Financial Newswire’s Post

A holistic tax-aware approach is more than just municipal bonds. Tune into this session to learn more: https://lnkd.in/ehrzHS_D

Great insights from Benjamin Morris and Wesly Pate on navigating current markets with tax-aware strategies. Access the replay here: https://lnkd.in/gAkp3z5R

Here is a great article from IG Wealth Management, on triggering capital gains before June 25.

Planning deals with the future of present decisions! Reflecting on last week, this message sums up how I have been working with my clients. We cannot predict the future but we can create a plan and arm ourselves with information on the effects of our current decisions. Engage early! ⏰ I have been asked to provide advice on a number of large contracts now coming to an end which have substantial final transactions and the tax position has come as a surprise Needless to say the client is facing the cash flow and potential cost impact of the ‘tax surprise’ 🥳 When large £’s are involved this is not a fun place to be and it can be difficult to manage in an often short timeframe. On the flip side I have also been asked to give advice at the start of a project with a request to advise on the initial transaction. A one line question on the tax position of a £xm deal. That’s hard! Again a tight timeline knowing that a quick decision now in limited information will most likely lead to more questions later (see above). Engage early. Simplify the complex. #primeaccountantsgroup #primeaccountants #primewealth #primetax

Last week, Wesly Pate of Income Research + Management and I joined Kirsten Chang of VettaFi for a discussion with financial advisors about tax-aware investing in today’s markets. Catch the replay here: https://lnkd.in/gcfA-4Wa Highlights: - We explored the implications of a falling rate environment, the potential impact of expiring tax policies, and why taking a holistic approach to tax-aware strategies—beyond just municipal bonds—may help enhance after-tax returns. - Sometimes, focusing on higher yields, even if it means paying taxes, could lead to better outcomes than investing solely in municipal bonds. - Overview of the BondBloxx IR+M Tax-Aware Short Duration ETF (TAXX). Learn more here: https://lnkd.in/gG49pTwV #FixedIncomeFirst #TaxAwareInvesting #Fed #Strategy #FinancialAdvisors #ETFs

MAXIMIZE YOUR WEALTH: The Power of Entities and Trusts for Global Asset Protection In today’s interconnected world, safeguarding your wealth and ensuring its longevity across generations requires more than just traditional financial planning. Entities and trusts offer robust solutions to reduce or even eliminate taxes while providing unparalleled asset protection on a global scale. Why Consider Entities and Trusts? 1) Tax Optimization: Leveraging entities and trusts can significantly minimize your tax liabilities. By strategically placing assets in jurisdictions with favorable tax laws, you can retain more of your wealth. 2) Asset Protection: Trusts and entities shield your assets from creditors, lawsuits, and other potential threats. This ensures your wealth is secure and can be passed down to future generations intact. 3) Global Reach: No matter where your assets are located, entities and trusts offer the flexibility to manage and protect them globally. This is crucial for those with international investments or businesses. 4) Generational Wealth Transfer: Trusts are excellent tools for ensuring your wealth benefits your family for generations. They allow you to set terms and conditions on how and when your assets are distributed, providing peace of mind that your legacy will be preserved. 5) Privacy: Many jurisdictions offer trusts and entities that operate with high levels of confidentiality, protecting your financial information from public scrutiny. Investing in entities and trusts is not just about protecting your wealth today but about securing your financial future and that of your descendants. It’s a proactive step towards comprehensive wealth management. 💼 Ready to explore the benefits of entities and trusts for your global assets? Let’s connect and discuss how to tailor these solutions to your unique needs. #WealthManagement #AssetProtection #TaxOptimization #FinancialPlanning #GenerationalWealth

The custodians we work with can hold a wide variety of investments. Therefore, we are able to review a client’s existing holdings to determine investments that should be retained or sold. During this review process, we pay special attention to tax implications and client preferences about existing investments. Frequently asked questions: https://bit.ly/454jNTK #MariettaWealth #MariettaFinances #FinancialWellness #FinancialPlanning #WealthManagement #WealthAdvisor #BuildWealth #SavingMoney #FinancialAdvice #MoneyHelp

As managers seek to generate income across a broad spectrum of investment opportunities, many are turning to tax blockers in the tender and interval fund market to generate income more effectively. Spencer Erickson, tax managing director, UMB Fund Services, speaks to With Intelligence about the strategy behind these tax blockers, and the critical role they can play in allowing fund managers to pass the ‘good income’ test and retain their Regulated Investment Company (#RIC) status. Read our disclosures here: https://bit.ly/3yl71pk

Discover 8 powerful tax-saving strategies to implement before 2024 wraps up, straight from the insights of a $2 trillion wealth management leader.

Advisers basing platform selection on CGT support. Capital gains tax (CGT) functionality and support given to advisers via platforms is influencing their platform selection and due diligence, according to research by Financial Software Ltd (FSL). Michael Edwards, Gareth Hope. Check out Isabel Baxter's latest article 👇 https://incm.pub/3Ymh6eu #financialadviser #investment #investmentmanagement #finance