Tag: Tax Strategies
Understanding the Latest Tax Law Changes with Nicole Green (Ep. 99)

Understanding the Latest Tax Law Changes with Nicole Green (Ep. 99)

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Tax laws change often, but knowing which updates actually affect your finances can be difficult.

How do you know which deductions still apply, which strategies are worth considering, and when it’s time to have a planning conversation instead of simply filing a return?

In this episode, Robert Curtiss welcomes Nicole Green, Tax Advisor at Robert Hall, to discuss several tax law changes that could affect individuals, retirees, and business owners. They explain how recent updates may influence deductions, charitable giving, required minimum distributions, bonus depreciation, and year-round tax planning. They also explore why proactive collaboration between financial advisors and tax professionals can help people make better decisions before the end of the year instead of reacting during tax season.

Key takeaways:

  • How recent SALT deduction changes may affect taxpayers in higher tax states and income brackets
  • Ways bonus depreciation can fit into long-term planning instead of focusing on one tax year
  • Why charitable giving strategies can reduce taxable income more efficiently than standard donations
  • How tax planning conversations throughout the year may reduce unwanted surprises at filing time
  • Why financial advisors and tax professionals often produce better outcomes when working together
  • And more!

Resources:

Connect with Nicole Green:

Connect with Robert Curtiss:

About Our Guest:

After graduating with a Bachelor’s Degree of Science with a focus in Education, Nicole Green went on to earn her Master’s degree in Education and Educational Theory. Her love for learning led her into the tax industry. With the ever-evolving tax code and continual education, it was a perfect match for her.

With almost a decade of experience in the tax world, Nicole Green holds a federal license as an Enrolled Agent tax practitioner, where she can advise, represent, and prepare tax returns for individuals, partnerships, corporations, and any other entity with tax-reporting requirements. Her knowledge in tax has been recognized in numerous publications, including The Wall Street Journal, HomeLight—an online real estate company that matches clients with local agents and provides home loans—and impact.com, a platform that helps influencers and content creators manage partnerships. Nicole has been featured in these outlets for her insightful tax advice and industry knowledge.

Outside the office, Nicole is an avid traveler. She’s been to all 7 continents spanning 50 different countries. She enjoys cooking and trying new cuisines at food festivals around the world. Some of her other favorite activities include attending sporting events and the occasional shopping spree.

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Why the Future of Financial Planning is Relationship-Focused with Mike Cy (Ep. 63)

Why the Future of Financial Planning is Relationship-Focused with Mike Cy (Ep. 63)

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As the financial world becomes increasingly interconnected, true wealth management goes beyond portfolios—it’s about clarity, relationships, and forward-thinking strategies.

Robert Curtiss and Mike Cy take us into the heart of their holistic approach to financial planning, showcasing the tools and processes that empower clients to achieve confidence in their financial futures. They uncover how cutting-edge technology and adaptability redefine wealth strategies, even in a post-COVID world, while fostering enduring, multi-generational success.

Tune in and discover how a client-first, innovation-driven approach transforms financial advisory into a tool for lasting impact!

Key topics discussed include:

  • Building aligned relationships through the Fit Process
  • Enhancing client experiences with high-tech onboarding strategies
  • Using the Sounding Board Service for proactive financial guidance
  • Simplifying complexities with the Value-Added Support Team (VAST)
  • Unlocking exclusive private market opportunities with alternative investments
  • Adapting virtual engagement tools for seamless client support
  • Creating long-lasting multi-generational financial plans
  • And much more!

Resources:

Connect with Robert Curtiss:

Connect with Mike “Cy” Cajthaml Jr.:

About Our Guest:

Mike “Cy” Cajthaml Jr. has enjoyed a 14-year career in the financial services industry. Mike is a passionate and energetic leader who enjoys developing business refinement and practice management strategies and thrives on helping his clients achieve their goals.

He got his start in the industry at a large insurance marketing organization, where he consulted financial advisors across the country on product and marketing solutions for their businesses. During his time with this firm, he was introduced to Pareto Systems and began learning about the Pareto Process.

After six years of coaching and consulting advisers, Mike decided to become a financial advisor himself and built a practice with his father in Overland Park, KS. Together, they managed millions of dollars of assets and utilized various insurance-based products. Mike knew the value of creating professional contrast in an incredibly competitive marketplace and began implementing many of Pareto’s processes.

