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Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA

Wealth Management

Number 8860726. Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all thumbnail Career Moves J.P. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.

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Market Commentary: Seasonal Tailwinds Ahead, but First an Election

Carson Wealth

However, this shouldn’t be a big surprise because we knew Hurricanes Milton and Helene would weigh on the numbers. September payrolls were revised down by 31,000 to +223,000 jobs, and August was revised down by 81,000 to +78,000 (the first sub-100,000 monthly payroll number since December 2020). The 2017-2019 pace was 3.1%.)

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A Guide to PTET for Small Business Owners

Harness Wealth

The SALT deduction cap The Tax Cuts and Jobs Act of 2017 imposed a $10,000 cap on the federal deduction for state and local taxes (SALT). Simplified tax filing PTET’s consolidation of state tax payments streamlines administrative processes and minimizes compliance costs.

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What is an 83(i) Election and How Do You You File One?

Harness Wealth

The key differences between 83(i) and 83(b) elections The benefits and risks of an 83(i) election The eligibility criteria for an 83(i) election How to file an 83(i) election 83(i) compliance requirements for companies Is an 83(i) election right for you? Before 2017, employees who received RSU or NSO equity compensation faced a dilemma.

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Market Commentary: Strong Jobs Report Gets the “Good News Is Bad News” Treatment

Carson Wealth

Monthly numbers can be noisy and so a 3-month average is helpful. million in 2023 but well in the ballpark of what we saw in 2017-2019 (2.1 The hiring rate, which is the number of hires as a percent of the labor force, has fallen to 3.3%, the slowest pace since 2013 (outside of the Covid months). Compliance Case # 7521978.1._011325_C

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David DeVoe on the State of RIA M&A and How to Maximize Your Firm’s Valuation

Steve Sanduski

But the number one driver of these trends isn’t aging founders and succession planning. Do you want to control the whole compliance part of the business? It should be growing at 9% or 10%, and was back in 2017, and that’s what I as a strategic person think should be happening for a model that’s so great.

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Tax Deductions vs. Tax Credits: What’s the Difference?

Harness Wealth

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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