Nerd's Eye View

JANUARY 20, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that several states are considering a series of tax hikes targeting higher-income and ultra-high-net-worth residents after similar proposals failed to pass at the Federal level.

Financial Planner 182

Financial Planner Financial Advice Fee Only Financial Planning 182

The Big Picture

JULY 25, 2023

Pomp points out that: “I am, however, arguing that the total return percentage traditionally quoted is not what people actually achieve in their brokerage account because of taxes. I have addressed Tax Alpha before ( see this and this ); but Pomp indirectly raised a very different issue: Why do people underperform their own assets?

Assets 246

Assets Accounting Taxes Economics 246

The Chicago Financial Planner

NOVEMBER 27, 2022

One of the best tax deductions for a small business owner is funding a retirement plan. Beyond any tax deduction you are saving for your own retirement. The maximum for 2022 is $61,000, this has been increased to $66,000 for 2023. Employee contribution limits are $20,500 for 2022 and $22,500 for 2023. Eligibility.

Retirement Planning 263

Retirement Planning Retirement Planning Financial Planner 263

Abnormal Returns

FEBRUARY 13, 2023

citywire.com) Taxes Five tax mistakes to avoid when it comes to stock options, RSUs, etc. riabiz.com) The number of CFPs grew some 5% in 2022. (fa-mag.com) (mattreiner.com) SEC The SEC is going to focus on the new marketing rule in 2023. flowfp.com) The IRS has clarified its approach to state rebate payments.

Clients 212

Clients Retirement Financial Services Taxes 212

Cornerstone Financial Advisory

NOVEMBER 14, 2022

A cooling inflation number ignited a powerful rally on Thursday, sending stocks to strong gains for the week. Both numbers were below market expectations of 0.6% A look behind the numbers shows that October’s 7.7% Source: Econoday, November 11, 2022 The Econoday economic calendar lists upcoming U.S. Inflation Moderates.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

DECEMBER 12, 2022

But stock prices were under pressure Friday following a disappointing Producer Price Index (PPI) number. Though the PPI number dented the optimism around cooling inflation, November’s PPI report represented an improvement from its 11.7% Source: Econoday, December 9, 2022 The Econoday economic calendar lists upcoming U.S.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

JULY 11, 2022

Employers added 372,000 jobs in June, a number that was above economists’ estimates of 250,000. 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. The Small Business Health Care Tax Credit.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

SEPTEMBER 19, 2022

Instead, the elevated inflation number not only undercut those easing hopes but raised the possibility of a more significant rate hike. That number was well above the 5.9% Source: Econoday, September 16, 2022 The Econoday economic calendar lists upcoming U.S. How to Find Tax Help in Other Languages. year-over-year.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

DECEMBER 5, 2022

And Job Numbers Cheer Markets. Source: Econoday, December 2, 2022 The Econoday economic calendar lists upcoming U.S. Source: Zacks, December 2, 2022 Companies mentioned are for informational purposes only. Generally, the money in a traditional IRA isn’t taxed until it’s withdrawn. IRS.gov, July 11, 2022.

Marketing 59

Marketing Marketing Taxes Economics 59

Wealth Management

NOVEMBER 3, 2022

Property Tax Administration's assessment of the market value of the nation’s highest profile government buildings, such as the White House. The Empire State Building is among a number of office buildings that have installed beehives recently as part of an effort to bring back tenants, reports Commercial Observer.

Government 95

Government Taxes Numbers Marketing 95

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. In a sign of cooling, the number of open jobs in August fell 10%, while a subsequent report from Automated Data Processing (ADP) showed continued labor market strength. Source: Econoday, October 7, 2022.

Marketing 59

Marketing Marketing Taxes Economics 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. This information is not intended to be a substitute for specific individualized tax advice. The Wall Street Journal, November 18, 2022.

Marketing 59

Marketing Marketing Taxes Economics 59

Calculated Risk

AUGUST 24, 2022

The BLS released the preliminary annual benchmark revision showing 462,000 more payroll jobs as of March 2022. The annual revision is benchmarked to state tax records. These counts are derived from state unemployment insurance (UI) tax records that nearly all employers are required to file.

Taxes 143

Taxes Manufacturing Numbers Insurance 143

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. This information is not intended to be a substitute for specific individualized tax advice. The Wall Street Journal, November 25, 2022.

