Weekend Reading For Financial Planners (June 14–15)
Nerd's Eye View
JUNE 13, 2025
Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6%
The Liability Risk Of Giving Inadvertent Tax Advice (And How To Avoid It)
Nerd's Eye View
JUNE 18, 2025
In recent years, financial advisors have increasingly embraced tax planning as a core element of delivering value to clients. Despite this growing interest in tax conversations, most advisors are still quick to distinguish their services as "tax planning", not "tax advice" – a distinction largely driven by liability concerns.
Tax Planning 
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Weekend Reading For Financial Planners (November 16-17, 2024)
Nerd's Eye View
NOVEMBER 15, 2024
Also in industry news this week: NASAA has proposed an amendment to its broker-dealer conduct model rule that would restrict the use of the terms “advisor” and “adviser” for broker-dealers and their registered representatives who are not also investment advisers or investment adviser representatives A recent study suggests that (..)
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98 Webinars
How To Overcome Change Fatigue In Finance With Neuroscience-Backed Strategies
From Curiosity to Competitive Edge: How Mid-Market CEOs Are Using AI to Scale Smarter
Protect What Matters: Rethinking Finance Ops In A Digital World
Why Tech-Forward Tax and Accounting Firms Have the Inside Track to the Future
Your Accounting Expertise Will Only Get You So Far: What Really Matters
#FASuccess Ep 412: 3X’ing The Business With No More Than 50 Great Clients By Hyperfocusing On Who You Can Add The Most Value For, With Anjali Jariwala
Nerd's Eye View
NOVEMBER 19, 2024
So, whether you're interested in learning about building a profitable hyperfocused practice, implementing a marketing approach that reaches a firm's ideal target client, or adding value for clients by offering advanced tax planning, then we hope you enjoy this episode of the Financial Advisor Success Podcast, with Anjali Jariwala.
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Tax Advice Restrictions For Financial Advisors: How To Offer Tax Planning And Remain In Compliance
Nerd's Eye View
NOVEMBER 30, 2022
Taxes are a central component of financial planning. Almost every financial planning issue – whether it is retirement, investments, cash flow, insurance, or estate planning – has tax considerations, and advisors provide a great deal of value in helping clients minimize their overall tax burden.
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#FASuccess Ep 421: Integrating Tax Preparation Without Hiring In-House CPAs To Bring More Tax-Focused Value, With Daniel Friedman
Nerd's Eye View
JANUARY 21, 2025
What's unique about Daniel, though, is how his firm has expanded its tax focus to include "in-house" tax return preparation for its clients as a one-stop shop, but actually outsources the tax preparation work itself to trusted CPAs that he pays out of his own revenue (rather than bringing this service fully in-house) so that he can focus his staff (..)
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Weekend Reading For Financial Planners (May 17–18)
Nerd's Eye View
MAY 16, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that Republicans in the House of Representatives this week released their long-awaited tax plan to address the impending sunset of many measures in the 2017 Tax Cuts and Jobs Act.
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Weekend Reading For Financial Planners (November 2–3)
Nerd's Eye View
NOVEMBER 1, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that SIFMA, which represents broker-dealers, investment banks, and asset managers, released a white paper that argues that CFP Board "increasingly functions as a de facto private regulator for CFP certificants" and proposes that CFP (..)
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Tax Planning and Accounting: Essential Strategies for Small Businesses
CFO Plans
SEPTEMBER 24, 2024
Discover expert tax planning and accounting services designed to help you thrive. Effective tax planning and accounting are not just about compliance; they are about unlocking opportunities for growth and stability. In conclusion, effective tax planning and accounting are vital for the success of small businesses.
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The 18 Best Financial Advisor Conferences To Attend In 2025
Nerd's Eye View
OCTOBER 28, 2024
These discussions can range from talent development and succession planning to how to systematize and scale their marketing alongside their planning and investment services.
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Kitces & Carl Ep 166: Financial Planners As The Guide To Help Clients Navigate Potentially Changing Terrain?
