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Taxes Wealth Advisor Wealth Management 
Abnormal Returns
NOVEMBER 4, 2024
Podcasts Meb Faber and Wes Gray talk about how ETFs unlock tax efficiency and the launch of the Cambria Tax Aware ETF ($TAX). awealthofcommonsense.com) Bogumil Baranowski talks the digitization of wealth management with Julia Carreon. podcasts.apple.com) The biz Facet Wealth has a new pile of capital to invest.
Wealth Management
JUNE 21, 2024
What wealth advisors need to know about taxing unrealized gains.
312
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Wealth Management
JUNE 30, 2025
Will More Wealth Advisors Gravitate to 401(k) Plans? Overlay management services implement clients’ investments through a professionally managed diversified portfolio, including tax strategies. Edward Jones has over $50 billion in assets in its UMA business.
162 
Abnormal Returns
NOVEMBER 18, 2024
Podcasts Daniel Crosby talks with Christina Lynn about Motivational Interviewing in order to enhance the work of wealth advisors. justincastelli.io) Taxes Some speculation on what is next for the TCJA. kitces.com) Tax planning and wealth management go hand-in-hand.
Wealth Management
FEBRUARY 17, 2023
The RIA space was on fire this week—eight acquisitions were announced, along with three newly created roles, one rebranding and a new head of NAPFA.
278 
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.
98 
International College of Financial Planning
JUNE 5, 2025
When I first stepped into the world of wealth management, we didn’t have fancy dashboards. Show them the returns, highlight the tax breaks, and if you could, offer a little peace of mind. These days, wealth is younger, faster, and more digital than ever – layered with complexities we didn’t even dream of back then.
Wealth Management
JANUARY 29, 2025
The deal with Carlson Capital Management is Sequoias largest by number of employees and wealth advisors. It also allows the firm to offer internal tax planning and preparation services.
185 
Wealth Management
APRIL 29, 2025
In the RIA Edge Podcast, discover how Andrew Leonard grew Geometric Wealth Advisors to $1B+ AUM by exclusively serving McKinsey, Bain, and BCG executives. Learn their unique approach to remote work, tax services and maintaining an employee-owned structure while managing high referral volumes.
175 
Darrow Wealth Management
NOVEMBER 4, 2024
Looking to find fiduciary financial advisors and wealth managers? Only fiduciary advisors are legally bound to act in your best interest at all times. Here are five ways you can find a full-time fiduciary financial advisor. What is a fiduciary advisor?
Darrow Wealth Management
JULY 30, 2024
For founders, employees, and executives with stock-based compensation, an 83(b) election can be a powerful tax planning tool. When you make an 83(b) election, you’re opting to pay tax on unvested shares now, instead of when the stock vests. In tax lingo, this is known as substantial risk of forfeiture.
103 
Abnormal Returns
AUGUST 5, 2024
Podcasts Michael Kitces talks divorce planning with Michelle Klisanich who is a Wealth Advisor for Financially Wise Divorce. kitces.com) Matt Zeigler talks with Wade Pfau about managing sequence of returns risk in retirement. youtube.com) Ted Seides talks with Jeff Assaf who is the founder and CIO of ICG Advisors.
Darrow Wealth Management
MARCH 13, 2025
Charitable Contributions: Donating appreciated stock to charity while reducing capital gains tax. Options contracts as income and hedging strategies Options are often used in various hedging strategies, including single stock risk management strategies. Taking profits is a key part of managing concentrated stock positions.
77 
Harness Wealth
OCTOBER 16, 2024
We recently connected with Michael Paley, Chief Operating Officer of Klingman & Associates , for a Q&A on how tax advisors can collaborate with wealth managers to better serve clients. Q: How can tax advisors align with the work of wealth advisors?
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.
105 
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.
Diamond Consultants
DECEMBER 16, 2024
By Allie Brunwasser & Jason Diamond Its no secret that the wealth management industry has a major impending crisis: A shortage of quality next gen advisor talent. Option 2: Sell the business to a strategic buyer A quality wealth management business is like the holy grail: everyone wants it.
Darrow Wealth Management
OCTOBER 21, 2024
When unexercised ISOs are cashed out at closing, it’s considered a cancellation of stock options for tax purposes, not a disqualifying disposition. This is important, as the former will be subject to payroll tax. Should the deal not go through, you may be left with a large tax bill and no liquidity to pay it.
116 
Darrow Wealth Management
OCTOBER 28, 2024
A strategy for managing your investments is also key: understanding your risk capacity vs appetite, balancing a need for a current income stream and future growth, and ways to be more tax efficient in taxable accounts. You receive $20 million dollars from selling your company and 30% goes to federal capital gains taxes and state tax.
105 
Zoe Financial
NOVEMBER 13, 2023
The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA November 14, 2023 Watch Time: 3 minutes Transcript : Welcome to this week’s Zoe’s Wealth Management Digest. That’s why Zoe’s extensive vetting process qualifies only the top 5% of managers in the United States.
FMG
JULY 14, 2022
For today’s Advisor Website Showcase, we are joined by Letizia Carlisto of Navis Wealth Advisors. Making use of FMG’s website engine, Navis Wealth Advisor took aim at creating a website themed around its logo – the compass. Modernize Your Website.