Marketing 59

Marketing Marketing Economics Taxes 59

The Big Picture

JULY 27, 2022

Consider these columns going back to 2013 pointing out the foolishness of tax-payer subsidized corporate welfare queens (2013), and why median wages were rising ( 2016 , 2017 , 2018 , 2018 , 2019 ). By any measure, we still have an enormous number of unfilled positions. Previously : Who Is to Blame for Inflation, 1-15 (June 28, 2022).

Medicine 325

Medicine Numbers Food Insurance 325

Cornerstone Financial Advisory

AUGUST 15, 2022

Bureau of Labor Statistics released a better-than-expected Consumer Price Index (CPI) number, with buying momentum building throughout the trading session. 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.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

AUGUST 22, 2022

Despite the week’s losses, stocks exhibited resiliency in the face of a string of troubling economic news that included flat retail sales, weak housing numbers, an inversion in the yield curve, and tepid economic data out of China. Source: Econoday, August 19, 2022 The Econoday economic calendar lists upcoming U.S. New Home Sales.

Marketing 59

Marketing Marketing Economics Taxes 59

MarketWatch

JANUARY 23, 2023

GNS, a Singapore-based education company, set guidance for 2023 on Monday, saying it expects revenue of $48 million to $52 million, up 37% from its 2022 proforma guidance. million, up 30% from 2022. million, up 30% from 2022. The company, which captured headlines last week when it said it had appointed a former F.B.I.

Education 75

Education Taxes Numbers Planning 75

Cornerstone Financial Advisory

OCTOBER 17, 2022

An above-consensus consumer inflation number sent stocks tumbling in early Thursday trading before inexplicably surging higher in a stunning reversal that saw the Dow Jones Industrial Average rally 1,500 points from its intraday low. Source: Econoday, October 14, 2022. Source: Zacks, October 14, 2022. CNBC, October 13, 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. Two education credits are available to American taxpayers: the American Opportunity Tax Credit (AOTC) and the Lifetime Learning Credit (LLC). Caryl Churchill.

Marketing 52

Marketing Marketing Taxes Education 52

Brown Advisory

NOVEMBER 28, 2022

2022 Year-End Planning Letter: Reflections and Perspectives ajackson Mon, 11/28/2022 - 11:10 The end of the calendar year is traditionally a time of reflection, and for us it is a chance to sit with clients, review progress, discuss the events shaping the investment landscape, and revisit goals for both the near term and the long term.

Planning 52

Planning Taxes Clients Strategic Planning 52

Brown Advisory

NOVEMBER 28, 2022

2022 Year-End Planning Letter: Reflections and Perspectives. Mon, 11/28/2022 - 11:10. Unfortunately, 2022 has been a painful experience for many. Unfortunately, 2022 has been a painful experience for many. In brief, 2022 was an extremely challenging year.

Planning 52

Planning Taxes Clients Strategic Planning 52

Nerd's Eye View

AUGUST 12, 2022

From there, we have several articles on Mergers & Acquisition (M&A) trends: M&A activity so far in 2022 is set to exceed 2021’s record pace despite economic headwinds, meaning there could simply be a ‘new normal’ of higher activity regardless of the economic environment.

Financial Planner 175

Financial Planner Retirement Healthcare Numbers 175

Zoe Financial

MAY 12, 2024

It will mark the highest YoY earnings growth since Q2 2022 if maintained. Strong earnings and beating expectations: positive surprises in the number of companies and the magnitude of earnings, well above their ten-year average.

Marketing 52

Marketing Marketing Economics Taxes 52

Nerd's Eye View

JULY 25, 2022

2022 was a year that began with high hopes as households were slowly re-emerging from pandemic shutdowns, markets were reaching new highs, and most advisory firms had growing momentum. A gap our Kitces Courses aim to fill!

Education 173

Education Financial Planning Estate Planning CFP 173

Abnormal Returns

DECEMBER 25, 2022

rock-wealth.co.uk) Companies Not a lot went right for Big Tech in 2022. semafor.com) Just about everything went right for the NFL in 2022. fa-mag.com) Five standout ETFs from 2022 not from the big three including the Schwab US Dividend Equity ETF ($SCHD). vox.com) The USPS had a better year in 2022. continues to decline.