Nerd's Eye View
JUNE 12, 2025
Tax planning often fits the 'kind environment' model: The rules are relatively stable, outcomes repeat annually, and feedback is immediate (e.g., a tax bill or refund). Kind environments have clear rules, quick feedback, and consistent patterns, making them easier to navigate and learn from.
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Kitces & Carl Ep 165: Finding Repeatable Conversations To Explain Complex Concepts More Understandably To Clients
Nerd's Eye View
MAY 29, 2025
investment strategies or tax planning) – can reduce cognitive overload for clients and keep meetings on track. Visual aids can also help advisors clarify complexity and reinforce key messages. Summary charts or graphics – especially for topics that come up repeatedly (e.g.,
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World’s Best Private Banks 2025: US Regional
Global Finance
DECEMBER 6, 2024
Fifth Third has focused on improving customer satisfaction and retention without losing sight of their tried-and-true historical approach to wealth management, by promoting a problem-solving culture that encompasses human interactions, software improvements, and investment strategy building.
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Wealthbox’s Upcoming Built-In AI Meeting Notes Tool Signals Competition For Standalone Providers (And More Of The Latest In Financial #AdvisorTech – March 2025)
Nerd's Eye View
APRIL 7, 2025
This month's edition kicks off with the news that Wealthbox has announced it is planning to launch a new built-in AI meeting note tool that it seeks to integrate seamlessly with its existing CRM solution – which serves as a prominent warning for the many standalone AI meeting note tools like Jump and Zocks that have launched over the last few (..)
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Weekend Reading For Financial Planners (October 28-29)
Nerd's Eye View
OCTOBER 27, 2023
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the shift in financial advice from pure investment management to comprehensive financial planning continues, with more individuals becoming CFP professionals than CFAs in the past few years as consumers increasing the diversity (..)
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Weekend Reading For Financial Planners (Feb 25-26)
Nerd's Eye View
FEBRUARY 24, 2023
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the SEC’s proposed “Safeguarding Rule” would significantly increase the number of investment advisers deemed to have custody of client assets and increase paperwork requirements for advisers (..)
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Weekend Reading For Financial Planners (September 21–September 22)
Nerd's Eye View
SEPTEMBER 20, 2024
Further, the survey showed the continued predominance of the AUM fee model amongst state-registered firms (at the same time, more than half of firms said they charge on a fixed-fee or hourly basis, suggesting many firms utilize multiple fee models) and identified the most common areas of regulatory enforcement during the year, with failure to register (..)
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7 Lessons Learned Launching A Sustainable Business Model To Serve (And Attract!) Profitable Millennials And Gen Z Clients
Nerd's Eye View
SEPTEMBER 16, 2024
For example, most Millennial and Gen Z clients can open their own investing account and buy index funds online with only minimal guidance from their advisor, so full-service investing might not offer enough value to a next-generation client to justify an ongoing planning fee.
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Tax-Loss Harvesting Best Practices (And How To Scale It Across A Client Base)
Nerd's Eye View
SEPTEMBER 7, 2022
Tax-loss harvesting – i.e., selling investments at a loss to capture a tax deduction while re-investing the proceeds to maintain market exposure – is a popular strategy for financial advisors to increase their clients’ after-tax investment returns. With these three tools (i.e.,
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Weekend Reading For Financial Planners (Oct 15-16)
Nerd's Eye View
OCTOBER 14, 2022
While this will help seniors keep pace with rising prices, it also creates tax planning opportunities for advisors and raises the possibility that the Social Security Trust Fund could be depleted sooner than expected. for 2023, the largest COLA since 1981.
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The Future Of Financial Advice: How Tech and Approaches In 2030 Will Differ From Today
Nerd's Eye View
JANUARY 8, 2024
is the projected future direction of medical care, where, instead of taking a reactive approach to disease and illness, healthcare practitioners instead invest more energy focusing on preventing illness and maintaining good health in the first place through more personalized plans for patients. Specifically, Financial Advice 3.0
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Weekend Reading For Financial Planners (May 13-14)
Nerd's Eye View
MAY 12, 2023
The study also highlighted the importance of advisors taking the time to build trust with clients and to understand a client’s goals and needs, as this can not only differentiate an advisor from those providing purely transactional investment advice, but also could promote client retention, even in years of poor market performance.
