Nerd's Eye View

SEPTEMBER 6, 2023

While asset protection is a popular planning topic for High-Net-Worth (HNW) and ultra-high-net-worth clients, those who are not HNW are susceptible to the same threats to wealth.

Education 228

Education Assets Clients Estate Planning 228

Nerd's Eye View

MAY 8, 2023

Furthermore, similarly structuring the client service calendar for the remainder of the year to focus on specific topics at set times (e.g.,

Taxes 223

Taxes Financial Planning Financial Advisor Clients 223

Harness Wealth

OCTOBER 5, 2023

From quarterly estimated tax planning to equity compensation and crypto tax planning, diversifying your service offerings can not only set you apart from the competition, it can also help you significantly grow your revenue and retain clients.

Taxes 59

Taxes Tax Planning Accounting Clients 59

International College of Financial Planning

JANUARY 18, 2023

Arun Thukral, New CFP Framework is different from other financial courses as it focuses on the practical aspects of financial planning. CFP course covers topics such as investment planning, retirement planning, estate planning, and tax planning. What new CFP course cover?

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification CFP 52

Tobias Financial

OCTOBER 13, 2022

Whether you typically get a refund or owe a tax bill, there are several moves to consider to increase your chances of tax savings. . Recently, our CEO Marianela Collado shared her thoughts on this topic with CNBC. “If To find out if these moves are right for you, reach out to our advisors who will be happy to help. .

Taxes 52

Taxes Tax Planning Budgeting Sales 52

International College of Financial Planning

JULY 10, 2023

The exam comprises multiple-choice questions, case studies, and client scenarios that assess your understanding and application of financial planning concepts. Take time to review the exam blueprint and syllabus to gain clarity on the topics and domains covered. Consider your schedule, strengths, and weaknesses while creating the plan.

CFP 52

CFP Certified Financial Planner Financial Planner Financial Planning 52

International College of Financial Planning

FEBRUARY 23, 2024

It demonstrates to employers, peers, and clients alike that the holder possesses a comprehensive understanding of financial planning concepts, including retirement, tax planning, investment management and estate planning.

Financial Planner 52

Financial Planner Certification CFP Certified Financial Planner 52

Harness Wealth

MARCH 5, 2024

It’s important to note that tax advisors include three types of tax professionals : Certified Public Accountants (CPAs) Enrolled Agents (EAs) Tax Attorneys All three may offer different fee structures depending on the services offered and their firm’s unique expertise.

Taxes 52

Taxes Tax Planning Ethics Education 52

Harness Wealth

FEBRUARY 20, 2024

The exam covers a wide array of tax topics, including tax preparation for individuals and businesses, client representation, and tax practice and procedures. When to work with a Tax Attorney Similar to CPAs and EAs, tax attorneys are granted unlimited representation rights by the IRS.

Taxes 52

Taxes License Education Tax Planning 52

eMoney Advisor

MARCH 16, 2023

However, sometimes it gets to be too much when it comes to financial topics. ” I have this conversation all the time, explaining how an LLC has nothing to do with specific tax rules, it’s a legal structure for liability. We even addressed this topic on our Happy Hour Money podcast.

Financial Planning 88

Financial Planning Planning Clients Retirement 88

eMoney Advisor

FEBRUARY 9, 2023

Financial Planning Needs: Retirement planning Education and family planning Obtaining appropriate insurance coverage Business and tax planning Significant asset purchases Strategies for Serving Clients in This Stage: Clients at this stage are experiencing life events — both large and small — that will impact their financial planning needs.

Financial Planning 95

Financial Planning Clients Planning Education 95

Zoe Financial

FEBRUARY 21, 2023

Dear Zoe Experts, I’ve been looking for tax planning guidance and am deciding whether to hire a financial advisor or an accountant. Professionals who hold a CFP® are knowledgeable in all areas of financial planning , covering more than 100 topics, and qualify for the certification through tests and work experience.

Financial Advisor 40

Financial Advisor Accounting Certified Financial Planner Certification 40

Harness Wealth

SEPTEMBER 18, 2023

Modern Software Access: Harness Tax provides you with access to industry-leading software to ensure you have everything you need for tax planning and compliance needs. A Community of Experts: Harness Tax Advisors bring a wide range of specialties, including crypto taxes, equity compensation, and more.

