Wealth Management

JULY 30, 2025

Anthony Venette , Manager, Valuation Services , Withum July 30, 2025 5 Min Read The passage of recent tax legislation has brought welcome clarity to estate planners and private investors alike. However, due to the inclusion of the direct interest, it may use up more of a partner’s gift/estate tax exemption than desired. Number 8860726.

Estate Planning

Wealth Management

JULY 9, 2025

WealthManagement.com is part of the Informa Connect Division of Informa PLC INFORMA PLC | ABOUT US | INVESTOR RELATIONS | TALENT This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

Wealth Management

Tobias Financial

AUGUST 5, 2025

On July 4, 2025, the One Big Beautiful Bill (OBBB) was officially signed into law, ushering in a wide range of tax and policy changes that are expected to affect nearly everyone – families, workers, seniors, and business owners alike. Watch highlights from the webinar below: If you wish to watch the full webinar, click here.

CFP

Wealth Management

AUGUST 1, 2025

The deal includes Family Wealth Tax Advisory, an affiliated tax practice that will be integrated into Mercer’s tax planning services. “We Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 8860726. Raymond James Practice Mercer Advisors Lands $1.2B

Estate Planning

Wealth Management

JUNE 27, 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 Marc Schechter RIA Q&A: What Was Behind Schechter’s Decision to Sell to Arax? Registered in England and Wales. Number 8860726.

Estate Planning

Wealth Management

JULY 18, 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 Resonant Capital Advisors CEO and President Benjamin Dickey RIA $2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B

Estate Planning

Wealth Management

JULY 2, 2025

As a result, financial advisors should start honing the services Gen X members will likely benefit from the most, including retirement planning, estate and tax planning and mortgage refinancing. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 8860726. trillion annually.

Financial Advisor

Wealth Management

AUGUST 5, 2025

The aspiration is to bring together a client’s disparate accounts, goals, tax realities and family dynamics into a cohesive, personalized investment solution. When combined with personalized and rudimentary tax management, the transition from product-centric SMAs to client-centric UMAs was underway. Registered in England and Wales.

Wealth Management

Wealth Management

JULY 31, 2025

These options can be integrated alongside ETFs, mutual funds, SMAs and direct indexing within a single tax-managed custodial account. The platform also aligns alternative fund activity with tax-loss harvesting, tax transition and tax-aware rebalancing. Registered in England and Wales. Number 8860726.

Estate Planning

Wealth Management

AUGUST 6, 2025

WealthManagement.com is part of the Informa Connect Division of Informa PLC INFORMA PLC | ABOUT US | INVESTOR RELATIONS | TALENT This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

Wealth Management

Wealth Management

JUNE 10, 2025

You can't do this in isolation, you need a team," said Terranova, senior managing director at Virtus Investment Partners, when asked by WealthManagement.com Executive Editor Diana Britton about who he uses as his advisor to handle tax and estate planning and more. “I Registered in England and Wales. Number 8860726.

Wealth Management

Harness Wealth

JULY 31, 2025

The IRS updates for 2025 are more than routine adjustments—they mark a turning point for tax professionals navigating an increasingly complex regulatory environment. With major shifts in tax brackets, standard deductions, and digital asset reporting, firms will need to rethink how they serve clients across income levels and asset classes.

Taxes

Wealth Management

AUGUST 6, 2025

The Foundation represented that the foreign organizations are registered charitable, tax-exempt organizations in the foreign country and met the charitable purposes requirements aligned with IRC Section 501(c). She's a former Internal Revenue Service Estate Tax Attorney and has a degree in Journalism in addition to her JD, LL.M.

Estate Planning

Wealth Management

AUGUST 12, 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 AI businessman Artificial Intelligence Microsoft Report Says AI Will Replace Advisors. tax rate (37% top tax bracket rate and 3.8%

Marketing

Wealth Management

AUGUST 6, 2025

Founder and wealth advisor Joshua Manwaring leads the acquired firm, specializing in financial planning, retirement income planning, and tax and estate planning. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 8860726. Boston Firm RIA Holding Company Aspen Acquires $1.1B

Estate Planning

Wealth Management

AUGUST 13, 2025

Beyond the Sticker Price Valuations are coming in at 15x to as high as 22x earnings before interest, taxes and depreciation, according to M&A experts. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 8860726.

Valuation

Wealth Management

JUNE 10, 2025

RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth Jalina Kerr of Charles Schwab shares how the most adaptive firms are expanding beyond portfolio management, into areas like estate and tax planning.

Wealth Management

Wealth Management

JUNE 23, 2025

Forty-four percent cited both access to institutional-grade products and help navigating crypto tax regulations and reporting requirements. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 8860726.

