Live from Heckerling: 2023 Estate and Tax Planning Developments
Wealth Management
JANUARY 8, 2024
What were the significant tax and non-tax issues of last year? Speakers at Heckerling discuss tax planning, estate planning and philanthropy cases.
Tax Planning Related Topics 
Wealth and Tax Planning Match-Ups Gain Steam, But Models Differ
Wealth Management
MARCH 7, 2025
Carson, Mesirow and Sequoia are recent RIA dealmakers in the growing push to add tax planning and services.
Tax Planning 
229
229 Join 36,000+
Insiders
Sign Up for our Newsletter
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Trending Sources
Tax Advice Restrictions For Financial Advisors: How To Offer Tax Planning And Remain In Compliance
Nerd's Eye View
NOVEMBER 30, 2022
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.
Tax Planning 246
246 
Maximize Your 2023 Charitable Tax Plan
Wealth Management
MARCH 23, 2023
Make the most of available charitable tax deductions.
Tax Planning 263
263 
#FASuccess Ep 421: Integrating Tax Preparation Without Hiring In-House CPAs To Bring More Tax-Focused Value, With Daniel Friedman
Nerd's Eye View
JANUARY 21, 2025
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 (..)
Taxes 208
208 
Tax Planning Checklist
Carson Wealth
FEBRUARY 13, 2025
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.
Tax Planning 64
64 
How to Best Integrate Tax Planning Into Your Financial Planning Process
Wealth Management
OCTOBER 15, 2024
Thursday, November 14, 2024 | 2:00 PM ET
Tax Planning 264
264 
Tax Planning in a Down Market with SMAs
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 246
246 
Kitces & Carl Ep 152: Advisory Fee Confidence And Building The Happy-Client Stoke File
Nerd's Eye View
NOVEMBER 28, 2024
Still others may choose a hybrid model, combining AUM fees with additional charges for other services like tax planning. Others may align with broader industry trends, like transitioning to fee-only structures to buffer against market volatility.
Clients 246
246 
Personal finance links: a worthy goal
Abnormal Returns
NOVEMBER 6, 2024
podcasts.apple.com) Taxes A year-end tax planning checklist. kindnessfp.com) How to think about taxes in early retirement. (morningstar.com) Barry Ritholtz talks shareholder yield with Meb Faber of Cambria Investments. ritholtz.com) Carl Richards talks avoiding burnout with Jonny Miller.
Estate Planning 167
167 
Weekend Reading For Financial Planners (December 28–29)
Nerd's Eye View
DECEMBER 27, 2024
Also in industry news this week: According to a recent survey, advisors are putting an increasing share of client assets into model portfolios, allowing for customization and time savings that advisors appear to be using to provide more comprehensive planning services RIA M&A deal volume saw an annual record in 2024 as a lower cost of capital, (..)
Weekend Reading For Financial Planners (November 16-17, 2024)
Nerd's Eye View
NOVEMBER 15, 2024
Also in industry news this week: NASAA has proposed an amendment to its broker-dealer conduct model rule that would restrict the use of the terms “advisor” and “adviser” for broker-dealers and their registered representatives who are not also investment advisers or investment adviser representatives A recent study suggests that (..)
Celebrity Estates: Celebrity Tax Planning Adventures with Jim Henson and Michael Jackson
Wealth Management
JULY 24, 2023
Charles Lubar, retired senior counsel from McDermott Will & Emery, details the complexities in dealing with tax implications of projects involving the Muppets and Michael Jackson.
Tax Planning 246
246 
The Benefits of Tax Planning and Wealth Management Under the Same Roof
Wealth Management
JULY 26, 2023
There’s a natural partnership between financial advisors and CPAs.
The Benefits of Tax Planning and Wealth Management Under the Same Roof
Wealth Management
JULY 26, 2023
There’s a natural partnership between financial advisors and CPAs.
#FASuccess Ep 412: 3X’ing The Business With No More Than 50 Great Clients By Hyperfocusing On Who You Can Add The Most Value For, With Anjali Jariwala
Nerd's Eye View
NOVEMBER 19, 2024
So, whether you're interested in learning about building a profitable hyperfocused practice, implementing a marketing approach that reaches a firm's ideal target client, or adding value for clients by offering advanced tax planning, then we hope you enjoy this episode of the Financial Advisor Success Podcast, with Anjali Jariwala.
Clients 244
244 
10 High-Income Tax Planning Strategies to Complete Before 2025: A Year-end Checklist
Harness Wealth
NOVEMBER 12, 2024
As the year comes to a close, now is the time to review potential financial moves to help minimize your tax burden heading into 2025. Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. This is a product of Harness Tax LLC.
