Sharp Financial

From all of us at Sharp Financial, we wish you a joyful holiday season and a prosperous year ahead. Here’s to a successful and fulfilling 2025—filled with happiness and unforgettable moments!

Tax loss harvesting is a strategic way to reduce capital gains taxes by selling investments at a loss. We’ve highlighted four ways to effectively leverage this technique and explore how it can be even more impactful when paired with thoughtful portfolio rebalancing. Schedule a call with our team for more information on how you can optimize your tax strategy: https://lnkd.in/dHQ5-hkR

With the potential for future tax rate increases, converting your traditional IRA or 401(k) to a Roth IRA now could offer significant long-term benefits. Roth conversions allow for tax-free growth and withdrawals, providing flexibility in retirement planning. Key considerations: -Pay taxes now at potentially lower rates for future tax-free growth. -Reduce future required minimum distributions (RMDs). -Diversify your tax strategy to manage your retirement income more effectively. Learn more by reading our latest blog article: https://lnkd.in/eGiFMqKk #RetirementPlanning #WealthManagement #RothConversion #TaxStrategy #IntegratedFinancialManagement #SharpFinancial

The current Lifetime Gift and Estate Tax Exemption, set at $13.61M, will revert to approximately $7M on January 1, 2026. For high net worth individuals, this presents a crucial window for tax-efficient wealth transfer. Key considerations: -Maximize the current exemption with strategic gifts and trusts. -Update your estate plan to align with upcoming changes. -Minimize future estate tax liabilities by acting before the deadline. Learn more by reading our latest blog article: https://lnkd.in/gFZ7xQsJ #EstatePlanning #WealthManagement #TaxPlanning #IntegratedFinancialManagement #SharpFinancial

A huge thank you to everyone who joined us for our open house event last week! It was a fantastic morning filled with great conversations, valuable connections, and a shared sense of community. We’re grateful for the ongoing support from our network and look forward to fostering more connections and partnerships ahead. #Networking #OpenHouse #SharpFinancial #IntegratedFinancialManagement

As an entrepreneur, your business is likely your biggest asset. Have you considered aligning your personal and business financial plans to enhance your wealth, while providing greater flexibility to manage risks? Learn more by reading our latest blog article: https://lnkd.in/dHjshxVz

Sharp Financial offers an integrated financial management approach for business owners, bringing together our experts in accounting, tax, wealth management, and investment banking to provide you with the comprehensive guidance you need, exactly when it matters most. Schedule a call with our team for more information: https://lnkd.in/dHQ5-hkR

Our #sharpinsights series continues this week with Mike Griffenberg, Outsourced Controller at Sharp Financial. In today’s rapidly changing business landscape, project-based companies face unique challenges in managing their finances. Mike underscores the critical role that Work-In-Process (WIP) accounting plays in helping these businesses achieve effective financial management. “Effective WIP management is vital for maintaining the financial health of project-based companies. It not only supports accurate financial reporting but also improves cash flow management and project oversight. By prioritizing WIP accounting, businesses can better navigate the complexities of project-based work and achieve stronger financial outcomes.” Learn more about how our Sharp Financial team is building an integrated approach to financial management. sharpllc.com #SharpInsights #ProjectBasedAccounting #WorkInProcess #IntegratedFinancialManagement #SharpFinancial

?? Take Your RIA to New Heights with Sharp Financial! In today's competitive landscape, small independent RIAs juggle multiple roles—advising clients, managing portfolios, and handling compliance—all while trying to grow and plan for the future. At Sharp Financial, we understand these challenges and offer tailored solutions to help streamline your operations and enhance client service. ?? Why Transition to Sharp Financial? Comprehensive Service & Support: Gain immediate access to our expert teams across Sharp Wealth Advisors (SWA), Sharp Accounting & Tax (SAT), and Sharp Capital Advisors (SCA). Financial & Operational Efficiency: Reduce administrative burdens and focus on what matters most—your clients. Growth & Succession Planning: Seamlessly transition responsibilities with the support of our mentorship and financial resources. Whether you're looking to integrate while maintaining autonomy, transition your business, or explore our services, Sharp Financial has the flexibility to meet your needs. Explore how a transition to Sharp Financial could work for your firm ?? https://lnkd.in/e4NZcvfa?

?? Welcoming Our New Team Members! ?? We are excited to introduce George (Trey) Cruser III and Nicholas Flint as the newest additions to the Sharp Financial team. We look forward to the valuable contributions they will bring to our firm. Please join us in extending them a warm welcome. #welcometotheteam #integratedfinancialmanagement