Mason Laundrie’s Post

Wealth management is about to experience possibly the single most disruptive movement in U.S. history. Here's how Remi may help you and your clients prepare for the Great Wealth Transfer. #DirectIndexing #GreatWealthTransfer #Remi

Wealth management is about to experience possibly the single most disruptive movement in U.S. history. Here's how Remi may help you and your clients prepare for the Great Wealth Transfer. #DirectIndexing #GreatWealthTransfer #Remi

Wealth management is about to experience possibly the single most disruptive movement in U.S. history. Here's how Remi may help you and your clients prepare for the Great Wealth Transfer. #DirectIndexing #GreatWealthTransfer #Remi

Grasping the concept of step-up in basis is essential, not just for tax compliance but as a strategic element of estate planning and investment management. It helps you make informed decisions about asset management, benefiting both investors and their heirs by maximizing inheritance and minimizing tax liabilities. This blog post will lead us into a deeper exploration of how understanding cost basis and its step-up can be a powerful tool in your financial and estate planning tool belt. https://hubs.li/Q02nMC4d0 #EstatePlanning #FinancialPlanning #StepUpInBasis

Timing is everything when it comes to business succession planning. Not only is developing a succession or exit strategy vital in safeguarding assets and minimizing tax liabilities, but there are considerable advantages of initiating the planning process well in advance. https://hubs.li/Q02kpG2h0 #SuccessionPlanning #BusinessSuccession #ExitStrategy

8 Ways to Eliminate Capital Gains for Accredited Investors https://lnkd.in/dqSZWHwZ #financeandaccounting #investingandtrading

Exciting Opportunity for CPAs! Join Oppenheimer Asset Management’s exclusive webinar on the rapidly evolving investment approach: Direct Indexing. With 2023 behind us, clients are beginning to focus on filing their taxes and are taking a close look at year-end statements and after-tax results. As part of this process, many CPAs and tax professionals are being asked how to maximize tax efficiency within a client’s investment portfolio. While direct indexing is known as a way to customize portfolios, tax management is more often one of the key reasons investors seek direct indexing strategies. Advances in technology and increasing investor demand have made direct indexing one of the fastest-growing investment segments. Gain a comprehensive understanding of its impact and significance and earn a CPE credit by attending the session in its entirety. Don't miss out on staying ahead in the financial landscape! This presentation does not involve the rendering of personalized investment, financial, legal, or tax advice. Neither Oppenheimer nor OAM provide legal or tax advice. When: Wednesday, Feb. 14, 2024, 2 – 3 p.m. ET Click this link to register! https://bit.ly/3SqLNfI #DirectIndexing #CPAWebinar #InvestmentTrends #CPEcredits

🗓️ Mid-Year Tax Check-In! 🗓️ Summer is the perfect time to review your income tax withholdings. Changes in your financial situation could alter your tax liability. Reviewing now can save you from surprises next spring and potentially put extra dollars back in your pocket. Need help evaluating your withholdings? Contact the Aurora team today! #TaxTips #FinancialPlanning #AuroraFinancial #TaxSeason

In recognition of National Financial Freedom Day, let's calculate your Tax Freedom Day. Reach out to us for a detailed assessment of your tax liabilities. https://lnkd.in/gwGueetv #financialfreedomday #taxcalculation #federaltaxliability #financialplanning #savingsgoals

:Curious about tax savings on equity mutual funds? Let's dive into it without delving into complex strategies or specific investment products. Investing in equity mutual funds can offer tax advantages over other forms of investment. Understanding how to minimize tax liabilities while maximizing your returns is crucial. By exploring the nuances of tax implications on equity mutual funds, you can make informed decisions that align with your financial goals. In this video, we'll unravel the tax-saving potential of equity mutual funds in a straightforward manner, helping you grasp the essentials without getting lost in technical details. Learn practical insights to optimize your tax savings through equity mutual funds. Start navigating the path to tax-efficient investing with Dhanshree Financial Services, your trusted partner in financial planning. #SIP #MutualFunds #Smartinvesting #Dhanshreefinancialservices