Marketing 130

Marketing Marketing Financial Advising Economy 130

Abnormal Returns

FEBRUARY 16, 2023

bloomberg.com) Bitcoin is at its highest level since June 2022. axios.com) Funds Tax efficiency is the secret sauce of ETFs. apricitas.io) There are a near-record number of housing units currently under construction. Markets The FTSE 100 Index has risen above 8,000 points for the first time ever. pragcap.com) Fidelity is hiring!

Financial Advising 144

Financial Advising Engineering Valuation Retail 144

James Hendries

SEPTEMBER 20, 2022

Income shifting (also known as income splitting) may be defined as dividing income in a way that lowers overall taxes. When using these methods to shift income to a child, it’s always important to bear in mind the kiddie tax. Timing the receipt of your income can also help you lower your taxes.

Tax Planning 52

Tax Planning Taxes Planning Accounting 52

Ballast Advisors

OCTOBER 6, 2023

Claim the Home Energy Audit Tax Credit: IRS Guidance Explained 7 Tips to Navigate Healthcare Over 65 What’s Happening in the World of Higher Education? 2022 Key Numbers Plan Your Finances as You Would Your Exercise 2021 Year-End Tax Tips 1 2 3 Next »

Financial Planning 52

Financial Planning Planning Financial Planner Healthcare 52

Cordant Wealth Partners

OCTOBER 25, 2021

[Editor’s note: Information contained in this post is current based on the 2022 guide for Intel SERPLUS open enrollment.]. We’ll outline how it works, the four most common questions we hear about SERPLUS elections and provide free resources to help with your enrollment for 2022. It’s no secret that Intel is at an inflection point.

Compensation Planning 52

Compensation Planning Distribution Taxes Planning 52

Brown Advisory

MAY 31, 2022

2021 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy ajackson Tue, 05/31/2022 - 15:22 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. Enclosed is our 2021 Impact Report for the Tax-Exempt Sustainable Fixed Income strategy.

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Brown Advisory

MAY 31, 2022

2021 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy. Tue, 05/31/2022 - 15:22. . For a number of our sustainable investment strategies, we issue formal reports each year to keep clients informed about how those strategies are generating positive impact. A Letter of Introduction From The Portfolio Managers.

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Nationwide Financial

APRIL 28, 2023

One of the biggest lessons all states learned from WA is how many people are willing to buy LTC insurance if it will get them exempted from a tax! WA employees will pay a mandatory 0.58% payroll tax – which will purchase $36,500 in total LTC benefits (with potential inflation). And how will they control the number?

Insurance 105

Insurance Taxes Clients Numbers 105

Mish Talk

DECEMBER 22, 2022

What is the lowest wage or salary you would accept (BEFORE taxes and other deductions) for this job? Reservation Wage Between March 2020 and November 2022 Working: +19.1 With demand for jobs in some sectors still high, and increasing number of boomers retiring, we have intense wage pressures. Percent Not Working: +14.3%

Food 130

Food Retirement Taxes Banking 130

Nerd's Eye View

AUGUST 12, 2022

From there, we have several articles on Mergers & Acquisition (M&A) trends: M&A activity so far in 2022 is set to exceed 2021’s record pace despite economic headwinds, meaning there could simply be a ‘new normal’ of higher activity regardless of the economic environment.

Financial Planner 151

Financial Planner Retirement Healthcare Numbers 151

Zoe Financial

MARCH 11, 2024

Economic Updates: Job numbers for February: Headline number: 275,000 jobs added (above expectations). January numbers were sharply revised down from 353,000 to 229,000. Peak in March 2022 was 5.9%. Nasdaq was down 1.2%. Unemployment rate went up from 3.7 Total wage growth came down from 4.5%

Marketing 40

Marketing Marketing Taxes Economics 40

oXYGen Financial

JANUARY 10, 2023

![CDATA[ In 2022 Congress passed the SECURE ACT 2. There are a number of retirement savings provisions in the bill. RMD is the amount of money you must take from your tax deferred retirement accounts when you turn a certain age. The most notable is the change to the Required Minimum Distribution.

Distribution 59

Distribution Retirement Taxes Accounting 59