Assets

Wealth Management

AUGUST 12, 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 AI businessman Artificial Intelligence Microsoft Report Says AI Will Replace Advisors. Registered in England and Wales. Number 8860726.

Planning

Wealth Management

AUGUST 13, 2025

And that’s regardless of what tax policy throws at us. If inflation grows by the rate we’re projecting, assuming the government doesn't make any massive overhaul of the taxes, then here’s what it’s going to look like with your projected asset growth and accumulation rates against your spend. Registered in England and Wales.

Estate Planning

Wealth Management

AUGUST 6, 2025

Financial advisors regularly handle individual client data, including tax records, financial plans and other identifiable and sensitive information. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 8860726. Generally, sensitive data shouldn’t be used to train or fine-tune models.

Wealth Management

Wealth Management

AUGUST 4, 2025

In addition, Vestmark announced that it partnered with alternative investment platform iCapital and asset management giant BlackRock to add private market assets to its tax-managed UMAs for RIAs on the Dynasty Financial Partners’ network. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

Wealth Management

Wealth Management

AUGUST 13, 2025

WealthManagement.com is part of the Informa Connect Division of Informa PLC INFORMA PLC | ABOUT US | INVESTOR RELATIONS | TALENT This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

Wealth Management

Wealth Management

JULY 30, 2025

The muni ETFs will be focused on California and New York securities and will be called the AB California Intermediate Municipal ETF and the AB New York Intermediate Municipal ETF, honing in on investor demand in the high-tax states. Investors favor the products’ lower cost and tax efficiency over more expensive mutual funds.

Estate Planning

Wealth Management

AUGUST 6, 2025

WealthManagement.com is part of the Informa Connect Division of Informa PLC INFORMA PLC | ABOUT US | INVESTOR RELATIONS | TALENT This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

Wealth Management

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. Hosting webinars or online workshops that teach potential clients about important financial topics and show that the RIA is a leader in the field. Think about using different kinds of content.

Marketing

Wealth Management

JULY 10, 2025

WealthManagement.com is part of the Informa Connect Division of Informa PLC INFORMA PLC | ABOUT US | INVESTOR RELATIONS | TALENT This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

Wealth Management

Indigo Marketing Agency

DECEMBER 17, 2024

Get Started Check Out Our Related Video Content How Advisors Can Use Video To Stand Out (Webinar) Whether youre a beginner or looking to improve your existing video marketing efforts, this webinar is designed to provide actionable insights and practical tips to make your videos a success.

Marketing

Indigo Marketing Agency

JUNE 18, 2025

For example, “The Complete Tax Optimization Guide for Healthcare Professionals” speaks directly to physicians and dentists who face unique tax challenges. This might be scheduling a consultation, attending a webinar, or downloading additional resources that move them further down your sales funnel.

Financial Advisor

Wealth Management

AUGUST 5, 2025

Advisors leveraging model portfolios can choose to place a greater focus on planning, tax, insurance, and niche alternatives—and do not forget asset gathering. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 8860726.

Financial Advice

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. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 8860726.

Wealth Management

Wealth Management

AUGUST 4, 2025

PEP’s value propositions are compelling, promising: Lower costs Less liability Less administrative work With the explosion of plan formation due primarily to state mandates, helped by tax credits in SECURE 2.0, Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 8860726.

Estate Planning

Wealth Management

AUGUST 13, 2025

WealthManagement.com is part of the Informa Connect Division of Informa PLC INFORMA PLC | ABOUT US | INVESTOR RELATIONS | TALENT This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

Wealth Management

Harness Wealth

JULY 16, 2025

The post-tax-season lull offers tax firms the opportunity to look inward and assess the efficiency of any number of factors. Beyond operational processes, however, one of the main areas where tax firms can improve performance is by optimizing their book of business.

Taxes

Wealth Management

AUGUST 5, 2025

Their advanced planning, investment, estate and tax strategy teams stood out immediately,” he said. “We WealthManagement.com is part of the Informa Connect Division of Informa PLC INFORMA PLC | ABOUT US | INVESTOR RELATIONS | TALENT This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them.

Wealth Management

Zoe Financial

DECEMBER 28, 2024

Plan Your Tax Strategy Work with a financial advisor to optimize your tax situation. This could include leveraging tax-advantaged accounts, maximizing deductions, or planning for capital gains. Monitor Your Credit Score Regularly review your credit report to ensure accuracy and track your progress.

Estate Planning

Wealth Management

JULY 2, 2025

He is a member of the Tax Management Estates, Gifts and Trusts Advisory Board, and an Editorial Advisory Board Member of Trusts & Estates Magazine for which he currently writes the monthly "Tax Update" column. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

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