Choreo

Effective estate planning goes beyond just federal tax considerations. State income taxes can have a significant impact on the value of your estate and the legacy you leave behind. That's why it's essential to work with qualified professionals who can guide you through the complexities of state income tax planning. Our recent article delves into the key aspects of incorporating state income tax planning into your estate plan. Click the link to access valuable insights and tips for maximizing your legacy. #EstatePlanning #StateTaxPlanning #LegacyMaximization #ExpertGuidance https://lnkd.in/gb9UqJiR

Did you know that strategically allocating your assets across different states can lead to substantial tax savings in your estate plan? By understanding the tax laws and rates in various jurisdictions, you can make smart choices that reduce your overall tax burden. Discover the power of asset location optimization and other state income tax planning strategies in our new article. Follow the link to read more and take control of your legacy! #EstatePlanning #AssetAllocation #TaxMinimization #WealthPreservation https://lnkd.in/gb9UqJiR

Welcome Molly McMillin! Molly joins us as Chief Financial Officer where she will bring her 20 years of #finance experience to lead and oversee #Choreo’s finance function and #collaborate with our executive team to enhance the advisor and client experience and support the firm’s wide array of planning services at the intersection of tax and wealth management. Most recently, Molly served as Chief Financial Officer at Allspring Global Investments, where she led all financial management and operations. She also held several strategic leadership roles at Wells Fargo & Company including Chief Financial Officer, Senior Vice President of Wells Fargo Asset Management and Vice President of Financial Planning & Analysis. Welcome Molly! Read more below. https://lnkd.in/g-ZmgNjH

Alignment. It's a simple, but powerful idea. And it's a guiding principle at #Choreo, where we believe that it takes more than services and expertise to underscore a partnership. "When firms come together in the right way, clients should benefit from a broader menu of services, greater expertise amongst their advisors, and just an overall better experience," Choreo CEO Larry Miles told InvestmentNews. “[However], if there is not a cultural fit between the firm and the advisor, then nothing else matters." Choreo took this thoughtful approach to growth when it acquired Enso Wealth Management, Cherry Bekaert Wealth Management, GreerWalker Wealth and the wealth management unit of BDO USA. "We have 42 locations across the country ... those 42 locations are a combination of the different firms that have joined to become Choreo," he said. "Every single one of our acquisitions has added materially to Choreo, to our culture, to our client experience, to our expertise.” Read Larry's interview at https://lnkd.in/gxWjApkD.

State income tax planning is a crucial aspect of estate planning that often goes overlooked. By incorporating smart strategies and considering key factors like residency, domicile, and trust administration, you can significantly minimize your tax liabilities and maximize your legacy. Our latest article explores the role of state income tax planning in estate planning and provides valuable insights to help you make informed decisions. Click the link below to learn more! https://lnkd.in/gb9UqJiR #EstatePlanning #StateTaxPlanning #TaxOptimization #LegacyPlanning

🔍 In a recent op-ed in FA Magazine, Director of Wealth Management Nicole Anderson, CFP® explores the potential benefits of #HealthSavingsAccounts in managing tax liabilities. She notes that regardless of the political outcomes this November, the looming debt crisis may significantly impact the tax bills of all Americans in the future. Nicole explains that while advisors and accountants have “many ways to create tax efficiencies for clients,” some “fail to grasp…how valuable” an #HSA can be in mitigating tax exposure throughout a client’s lifetime. 📝✨ Thank you, #FinancialAdvisorMagazine, for publishing Nicole’s commentary on this timely subject. #WealthManagement #Taxes #TaxMitigation #FinancialAdvisor #Accounts #CPA https://lnkd.in/erC_Se9g

Last night’s event was truly inspiring! We were joined by 65 incredible supporters to celebrate the impactful work of the Goldie Floberg organization, which continues to make a meaningful difference in the lives of individuals with intellectual and developmental disabilities. A huge thank you to Scott Krowczyk for your outstanding leadership and unwavering commitment to supporting the Rockford, IL community. #Philanthropy #HelpingOthers #CharitableGiving  

🎉 Congratulations to Vice President of Advisor Growth Marketing Brittany Abbate! Brittany attended Bob Veres' Insider's Forum where she shared her perspectives and best practices on the role of marketing in wealth management. Kudos Brittany! 🎉🎉🎉 #MarketingMatters #GrowthMarketing #WealthManagement #FinancialServices

We're delighted to help Managing Director Scott Krowczyk support a cause dear to his and his family's hearts: The Goldie Floberg organization serves those with intellectual and developmental disabilities in Rockford, IL. Goldie Floberg's annual thank you dinner for supporters is coming up soon and we're proud to be a part of it all! #Philanthropy #HelpingOthers #CharitableGiving

⭐ What an incredible honor to be recognized for the third consecutive year in Barron's 2024 Top 100 RIA Firm Ranking (#37). Receiving this accolade is a direct testament to our continued commitment to elevate a shared experience at the intersection of tax and wealth management for our advisors, clients and the tax professional community. ⭐ Thank you, Barron's and congratulations, to all top 100 firms. https://lnkd.in/eCP8fPjB For methodology: https://lnkd.in/gggfjGA7