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Live from Heckerling: 2023 Estate and Tax Planning Developments

Wealth Management

What were the significant tax and non-tax issues of last year? Speakers at Heckerling discuss tax planning, estate planning and philanthropy cases.

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Wealth and Tax Planning Match-Ups Gain Steam, But Models Differ

Wealth Management

Carson, Mesirow and Sequoia are recent RIA dealmakers in the growing push to add tax planning and services.

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Tax Advice Restrictions For Financial Advisors: How To Offer Tax Planning And Remain In Compliance

Nerd's Eye View

And the consequences for incorrect tax advice can include legal and financial penalties if a client were to be harmed by the wrong advice – which is often not covered by the firm’s E&O insurance –creating an expensive liability when tax advice goes wrong.

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Maximize Your 2023 Charitable Tax Plan

Wealth Management

Make the most of available charitable tax deductions.

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#FASuccess Ep 421: Integrating Tax Preparation Without Hiring In-House CPAs To Bring More Tax-Focused Value, With Daniel Friedman

Nerd's Eye View

What's unique about Daniel, though, is how his firm has expanded its tax focus to include "in-house" tax return preparation for its clients as a one-stop shop, but actually outsources the tax preparation work itself to trusted CPAs that he pays out of his own revenue (rather than bringing this service fully in-house) so that he can focus his staff (..)

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Tax Planning Checklist

Carson Wealth

To help you make the best decisions regarding your taxes, retirement savings, and charitable giving, here are a few of the common planning opportunities and current tax benefits to consider as you update your plans for this year. The post Tax Planning Checklist appeared first on Carson Wealth.

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How to Best Integrate Tax Planning Into Your Financial Planning Process

Wealth Management

Thursday, November 14, 2024 | 2:00 PM ET