Harness Wealth

MARCH 29, 2023

Councilor, Buchanan & Mitchell is a full-service accounting and advisory firm in the Mid-Atlantic region in the Harness Wealth Advisor network. Below are some insights from Richard Morris, Executive Vice President and Director of Tax Services, and Alex Seleznev, Senior Investment Advisor and Chief Operating Officer of MBI, LLC.

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Tax Planning Taxes Planning Marketing 52

Carson Wealth

APRIL 18, 2024

Carson Wealth’s Thom Hall CFP®️, ChFC®️, CExP, CEPA Managing Director, Partner & Wealth Advisor and Rick Krebs CPA, CEPA discuss business exit planning and how to make an intelligent exit. Rick Krebs and BSales Group are not an affiliate of Cetera Advisor Networks, LLC, or CWM, LLC.

Planning 52

Planning Wealth Advisor CFP Consulting 52

Abnormal Returns

JANUARY 16, 2023

(standarddeviationspod.com) Michael Kitces talks with Lisa Brown who is a Partner and Wealth Advisor for CI Brightworth about finding your ideal clients. thinkadvisor.com) Taxes Some steps you can take to upgrade your tax-planning game. thinkadvisor.com) Taxes Some steps you can take to upgrade your tax-planning game.

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Wealth Advisor Financial Advising Tax Planning Financial Advice 130

Nerd's Eye View

APRIL 9, 2024

Welcome to the 380th episode of the Financial Advisor Success Podcast ! Andrew is the Managing Partner of Geometric Wealth Advisors, an RIA based in Washington, D.C., Welcome everyone! My guest on today's podcast is Andrew Leonard.

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Financial Advisor Consulting Wealth Advisor Clients 130

Carson Wealth

DECEMBER 8, 2023

That must mean it’s time to roll up my sleeves and get to work on year-end financial planning – with an emphasis on 2023 income tax. One consideration this year is that we’re two years from the expiration of the Tax Cuts and Jobs Act of 2017 (TJCA). AGI impacts multiple other tax considerations.

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Planning Retirement Planning Taxes Retirement 143

Darrow Wealth Management

JUNE 14, 2023

For example, the tax laws and distribution terms for an inheritance is quite different to the tax and liquidity considerations during an IPO. Managing sudden wealth paid in cash after the sale of a business or winning the lottery also requires planning, but perhaps with a bit less to unpack in the beginning.

Management 82

Management Wealth Management Wealth Advisor Taxes 82

Zoe Financial

APRIL 23, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth?

Marketing 98

Marketing Marketing Financial Advisor Wealth Advisor 98

Tobias Financial

AUGUST 15, 2022

Tobias Financial Advisors is proud to announce that our Wealth Advisor Franklin “Franko” Gay serves on the National FPA NexGen Task Force and is one of the planners responsible for this year’s content at the 2022 FPA NexGen Gathering in Las Vegas from August 23 rd to 25 th.

Wealth Advisor 52

Wealth Advisor Tax Planning Financial Advisor Taxes 52

Darrow Wealth Management

AUGUST 28, 2023

Your team of business and personal advisors will be instrumental in getting the deal over the finish line. Your business advisory team may consist of: a business broker or M&A advisor, accounting and tax advisors, and transaction/M&A attorney. And also how to protect your interests and prioritize your goals.

Sales 77

Sales Wealth Advisor Estate Planning Taxes 77

Darrow Wealth Management

JANUARY 29, 2024

There are no tax benefits during life nor are there any adverse tax implications. This article is a high-level overview of the various estate planning techniques and considerations when using revocable living trusts from the perspective of a wealth advisor (e.g. Other living trust benefits State estate tax planning.

Estate Planning 79

Estate Planning Distribution Taxes Wealth Management 79

Carson Wealth

FEBRUARY 1, 2024

Tim Fisher, Managing Director and Wealth Advisor of Fisher Financial Advisors, expressed his enthusiasm about the partnership stating, “Carson will be instrumental in elevating our client experience. When the opportunity arose to partner with Carson and enhance our ability to serve our clients, we knew it was the right move.”

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Financial Advisor Wealth Advisor Estate Planning Clients 52

Zoe Financial

NOVEMBER 20, 2023

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

Marketing 52

Marketing Marketing Wealth Management Financial Advisor 52

Zoe Financial

FEBRUARY 20, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth?