Taxes 59

Taxes Accounting Clients Management 59

International College of Financial Planning

MARCH 31, 2023

The program comprises of six modules that cover a range of topics related to wealth management: Module 1: Introduction to Wealth Management Introduction to Wealth Management Wealth Management Process Wealth Management Strategies Module 2: Financial Planning & Analysis Introduction to Financial Planning Analysis of Financial Statements (..)

Wealth Management 52

Wealth Management Management Risk Management Ethics 52

Brown Advisory

NOVEMBER 5, 2021

Without downplaying the importance of appropriate action around year-end tax planning, our purpose in this letter is to encourage clients to step back, take a breath and consider using this time to focus on the long term. But, there are other considerations to keep in mind, like changes in tax exposure.

Planning 52

Planning Tax Planning Taxes Clients 52

Indigo Marketing Agency

JUNE 20, 2023

For instance, an uptick in searches related to tax planning in the beginning of the year could see your ads performing very well, until the April 15th tax deadline, when the frenzy for tax advice decreases substantially. Like everything else on the internet, keyword search volume can be affected by trends and seasonality.

Financial Advisor 52

Financial Advisor Tax Planning Taxes Clients 52

Carson Wealth

FEBRUARY 13, 2023

Will I work with you exclusively on my estate plan or other members of your team at any point? What if I have questions about my estate plan during or after its creation? Do you execute the estate plan? What is your experience in estate tax planning? What are your fees?

Estate Planning 52

Estate Planning Planning Consulting Financial Advisor 52

International College of Financial Planning

JUNE 10, 2022

The first step is to learn as much as you can about the exam and the topics that will be tested on the day. . Level 1: CFPC® Investment Planning Specialist . Level 2: CFPC® Retirement and Tax Planning Specialist . Level 3: FPSB® Risk and Estate Planning Specialist .

CFP 52

CFP Certified Financial Planner Certification Financial Planner 52

International College of Financial Planning

MAY 29, 2023

The scope of wealth management goes beyond traditional financial planning and investment advisory services, encompassing a more holistic approach to personal finance. Wealth managers collaborate with their clients to develop customized strategies for asset allocation, tax planning, estate planning, and risk management.

Wealth Management 40

Wealth Management Management Estate Planning Financial Planner 40

MazumaBusinessAccounting

JULY 15, 2021

Creating a marketing plan. Strategizing around how to pay yourself, your taxes, and other expenses. While there is a lot we could cover on the topic of business planning, for today we are going to focus on 3 important financial elements. Tax Planning.

Business Planning 105

Business Planning Taxes Planning Retirement 105

Harness Wealth

OCTOBER 23, 2023

If you’re a CPA who works with clients on more than just annual tax returns, you’re likely already providing accounting advisory services. This emerging discipline offers a wealth of opportunities for both clients and accounting firms, and focuses on providing strategic guidance and future-focused tax planning throughout the year.

Accounting 52

Accounting Taxes Strategic Planning Estate Planning 52

Sara Grillo

OCTOBER 21, 2022

I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” For those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder and I used to be a financial advisor. So please subscribe!

Insurance 98

Insurance Financial Planner Fee Only Financial Advisor 98

Brown Advisory

DECEMBER 4, 2017

presidential election, we have grappled with the lack of clarity regarding the details of new tax legislation. The outcome of the tax reform debate is likely to impact how we advise clients on tax planning, estate planning and a host of other topics. Since last year’s U.S. Conclusion.

Planning 52

Planning Taxes Tax Planning Clients 52

Harness Wealth

JUNE 9, 2023

While it may seem like a luxury that is only available to the wealthy, anyone is capable of building an effective financial plan and putting it into action. Without effective personal financial management, you risk losing money to poor budgeting, poor tax planning, or even just to inflation.

Financial Planning 52

Financial Planning Planning Financial Planner Wealth Management 52

Brown Advisory

OCTOBER 12, 2021

If you own a stake (or plan to invest) in a startup or small business, you need to know about an important tax planning tool available to you. If you qualify, you may be able to avoid federal taxes on any and all capital gains you realize when you exit. Another section of the IRC, Sec.

