Cornerstone Financial Advisory

SEPTEMBER 6, 2022

Source: Econoday, September 2, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, September 2, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. ZS), Docusign (DOCU).

Marketing 59

Marketing Marketing Taxes Investment Advisor 59

Cornerstone Financial Advisory

NOVEMBER 21, 2022

Source: Econoday, November 18, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, November 18, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Jobless Claims.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

DECEMBER 12, 2022

Source: Econoday, December 9, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, December 9, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. CNBC, December 9, 2022.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

OCTOBER 10, 2022

prime minister’s decision to reverse a tax cut proposal that had upended financial markets the previous week lifted investors. Source: Econoday, October 7, 2022. Source: Zacks, October 7, 2022. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

SEPTEMBER 26, 2022

Source: Econoday, September 23, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, September 23, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Consumer Confidence.

Marketing 59

Marketing Marketing Education Taxes 59

Cornerstone Financial Advisory

NOVEMBER 28, 2022

Source: Econoday, November 25, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, November 25, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Royalty payments .

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

AUGUST 15, 2022

Source: Econoday, August 12, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, August 12, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. CNBC, August 10, 2022.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

SEPTEMBER 12, 2022

Source: Econoday, September 9, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, September 9, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. ” – Janis Joplin.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

SEPTEMBER 19, 2022

Source: Econoday, September 16, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, September 16, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Existing Home Sales.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

NOVEMBER 14, 2022

Source: Econoday, November 11, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, November 11, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Industrial Production.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

AUGUST 22, 2022

Source: Econoday, August 19, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, August 19, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. IRS.gov, April 21, 2022.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

AUGUST 29, 2022

Source: Econoday, August 26, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, August 26, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. . Factory Orders.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JUNE 21, 2022

Source: Econoday, June 17, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, June 17, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. CNBC, June 16, 2022.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

OCTOBER 17, 2022

Source: Econoday, October 14, 2022. Source: Zacks, October 14, 2022. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Correctly classifying your workers is essential to avoid issues with taxes or liability. CNBC, October 13, 2022.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

JULY 11, 2022

Source: Econoday, July 8, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, July 8, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. . CNBC, July 8, 2022.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

JUNE 27, 2022

Source: Econoday, June 24, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, June 24, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. . Thursday: Jobless Claims.

Marketing 52

Marketing Marketing Taxes Education 52

Ballast Advisors

NOVEMBER 21, 2022

What are appropriate checklists for year-end tax planning? Tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Certain tax benefits may be available if you can claim an individual as a dependent. Family tax planning. Filing status and dependents.

Tax Planning 52

Tax Planning Taxes Planning Retirement Planning 52

Cornerstone Financial Advisory

JULY 18, 2022

Source: Econoday, July 15, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, July 15, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. CNBC, July 11, 2022.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

OCTOBER 24, 2022

was scrapping its tax cut plans. . Source: Econoday, October 21, 2022. Source: Zacks, October 21, 2022. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. .” What To Know About Excise Tax As A Business Owner. Durable Goods Sales.

Marketing 45

Marketing Marketing Taxes Economics 45

Ballast Advisors

NOVEMBER 29, 2022

How you treat those losses come tax time can mean a lot in the long run of your financial plan. Good portfolio management focuses on after tax rate of returns,” says Ballast Advisors Managing partner Paul Parnell. Basic principles of tax harvesting. Tax harvesting can save you money, but do it right. Timing is key.

Taxes 40

Taxes Portfolio Management Sales Portfolio 40

James Hendries

AUGUST 15, 2022

with a Schumer-Manchin agreement on a climate-healthcare-tax bill and some inflation data that added to the evidence that inflation has peaked. Estimates for the second half of 2022 and 2023 have come down as expected, but with expectations so low, stocks generally rallied on results even as estimate were cut.

Clients 52

Clients Marketing Marketing Valuation 52

Cornerstone Financial Advisory

AUGUST 7, 2023

.” – Desmond Tutu Add Social Security Numbers Of Your Dependents On Your Return On your tax return, add the Social Security Numbers for your children and other dependents. Otherwise, the Internal Revenue Service (IRS) might deny any dependent credits you might be due, including the Child Tax Credit. IRS.gov, October 7, 2022 8.

Marketing 92

Marketing Marketing Medicine Taxes 92

Cornerstone Financial Advisory

OCTOBER 30, 2023

2) The regular method allows you to specifically calculate the actual expenses like rent, mortgage interest, taxes, repairs, depreciation, and utilities you pay for the portion of your home used for the business. This information is not intended to substitute for specific individualized tax advice. IRS.gov, January 19, 2022 7.