Tax Planning 52
52 
Weekend Reading For Financial Planners (May 17–18)
Nerd's Eye View
MAY 16, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that Republicans in the House of Representatives this week released their long-awaited tax plan to address the impending sunset of many measures in the 2017 Tax Cuts and Jobs Act.
Adviser links: losing focus
Abnormal Returns
NOVEMBER 11, 2024
thinkadvisor.com) A year-end tax planning checklist. (advisorperspectives.com) A three-part approach to developing a 'statement of financial purpose.' kitces.com) What it means to be a great adviser to retired clients. kindnessfp.com) Why it's so easy to lose focus. advisorperspectives.com)
Wealth Tech Startup for Doctors Raises $200 Million, Eyes M&A
Wealth Management
JULY 11, 2024
Earned Wealth, founded in 2021, offers medical professionals advice on financial planning, tax planning, wealth management and investing on one interconnected platform.
Startup 265
265 
$18B Homrich Berg Brings in Leader of Family Office Services
Wealth Management
JANUARY 6, 2025
Tim Tallach has joined as director of advanced tax planning and family office services, as the RIA continues to expand its family office division.
Tax Planning 262
262 
Top clicks this week on Abnormal Returns
Abnormal Returns
SEPTEMBER 8, 2024
awealthofcommonsense.com) Early in retirement is the time to do some tax planning. Top clicks this week High yields come with risk. Don't let anyone tell you otherwise. wsj.com) Three reasons why the stock market declines. whitecoatinvestor.com) Three reasons to buy Josh Brown's new book "You Weren’t Supposed To See That."
Tax Planning 293
293 
Tackling Tax Fraud with Real-Time IRS Integration
Wealth Management
NOVEMBER 14, 2024
Kevin Knull, President of TaxStatus, reveals how a direct integration with the IRS is revolutionizing tax planning at Nitrogen's 2024 Fearless Investing Summit.
Taxes 246
246 
IWI Focuses on BeFi, Family Dynamics with CPWA Changes
Wealth Management
MARCH 12, 2025
The changes, which take effect September 2025, expand the CPWAs curriculum related to human dynamics, tax planning and specialty client strategies.
Tax Planning 243
243 
Wealthbox’s Upcoming Built-In AI Meeting Notes Tool Signals Competition For Standalone Providers (And More Of The Latest In Financial #AdvisorTech – March 2025)
Nerd's Eye View
APRIL 7, 2025
Advisor workflow support solution Hubly has been acquired by Docupace, which suggests that Hubly might have struggled to gain a critical mass of users as a solution to help solve the shortcomings of advisor CRM systems' workflow capabilities – especially given that the price of Hubly was often as much or more expensive than the CRM platforms (..)
Tax Planning 130
130 
Steps Advisors Can Take Before Tax laws Change
Wealth Management
NOVEMBER 6, 2024
Smith, executive director with Eaton Vance, discusses tax law changes in 2026 and emphasizes the importance of proactive tax planning for investors.
Taxes 241
241 
The Diamond Podcast for Financial Advisors: How Tax Planning Can Add Value to Clients and Your Business
Wealth Management
APRIL 3, 2025
Steven Jarvis, the founder and CEO of Retirement Tax Services, offers advice on how a CPA can help increase the growth and enterprise value of an advisors business.
Taxes 205
205 
3 Strikes to Avoid When Tax Planning
Integrity Financial Planning
SEPTEMBER 19, 2022
So, make sure your Social Security and retirement account income plans are lined up so you can claim your maximum benefit with minimal taxation. Don’t just wait until tax season to figure out your tax plan. Taxes affect your whole retirement so factor them into your wealth preservation and income plan too.
Tax Planning 98
98 
Personal finance links: psychological benefits
Abnormal Returns
JANUARY 15, 2025
podcasts.apple.com) Retirement Retirement is a great time to do some creative tax planning. (podcasts.apple.com) Shane Parrish talks with Codie Sanchez author of "Main Street Millionaire: How to Make Extraordinary Wealth in Ordinary Businesses." awealthofcommonsense.com) The best retirement withdrawal strategy is one you can live with.
Retirement 157
157 
Adviser links: a unique experience
Abnormal Returns
NOVEMBER 18, 2024
justincastelli.io) Taxes Some speculation on what is next for the TCJA. kitces.com) Tax planning and wealth management go hand-in-hand. downtownjoshbrown.com) How tax deferment can backfire. (podcasts.apple.com) Bogumil Baranowski talks with Justin Castelli about living an authentic life.
