Nerd's Eye View

JUNE 24, 2025

Griffin is the owner of GK Wealth Management, an RIA based in Reno, Nevada, that oversees $200 million in assets under management for 450 client households. Welcome everyone! Welcome to the 443rd episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Griffin Kirsch.

Tax Planning 130

Tax Planning Financial Advisor Asset Allocation Clients 130

Yardley Wealth Management

FEBRUARY 18, 2025

The post Waterfall Wealth Management: A Strategic Approach appeared first on Yardley Wealth Management, LLC. In this article, we’ll break down the concept of waterfall wealth distribution, its benefits, and how it compares to traditional investment strategies.

Wealth Management 52

Wealth Management Management Estate Planning Distribution 52

Wealth Management

JUNE 11, 2025

Ratner June 11, 2025 2 Min Read A client whose estate will remain non-taxable after 2025 has a policy in an irrevocable life insurance trust (ILIT) that was presumably purchased for estate tax liquidity.

Wealth Management 165

Wealth Management Insurance Estate Planning Clients 165

Wealth Management

JULY 2, 2025

He is among a handful of trusts & estates attorneys featured in the top tier in Chambers USA: America's Leading Lawyers for Business in the Wealth Management category, is listed in The Best Lawyers in America and is recognized as an "Illinois Super Lawyer" by Super Lawyers magazine.

Distribution 207

Distribution Estate Planning Wealth Management Planning 207

Yardley Wealth Management

FEBRUARY 4, 2025

The post Tax Strategies for High-Income Earners 2025 appeared first on Yardley Wealth Management, LLC. Tax Strategies for High-Income Earners in 2025. In this comprehensive guide, we’ll explore proven strategies to help you minimize tax liability while staying compliant with current regulations.

Taxes 52

Taxes Wealth Management Healthcare Retirement 52

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.

Wealth Management 147

Wealth Management Wealth Advisor Tax Planning Taxes 147

Darrow Wealth Management

NOVEMBER 7, 2024

Exercise strategy: Timing: Consider the tax implications of exercising vested options before or after the IPO, timing of sales, and tax planning opportunities. Cash flow: Depending on the type of equity you have, exercising can be challenging given tax implications and having cash to buy the stock.

Taxes 98

Taxes Wealth Management Wealth Advisor Tax Planning 98

WiserAdvisor

JUNE 16, 2025

This is why you need to have high-net-worth investment management techniques up your sleeve that focus on preserving your wealth. Hiring a wealth manager can be helpful in getting personalized guidance suited to your situation. Many wealth managers recommend buying an umbrella coverage of at least $10 million.

Wealth Management 59

Wealth Management Taxes Insurance Assets 59

Yardley Wealth Management

DECEMBER 17, 2024

The post Set Your Financial Goals for 2025: A Strategic Approach to Building Your Wealth appeared first on Yardley Wealth Management, LLC. Set Your Financial Goals for 2025: A Strategic Approach to Building Your Wealth by Michael J. While that remains important, consider diversifying your retirement strategy.

Financial Planning 52

Financial Planning Debt Management Retirement Planning Retirement 52

Darrow Wealth Management

APRIL 21, 2025

While a Roth conversion may never make sense for some individuals, for others, early retirement years may be the best time to convert pre-tax accounts to tax-free Roth. Your current and projected future tax rate is often a main component of the decision, but there are other considerations and benefits as well. 4 key benefits.

Retirement 54

Retirement Retirement Planning Taxes Accounting 54

Darrow Wealth Management

APRIL 23, 2025

For individuals with stock-based compensation, an 83(b) election has the potential to greatly reduce taxes on stock options or restricted stock. Section 83(b) of the tax code gives individuals the ability to accelerate the taxation of their unvested equity grant. What is an 83(b) election?

Taxes 62

Taxes Startup Compensation Planning Sales 62

International College of Financial Planning

JULY 2, 2025

Rising incomes, complex tax rules, countless investment options, and growing aspirations have made personal finance decisions more challenging than ever. As individuals and families strive to build wealth, protect their future, and achieve life goals, they increasingly seek trusted professionals who can offer sound, holistic financial advice.

Financial Planner 40

Financial Planner CFP Certified Financial Planner Certification 40

Tobias Financial

JUNE 16, 2025

These events may affect your investment approach, tax planning strategies, insurance needs, and estate planning documents. Without periodic evaluations, it’s possible for parts of your plan to become misaligned with your current circumstances.

Engineering 52

Engineering Planning Financial Planning Financial Advisor 52

Financial Symmetry

JUNE 11, 2025

What has emerged from these iterations is the recognition that our best chance of success comes from integrating interns directly into the firm’s core wealth management processes. This accelerates their learning and provides a transparent view of the daily operations of a wealth management firm.

Clients 62

Clients Wealth Management Tax Planning Engineering 62

Yardley Wealth Management

AUGUST 27, 2024

The post Tax-Free Transfers from Your IRA to Charity: A Smart Financial Strategy appeared first on Yardley Wealth Management, LLC. You can make tax-free transfers from your Individual Retirement Account (IRA) to support a charity while also benefiting yourself. Therefore, it ’ s important to plan accordingly.

Taxes 40

Taxes Wealth Management Distribution CFP 40

Midstream Marketing

DECEMBER 6, 2024

Running focused social media campaigns that highlight their services and share their skills in areas like tax planning or retirement planning. Pay attention to their special problems, such as preparing for the future, managing taxes better, and protecting wealth.