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Marketing Marketing Economics Taxes 100

Cornerstone Financial Advisory

JANUARY 3, 2023

Source: Econoday, December 30, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, December 30, 2022 Companies mentioned are for informational purposes only. Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. ” – Adam Smith.

Marketing 59

Marketing Marketing Taxes Economics 59

Ballast Advisors

AUGUST 18, 2023

The percentage of workers who felt at least somewhat confident in their ability to afford retirement plummeted nine percentage points, from 73% in 2022 to just 64% in 2023. For retirees, the drop was four percentage points — from 77% in 2022 to 73% in 2023. Broadridge Investor Communication Solutions, Inc.

Retirement 52

Retirement Taxes Planning Accounting 52

Cornerstone Financial Advisory

APRIL 10, 2023

.” – Dora Russell How To Choose A Tax Preparer It’s essential to choose a tax preparer that is suitable for your needs as well as reliable and ethical. This information is not intended to substitute for specific individualized tax advice. We suggest you discuss your specific tax issues with a qualified tax professional.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

FEBRUARY 13, 2023

.” – Sandy Fries The Two Types Of IRS Volunteer Programs Every year, IRS-certified volunteers help people file their tax returns accurately. This volunteer opportunity is perfect for people who want to learn more about tax preparation, need to earn continuing education credits, or want to give back to their community.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

MARCH 20, 2023

” – Brenda Song 5 Things You Can Find on IRS.gov The IRS website has a wealth of information outside of just tax filing information. Resources on how to apply for 501(c)(3) status – There are webinars and resources to help organizations apply for and maintain their tax-exempt status. IRS.gov, September 26, 2022 6.

Marketing 59

Marketing Marketing Taxes Banking 59

Cornerstone Financial Advisory

MARCH 6, 2023

” – Steve Jobs Outstanding Tax Bill? Consider An Offer In Compromise An Offer in Compromise is a federal tax program allowing taxpayers to enter into an agreement with the IRS to settle their tax debt for less than they owe. This information is not intended to be a substitute for specific individualized tax advice.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

AUGUST 14, 2023

Child support payments are not taxable income for the recipient or tax-deductible for the payer. Therefore, you should not include child support payments when calculating gross income for tax purposes. This information is not intended to substitute for specific individualized tax advice. IRS.gov, November 1, 2022 7.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

JANUARY 17, 2023

Tax Benefits For Charitable Giving. Giving back to others feels good and is a great way to support your community and those in need, but it also has tax advantages. According to the IRS, most charitable contributions are deductible as an itemized deduction when you file your taxes, including cash and property contributions.

Marketing 59

Marketing Marketing Taxes Investment Advisor 59

Cornerstone Financial Advisory

AUGUST 21, 2023

After the 10-year Treasury yield rose to its highest level since October 2022 on Thursday, yields eased on Friday, helping to arrest the week’s downward trend. There’s no better time than the present to check your withholding status and make sure your paycheck accurately reflects the taxes you should be paying.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

AUGUST 28, 2023

Investors reacted to Powell’s comments far better than in August 2022, when a hawkish presentation sent stocks lower. Here’s a tip that the Internal Revenue Service shares for new business owners: Choose an appropriate business structure: The form of business determines which income tax return a business taxpayer needs to file.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

FEBRUARY 27, 2023

An authorized representative can represent you in interviews, audits, appeals, and tax collection disputes with the IRS and in court. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax professional.

Economics 59

Economics Taxes Investment Advisor Investing 59

Cornerstone Financial Advisory

APRIL 3, 2023

Using this platform, they provide tax-related content in several formats, including: Text-only Braille-ready files (available in English and Spanish) Browser-friendly HTML Accessible PDF (available in English and Spanish) Large print PDF (available in a variety of languages) The IRS also offers enhanced accessibility services.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JULY 3, 2023

” – Pablo Neruda Can You Claim The Child Tax Credit For Other Dependents? Even though you may not be able to claim the child tax credit, you may be able to claim the credit for other dependents under your care. These conditions include: Dependents who are age 17 or older on December 31 of the tax year.

Marketing 59

Marketing Marketing Taxes Economics 59

Ballast Advisors

NOVEMBER 14, 2023

does not provide investment, tax, legal, or retirement advice or recommendations. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Broadridge Investor Communication Solutions, Inc.

Insurance 52

Insurance Taxes Planning Medical 52