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The Backbone of Sustainable Business Growth
CFO Plans
NOVEMBER 4, 2024
By employing advanced forecasting tools and real-time financial reporting, they maintained a healthy cash reserve, allowing them to invest in new markets and technologies confidently. Additionally, ROI analysis tools play a crucial role in evaluating the success of financial strategies and investments.
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Weekend Reading For Financial Planners (July 8-9)
Nerd's Eye View
JULY 7, 2023
Which suggests that advisor wellbeing could potentially be improved not only by automating or outsourcing administrative tasks, but also by adjusting their client rosters to better match their ideal client type.
Weekend Reading For Financial Planners (September 7–September 8)
Nerd's Eye View
SEPTEMBER 6, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the Treasury Department has finalized rules requiring most SEC-registered RIAs to implement risk-based Anti-Money Laundering and Countering the Financing of Terrorism programs, including a requirement to report suspicious (..)
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Weekend Reading For Financial Planners (June 22-23)
Nerd's Eye View
JUNE 21, 2024
Also in industry news this week: A recent survey indicates that financial advisors continue to move towards ETFs and away from mutual funds when it comes to client portfolio recommendations, though a majority of advisors continue to see a role for active management in the investment management process A former employee has filed a lawsuit alleging (..)
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Wealth.com Raises $30M To Provide Estate Documents To Advisors’ Clients (And More Of The Latest In Financial #AdvisorTech – October 2024)
Nerd's Eye View
OCTOBER 7, 2024
This month's edition kicks off with the news that digital estate planning platform Wealth.com has raised a whopping $30 million in Series A funding, following on the heels of Vanilla's follow-on $20M capital round just a few months ago – which on the one hand reflects the anticipated enthusiasm for solutions that can help advisors efficiently (..)
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Understanding Taxation in South Africa and Beyond
CFO Talks
NOVEMBER 11, 2024
Simplifying Tax Compliance Efficient Record-Keeping Regularly updating tax records is essential to simplify tax filings and minimise compliance risks. Investing in accounting software that aligns with South African tax requirements can reduce errors and ensure accurate submissions.
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How CFOs can leverage taxes strategically
Future CFO
SEPTEMBER 3, 2024
Mayank Goel , Partner Indirect Tax at KPMG India , says that from the point-of-view of a CFO, visualising this involves integrating tax planning seamlessly into the broader corporate strategy. 1. Strategic Tax Planning and Risk Management - CFOs need to view taxes beyond mere compliance.
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Offering Tax Preparation As A Solo Advisor: How To Attain Designations And Create A Schedule By Next Tax Season
Nerd's Eye View
MAY 8, 2023
investment reviews in the summer, retirement projection updates in the fall, and year-end tax planning in the winter) created enough efficiency through systematizing the ongoing financial planning process that allowed him to fit in tax preparation without reducing any of his other service offerings! Read More.
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The Latest In Financial #AdvisorTech (October 2023)
Nerd's Eye View
OCTOBER 2, 2023
From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Holistiplan, after achieving success with its tax planning and analysis software, has announced an investment from Lead Edge Capital, signaling that it may be ready to expand into other financial planning areas beyond tax – (..)
The Best Of Weekend Reading 2023: Top 25 Articles You Might Have Missed
Nerd's Eye View
DECEMBER 25, 2023
We start with several articles on retirement planning: Data showing where American retirees currently stand, from their average net worth to how they spend each hour of the day How, according to a recent study, delaying Social Security benefits typically leads to greater lifetime wealth than claiming benefits early in order to reduce portfolio withdrawals (..)