WealthStack Roundup: Orion Partners with FFP; Morningstar and TIFIN Enhance AI-Powered Platform; eMoney Responds to SECURE 2.0 Tax Changes
Wealth Management
FEBRUARY 3, 2023
This week, Orion announced they were making it easier for those in need of free financial planning to find help, TIFIN and Morningstar partnered to enhance their AI-powered distribution platform and eMoney responded to recently-passed legislation with tax planning upgrades.
Taxes 246
246 
How Looming Tax Changes Should Influence Your Retirement Tax Planning
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.
Tax Planning 98
98 
Goals of Tax Planning
Financial Symmetry
OCTOBER 21, 2024
When thinking about preparing tax returns each year, many taxpayers have a binary view about the outcome that looks something like this: Owe Tax: BAD Receive Refund: GOOD While this may be the case if you are living paycheck-to-paycheck and … Continued The post Goals of Tax Planning appeared first on Financial Symmetry, Inc.
Tax Planning 67
67 
Why Pre-Tax Retirement Contributions Are Better Than Roth In Peak Earning Years (Even If Tax Rates Increase)
Nerd's Eye View
SEPTEMBER 25, 2024
Because not only were very few households actually subject to the 1950s-era top tax rates (which were triggered at the equivalent of over $2 million of income in today's dollars), but the long decline in nominal tax rates has also come with the elimination of many loopholes and deductions that have resulted in more income being subject to tax.
Taxes 246
246 
Tax Planning Considerations for Financial Advisors
eMoney Advisor
APRIL 11, 2023
Financial planning and tax planning go hand in hand. Including tax planning as part of your service provides clients a comprehensive view of their finances and helps them achieve their financial goals. Start with Document Sharing The first step is to ask your clients to share their tax documents with you.
Tax Planning 77
77 
Adviser links: needless waste
Abnormal Returns
JULY 8, 2024
thinkadvisor.com) How to do tax planning right. (blairbellecurve.com) Advisers need to consider their clients when contemplating selling their firm. citywire.com) How turning wealth into annuitized income in retirement boosts spending. kitces.com) Don't be this guy. When direct mail advertising backfires.
The Power of Tax Planning with the XY Tax Solutions Tax Team
XY Planning Network
JULY 7, 2023
Available exclusively to XYPN members, each month one of XYTS's tax experts hosts an office hours session where tax-specific topics are discussed and attendees can ask any top-of-mind questions.
Tax Planning 91
91 
Sequoia Pens Deal to Acquire $3.8B Minneapolis-St. Paul RIA
Wealth Management
JANUARY 29, 2025
It also allows the firm to offer internal tax planning and preparation services. The deal with Carlson Capital Management is Sequoias largest by number of employees and wealth advisors.
Wealth Advisor 191
191 
Personal finance links: an essential skill
Abnormal Returns
SEPTEMBER 4, 2024
morningstar.com) Early in retirement is the time to do some tax planning. nextavenue.org) Estate planning Mistakes to avoid in your estate planning. (morningstar.com) Sam Dogen talks in ins and outs of early retirement with Khe Hy. sites.libsyn.com) Retirement Why spending decisions in retirement are challenging.
Estate Planning 261
261 
Adviser links: motivational interviewing
Abnormal Returns
AUGUST 28, 2023
taps.substack.com) Advisers Wade Pfau on why tax planning in retirement is so challenging. (kitces.com) The SEC is focusing on RIA marketing. citywire.com) Motivational interviewing is in large part about listening. kitces.com) How to send a follow-up e-mail.
Tax Planning 246
246 
Adviser links: the power of selectivity
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 246
246 
10 Tax Planning Opportunities You Don’t Want to Miss, Ep #204
Financial Symmetry
NOVEMBER 27, 2023
What if one of these ten tax tools could be the opportunity that you’ve been missing?
Tax Planning 67
67 
Automated Tax-Loss Harvesting Technology: Is The Value Overstated?
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.
Taxes 246
246 
Adviser links: a positive experience
Abnormal Returns
NOVEMBER 6, 2023
papers.ssrn.com) Taxes A 2023 year-end tax planning guide. kitces.com) Advisers How the profession of financial planning has changed over time. (investmentnews.com) M&A The RIA model continues to take share. riaintel.com) How to prep an RIA for sale. (fa-mag.com) fa-mag.com) Research into how RIAs grow.
Let's personalize your content