Startup 52

Startup Taxes Clients Planning 52

Brown Advisory

OCTOBER 12, 2021

If you own a stake (or plan to invest) in a startup or small business, you need to know about an important tax planning tool available to you. If you qualify, you may be able to avoid federal taxes on any and all capital gains you realize when you exit. Another section of the IRC, Sec.

Startup 52

Startup Taxes Clients Planning 52

Harness Wealth

JUNE 23, 2023

To the extent that the reader has any questions regarding the applicability of any specific topic discussed above, please consult a tax, legal and/or financial professional for advice specific to your individual circumstances. It is provided for information purposes only.

Estate Planning 52

Estate Planning Financial Planning Planning Taxes 52

Brown Advisory

FEBRUARY 23, 2022

Topics will included: • How to structure the earn out. Creating a diversification plan from a large single stock position • What are some of the key logistical issues to be aware of and how can you navigate them? Is it better to take all cash, or cash and stock? If you have the option, what are some main points to consider?

Strategic Planning 52

Strategic Planning Portfolio Management Taxes Portfolio 52

Brown Advisory

FEBRUARY 23, 2022

Planning for Your Liquidity Event and Beyond. On May 6, our panel of experts focused on investment, tax and strategic planning advice to help you prepare for this moment and beyond. Topics will included: • How to structure the earn out. MORE ON THIS TOPIC Strategic Planning Roadmap for Entrepreneurs.

Strategic Planning 52

Strategic Planning Portfolio Management Taxes Portfolio 52

Carson Wealth

FEBRUARY 16, 2024

By Mike Valenti, CPA, CFP ® , Director of Tax Planning It’s that time of year again! W-2s, 1099s and mortgage statements have been to hit your mailbox: a daily reminder that it is, once again, Tax Season. Overall, it was a relatively quiet year on the tax front. Inflation has been a hot topic the past few years.

Taxes 97

Taxes Consulting Accounting Planning 97

eMoney Advisor

DECEMBER 13, 2022

Yet many still have complex needs requiring more sophisticated and personalized investment, estate, and tax planning services. million households in three key groups who want customized, actionable advice on budgeting, saving, investing, insurance, and planning to help provide peace of mind regarding their finances.

Budgeting 84

Budgeting Clients Financial Planning Retirement 84

Sara Grillo

MAY 8, 2023

I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I’m excited to talk about index tools should be good, and this topic needs transparency, so I’m sure I have a great conversation about it. IUL is NOT what it’s (usually) cracked up to be!

Insurance 59

Insurance Clients Financial Advisor Accounting 59

Zajac Group

SEPTEMBER 22, 2022

This means using an exercise and sell of shares to cover the cost of the stock purchase, potential tax withholdings, and (for ISOs) potential AMT payments. Careful financial and tax planning is advised. When your RSUs vest, your company will usually withhold some of your RSU shares to cover some of the anticipated tax bill.

Taxes 52

Taxes Sales Planning Assets 52

Sara Grillo

APRIL 11, 2022

I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” These services often include recommendations on investments, financial planning, retirement, Social Security, Medicare, tax planning, and other wealth-related topics.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

The Big Picture

AUGUST 15, 2023

RITHOLTZ: One would have thought they would have seen that writing on the wall, but that’s a topic for another conversation. It’s part of their own tax planning. Once Lehman went under, that caused a lot of pain for hedge funds as well. SEIDES: Yes. SEIDES: No, you’re right about the securities.

Management 130

Management Investing Investments Government 130

Sara Grillo

SEPTEMBER 11, 2023

I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” The “old way” – does it neglect IRMAA planning? Tax questions we should ponder more deeply Advisors are working on a way that is outdated when it comes to IRMAA planning.

Planning 111

Planning Financial Advisor Taxes Consulting 111

Inside Information

SEPTEMBER 26, 2022

Increasingly sophisticated tax planning programs (Holistiplan and FP Alpha) are making the once-complicated art of building tax projections for clients less labor-intensive and more automated. I’ll offer one more topic we plan to talk about: practice management.

Clients 40

Clients Sales Management Taxes 40