🗣️ Get Q1 ready with expert insights on tax-efficient investments! Advisers... don’t miss this exclusive City Alliance Webinar on Wednesday, 15th January 2025 (13:00-14:00). 📅 Hear from leading EIS & SEIS fund managers including Symvan Capital, EverQuest Capital Partners and Sustainable Ventures as they discuss: ✅ Growth strategies and investment pipelines ✅ Opportunities in Business Software, Climate Tech, and Deep MakeTech ✅ Insights on thriving in the current economic landscape Hosted by Louise Farley, this session includes a live Q&A giving Financial Advisers the opportunity to ask Kealan Doyle questions directly. ✨💡 👉 Get prepared for client conversations this tax season. Register now to secure your place: https://lnkd.in/ezWhmETF Capital at risk. #Webinar #Online #Insights #Experts #TaxEfficient #InvestmentSchemes #SEIS #EIS #LeadingManagers #FundManagers #Research #TaxPlanning #TaxSeason #TaxReliefs #FinancialAdvisers #IFAs #QuestionAndAnswers #RegisterNow
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Wealth Management Advisor | CFP®, RICP® | Fiduciary | Holistic Financial Planning | Investment Portfolio Management | Military Spouse & Veteran Supporter
IRS announces tax brackets for 2025 along with changes in estate tax exemption and gift exclusions. The federal estate tax exclusion amount is set to increase to $13.99 million from $13.61 million this year, and the annual gift exclusion will rise to $19,000 up from $18,000. Stay informed about the latest updates. #IRS #TaxBrackets #EstateTax #TaxNews
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Unlock Advanced Tax Strategies with Real-Life Case Studies! Join us for an exclusive webinar featuring Symmetry's Head of Investments, John McDermott, Ph.D., and Brent Sullivan 💸 founder of The Tax Alpha Insider. Dive deep into essential tax strategies like tax-loss harvesting, householding, and multi-asset tax awareness. Plus, explore advanced techniques for: • Diversifying low-basis stock • Estate planning solution • Tackling ordinary income challenges Bonus: We'll discuss real-life case studies on effectively implementing these strategies. Unlock new ways to optimize tax outcomes and grow your business! Don’t miss out—reserve your spot today! #TaxAlpha #SymmetryPartners #InvestmentStrategies #TaxAlphaInsider https://hubs.la/Q02W7FgJ0
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Profitability, regulatory demands, and evolving client needs are fueling a consolidation trend in professional services. This not only affects global giants, but also smaller, regional firms. Portfolio Director, Simon Barker, and Wealth Planning Director, Darren Chaplin of Cazenove Capital, discuss the implications with Mark Waddilove of RSM, an expert adviser on tax and business issues for professional service firms. Click here for the full conversation: https://okt.to/6MxOUs When investing, your capital is at risk. #wealthmanagement #tax #financialplanning #professionalservices
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With the conclusion of the Qualified Opportunity Zone Program approaching, what do financial advisors and investors need to know? Read on to learn more from Cantor Fitzgerald: #AlternativeInvestments #investmentmanagement #WealthManagement #QualifiedOpportunityZone
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Chief Executive Officer at KLR, One of the Largest Accounting Firms in New England | Best Place to Work
Investors…have you taken advantage of the opportunity zone program yet? You will want to explore the benefits before the window closes on this tax-friendly program! Learn more here: https://lnkd.in/eDjfqu-d For the latest updates on topics that impact your business, make sure to follow KLR.
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Discover how the EU Directive could impact investors. Join our webcast on 29 May. Register now! #EUFinance #TaxUpdate
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Director | Innovation Incentives | R&D Tax Credits | Software | Technology | Digital | at EY
Discover how the EU Directive could impact investors. Join our webcast on 29 May. Register now! #EUFinance #TaxUpdate
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As we near 2025, it's crucial for businesses and individuals to stay informed about the potential impacts of the Tax Cuts and Jobs Act (TCJA) sunsets. Understanding these changes is essential for effective tax planning and strategic decision-making. Now is the time to consult with your tax advisor to assess how these potential adjustments could impact your financial strategy and to prepare accordingly. Download our attached guide to learn more: https://bit.ly/3XRLQE6
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Discover how the EU Directive could impact investors. Join our webcast on 29 May. Register now! #EUFinance #TaxUpdate
