openPR Logo
Press release

Vincent Virga, CEO and Financial Adviser of PFS Wealth Management Group, on Tax-Efficient Investing in 2025: Strategic Moves for High-Net-Worth Investors

10-02-2025 12:18 AM CET | Business, Economy, Finances, Banking & Insurance

Press release from: Getnews

/ PR Agency: Authority Press Wire
Vincent Virga, CEO and Financial Adviser of PFS Wealth

Image: https://authoritypresswire.com/wp-content/uploads/2025/07/Vincent_A._Virga_Headshots_2021_High_Res___ES9_Photography_2021__3_-removebg-preview.png

Turning Market Challenges into Tax-Smart Opportunities in 2025-Now with New Rules Under the One Big Beautiful Bill Act

As key provisions from prior tax law were reshaped by the One Big Beautiful Bill Act of 2025 (H.R. 1)-signed into law on July 4, 2025-high-net-worth investors face a pivotal moment to rethink multi-year tax strategy. New deductions and phase-outs, revised reporting thresholds, adjustments to SALT, and important QSBS enhancements mean proactive planning can materially impact after-tax returns going forward. (Congress.gov)

In this evolving landscape, wealth managers and tax advisors are emphasizing coordinated, multi-year plans that reduce tax drag while advancing long-term goals. For HNW families, the combination of persistent market volatility and significant statutory changes makes tax efficiency an essential part of portfolio construction in 2025-2026. (ADP)

Upcoming PFS Wealth Management Group EventPFS Wealth Management Group will host an in-depth session to help investors understand how the new law interacts with portfolio design, income strategy, and legacy planning. Attendees will leave with practical ways to reduce tax drag, optimize asset location, and integrate tax planning with investment decisions in light of the latest guidance. (IRS)

What We'll Cover (Post-OBBB Focus)

* Roth conversion tactics under new rate/deduction dynamics: Coordinating conversions with bracket management and charitable bunching; aligning with the Act's phased and temporary provisions. (IRS)
* QSBS opportunities: Material expansion of Qualified Small Business Stock benefits for stock acquired after July 4, 2025-how founders/investors can structure for potential exclusion uplifts. (Hunton Andrews Kurth)
* SALT cap changes: Planning around the temporary SALT cap increase windows (and phase-outs) to avoid surprises in high-tax states. (Wikipedia)
* Reporting thresholds & cash-flow planning: New 1099-NEC/MISC and 1099-K thresholds and timing considerations for business owners, consultants, and family offices. (Wikipedia)
* International remittance excise (starting 2026): What HNW families with cross-border transfers should know about the 1% remittance tax proposals enacted, exemptions still being clarified, and entity-level workarounds. (Holland & Knight)
* Senior deduction coordination: For clients 65+, an added deduction (income-tested) through 2028-and how to model it alongside RMDs, Social Security timing, and muni income. (IRS)
* Core portfolio levers:Auditing and reducing tax drag (harvesting discipline, holding period management, futures overlays).- Asset location: placing tax-inefficient assets in tax-advantaged accounts; pairing direct indexing with charitable gifting to recycle basis.- SMAs, direct indexing, and QOZs for targeted exposure and loss/basis engineering. (ADP)

"I'm excited to lead this discussion because every potential percentage point saved in taxes lets your returns work harder," said Vincent Virga, Founder & CEO, PFS Wealth Management Group. "With the 2025 tax landscape shifting under the One Big Beautiful Bill, preparing now can create advantages that compound for years-not just this year." (IRS)

About Vincent Virga

Vincent A. Virga is the Founder and CEO of PFS Wealth Management Group, a Naples-based firm serving families, small businesses, and non-profit organizations. He is the author of The S.M.A.R.T. Approach and the forthcoming Stocks and Bonds: Not Just About the Stock Market . With more than three decades of experience, he helps clients integrate tax-efficient investing, retirement planning, and legacy strategies through a holistic "Family Business Office" model. Vincent is also an active speaker and community leader, committed to aligning wealth with purpose and impact.