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

NOVEMBER 6, 2023

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

JUNE 12, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth?

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

MAY 8, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth?

Marketing 98

Marketing Marketing Financial Advisor Wealth Advisor 98

Zoe Financial

JUNE 5, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth?

Marketing 52

Marketing Marketing Financial Advisor Tax Planning 52

Harness Wealth

MARCH 24, 2023

Additionally, because the shares are not your property until the vesting date, no taxes are owed until the vesting date. But depending on the value of your shares, and the growth of the company you work for, you could be on the road to a rather hefty tax bill. How are RSUs taxed? How are RSAs taxed? How are ISOs taxed?

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Taxes Startup Wealth Advisor Financial Advisor 52

WiserAdvisor

AUGUST 31, 2023

A financial advisor can help with maximizing your retirement income through tax planning After retirement, your income sources may become limited to pensions, Social Security benefits, and investment income. A financial advisor can craft tax-efficient withdrawal strategies to minimize the tax burden on your retirement income.

Financial Advisor 90

Financial Advisor Retirement Risk Tolerance Estate Planning 90

Zoe Financial

NOVEMBER 27, 2023

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

Marketing 52

Marketing Marketing Wealth Management Financial Advisor 52

Nerd's Eye View

NOVEMBER 22, 2022

Welcome back to the 308th episode of the Financial Advisor Success Podcast ! Matthew is the CEO of Equilibrium Wealth Advisors, an independent RIA based in Pittsburgh, Pennsylvania, that oversees more than $275 million in assets under management for 330 client households. My guest on today's podcast is Matthew Blocki.

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Financial Advisor Clients Wealth Advisor Insurance 180

Zoe Financial

OCTOBER 23, 2023

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

MAY 23, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth?

Marketing 52

Marketing Marketing Financial Advisor Tax Planning 52

Zoe Financial

OCTOBER 16, 2023

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

SEPTEMBER 25, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth?

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

NOVEMBER 13, 2023

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

Marketing 52

Marketing Marketing Wealth Management Financial Advisor 52

Zoe Financial

OCTOBER 30, 2023

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Random Roger's Retirement Planning

MAY 8, 2023

They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. Past performance is not a guarantee or a reliable indicator of future results Roger Nusbaum is an investment advisor representative of Dynamic Wealth Advisors.

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Portfolio Wealth Advisor Assets Investment Advisor 68

Zoe Financial

JUNE 19, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth?

Marketing 52

Marketing Marketing Financial Advisor Education 52

Zoe Financial

OCTOBER 2, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth?

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

MAY 1, 2023

Stay tuned for data on this week, next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth?

Marketing 96

Marketing Marketing Financial Advisor Wealth Advisor 96

Zoe Financial

SEPTEMBER 11, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth?

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

OCTOBER 9, 2023

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.

Marketing 52

Marketing Marketing Financial Advisor Economics 52

Nerd's Eye View

JANUARY 10, 2023

Welcome back to the 315th episode of the Financial Advisor Success Podcast ! Lisa is a Partner and Wealth Advisor for CI Brightworth, an RIA under the CI Financial umbrella with offices in Atlanta, Georgia, and Charlotte, North Carolina, that oversees nearly $5 billion in assets under management * for over 1,500 client households.

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Clients CFP Financial Advisor Wealth Advisor 130

Darrow Wealth Management

SEPTEMBER 7, 2023

Pros and cons of exercising stock options in a pre-IPO window If you are new to the tax implications and basics about exercising stock options, please read this article first. Unfortunately, for those tax savings to materialize, the post-IPO stock price at sale must be considerably more than the pre-IPO valuation at exercise.

Wealth Management 94

Wealth Management Taxes Tax Planning Valuation 94

WiserAdvisor

AUGUST 8, 2022

It also requires a good understanding of tax policies, laws, market sentiment, etc. Secondly, when hiring a financial advisor, look for their certifications to establish more faith. Certified Private Wealth Advisor (CPWA). Chartered Wealth Manager (CWM). However, there are some tax savings strategies that can help.

Wealth Management 52

Wealth Management Financial Planning Financial Advisor Taxes 52

Zoe Financial

SEPTEMBER 18, 2023

Stay tuned for next week. – Andres Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. Ready to Grow Your Wealth?

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52