Marketing 52

Marketing Marketing Media Engineering 52

Darrow Wealth Management

NOVEMBER 11, 2024

Because many taxpayers earn too much to make pre-tax IRA contributions as they have a 401(k) at work. Although any investor with earned income can make a non-deductible contribution to an IRA (up to $7,000 in 2024-2025 if under age 50) and still take advantage of tax-deferred growth, it still may not be advisable. Yes and no.

Taxes 98

Taxes Distribution Retirement Retirement Planning 98

Darrow Wealth Management

MAY 7, 2025

What is a capital gains tax? The tax rate will depend on several factors, such as your holding period, type of asset, and your taxable income for the year. Depending on your income, it’s possible to sell a long-term investment and ‘pay’ tax at a 0% rate. What is a capital gains tax?

Taxes 72

Taxes Accounting Assets Retirement 72

Yardley Wealth Management

SEPTEMBER 24, 2024

The post The Importance of Delegating Financial Decisions to a Professional appeared first on Yardley Wealth Management, LLC. The Importance of Delegating Financial Decisions to a Professional Introduction: Managing your finances effectively is essential for achieving your long-term goals and securing your financial future.

Tax Planning 40

Tax Planning Wealth Management Risk Management Financial Planning 40

Darrow Wealth Management

JANUARY 16, 2025

A step-up in basis is a tax advantage for individuals who inherit stocks or other assets, like a home. Understanding step-up in basis at death If youve received an inheritance you may have questions about the tax treatment of certain assets. This increases the tax basis, which determines capital gains or losses when the asset is sold.

Assets 98

Assets Estate Planning Taxes Wealth Management 98

Abnormal Returns

JUNE 23, 2025

Podcasts Ted Seides talks with Bob Oros who is the outgoing Chairman and CEO of Hightower Advisors, about the evolution of the wealth management industry. capitalallocators.com) Michael Batnick talks alternatives with Phil Huber, Managing Director & Head of Portfolio Solutions at Cliffwater.

Wealth Management 173

Wealth Management Financial Advising Estate Planning Tax Planning 173

FMG

MAY 19, 2025

Add keywords your audience might use, like Financial Advisor | Retirement Planning or “Wealth Management | Tax Planning.” Use the Name Field Wisely The name field, not the handle, is searchable. ” Dont waste this space by repeating your username.

Financial Advisor 52

Financial Advisor Retirement Planning Retirement Media 52

Wealth Management

JUNE 11, 2025

2025-47, a Tax Court denied the estate of a Kentucky decedent a marital deduction for a bequest, finding that it wasn’t qualified terminable interest property (QTIP) because a QTIP election wasn’t made. Seiken , Partner and Strategic Advisor June 11, 2025 6 Min Read In Estate of Martin W. Commissioner, T.C.

Taxes 165

Taxes Wealth Management Estate Planning Distribution 165

Darrow Wealth Management

MAY 6, 2025

This is due to how RMDs are calculated and prolonging tax deferred growth. Important Consideration: Due to the complexity of the rules and nuances, it is crucial to discuss your specific situation with a financial advisor, estate planning attorney, and tax professional. Advantages: This is often the most straightforward option.

Distribution 54

Distribution Accounting Tax Planning Taxes 54

Sara Grillo

NOVEMBER 11, 2024

”, we’ll interview Chase Dapello of Westlake Private Wealth Management and answer the question of whether or not his marketing stinks. Andy Panko started a taxes in retirement Facebook group. Just say, “ I was researching this company and I know that taxes have just onge up in the local area.

Clients 59

Clients Marketing Marketing Financial Advisor 59

Indigo Marketing Agency

JUNE 14, 2025

Advisor Spotlight: Bryan Trugman In our Advisor Spotlight Series, we aim to highlight our amazing financial advisors who go above and beyond, whether through volunteer work, unique tax planning, or thought leadership (just to name a few).

Financial Advisor 52

Financial Advisor Clients Financial Planner Estate Planning 52

Wealth Management

JULY 17, 2025

Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B Lothes July 17, 2025 6 Min Read • Distributions of stock in a grantor retained annuity trust (GRAT) don’t trigger insider trading rules— In Nosirrah Management, LLC v. Handler, Alison E. After the annuity payment, he had a direct interest in the securities.

Taxes 147

Taxes Estate Planning Distribution Wealth Management 147

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 299

Tax Planning Taxes Planning Estate Planning 299

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

Tax Planning Taxes Planning 229

Wealth Management

MARCH 23, 2023

Make the most of available charitable tax deductions.

Tax Planning 263

Tax Planning Taxes Planning 263

Wealth Management

JULY 26, 2023

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

Wealth Management 246

Wealth Management Tax Planning Taxes Financial Advisor 246

Wealth Management

JULY 26, 2023

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

Wealth Management 246

Wealth Management Tax Planning Taxes Financial Advisor 246

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

Tax Planning Taxes Planning Retirement 246

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

Taxes Tax Planning Planning 241

Wealth Management

OCTOBER 15, 2024

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

Tax Planning 264

Tax Planning Financial Planning Planning Taxes 264

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

Taxes Tax Planning Planning Investments 246

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

Startup Tax Planning Medical Wealth Management 265