Brickley Wealth Management

Combining CPA & advisory services may help align financial and tax strategies throughout the year and mitigate potential tax surprises. #TaxPlanning #FinancialAdvice #WealthManagement

@golfprogress Hey Nick, @aaronbrickley here. We’re an RIA and a CPA firm. We should 💯 talk more off line. You would enjoy meeting the team.

@BrickleyWealth Were you formerly a tax accountant? I see you attend AICPA events. I’m here locally focused on tech executives. If you ever want to compare notes. I used to be a financial advisor. In the 90s.

Combining CPA & advisory services may help align financial and tax strategies throughout the year and mitigate potential tax surprises. #TaxPlanning #FinancialAdvice #WealthManagement

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

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

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

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

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

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

From our family to yours, here's to a wonderful year ahead.

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

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

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

Financial Advisor: A professional who helps clients manage finances, investments, and planning goals. #WordsWorthKnowing #FinancialLiteracy

Happy Thanksgiving from Brickley.

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

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

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

Tax Profession: A field focused on tax compliance, planning, and preparation for individuals or entities. #WordsWorthKnowing #FinancialLiteracy

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

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