Tobias Salinger

A thread of @arizent_co podcast "Access Denied" by @perkedit and me. Our exam of systemic racism as it relates to accounting, asset management, banking, credit unions, insurance, journalism, mortgages, human resources, real estate and wealth management: bit.ly/3nbpuJz

@EchrisL @finplan Thanks so much for inviting me on, always appreciate it

Tobias Salinger, Chief Correspondent at Financial Planning, discusses NASCAR champ Kyle Busch’s insurance allegations against Pacific Life. @TobySalFP @finplan financial-planning.com/news/nascar-ch…

The top tax stories of 2025 for financial advisors by @TobySalFP. The list below of the top tax stories from 2025 displays only some of the many rich links to planning and wealth management in @finplan. #TaxPlanning #WealthManagement #351Exchange financial-planning.com/news/top-tax-s…

@EchrisL @finplan Thanks so much for inviting me on and appreciate getting to share our big FPA story in your video series

Tobias Salinger, Chief Correspondent at Financial Planning, discusses his story tracking the history of the Financial Planning Association. @TobySalFP @finplan financial-planning.com/news/financial…

Some people are learning it is better to reject their inheritances than accept them. But why? Thanks again to @TobySalFP of @FinPlan for featuring my comments on this unique financial situation–bit.ly/45Y7kUX #urCPA #incometax #estates

@MiklosCPA @finplan Thank you for sharing your insights with our audience

Huge thanks to @TobySalFP of @FinPlan for letting me shed some light on this useful #taxtidbit. Learn how #smallbusinesses can benefit from hiring youths, especially in the summer – bit.ly/45oHYzV #urCPA #AccountingIsAwesome #taxpros #taxtwitter #summerjobs

Mike Byrnes was quoted in a #FinancialPlanning article: The states where #CFP certification is surging — and why – March 13, 2025 Learn Mike's thoughts on how the #CFP designation carries a lot of weight now byrnesconsulting.com/byrnes-consult… via @finplan & @TobySalFP

CFP® certification is booming in some unexpected places. What’s driving the growth—and what does it mean for financial planning’s future? Find out which states are leading the way in this @finplan article by @TobySalFP:  financial-planning.com/list/smartasse…

Is your financial advisor transparent? Great article by @TobySalFP. Thanks for including my feedback as well as @grilloinvest and @Dull_Investing. financial-planning.com/news/transpare…

An ethical will may give trustees more instructions about distributing assets without obligating them, for example, to move a specific amount of money each month to an heir who is spending it carelessly, writes Toby Salinger @TobySalFP of @finplan. bit.ly/3X0JcMT

There are many planning strategies to maximize what you take home after taxes and what you pay for Medicare premiums - Could your client use the IRA 'bridge' strategy? Here are the numbers accountingtoday.com/list/irs-and-s… @TobySalFP @accountingtoday

@noneal510 @finplan Thanks so much for sharing the vision of the newly merged group and best of luck with your important work at the Women's Leadership Alliance

Excited to see the news about the merger of Female Advisor Network and the Women’s Leadership Alliance in @finplan today. Thank you @TobySalFP for speaking with me on this endeavor! financial-planning.com/news/female-ad…

@EmmaCurean @StreetCred_PR @DebbieCarlson1 @EchrisL @CatalystRanch Thanks for having me, it was great to be part of the discussion at your retreat.

The loss of the financial advice tax deduction has made expert guidance less affordable for Main Street investors. Restoring these incentives could offer significant tax savings, explains Erin Koeppel, CFP Board’s Managing Director of Government Relations and Public Policy Counsel. Learn more in this @finplan article by @TobySalFP: financial-planning.com/news/cfp-board…

@BlairHduQuesnay @finplan @CaryCarbonaro @Lauracombs_cfp @ashleybleckner @FutureProof_HQ Of course, thanks so much for moderating such an important and interesting discussion.

Thank you @finplan @TobySalFP for covering our panel on The Destiny of Demographics ft. @CaryCarbonaro @Lauracombs_cfp @ashleybleckner @FutureProof_HQ financial-planning.com/news/demograph…

Plante Moran Wealth Management Partner Dawn Jinsky shared her thoughts on how business owners can rethink their #buy-sell agreement plans after the #TCJA expires with @TobySalFP. Read the full article via @Finplan. go.pmwealthmanagement.com/3Xrh8kV

@ShawnaOhm @LauraLaTourette @shanas621 Yessss, thank you, great seeing you both last night. Really fun times. Next time, Shana. Heard about really cool stuff your company is doing so would be great to find out more.

Please keep having your financial services conferences in Chicago! I love getting a chance to see great people~ @LauraLaTourette @TobySalFP We missed you @shanas621!!

@Rianka_D @YGCwealth Thank you Rianka, always a pleasure to hear the latest updates and get your take on the key practice management questions advisors are answering in the structuring of their businesses.

Thank you @TobySalFP for capturing where I am in business for @YGCwealth - leveraging AI, narrowing my scope of clients and leaning fully into my health & wellbeing. If you follow me on IG, you’ll see I’m an open book with the 3 F’s - family, finance & fitness. 💪🏽😅 #CFPPro

@craigiskowitz @MorningstarInc Thank you, great seeing you last night. Fun event after a busy day at the excellent conference.

Thanks @MorningstarInc for inviting Tobias Salinger @TobySalFP and I to the media reception at Navy Pier at #MICUS