Kevin Ramsier

5 ways small businesses can compete with the big guys 💼📈 Lexington Capital Holdings CEO breaks down key strategies every entrepreneur should know. Want the full breakdown? Watch the full video on our YouTube channel. 🔗

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The IRS and Treasury are now requesting feedback on a new federal tax credit for individual donations to Scholarship Granting Organizations - part of the One, Big, Beautiful Bill. This could unlock new opportunities for donors and tax professionals alike. If your clients give to education-based nonprofits, this credit may impact their 2026 strategy. It’s still in development and comments are open. ➡️ Swipe left to see key takeaways and how to weigh in. #TaxCredits #EducationTaxCredit #IRSUpdates #OneBigBeautifulBill #Scholarships #CharitableGiving #TaxPlanning

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Tax season is almost over. Have you had these retirement conversations with your clients? 👀 For many advisors, this time of year is focused on maximizing deductions and checking the compliance boxes. But it’s also an opportunity to deepen your client relationships and strengthen their long-term retirement strategy. Tax season shouldn’t just be about filing returns. It's also a chance to rethink how workplace retirement accounts fit into the bigger financial picture. Here are a few key planning conversations to consider before April 15 ➡️

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What role do CFP® professionals play in helping clients navigate misleading financial content? In this clip, former CFP Board Chair Kamila Elliott, CFP® shares a client situation involving misinformation and explains how CFP® professionals can provide clarity. Watch here. #CFPpro #FinancialMisinformation #PublicAwareness #CFPproFactCheck Xavier Ross, CFP®  

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Are you looking to better understand capital gains taxes? Ryan McKeown CPA, CFP®, Senior Vice President, Financial Advisor at Wealth Enhancement, recently broke down the basics of how capital gains taxes work, the current rates and brackets, special capital gains tax rules, and more. Read the full blog here: https://lnkd.in/e_QN3BrY Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. There is no guarantee that asset allocation or diversification will enhance overall returns, outperform a non-diversified portfolio, nor ensure a profit or protect against a loss. Investing involves risk, including possible loss of principal.

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If you're among the 25% of advisors without a formal succession plan or the 70% without a continuity plan, you could be putting your business, clients, staff - even your family - at risk. Inflection Point, a new podcast from Cetera, helps you take control of your exit strategy. Join hosts Kevin Conard, CRPC®, CEO of The Retirement Planning Group, and Tom Sboto, Director of Corporate Development at Cetera, as they draw on 60+ years of combined experience in succession and acquisitions. Episode 1, "Mind the Generation Gap," explores the pitfalls of choosing a second-generation advisor as your successor - and why expectations don't always match reality. Listen to the full episode here: https://bit.ly/47j3Ayf

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According to historic data, more than half of owners regret selling their business within 12 months after the transaction. Joe Seetoo, CFA®, CFP®, CEPA®, 2025 Peter Christman Exit Planner of the Year, offers five helpful tips to improve an owner's odds of success. Create better outcomes for your clients below! https://hubs.li/Q03YFhpq0 #ExitPlanning #ExitPlanningInstitute

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In today’s high-interest-rate environment, strategic philanthropy and wealth planning are more important than ever. Northern Trust’s David M. Barral, CPA, CFP® and Robert Westley explore how Charitable Remainder Trusts (CRTs) can help individuals align their financial goals with their philanthropic values. https://bit.ly/42Y2Pb6 

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Financial advisors are often excited to work with their clients' donor-advised funds (DAFs) once they realize that DAFs can accept nearly any asset as a contribution—which can mean managing an even larger book of business. This is particularly attractive when you work with NPT to administrate your firm's DAF program, since we are uniquely positioned to maintain concentrated holding positions on some of the most complex assets. This quick reference provides information about the requirements and capabilities for DAF contributions of all types: https://bit.ly/3utjVLw #Philanthropy #DonorAdvisedFunds

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Cash balance plans continue to gain traction as a flexible solution for firms looking to maximize retirement contributions and tax efficiency In this video Brian Carlson, CFA, Managing Partner and Senior Consultant at Fiducient Advisors, breaks down the two key components of these plans contribution credits and interest credits and explains how they can be structured to benefit owners and employees alike With options like fixed rates or treasury-based interest credits firms gain predictability in funding while offering meaningful long-term benefits Learn more at fiducientadvisors.com Brian Carlson, CFA, Managing Partner and Senior Consultant #CashBalancePlans #DefinedBenefitStrategy #RetirementPlanDesign #FiducientAdvisors #PlanSponsorEducation #TaxStrategy #SmartMoneyMoves #FinancialPlanning #RetirementSuccess #SecureFuture

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Today, succession means more than selling your entire book at retirement. AssetMark’s 2025 Advisor Succession Survey found just 10% of advisors are primarily focused on selling or transitioning their practice, while 42% are focused on growth through acquisition. Yet among advisors who say they are looking to sell, 57% still do not have a formal succession plan in place. Our latest blog explores why so many potential sellers remain planless, how seller and buyer preferences are evolving, and why more advisors are treating succession as a lifecycle strategy that supports both growth and retirement goals. Read the full article: https://lnkd.in/gHv7masw #AdvisorSuccession #WealthManagement #FinancialAdvisors #PracticeManagement

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