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Trust and Transparency: The Foundation of a Successful Advisor-Client Relationship with Mike Cy (Ep. 39)

Trust and Transparency: The Foundation of a Successful Advisor-Client Relationship with Mike Cy (Ep. 39)

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Advisors, are you currently evolving your business? 

What opportunities and information might your clients miss if you don’t continue growing your practice?

This week, Rob Curtiss brings back Mike Cy, a returning guest and business consultant at Pareto Systems. Rob and Mike discuss the importance of communication and building relationships with clients and explain why it is valuable to both of them.

Listen in as they touch on the value of aligning and personalizing services to their client’s unique needs while addressing all things market volatility, geopolitical tensions, and alternative investment strategies. 

Rob and Mike explore:

  • Reasons advisors should continually evolve their financial advisory practice depending on their client’s unique needs 
  • Client engagement as an essential financial planning component 
  • The comprehensive role of a financial advisor beyond basic financial advice
  • And more!

Resources:

Connect with Mike Cy:

Connect with Robert Curtiss:

About Our Guest:

Mike “Cy” Cajthaml Jr. has enjoyed a 14-year career in the financial services industry. Mike is a passionate and energetic leader who enjoys developing business refinement and practice management strategies and thrives on helping his clients achieve their goals.

He got his start in the industry at a large insurance marketing organization, where he consulted financial advisors across the country with product and marketing solutions for their businesses. It was during his time with this firm that he was introduced to Pareto Systems and began learning about the Pareto Process.

After six years of coaching and consulting advisers, Mike decided to become a financial advisor himself and built a practice with his father in Overland Park, KS. Together, they managed millions of dollars of assets and utilized various insurance-based products. In an incredibly competitive marketplace, Mike knew the value of creating professional contrast and began implementing many of Pareto’s processes.

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As We Transition From Summer to Fall: Reflecting on Financial, Estate, Investment, and Tax Topics (Ep. 37)

As We Transition From Summer to Fall: Reflecting on Financial, Estate, Investment, and Tax Topics (Ep. 37)

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At 37 episodes, The Millionaire Next Door Podcast has explored a multitude of topics, from financial planning tips to life-changing experiences and lessons. 

Each conversation contains helpful information and resources you can use and refer to! 

In this episode, Rob Curtiss shares his top-of-mind topics, ranging from general finances to estate, tax, and investment planning. Rob highlights how different aspects of planning evolve with changing needs and how his podcast provides valuable advice for existing and potential clients.

Rob discusses:

  • How his podcast and the stories on it can help people learn beneficial financial lessons
  • The process behind estate planning and the importance of frequent updates
  • Strategies when navigating investments and tax implications
  • The value of regular client-advisor communication and check-ins 
  • And more!

Resources:

Connect with Robert Curtiss:

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Expanding Investment Opportunities Through Effective Tax Planning with Sam Miller, CFA®, CFP®, CAIA® (Ep.19)

Expanding Investment Opportunities Through Effective Tax Planning with Sam Miller, CFA®, CFP®, CAIA® (Ep.19)

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Building tax strategies around investment plans provide a layer of security to reduce the cost of returns while allowing you to further invest that money.

In this episode, Robert Curtiss is joined by Sam Miller, the director of research and marketing at Signature Estate & Investment Advisors (SEIA). Sam unpacks the different types of investment options clients can consider, how they fit within portfolio planning, and the importance of including a tax planner in your investment planning.

Sam discusses:

  • His role at SEIA and his approach to portfolio construction and investment selection
  • How he separates alternative investments based on how fiduciarily responsible they are for their clients
  • What additional elements have opened up in the wake of inflation to diversify portfolios
  • Strategies to liquefy a singular long-term investment while avoiding a huge tax cost
  • The tax planning associated with capital gains and qualified opportunity zone funds
  • And more!

Resources:

Connect with Sam Miller:

Connect with Robert Curtiss:

About Our Guest: 

Sam Miller, CFA®, CFP®, CAIA® is the Director of Research & Marketing and a member of the SEIA investment management and research department, where he contributes thought leadership and expertise to the due diligence, portfolio construction, and investment selection processes. He works closely with SEIA’s Investment Committee to formulate and communicate opinions on the economic and investment environment.

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