Harness Wealth

APRIL 17, 2025

For instance, mortgage interest deductibility is capped at loans of $750,000 (or $1 million for homes purchased before December 15, 2017), which could significantly impact your total itemized deductions. A qualified tax professional can help navigate the intricacies of various tax benefits while ensuring compliance with IRS regulations.

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Taxes Tax Planning Education Medical 52

Carson Wealth

JANUARY 13, 2025

million in 2023 but well in the ballpark of what we saw in 2017-2019 (2.1 Compliance Case # 7521978.1._011325_C Thats running at a solid 170,000 per month, versus an average of 166,000 in 2019. The economy created over 2 million jobs in 2024, down from 2.4 million average per year). Thats up from 3.7%

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Harness Wealth

JANUARY 10, 2025

Employees working remotely due to company policies are not eligible, as the 2017 Tax Cuts and Jobs Act removed home office deductions for W-2 employees. Crypto investors should consult a tax professional to ensure full compliance with IRS regulations. Make sure you keep detailed records for compliance purposes. No, you dont.

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Taxes Assets Media Education 52

Carson Wealth

MARCH 3, 2025

We saw a similar dynamic in 2017 2019 when the dollar was also elevated. Compliance Case # 7694111.1_030325_C The post Market Commentary: Good Riddance February, Hello March appeared first on Carson Wealth. An elevated dollar is a drag on US exports, and the manufacturing industry. And lower exports are a drag on US economic growth.

Marketing 78

Marketing Marketing Economy Government 78

Harness Wealth

APRIL 16, 2025

The stakes became higher after the Tax Cuts and Jobs Act of 2017 eliminated recharacterizationthe ability to reverse conversions that did not work as planned. The Tax Cuts and Jobs Act of 2017 eliminated recharacterization, transforming Roth conversions into permanent decisions requiring thorough analysis before execution.

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Taxes Retirement Retirement Planning Distribution 52

Carson Wealth

MARCH 4, 2024

It’s only slightly elevated relative to the 2017-2019 average of 2.9%. Compliance Case # 02140331_030424_C The post Market Commentary: Bulls Smile at January and February Market Gains appeared first on Carson Wealth. Nevertheless, the downtrend in wage growth suggests the January inflation spike is not the beginning of an uptrend.

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Marketing Marketing Economy Compliance 90

Trade Brains

DECEMBER 15, 2022

KFin Technologies Limited, incorporated in 2017, is a leading technology-driven financial services platform. Investor solutions- It includes Account Setup, Transaction Origination, Redemption, Brokerage Calculations, and Compliance / Regulatory Reporting Recordkeeping. Keep reading to find out!

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Compliance Financial Services Assets Sales 52

Trade Brains

FEBRUARY 26, 2024

The Company has over 6 years of experience in the execution of infrastructure projects since 2017. Under the Bharatmala Pariyojana plan, the Government approved Phase-I of the project in October 2017 with an aggregate length of 34,800 Km with an estimated outlay of Rs. The IRB InvIT was listed on the exchanges in June of 2017.

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Government Assets Transportation Portfolio 59

Harness Wealth

MAY 19, 2025

Understanding the tax filing requirements and payment schedules is essential for compliance and effective tax planning. Tax Rates and Payment Schedules The Tax Cuts and Jobs Act of 2017 established a flat federal corporate tax rate of 21% for C Corps.

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Taxes Tax Planning Compliance Planning 52

Carson Wealth

JANUARY 29, 2024

and 2017-2019 pace of 2.8%. Compliance Case # 02089242_012924_C The post Market Commentary: Good News Is Good News appeared first on Carson Wealth. Others raised the dreaded image of “stagflation” (high unemployment with high inflation) as occurred in the 1970s. The unemployment rate fell to 3.7%, not far above 50+ year lows.

Marketing 97

Marketing Marketing Economy Government 97

Carson Wealth

OCTOBER 30, 2023

Incredibly, the economy has grown faster than the 2017-2019 pace of 2.8%. Compliance Case # 01956333_103023_C The post Market Commentary: How Bad Is It? That added 1.3 percentage points to the headline number. But inventories (along with net exports) can be volatile from quarter to quarter. It helps to extend the horizon.

Marketing 96

Marketing Marketing Economy Government 96

Carson Wealth

JULY 8, 2024

That is the best ‘worst day of the month’ since November 2019 and second best since February 2017! Compliance Case # 02311458_070824_C The post Market Commentary: Best Calendar Month Over the Last 20 Years Holding True appeared first on Carson Wealth. The worst day in June for the S&P 500 was a 0.4%

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Marketing Marketing Economy Numbers 97

Carson Wealth

FEBRUARY 12, 2024

After adjusting for inflation, investment in information processing equipment is running below the 2017-2019 trend. Compliance Case # 02111765_021224_C The post Market Commentary: S&P 500 Tops 5,000. The reality is we haven’t seen the impact of AI yet on a broad economic level. What’s Next? appeared first on Carson Wealth.

