Carson Wealth

FEBRUARY 23, 2024

Tax season is upon us, but you can start 2024 off on the right foot with tax planning tips and strategies presented by Mike Valenti, Director, Tax Planning and Tom Fridrich , Carson Group Manager & Sr.

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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.

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Tax Planning Taxes Planning Wealth Accumulation 98

Integrity Financial Planning

AUGUST 3, 2022

Why does tax planning matter for your retirement plan? Brian talks through the difference it can make and why you should pay attention to it now as a part of your financial plan. When it comes to taxes, should you use the same person that files taxes to do tax planning and retirement planning for you?

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Financial Symmetry

NOVEMBER 27, 2023

What if one of these ten tax tools could be the opportunity that you’ve been missing?

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Carson Wealth

MAY 26, 2023

Tax planning for executive compensation doesn’t have to be confusing. Watch our webinar : Tax Planning for Executive Compensation with Carson’s Director, Tax Planning Mike Valenti and Wealth Planner Michael Gruidel , now available on-demand.

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Executive Compensation Tax Planning Taxes Planning 40

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 Planning Retirement 98

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.

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Tax Planning Taxes Planning CFP 62

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 Startup Taxes Planning 52

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 64

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 52

Tax Planning Taxes Planning CFP 52

Carson Wealth

MAY 30, 2023

By Mike Valenti, CPA, CFP ® , Director, Tax Planning Corporate executives often receive the brunt of the U.S. tax system. Typically, most or all of their income is W-2 income and subject to the higher ordinary tax rates as well as FICA taxes.

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Executive Compensation Tax Planning Taxes Planning 52

Zoe Financial

MAY 16, 2023

Income Tax Planning and 529 Plans Published May 16th, 2023 Reading Time: 6 minutes Written by: CAPTRUST Zoe Financial Services Partner Income Tax Planning and 529 Plans Published May 16th, 2023 Reading Time: 6 minutes Written by: CAPTRUST Zoe Financial Services Partner The income tax benefits offered by 529 plans make these plans attractive to parents (..)

Tax Planning 52

Tax Planning Taxes Planning Education 52

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

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 Startup Taxes 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.

Tax Planning 52

Tax Planning Taxes Planning Retirement Planning 52

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

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

Abnormal Returns

FEBRUARY 14, 2024

50fires.com) Taxes What tax planning entails. (peterlazaroff.com) Barry Ritholtz talks value investing with Jeremy Schwartz of WisdomTree Investments. ritholtz.com) Carl Richards talks with Jamie author of "Confessions of a Sociopath: A Life Spent Hiding in Plain Sight."

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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 Healthcare 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 Healthcare 40

Wealth Management

MARCH 23, 2023

Make the most of available charitable tax deductions.

Tax Planning 93

Tax Planning Taxes Planning 93

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 96

Tax Planning Taxes Planning Retirement 96

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 Certified Financial Planner Retirement Taxes 52

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.

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Insurance Coverage Insurance Tax Planning Taxes 111

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 91

Tax Planning Taxes Marketing Marketing 91

Wealth Management

JUNE 26, 2023

Prince Harry's decision to live in the United States sheds light on some of the pain points of creating an estate plan with international heirs.

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Tax Planning Planning Estate Planning Taxes 94

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.

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Tax Planning Taxes Planning Accounting 52

SEI

JANUARY 25, 2024

Advisors must connect with clients today to prepare for tomorrow.

Tax Planning 52

Tax Planning Financial Advisor Taxes Planning 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.

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Startup Tax Planning Taxes Planning 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.

Tax Planning 52

Tax Planning Taxes Retirement Planning 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.

Tax Planning 52

Tax Planning Taxes Planning Clients 52

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.

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Tax Planning CFP Financial Planning Planning 215

Nerd's Eye View

DECEMBER 22, 2023

Also in industry news this week: The SEC has been sending letters to advisory firms requesting details on their use of AI technology, raising questions about whether they may be considering revising their proposed AI rule that received significant pushback earlier this year for the wide breadth of the types of technology it covers DPL Financial has (..)

Financial Planner 228

Financial Planner Fee Only Tax Planning Retirement 228

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.

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Wealth Management Retirement Planning Tax Planning Financial Advisor 246

Wealth Management

JULY 26, 2023

There’s a natural partnership between financial advisors and CPAs.

Wealth Management 92

Wealth Management Tax Planning Financial Advisor Taxes 92

Wealth Management

JULY 26, 2023

There’s a natural partnership between financial advisors and CPAs.

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Wealth Management Tax Planning Financial Advisor Taxes 91

Nerd's Eye View

JANUARY 8, 2024

improves on the previous iterations of planning by involving a more thorough technical analysis of a client's unique situation than it did before and drilling deeper to reveal more planning opportunities to present to clients. Specifically, Financial Advice 3.0

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Financial Advice Medicine Financial Planning Estate Planning 190