Wealth Management

MAY 15, 2025

Florida-based Stephen Mellinger helped clients prepare tax returns that bilked the IRS of $37 million and earned him and co-conspirators about $3 million in fees and stolen funds.

Taxes 219

Taxes Clients 219

Wealth Management

MAY 19, 2025

The most pressing tax law developments of the past month.

Taxes 219

Taxes 219

Darrow Wealth Management

NOVEMBER 2, 2024

The IRA and Roth IRA contribution limits are unchanged but income eligibility for tax-deductible IRA contributions and Roth IRA contributions have changed. The 2025 income tax brackets and long-term capital gains tax rates are also updated. The 2025 income tax brackets and long-term capital gains tax rates are also updated.

Taxes 104

Taxes Wealth Management Distribution Accounting 104

Wealth Management

JUNE 10, 2025

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Wealth Management EDGE 2025 Industry News & Trends Scenes From Day 1 of Wealth Management EDGE 2025 Scenes From Day 1 of Wealth Management EDGE (..)

Wealth Management 147

Wealth Management Marketing Marketing Tax Planning 147

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

JANUARY 11, 2024

The ongoing case before the Supreme Court, which questions the constitutionality of taxing unrealized capital gains, holds significant implications for the future of wealth management.

Taxes 290

Taxes Wealth Management Management 290

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 157

Wealth Management Financial Advising Wealth Advisor Compliance 157

Wealth Management

MAY 19, 2025

Decoding covered gifts and bequests under the final regulations.

Estate Planning 237

Estate Planning Taxes Planning 237

Abnormal Returns

NOVEMBER 11, 2024

(riabiz.com) What is the target market for MAGA-centric Strive Wealth Management? kitces.com) Practice management Should you outsource your marketing to an outside firm? kitces.com) Why growth is critical to a wealth manager. thinkadvisor.com) A year-end tax planning checklist. advisorperspectives.com)

Wealth Management 157

Wealth Management Estate Planning Tax Planning Financial Advisor 157

Wealth Management

NOVEMBER 4, 2024

A single-minded strategy of tax avoidance is often not in a client’s best interest.

Taxes 339

Taxes 339

Wealth Management

JUNE 26, 2025

Mason, who ran Rubicon Wealth Management, a registered investment advisor in Gladwyne, Pa., Attorney’s Office said he failed to report the fraud proceeds on his personal income tax returns, which generated a tax loss of about $3 million. Today’s sentencing shows how seriously the courts take federal tax crimes.”

Clients 162

Clients Estate Planning Wealth Management Planning 162

Wealth Management

NOVEMBER 1, 2024

Riley’s roughly 190 independent advisers or its 90 tax professionals. The transaction doesn’t include B.

Wealth Management 243

Wealth Management Management Taxes 243

Wealth Management

MAY 28, 2025

As Republicans debate a path forward for their sweeping budget bill, its become increasingly clear the GOP is growing comfortable with targeted tax hikes on the wealthy.

Budgeting 165

Budgeting Taxes 165

Wealth Management

JANUARY 15, 2025

foreign tax credits offsetting the net investment income tax. Three recent court cases have examined this issue of U.S.

Taxes 263

Taxes Investments Investing 263

Wealth Management

JUNE 12, 2025

The SEC’s ETF Rule, which said providers no longer have to apply for exemption relief if they follow certain requirements, also opened the floodgates, said Jennifer Hutchins, co-CIO, Avantax Wealth Management, speaking at the Wealth Management Edge conference this week in Boca Raton, Fla.

Assets 162

Assets Management Wealth Management Risk Management 162

Wealth Management

JULY 23, 2024

Helium founder and partner Howard Morin explains the benefits of bridging financial planning with deep tax expertise.

Taxes 321

Taxes Financial Planning Planning 321

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 144

Wealth Management Wealth Advisor Tax Planning Taxes 144

Wealth Management

NOVEMBER 7, 2024

Nisha Patel, CFA, managing director at Parametric, explores tax law changes, strategies, and tax-loss harvesting to maximize savings.

Taxes 246

Taxes Assets Management 246

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

JANUARY 14, 2025

FP Alpha is unbundling its tax service from its larger offering. FP Alpha TAX is essential, as clients increasingly want tax help, according to Andrew Altfest.

Taxes 264

Taxes Clients 264

Wealth Management

JUNE 21, 2024

What wealth advisors need to know about taxing unrealized gains.

Taxes 312

Taxes Wealth Advisor 312

Wealth Management

MAY 2, 2025

In addition, Ceteras RIA TRPG brings on three advisors overseeing $180 million, while LPL picks up an advisor who had been overseeing $250 million with Raymond James.

Taxes 259

Taxes 259

Wealth Management

FEBRUARY 26, 2024

As donors and their tax advisors report 2023 charitable gifts, they should ensure compliance with the substantiation requirements to avoid questions about, and possible disallowance of, their charitable deductions.

Taxes 298

Taxes Compliance 298

Wealth Management

OCTOBER 17, 2024

The amount of assets in tax-managed SMAs has jumped 67% from year-end 2022.

Assets 289

Assets Taxes Management 289

Wealth Management

DECEMBER 11, 2024

The deal will help SEI provide tax optimization unified managed household capabilities across the SEI Wealth Platform.

Taxes 274

Taxes Management 274

Wealth Management

JUNE 5, 2024

The United States opposes Brazil's proposed 2% annual tax on the ultrawealthy.

Taxes 299

Taxes 299

Wealth Management

MAY 29, 2024

Tax Court finds inapplicability of IRC 2519 and lack of gift tax liability.

Taxes 297

Taxes 297

The Big Picture

JANUARY 24, 2024

At the Money: How to Pay Less Capital Gains Taxes (January 24, 2024) We’re coming up on tax season, after a banner year for stocks. Successful investors could be looking at a big tax bill from the US government. On this episode of At the Money, we look at direct indexing as a way to manage capital gains taxes.

Taxes 241

Taxes Portfolio Wealth Management Accounting 241

Wealth Management

OCTOBER 7, 2024

The Cambria Tax Aware ETF and the Stance Sustainable Beta ETF will each be seeded with the appreciated securities of wealthy investors, who will swap their assets for shares in the funds rather than buy into them with cash.

Taxes 297

Taxes Assets 297

Wealth Management

OCTOBER 11, 2023

This tax relief package is intended to make Massachusetts a more attractive and affordable place to live and operate a business.

Taxes 279

Taxes 279

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

Wealth Management

JUNE 11, 2025

A new survey from Natixis Investment Management shows that concerns ranging from stubborn inflation to potentially higher taxes are dampening investor confidence.

Financial Advisor 281

Financial Advisor Taxes Management Investments 281

Wealth Management

MARCH 18, 2025

The most pressing tax law developments of the past month.

Taxes 237

Taxes 237

Wealth Management

OCTOBER 4, 2024

The estate and gift tax exemption (set at $13.61 If Congress doesn’t act, that tax exemption will be cut in half to about $6 million. million per individual in 2024) is due to expire on Jan. To help your clients prepare for the real possibil

Taxes 278

Taxes Clients 278

Wealth Management

JANUARY 3, 2024

The 2024 election will play an essential role in determining what is and isn’t on the table for potential 2025 tax reforms.

Taxes 306

Taxes 306

Wealth Management

FEBRUARY 18, 2025

The most pressing tax law developments of the past month.

Taxes 236

Taxes 236

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