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Marketing Marketing Economy Investing 97

Carson Wealth

OCTOBER 14, 2024

Between January 2017 and February 2020 (pre-pandemic), headline CPI inflation average 2.1%, and core averaged 2.2% (annualized). Compliance Case # 02458465_101424_C The post Market Commentary: Bull Market Turns Two appeared first on Carson Wealth. The chart below shows monthly inflation numbers (headline and core) over this period.

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Marketing Marketing Numbers Food 96

Carson Wealth

SEPTEMBER 30, 2024

over the entire 2010-2019 era, and even over the relatively stronger 2017-2019 period, it grew only 2.8%. Compliance Case # 02434362_093024_C The post Market Commentary: S&P 500 Has Another Strong Month, but Watch Out for October Jitters appeared first on Carson Wealth. The economy grew at an annualized pace of 2.4%

Marketing 96

Marketing Marketing Manufacturing Economics 96

Brown Advisory

JUNE 14, 2017

Municipal SMAs: Behind the Velvet Rope of Regulation achen Wed, 06/14/2017 - 09:19 At an increasing pace, retail municipal bond investors are shifting money to professional managers via mutual funds or separately managed accounts. The results were discouraging.

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Retail Compliance Clients Management 52

Brown Advisory

JUNE 14, 2017

Wed, 06/14/2017 - 09:19. The SEC’s Enforcement Division introduced the Municipal Continuing Disclosure Cooperative Initiative in early 2014 to encourage self-reporting of possible securities law violations, especially in situations when entities misrepresented their compliance with continuing disclosure obligations.

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Retail Compliance Clients Management 52

Trade Brains

MAY 6, 2023

If we take a look at the company’s annual report for 2017, they had a total of 137 subsidiaries. 227 in February 2017 to Rs. From 2017 to 2022 the company almost 90% of its stock price. Over a span of 5 years between 2017-2022, the company’s stock price fell by 94%, before getting delisted in March 2022.

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Banking License Government Investing 52

The Better Letter

MARCH 18, 2025

One bracket in 2017 was right through an incredible 39 games. Rumor had it that this was part of a quiet agreement between regulators and internal compliance officials, who were understandably concerned about what had gone on. That was about a one-in-five-million level of success. In 2014, one bracket was alive through 34 games.

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Numbers Marketing Marketing Medicine 75

Carson Wealth

DECEMBER 18, 2023

The average return over rolling five-year periods from 1923 through 2017 is about 11% (before inflation). Compliance Case # 02028643_121823_C The post Market Commentary: Stocks and Bonds Rally as Fed Recognizes Progress on Inflation appeared first on Carson Wealth. Here’s why.

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Marketing Marketing Economy Investing 96

Carson Wealth

SEPTEMBER 9, 2024

from 2017-2019, and around 1.3-1.6% Compliance Case # 02400621_090924_C The post Market Commentary: Slow Start to Historically Worst Month of the Year appeared first on Carson Wealth. Layoffs are also low, which should also tell you we’re not in the middle of a recession or very close to one. That’s historically low. from 2005-2007.

Marketing 73

Marketing Marketing Economy Economics 73

Carson Wealth

JANUARY 22, 2024

According to quarterly Federal Reserve data, money market assets were more than $6 trillion at the end of the third quarter of 2023, roughly double what they averaged from 2011 to 2017. Compliance Case # 02079559_012224_C The post Market Commentary: S&P 500 Index Hits a New All-Time High appeared first on Carson Wealth.

Marketing 97

Marketing Marketing Economy Portfolio 97

Trade Brains

MAY 14, 2024

Cr customers who availed insurance benefits from since the Company’s inception in 2017. History of warnings by regulator: The Company, in the recent past has received cautions, warnings, and show-cause notices from the IRDAI due to non-compliance with its regulatory requirements. As of December 31, 2023, Go Digit had 4.3

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Insurance Commission License Management 59

Trade Brains

SEPTEMBER 13, 2024

Best stocks in which FIIs are consistently increasing stake KFin Technologies KFin Technologies , established in 2017, operates in the financial technology sector and employs around 6000+ people. Going forward we will be discussing about 5 such companies where FIIs have been consistently increasing their stake.