Navigating the Complexities of Tax Compliance for Financial Services
CFO Plans
OCTOBER 9, 2024
This diligence enabled them to claim substantial deductions, significantly reducing their tax burden and enhancing their financial health. As a result, they were able to invest more in innovation, fueling further growth.
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#FA Success Ep 289: Coming Together As A Partnership To Serve Your Collective Community, With Kamila Elliott
Nerd's Eye View
JULY 12, 2022
In this episode, we talk in-depth about how, after years of working in an environment where she saw first-hand how ultra-high-net-worth clients keep and grow their wealth (and the lack of diversity among those clients), Kamila decided to build a practice that focused on providing holistic financial planning to communities of color with emerging wealth, (..)
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Weekend Reading For Financial Planners (June 1-2)
Nerd's Eye View
MAY 31, 2024
House of Representatives and is now being considered in the Senate would increase the number of firms classified as “small entities” and would require the SEC to assess the impact of proposed regulation on this newly enlarged class of investment advisers (which tend to have fewer compliance staff and resources available compared to larger (..)
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The Future of Business Accounting
CFO Plans
AUGUST 9, 2024
Financial consulting for real estate offers tailored advice on investment strategies, cash flow management, and property valuation. Tip: Conduct regular market analysis with your consultant to stay ahead of industry trends and make informed investment decisions. Optimize your tax planning with expert services.
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Pass-Through Entity Taxes: Mechanics, Considerations, And Planning Opportunities For Navigating SALT Cap Workarounds
Nerd's Eye View
MAY 31, 2023
However, even though the PTET can result in higher state taxes, the savings in Federal taxes that can result from being able to deduct the PTET as a business expense (including not just income tax but potentially self-employment taxes, net investment income tax, and additional Medicare taxes as well) might still make the election worth it overall.
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Mastering Financial Services with Cash Flow Management
CFO Plans
OCTOBER 29, 2024
A case in point is a mid-sized manufacturing company that saw its accounts receivable days drop by 30% after adopting automated invoicing and digital tracking tools, bolstering their liquidity and paving the way for strategic investments.
5 Tips to Maximize Your SBA Loan Benefits This Tax Season
CSC Advisors
SEPTEMBER 27, 2024
5 Tips to Maximize Your SBA Loan Benefits This Tax Season Securing a Small Business Administration (SBA) loan can be a game-changer for your business, providing the necessary capital to invest in growth and operations. Maximize Interest Deductions The interest paid on your SBA loan is generally tax-deductible as a business expense.
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Stars Of China 2024: Innovation Nation
Global Finance
OCTOBER 31, 2024
While home sales and consumer spending have slowed since pandemic-related restrictions ended in early 2023, banks have been busy brainstorming, designing, and introducing clever business strategies, investment paths, and customer services to support and reinvigorate their sector.
Wealthbox’s Upcoming Built-In AI Meeting Notes Tool Signals Competition For Standalone Providers (And More Of The Latest In Financial #AdvisorTech – April 2025)
Nerd's Eye View
APRIL 7, 2025
This month's edition kicks off with the news that Wealthbox has announced it is planning to launch a new built-in AI meeting note tool that it seeks to integrate seamlessly with its existing CRM solution – which serves as a prominent warning for the many standalone AI meeting note tools like Jump and Zocks that have launched over the last few (..)
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Weekend Reading For Financial Planners (June 8-9)
Nerd's Eye View
JUNE 7, 2024
Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)
Maximizing Growth with a Fractional CFO
CFO Plans
AUGUST 23, 2024
Strategic Financial Planning and Tax Savings Tax Planning and Preparation Effective tax planning and preparation can significantly impact your business’s bottom line. A Fractional CFO leverages their in-depth knowledge of tax laws to ensure compliance and identify opportunities for tax savings.
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Harnessing Technology for Efficient Accounting
CFO Plans
AUGUST 2, 2024
This evolution allows accounting professionals to focus on strategic activities such as business tax planning and CFO consulting for tech startups, rather than getting bogged down with routine tasks. Automation can also assist in business tax planning by ensuring compliance and optimizing tax strategies.
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