Tobias Salinger

Wealth management journalist for @finplan writing about brokerages, RIAs, racial equity, regulation and compliance. He/him. [email protected]

[Tobias Salinger @TobySalFP]

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: https://t.co/fbJ5sTsvHW

[Tobias Salinger @TobySalFP]

@TaxAlphaInsider @MainStreetInv @AccountingToday @finplan A pleasure to prattle on and on with you, sir

[Tobias Salinger @TobySalFP]

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

[ExchangiFi @ExchangiFi]

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 https://t.co/mp158l9q5I

[Tobias Salinger @TobySalFP]

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

[MiklosCPA | #urCPA @MiklosCPA]

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–https://t.co/R97u36vKsc
#urCPA #incometax #estates

[Tobias Salinger @TobySalFP]

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

[Byrnes Consulting @ByrnesConsultin]

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

https://t.co/a5gsz4n0AX via @finplan & @TobySalFP

[CFP Board @CFPBoard]

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:  https://t.co/VpRXREx9az

[Scott Salaske @scottsalaske]

Is your financial advisor transparent? Great article by @TobySalFP. Thanks for including my feedback as well as @grilloinvest and @Dull_Investing.

https://t.co/msklQyXexu

[Accounting Today @AccountingToday]

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. https://t.co/1r8NziweGd

[Phyllis Jo Kubey @PKubeyEA]

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 https://t.co/XstK8GqMNF @TobySalFP @accountingtoday

[Tobias Salinger @TobySalFP]

@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

[NINA O’NEAL @noneal510]

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!

https://t.co/atYGLJd9GF

[Tobias Salinger @TobySalFP]

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

[CFP Board @CFPBoard]

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: https://t.co/Wb1MaclX27

[Tobias Salinger @TobySalFP]

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

[Blair H duQuesnay @BlairHduQuesnay]

Thank you @finplan @TobySalFP for covering our panel on The Destiny of Demographics ft. @CaryCarbonaro @Lauracombs_cfp @ashleybleckner @FutureProof_HQ https://t.co/0zScxzKrQ1

[Jennifer Ballarin @JBmarketer]

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. https://t.co/U73lpoTjpL

[Tobias Salinger @TobySalFP]

@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.

[Tobias Salinger @TobySalFP]

@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.