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HSA Tax Benefits For Parents With Adult Children Under 26

CFO News Room

The passage of the Affordable Care Act in 2014 introduced many changes to the healthcare landscape in the United States. One of these changes was the ability for children to remain on their parents’ health insurance plan until they reach age 26. Which means that multiple family members who are all covered by someone else’s plan (e.g.,

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2022 Best-Of Highlights From The Nerd’s Eye View Blog

CFO News Room

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). Executive Summary.

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Leveraging Structured Notes To Differentiate A Solo Practice

CFO News Room

And so, that’s how this actually started was, at first, I knew I wanted to just get a deeper dive into our numbers, into our business, our process, and, so, I engaged in the CFO solutions services. So, we do look at clients from the complexity of what type of planning they have. ” That’s what we did.

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Connecting With Ultra-HNW Heirs By Fostering Family Trust

CFO News Room

Estate planning is commonly a big point of discussion, as well. And for most advisors that takes us down a road of tax planning and lots of different types of trusts and family limited partnerships and GRATs and IDGTs and all the different strategies that are out there, or at least as long as Congress lets us keep playing those games. .”

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Transcript: Tom Rampulla

Barry Ritholtz

RAMPULLA: I went to Drexel part time while I was at Vanguard, did that commute down to Philadelphia from the suburbs, you know, three times a week for a number of years. I was employee number one in London. So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.”

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Transcript: Ted Seides

Barry Ritholtz

Or at least the top, pick a number, 30, 40%. I don’t remember the number. ” 29, 87, 74, just pick any 50 plus percent number and certainly 2000 and ’08, ’09, a major index gets cut in half. So you’re talking about an average of a large number. It’s part of their own tax planning.

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Weekend Reading For Financial Planners (Nov 19-20) 2022

CFO News Room

From there, we have several articles on tax planning: How advisors can add value for their clients by managing their exposure to mutual fund capital gains distributions. A new research study suggests that delaying taxes in retirement is often not the optimal course of action. Paying taxes is never a fun thing for clients.

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