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Tobias Salinger @TobySalFP

Wealth management journalist for @finplan writing about brokerages, RIAs, racial equity, regulation and compliance. He/him. tobias.salinger@arizent.com

Joined September 2012
  • Tweets 15,566
  • Following 4,537
  • Followers 3,024
1,341 Photos and videos
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Tobias Salinger@TobySalFP
31 Dec 2020
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

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ExchangiFi
@ExchangiFi
17 Dec 2025
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/…

The top tax stories of 2025 for financial advisors

President Trump's signature tax law drew the most headlines, but FP covered the "T" intersection with wealth management from many angles.

financial-planning.com
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MiklosCPA | #urCPA@MiklosCPA
21 Aug 2025
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
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Byrnes Consulting@ByrnesConsultin
14 Mar 2025
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-… via @finplan & @TobySalFP

Byrnes Consulting in the News - Byrnes Consulting, LLC

Mike Byrnes, President of Byrnes Consulting, LLC, has been published over 325 times by over 25 media outlets.

byrnesconsulting.com
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CFP Board
@CFPBoard
14 Mar 2025
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/…

The states where CFP certification is surging — and why

SmartAsset analyzed the significance of the state-by-state figures on certificants, although some experts say geographic strategies are missing the bigger picture.

financial-planning.com
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Scott Salaske
@scottsalaske
26 Feb 2025
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/…

'Work harder': Transparent Advisor Movement aims for industry change

The Immersion conference seeks to boost the number of planners using alternatives to the traditional AUM fees one advisory practice — and attendee — at a time.

financial-planning.com
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Accounting Today
@AccountingToday
29 Jan 2025
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
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Phyllis Jo Kubey
@PKubeyEA
9 Nov 2024
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… @TobySalFP @accountingtoday

Could your client use the IRA 'bridge' strategy? Here are the numbers

Financial advisors, tax professionals and their clients will need to make careful planning decisions about claiming Social Security benefits and starting distributions.

accountingtoday.com
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NINA O’NEAL@noneal510
23 Oct 2024
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/…

Two groups for women financial advisors unite forces

The Female Advisor Network merged into the Women's Leadership Alliance in an effort to join together around the groups' shared goals.

financial-planning.com
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CFP Board
@CFPBoard
21 Oct 2024
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/…

A tax deduction for financial advice? Why chances are murky

The CFP Board, the FPA, FSI, NAPFA and the IAA called jointly for the restoration of incentives for financial planning as part of the looming TCJA debate.

financial-planning.com
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Blair H duQuesnay@BlairHduQuesnay
19 Sep 2024
Thank you @finplan @TobySalFP for covering our panel on The Destiny of Demographics ft. @CaryCarbonaro @Lauracombs_cfp @ashleybleckner @FutureProof_HQ financial-planning.com/news/…

How gender demographics are tilting wealth management toward women

Changes in the makeup of wealth will push the industry to work with more female clients — even if it isn't ready to do so, financial advisors and executives said.

financial-planning.com
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Jennifer Ballarin@JBmarketer
17 Sep 2024
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/3X…

Buy-sell agreements in focus with Court decision and TCJA expiration

The handoff of a company carries important tax implications alongside a plethora of succession challenges. Here's what financial advisors need to talk about with clients.

financial-planning.com
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Tommy Warburton@tommywarb
29 May 2024
This week on the @finplan #LeadersLivestream @sspotswoodrfg @RFGAdvisory joined @TobySalFP and @MLB2CFP to discuss how financial independence is changing and what that means for the industry today!
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Avantax@Avantax_Wealth
5 Mar 2024
(2/2) and we’re always happy to talk about the benefits of tax-intelligent wealth management strategies. Thanks to @TobySalFP of @finplan for providing this outlook on the various approaches to providing wealth & tax services under one roof: bit.ly/4cgnf2n
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FP Alpha@_FPAlpha
6 Mar 2024
"I strongly believe that the future of our economy is being able to use technology that will be a genius assistant to all of us," @AAltfest tells @TobySalFP @finplan. Read more 👉 hubs.la/Q02ng4kC0

Taxes wealth: 2 connected but still (for now) distinct fields are merging

Here's how some financial advisors have offered the two services for decades and why the rest of the industry may finally be catching on to the opportunity.

financial-planning.com
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Hearts & Wallets@heartswallets
12 Feb 2024
The big question of PRICE. Sorting through the confusion about fees. Thank you, @finplan and @TobySalFP, for sharing @heartswallets data and insights on this critical issue. financial-planning.com/news/…

Financial advisors get flexible with fees — with or without AUM charges

The nuance around RIA compensation belies an often overheated debate and the ability for planners these days to make their own choices.

financial-planning.com
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Accounting Today
@AccountingToday
9 Jan 2024
For financial advisors and tax pros, potential changes to federal tax laws may represent one of the most important yet least talked-about issues looming in this year's election. Toby Salinger @TobySalFP of Financial Planning @finplan writes about them. trib.al/aDJjqXQ

Will voters veto 'billionaire taxes' and other plans to tax wealthy clients?

Here's a breakdown of the most important proposals and debates circulating in policy circles ahead of this year's election and a big Supreme Court decision.

accountingtoday.com
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Megan Belt@meganbelt
8 Jan 2024
Did you know a new tax credit for eco-friendly repairs can amount to major savings on home improvements? @CarsonGroupLLC's @ErinWood402 spoke w/ @TobySalFP on how advisors can help their clients make the most of the “energy-efficient home improvement credit.” Read the @finplan article below! financial-planning.com/news/…
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Advisor Growth@AGS_Wire
21 Dec 2023
AGS Founder John Furey @AdvisorGrowth weighs in on the Osaic-Lincoln deal with @TobySalFP , "I see this as a clear indication of building one of the largest integrated wealth platforms in the U.S." Check out the rest of the coverage with @finplan:
Financial Planning
@finplan
21 Dec 2023
The influx of the @lincolnfingroup wealth business poses complications to @osaic_inc’s debt levels and financial advisor retention strategy as the firm goes through its own restructuring. #growthstrategies #financialadvisors #privateequity bit.ly/3NAMQYN
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NovaDius Wealth Management
@NovaDiusWealth
17 Dec 2023
ETF Store's @NateGeraci compiles some of the best #ETF articles from this past week. theetfeducator.com/2023/12/1… Articles by: @double_you_ess, @ariweinberg, @EmileHallez, @TobySalFP, @strack_ben, @byKatherineRoss, @theLinlyShow, & @SamJPotter TotW: @EricBalchunas CotW: @kgreifeld
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