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.
98 
Darrow Wealth Management
JULY 30, 2024
For founders, employees, and executives with stock-based compensation, an 83(b) election can be a powerful tax planning tool. When you make an 83(b) election, you’re opting to pay tax on unvested shares now, instead of when the stock vests. In tax lingo, this is known as substantial risk of forfeiture.
52 
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.
Harness Wealth
MAY 18, 2023
Is the Tax Industry in an Unprecedented Era? Though all of this change may seem unprecedented, it has a very relevant analog in one of the taxes sibling professions, financial advisory. This trend has also taken hold in other advisor markets like insurance brokerage where new platforms are creating additional leverage for advisors.
52 
Darrow Wealth Management
MAY 3, 2024
First Steps in Managing a Windfall: Delay major purchases until you have a plan Partner with a sudden wealth management advisor Develop your financial, tax, and estate plan Managing a Large Financial Windfall A sudden wealth event changes your life.
Darrow Wealth Management
MAY 3, 2024
First Steps in Managing a Windfall: Delay major purchases until you have a plan Partner with a sudden wealth management advisor Develop your financial, tax, and estate plan Managing a Large Financial Windfall A sudden wealth event changes your life.
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. Make sure your face is centered, well-lit, and smiling.
Darrow Wealth Management
MARCH 17, 2025
Even though interest rates have risen in the last few years, over time, holding cash will yield a real negative return after inflation and taxes. Even in periods of higher interest rates, the real return on cash after taxes and inflation can be negative. appeared first on Darrow Wealth Management.
62 
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. That’s why Zoe’s extensive vetting process qualifies only the top 5% of managers in the United States.
52 
WiserAdvisor
AUGUST 8, 2022
Managing vast sums of money, and investments like venture capital, non-fungible tokens (NFTs), and others, can be confusing. It also requires a good understanding of tax policies, laws, market sentiment, etc. It is evident that high-net-worth individuals need a good wealth manager. Certified Private Wealth Advisor (CPWA).
Darrow Wealth Management
FEBRUARY 24, 2025
In the right situations, early exercising stock options can reduce tax with an 83(b) election, and in the case of incentive stock options, potentially avoid the alternative minimum tax (AMT). Employees with stock options often focus on one thing: taxes. In the typical scenario, there are no tax implications at grant or vesting.
64 
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. That’s why Zoe’s extensive vetting process qualifies only the top 5% of managers in the United States.
52 
Good Financial Cents
JUNE 11, 2023
You see, financial advisors that focus primarily on wealth management can be costly to keep around. They charge either a percentage of assets managed or a flat hourly rate that can run as high as several hundred dollars per hour, plus trading commissions and administrative fees. Personal Capital to the rescue.
80 
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. That’s why Zoe’s extensive vetting process qualifies only the top 5% of managers in the United States.
52 
WiserAdvisor
JANUARY 27, 2023
In general terms, a high-net-worth individual is someone with substantial wealth and a mix of liquid assets, such as cash, stocks, and bonds, as well as non-liquid assets, such as real estate and privately-held businesses. Consider consulting with a wealth advisor who can guide you on how to preserve as well as increase your wealth in 2023.
Darrow Wealth Management
OCTOBER 29, 2024
As you can see, there’s a lot to consider, so especially with a taxable account and possible tax implications, rebalancing can be both art and science. Capital gains tax must also must be considered when investing with a brokerage account (versus a retirement account). appeared first on Darrow Wealth Management.
International College of Financial Planning
DECEMBER 29, 2024
Modern financial planners must navigate complex investment products, understand evolving tax regulations, and adapt to technological innovations. The Evolution of Financial Planning The financial planning industry has transformed significantly over the past decade.
52 
International College of Financial Planning
OCTOBER 26, 2023
A financial advisor isn’t just a title; it’s a commitment. Their wisdom extends to suggesting tax-efficient avenues for pivotal life moments, be it education or the golden years of retirement. They’re well-versed in recommending vital products like life insurance and are wizards at tax planning.
Sara Grillo
DECEMBER 12, 2022
pay me for investments, for the easy work that I can outsource to a third party manager, and I’ll give you all this hard stuff for free…I don’t believe that., Matt founded Exhale Wealth Management to provide comprehensive financial planning to individuals with complex lives, most notably technology employees with equity compensation.
Sara Grillo
AUGUST 14, 2023
Prior to joining EP Wealth Advisors in 2021, Scott worked for a number of the largest Wall Street firms, including UBS, Prudential and Wells Fargo. The Institute exists to preserve, protect and defend fiduciary principles in investment advice, wealth management and financial planning. in English Language and Literature.
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.
98 
Zoe Financial
NOVEMBER 9, 2023
The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA November 9, 2023 Watch Time: 3 minutes Transcript : All right, so let’s start with the first one here: President Biden’s junk fee crackdown. We believe financial advice should come from unbiased and certified professionals.
Zoe Financial
NOVEMBER 21, 2023
The Wealth Management Digest Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA November 22, 2023 Watch Time: 2.5 minutes Transcript: Welcome to this week’s Wealth Management Digest. And then the second one is that LPL launches their W2 model for high-net-worth advisors. .”
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