Harness Wealth

JANUARY 24, 2023

Content in this blog regarding financial planning, investment, tax, or legal topics should not be relied upon, standing alone or without the guidance of a capable professional, to support personalized decision-making by or affecting individual clients.

Tax Planning 52

Tax Planning Taxes Startup Planning 52

Abnormal Returns

APRIL 10, 2023

blog.xyplanningnetwork.com) Technology Highlights from the 2023 T3 Advisor Conference including the growing importance of tax planning software. (etftrends.com) How to create a better onboarding process for new employees. kitces.com) The latest in adviser technology happenings including Altruists move to self-clearing.

Tax Planning 245

Tax Planning Taxes Clients Planning 245

Nerd's Eye View

MARCH 10, 2023

Also in industry news this week: Altruist’s self-clearing custodial platform has gone live, offering RIAs of all sizes an alternative to larger, legacy custodians While the SEC is planning to increase the number of on-site examinations it conducts, the odds that a firm will experience an exam in a given year appear to be remaining steady From (..)

Financial Planner 218

Financial Planner Tax Planning Financial Advisor Taxes 218

James Hendries

SEPTEMBER 20, 2022

The information provided is not intended to be a substitute for specific individualized tax planning or legal advice. We suggest that you consult with a qualified tax or legal professional. All performance referenced is historical and is no guarantee of future results. an affiliate of LPL Financial.

Tax Planning 52

Tax Planning Taxes Planning Assets 52

The Richer Geek

FEBRUARY 1, 2023

In this episode, we’re discussing… [2:23] His background and how he got obsessed with NTF’s and crypto [5:03] Is crypto tax like a stock, or is it taxed more like gold or silver? Welcome back to another episode of the Richer geek podcast. Today, I'm happy to have Micah Fraim. Micah is a crypto and NFT obsessed CPA.

Taxes 52

Taxes Tax Planning Planning Clients 52

Covisum

MAY 19, 2022

You know that taxes are a crucial element of any retirement strategy that can't and shouldn't be ignored. However, taxes are rarely straightforward, especially taxes on retirement income. Registered investment advisors can deliver significant value through different tax strategies. That's where you come in.

Retirement 52

Retirement Taxes Tax Planning Investment Advisor 52

Abnormal Returns

DECEMBER 12, 2022

investmentnews.com) Tax planning Why financial advisers need to be careful when offering tax advice. kitces.com) Tax planning is an ongoing process. (osam.com) Kunal Kapoor, "Direct indexing has many of the benefits of passive, but it may be bringing back a little bit of the fun.

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CFP Tax Planning Financial Advisor Financial Advising 130

Covisum

JANUARY 17, 2023

Given the market volatility, there are a few tax situations to watch out for. Client accounts are likely down right now, creating a unique set of opportunities for financial advisors. The challenge with market downturns is not knowing when they will end. Sometimes there will be multiple points that'll seem like the bottom.

Taxes 52

Taxes Tax Planning Financial Advisor Retirement 52

Advisor Perspectives

APRIL 5, 2023

Many advisors today are helping clients with a broad range of their financial planning needs.

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Tax Planning Planning Taxes Financial Planning 45

Hubly

MARCH 23, 2023

When it comes to tax prep, should you bring on a new hire, or outsource? The Hubly team investigates.

Taxes 52

Taxes Tax Planning Planning 52

Covisum

JUNE 3, 2022

There may be a significant tax opportunity for your clients who have company stock in their 401(k) plans that have highly appreciated over time. Net Unrealized Appreciation (NUA) allows clients to roll dollars in company stock into a brokerage account.

Taxes 52

Taxes Tax Planning Retirement Planning 52

Nerd's Eye View

FEBRUARY 24, 2023

Also in industry news this week: Why the behavior of some TAMPs and investment advisers might have led the SEC to propose its new (and potentially burdensome) ‘outsourcing rule’ Why independent broker-dealers could become major players in RIA M&A in the coming year From there, we have several articles on advisor marketing: How to craft (..)

Financial Planner 213

Financial Planner Taxes Tax Planning Clients 213

Advisor Perspectives

APRIL 3, 2023

Tax issues are an area most of us focus on once a year. However, if you are heading into retirement and you do not have a solid tax plan in place, you could be paying thousands of dollars in taxes needlessly.

Retirement 104

Retirement Tax Planning Taxes Planning 104

Advisor Perspectives

FEBRUARY 8, 2023

With the new year in its infancy, it may be too early to think about where to spend Thanksgiving or booking your car’s fall tune-up.

Tax Planning 52

Tax Planning Taxes Planning 52

Nerd's Eye View

MAY 12, 2023

Also in industry news this week: Why industry groups representing investment advisers and others have blasted an SEC proposal that would significantly expand its Custody Rule A new study suggests that organic client growth and profit margins are the key factors driving RIA valuations, with the firm’s affiliation model having little to no impact (..)

Financial Planner 191

Financial Planner Tax Planning Taxes Valuation 191

Yardley Wealth Management

MAY 30, 2023

This plan can help ensure that you’re on track to achieve your retirement goals and have enough income to support yourself in retirement. Tax Planning: A fiduciary, fee-only advisor can advise on tax planning , reducing liability and maximizing returns.

Fee Only 52

Fee Only Risk Tolerance Retirement Planning Financial Planning 52

Nerd's Eye View

OCTOBER 5, 2022

And when factoring in the fees charged by those technology platforms, the value of such ‘tactical’ tax-loss harvesting might exceed the value the investor would have realized by relying on a technology solution to do it automatically! Read More.

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Taxes Tax Planning Portfolio Management Portfolio 194

Nerd's Eye View

MAY 31, 2023

Ultimately, for a subset of taxpayers – namely high-income owners of pass-through businesses in high-tax states, who preferably only do business in 1 or a small number of states to reduce the overall complexity – PTETs can provide an opportunity for significant Federal tax savings.

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