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Wealth Management Banking Management Portfolio 59

Harness Wealth

OCTOBER 11, 2023

A 2017 survey by PwC revealed that 85% of consumers would switch to a competitor if they felt their data was being handled more securely. Conduct a risk assessment, review access controls, and ensure compliance with industry standards. Regularly update this assessment to stay ahead of emerging cybersecurity risks.

Accounting 59

Accounting Taxes Clients Communication 59

Brown Advisory

JANUARY 17, 2024

WACC is the average rate a company expects to pay to finance its assets. **Return is for period May 1, 2015 through December 31, 2015 Brown Advisory Institutional claims compliance with the Global Investment Performance Standards (GIPS®) and has prepared and presented this report in compliance with the GIPS standards.

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Investing Investments Portfolio Accounting 52

Brown Advisory

APRIL 20, 2022

Yet you should be able to expect more from your investment advisor at audit time than just regulatory compliance and a checklist for your CFO on investment levels, lockup and liquidity. Disclosures of the type of investments that an NFP holds and how they are valued are, of course, a fundamental part of audit process.

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Investment Advisor Investing Investments Nonprofit 52

Brown Advisory

AUGUST 14, 2023

At the margin, the factors can be a tailwind as experienced in 2017 and 2018 or a headwind as seen in 2016 and 2022, but when we look at attribution over the past three years in the chart below it shows over 100% of the strategy’s alpha came from individual investment selection or stock-picking as the factors combined were a net negative drag.

Investing 52

Investing Investments Portfolio Accounting 52

Brown Advisory

NOVEMBER 12, 2015

For example, the filing dates for reporting foreign gifts and foreign accounts will move from March 15 and June 30, respectively, to April 15 for tax years 2016 and beyond (to be clear, these deadlines won’t change this year, the changes take effect in 2017 for 2016 returns). Circular 230 Compliance Statement.

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Planning Taxes Distribution Medical 52

The Big Picture

DECEMBER 5, 2024

He was always very generous with me, allowing many of his unique works to be republished on this blog (despite the usual concerns from compliance). His insights were unique, and I always received them with gratitude. My buddy Mark Lehman had been at UBS in Switzerland for nearly his entire career. He will be deeply missed.

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Compliance Marketing Marketing Management 290

Brown Advisory

JANUARY 1, 2023

Moody’s Corporation (added) 25 Moody’s was one of our original investments when we launched Global Leaders in 2015 and had been waiting patiently on our ready-to-buy list since we sold in 2017 based on valuation. Electronic Arts (sold) 28 We invested in video games publisher Electronic Arts (EA) back in 2017.

Investing 52

Investing Investments Valuation Clients 52

The Big Picture

AUGUST 15, 2023

Let me say what your compliance wouldn’t allow you to say. You still had 2012 to 2017 to finish the bet. And at the time, I was managing Protege Partners as a hedge fund of funds. We were short subprime mortgages with John Paulson. RITHOLTZ: You were crushing it. You guys were killing it in the mid 2000s. RITHOLTZ: Right.

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Sara Grillo

JUNE 20, 2022

If you’re doing the work, you might find a couple of prospects that really make that year for you and you kinda take your foot off the gas and you slow down, and then by the time you ramp up, you’re already way too behind, but now, from the time that I left, I left in 2017.

Financial Advisor 52

Financial Advisor Sales Commission Clients 52

Brown Advisory

JUNE 12, 2017

2017 Berkshire Hathaway Annual Shareholder Meeting achen Mon, 06/12/2017 - 15:11 Thousands of people come to Omaha each spring for the Berkshire Hathaway annual shareholders’ meeting to hear the insights of Warren Buffett and Charles Munger, Buffett’s longtime business partner.

Investing 52

Investing Investments Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

2017 Berkshire Hathaway Annual Shareholder Meeting. Mon, 06/12/2017 - 15:11. All the big brokerage firms have large compliance departments, and they should. Rather than a transcript, these notes are highlights organized to group common themes from responses to related questions.

Investing 52

Investing Investments Ethics Taxes 52

Harness Wealth

APRIL 17, 2025

This approach helps maximize ISO treatment for key employees while maintaining compliance with IRS regulations. Tax changes expected in 2025 The approaching expiration of several key provisions from the 2017 Tax Cuts and Jobs Act that could fundamentally reshape the advantages of ISOs versus NSOs in 2025.

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Taxes Tax Planning Planning Sales 52

Good Financial Cents

AUGUST 12, 2023

As Robert Kiyosaki (2017) explains in his best-selling book “ Rich Dad Poor Dad ,” passive income can be a way to achieve greater financial independence. Understanding these rules or consulting a tax professional is vital to maximizing after-tax returns and compliance with tax laws. The post What is Passive Income?

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Risk Tolerance Taxes Compliance Retirement 58