Learn more: http://www.pfswealthgroup.com

* https://www.congress.gov/bill/119th-congress/house-bill/1?utm_source=chatgpt.com
* https://www.adp.com/spark/articles/2025/09/early-guidance-issued-under-hr-1-the-one-big-beautiful-bill-act.aspx?utm_source=chatgpt.com
* https://www.irs.gov/newsroom/one-big-beautiful-bill-provisions?utm_source=chatgpt.com
* https://www.irs.gov/newsroom/one-big-beautiful-bill-provisions?utm_source=chatgpt.com
* https://www.hunton.com/insights/legal/qsbs-benefits-expanded-by-one-big-beautiful-bill?utm_source=chatgpt.com
* https://en.wikipedia.org/wiki/One_Big_Beautiful_Bill_Act?utm_source=chatgpt.com
* https://www.hklaw.com/en/insights/publications/2025/07/a-look-at-the-international-tax-changes-in-the-obbb-act?utm_source=chatgpt.com
* https://www.irs.gov/newsroom/one-big-beautiful-bill-act-tax-deductions-for-working-americans-and-seniors?utm_source=chatgpt.com
* https://www.adp.com/spark/articles/2025/09/early-guidance-issued-under-hr-1-the-one-big-beautiful-bill-act.aspx?utm_source=chatgpt.com
* https://www.irs.gov/newsroom/one-big-beautiful-bill-provisions?utm_source=chatgpt.com

Insurance products are offered through the insurance business PFS Wealth Management Group. PFS Wealth Management Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by PFS Wealth Management Group are not subject to Investment Advisor requirements.Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This radio show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Please remember that converting an employer plan account to a Roth IRA is a taxable event. Increased taxable income from the Roth IRA conversion may have several consequences. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA.PFS Wealth Management Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by PFS Wealth Management Group. A PR firm was paid to assist with media placement. 3327971 - 9/25
Media Contact
Company Name: Marketing Huddle, LLC
Contact Person: Mike Saunders, MBA
Email: Send Email [http://www.universalpressrelease.com/?pr=vincent-virga-ceo-and-financial-adviser-of-pfs-wealth-management-group-on-taxefficient-investing-in-2025-strategic-moves-for-highnetworth-investors]
Phone: 7202323112
Country: United States
Website: https://www.AuthorityPositioningCoach.com

Legal Disclaimer: Information contained on this page is provided by an independent third-party content provider. GetNews makes no warranties or responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information contained in this article. If you are affiliated with this article or have any complaints or copyright issues related to this article and would like it to be removed, please contact retract@swscontact.com



This release was published on openPR.

Permanent link to this press release:

Copy
Please set a link in the press area of your homepage to this press release on openPR. openPR disclaims liability for any content contained in this release.

You can edit or delete your press release Vincent Virga, CEO and Financial Adviser of PFS Wealth Management Group, on Tax-Efficient Investing in 2025: Strategic Moves for High-Net-Worth Investors here

News-ID: 4206113 • Views:

More Releases from Getnews

Adam Whitelock: Setting the Standard on Christchurch's East Side
Adam Whitelock: Setting the Standard on Christchurch's East Side
Image: https://www.globalnewslines.com/uploads/2025/10/1761738399.jpg Adam Whitelock, Bayleys Christchurch agent, on-site in Sumner. Quote: "I treat every property as unique. Knowing the market, understanding buyers, and presenting homes effectively-that's how you achieve the best results." - Adam Whitelock Adam Whitelock, a results-driven Bayleys Christchurch agent based in Sumner, continues to set the standard for East Side real estate with his clear communication, local expertise, and results-focused approach. Adam Whitelock Raises the Standard for Real Estate Performance
Soumadeep Mondal's PRessence 360 Embarks on Global Expansion, Establishing a Network of Branded Partner Agencies Across Emerging and Established Markets
Soumadeep Mondal's PRessence 360 Embarks on Global Expansion, Establishing a Net …
Image: https://www.globalnewslines.com/uploads/2025/10/1761759226.jpg "What we're creating isn't expansion for attention's sake. It's a quiet architecture of influence - designed to last." - Soumadeep Mondal Co-founded by Soumadeep Mondal and Austin Clark, PRessence 360 is solidifying its position as a global media infrastructure firm-expanding through a selective network of branded partner agencies built on proprietary systems, strategic leadership, and operational precision. Image: https://www.globalnewslines.com/uploads/2025/10/324d9c3efb837af369a0b1cb27af416d.jpg PRessence 360 has entered a decisive phase of global expansion, signaling its evolution
Soumadeep Mondal's PRessence 360 Announces Strategic Global Expansion as Network of Branded Partner Agencies Scales Across Key Markets
Soumadeep Mondal's PRessence 360 Announces Strategic Global Expansion as Network …
Image: https://www.globalnewslines.com/uploads/2025/10/1761757821.jpg "We're not building more agencies. We're building infrastructure-an ecosystem that defines how authority and influence scale globally." - Soumadeep Mondal, Co-Founder, PRessence 360 Under the leadership of Co-founders Soumadeep Mondal and Austin Clark, PRessence 360 is evolving from a premier Public Relations consultancy into a global media infrastructure firm-scaling its influence through a growing network of precision-run partner agencies unified under its proprietary systems and strategic framework. PRessence 360 has entered
Folsom Foodie Supper Club Debuts with Chef-Led Launch Dinner at Scott's Seafood Roundhouse on October 30
Folsom Foodie Supper Club Debuts with Chef-Led Launch Dinner at Scott's Seafood …
Inaugural multi-course menu from Executive Chef Nick Blessing celebrates Northern California flavors with modern, farm-to-fork technique. Image: https://authoritypresswire.com/wp-content/uploads/2025/10/Folsom-Foodie-1.png FOLSOM, CA - October 29, 2025 - The newly launched Folsom Foodie Supper Club will host its first official event tonight at Scott's Seafood Roundhouse in Historic Folsom-a chef-curated, small-format tasting experience designed to showcase the region's ingredients, makers, and culinary talent. The launch dinner features an original menu by Executive Chef Nick Blessing,

