Financial advisers and CPAs under one roof. One plan for your wealth and your taxes. Read our disclosures: https://xitter.cf/t.co/5KLe2y48g0
San Mateo
Joined November 2019
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Combining CPA & advisory services may help align financial and tax strategies throughout the year and mitigate potential tax surprises.
#TaxPlanning #FinancialAdvice #WealthManagement
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Brickley Wealth Management retweeted
I was interviewed by @tarynphaneuf with @NerdWallet on how to handle the money side of an IPO. It was a really fun conversation and a few of my thoughts show up in the final piece. Link in the reply.
Family Limited Partnerships (FLPs) can support wealth transfer, provide asset protection, and maintain control over real estate or business assets. Learn when FLPs may be the right fit: loom.ly/XXupT8g
#WealthPlanning #EstatePlanning #LegacyPlanning #FamilyOffice
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Wrapping up three incredible days at the AICPA PFP Symposium in San Diego.
We're heading home from the PFP Symposium with fresh perspectives on how to serve high-net-worth clients navigating complex financial landscapes.
Until next time, San Diego! 🌴
#PFPS26 #FinancialPlanning
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Today's agenda: advanced tax strategies, technical updates, and the operational side of running a planning practice. Steve and Nathan are focused on bringing back actionable insights that translate directly to better client outcomes.
#PFPS26 #WealthManagement #TaxPlanning
ALT A photo of Steve, Nathan, and Bob Keebler.
ALT A photo of a speaker giving a presentation at AICPA 2026.
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Steve and Nathan made it to San Diego for the AICPA & CIMA Personal Financial Planning Symposium. Today's sessions cover everything from advanced tax strategies to the soft skills that make us better advisors.
#PFPS26 #WealthManagement #TaxPlanning
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Using an IDGT in your estate plan lets you shift future growth out of your estate—tax-free. It's one of the most effective tools for large estates.
loom.ly/cAM7xXc
#EstatePlanning #TaxStrategy
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The FHFA is considering portable mortgages to help homeowners move without giving up low rates. Could this reshape the U.S. housing market? The idea has promise—and big obstacles.
loom.ly/MMoD9JA
#PortableMortgage #FinancialPlanning
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From our family to yours, here's to a wonderful year ahead.
ALT A hand-drawl illustration of a holiday dinner table setting.
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Owner-only business? Choosing between a SEP IRA and a Solo 401(k) can impact how much you save—and deduct. The Solo 401(k) must be opened by Dec 31. Here's what to know:
#TaxPlanning #FinancialPlanning
loom.ly/r4jIi64
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Staring at a tender offer form and unsure how much stock to sell? You're not alone. Learn how to weigh your upside, reduce risk, and turn equity into flexibility—without betting it all.
#FinancialPlanning #CompanyStock
loom.ly/oSkne1U
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If you're evaluating a mortgage option, especially one as long as 50 years, it's worth understanding the impact it could have on your future opportunities, taxes, and overall financial picture.
#50YearMortgage #HomeOwnership #FinancialPlanning
loom.ly/NGbiNNA
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Financial Advisor: A professional who helps clients manage finances, investments, and planning goals. #WordsWorthKnowing #FinancialLiteracy
ALT Financial Advisor: A professional who helps clients manage finances, investments, and planning goals.
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A 50-year mortgage might lower your monthly payment—but it can cost significantly more in interest and delay equity growth by decades. Here's what to consider before signing.
#50YearMortgage #HomeOwnership #FinancialPlanning
loom.ly/NGbiNNA
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Think your mortgage is your biggest expense? For many, it’s taxes.
And unlike a mortgage, your tax bill can be reduced—if you plan ahead.
Learn how proactive tax planning + integrated investment strategy can protect more of what you earn #TaxPlanning loom.ly/H-tOkfg
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December 31, 2025 is closer than it seems. From charitable bunching to stock option timing, here are key tax strategies worth considering before year-end: loom.ly/0Sva4NA
#TaxPlanning #WealthManagement
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Tax Profession: A field focused on tax compliance, planning, and preparation for individuals or entities. #WordsWorthKnowing #FinancialLiteracy
ALT Tax Profession: A field focused on tax compliance, planning, and preparation for individuals or entities.
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2025 is the last full year to coordinate IRA withdrawals with appreciated charitable gifts before deduction limits return. Here’s how high-income donors can structure it right.
loom.ly/U2yg-CA
Cost Basis: The original value of an investment, used to determine capital gains or losses. #WordsWorthKnowing #FinancialLiteracy
ALT Cost Basis: The original value of an investment, used to determine capital gains or losses.
Have an IRA over $5M? Roth conversions aren’t just tax planning—they’re a legacy strategy. From estate tax reduction to charitable flexibility, here’s how it can fit: loom.ly/dRZcLRQ
#TaxPlanning #FinancialManagement
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