All 5 Releases


More Releases for Wealth

Wealth Wave Script Review | Attract Wealth Fast
Today, we're diving into the Wealth Wave Script - a digital manifestation program that's been generating buzz in the personal development space. But here's the real question: Is it just another batch of fluffy affirmations, or is there actual science and structure behind it? Let's break down the truth behind the Wealth Wave Script and see how it stacks up against typical manifestation tools. Visit the official Wealth Wave Script : https://rebrand.ly/WealthWaveScriptDiscount What Is
Wealth Geometric Code - Top Wealth Manifestation Program: A Comprehensive Review
The Wealth Geometric Cell is a revolutionary solution to unlock its potential as a manifestation of wealth. Imagine owning a tool that not only facilitates the effortless attraction of financial abundance, but also aligns with ancient wisdom and modern science. The Wealth Geometry Cell is designed to activate what is called the "geometric cell", a unique aspect of your being that has been inactive for too long. This innovative approach
Wealth Brain Code: Breakthrough System for Wealth Building
Combining principles from psychology, neuroscience, and spirituality, programs like 'Wealth Brain Code' offer a holistic approach to personal and financial transformation. By leveraging psychological insights to challenge limiting beliefs, employing neuroscience techniques to rewire the brain for abundance, and integrating spiritual principles to foster purpose and growth, these programs aim to empower individuals to cultivate a mindset of prosperity and attract wealth effortlessly. The program represents a holistic approach to personal
Wealth DNA Code Wealth Manifestation Offer (Wealth DNA Code Audio Frequency) How …
Wealth DNA Code - Wealth Manifestation Offer: How To Make Money By Manifesting Your Desires Did you know about Wealth Manifestation? It's a thrilling new method to generate income by manifestation of your goals! Wealth Manifestation is an effective tool to help discover the power of Manifestation which allows you to utilize the laws of attraction to manifest an abundant life as well as financial independence. In this article we'll look
Wealth Management Market is Gaining Momentum with key players Bajaj Capital, Cen …
The "Wealth Management - Market Analysis, Trends, and Forecasts 2014-2025 " Study has been added to HTF MI offering. The study focus on both qualitative as well as quantitative side and follows Industry benchmark and NAICS standards to built coverage of players for final compilation of study. Some of the major and emerging players profiled are Alpha Capital, Anand Rathi Wealth Services Limited, Bajaj Capital Limited, Centrum Wealth Management Limited,
Wealth Management Market in India 2020: Bajaj Capital Limited, IIFL Wealth Manag …
A new research document is added in HTF MI database of 54 pages, titled as 'Wealth Management Market in India 2020’ with detailed analysis, Competitive landscape, forecast and strategies. The study covers geographic analysis that includes regions like North America, Europe or Asia and important players/vendors such as Alpha Capital, Anand Rathi Wealth Services Limited, Bajaj Capital Limited, Centrum Wealth Management Limited, Edelweiss Asset Management Limited, IIFL Wealth Management Limited,