Key Tax Court Cases on Valuation of Pass-Through Entities: The Later Years
Wealth Management
JANUARY 30, 2024
Developments from 2020 to 2023.
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Wealth Management
JANUARY 30, 2024
Developments from 2020 to 2023.
Nerd's Eye View
NOVEMBER 4, 2022
We also have a number of articles on taxes and end-of-year planning: The importance for advisors of understanding current RMD rules to ensure their clients take the proper distributions (and avoid a 50% penalty in the process!). ” to pass by the end of the year, while passage of other proposed tax measures appears to be less likely.
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Nerd's Eye View
DECEMBER 23, 2022
While RIA M&A activity has been red hot during the past couple of years, a survey suggests that advisors are expecting lower valuations in 2023. A review of financial planning actions, from tax-loss harvesting to charitable giving, that have a December 31 deadline.
Cornerstone Financial Advisory
SEPTEMBER 25, 2023
Source: Econoday, September 22, 2023 The Econoday economic calendar lists upcoming U.S. NKE) Source: Zacks, September 22, 2023 Companies mentioned are for informational purposes only. This information is not intended to substitute for specific individualized tax advice. The Wall Street Journal, September 22, 2023 2.
Cornerstone Financial Advisory
OCTOBER 2, 2023
Source: Econoday, September 29, 2023 The Econoday economic calendar lists upcoming U.S. STZ) Source: Zacks, September 29, 2023 Companies mentioned are for informational purposes only. ” –John Steinbeck Who Can Deduct Car Expenses On Their Tax Returns? In 2023, the standard mileage rate is 65.5 cents per mile.
Cornerstone Financial Advisory
OCTOBER 9, 2023
Source: Econoday, October 6, 2023 The Econoday economic calendar lists upcoming U.S. BLK) Source: Zacks, October 6, 2023 Companies mentioned are for informational purposes only. This information is not intended to substitute for specific individualized tax advice. The Wall Street Journal, October 6, 2023 2.
Cornerstone Financial Advisory
JULY 10, 2023
Source: Econoday, July 7 , 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, July 7 , 2023 Companies mentioned are for informational purposes only. Here are some things to know about the tool: IRS Free File can be found at IRS.gov and features some big names in the tax software provider world.
Cornerstone Financial Advisory
OCTOBER 23, 2023
Source: Econoday, October 20, 2023 The Econoday economic calendar lists upcoming U.S. ABBV), Exxon Mobil Corporation (XOM), Chevron Corporation (CVX), Colgate-Palmolive Company (CL) Source: Zacks, October 20, 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, October 20, 2023 2.
Cornerstone Financial Advisory
DECEMBER 18, 2023
Source: Econoday, December 15, 2023 The Econoday economic calendar lists upcoming U.S. NKE) Source: Zacks, December 15, 2023 Companies mentioned are for informational purposes only. ” – Charles Schulz Tax Benefit And Credits: FAQs For Retirees Lots of questions can come up about income taxes after one has retired.
Cornerstone Financial Advisory
SEPTEMBER 5, 2023
Source: Econoday, September 1, 2023 The Econoday economic calendar lists upcoming U.S. KR) Source: Zacks, September 1, 2023 Companies mentioned are for informational purposes only. ” – Aristotle Protect Your Tax Data Protecting your data is very important in today’s digital age. CNBC, August 30, 2023.
Cornerstone Financial Advisory
OCTOBER 16, 2023
Source: Econoday, October 13, 2023 The Econoday economic calendar lists upcoming U.S. FCX) Friday: SLB (SLB), American Express Company (AXP) Source: Zacks, October 13, 2023 Companies mentioned are for informational purposes only. This information is not intended to substitute for specific individualized tax advice.
Cornerstone Financial Advisory
NOVEMBER 20, 2023
Source: Econoday, November 17, 2023 The Econoday economic calendar lists upcoming U.S. ADI) Wednesday: Deere & Company (DE) Source: Zacks, November 17, 2023 Companies mentioned are for informational purposes only. Did you know there are some tax considerations when starting a new hobby? CNBC, November 14, 2023.
Cornerstone Financial Advisory
OCTOBER 30, 2023
1,2,3 Source: YCharts, October 23, 2023 to October 27, 2023. Source: Econoday, October 27, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, October 27, 2023 Companies mentioned are for informational purposes only. This information is not intended to substitute for specific individualized tax advice.
Cornerstone Financial Advisory
NOVEMBER 27, 2023
Source: Econoday, November 24, 2023 The Econoday economic calendar lists upcoming U.S. DELL) Source: Zacks, November 24, 2023 Companies mentioned are for informational purposes only. There are some important tax tips to know to set yourself up for success. The Wall Street Journal, November 24, 2023. Jobless Claims.
Cornerstone Financial Advisory
DECEMBER 4, 2023
Source: Econoday, December 1, 2023 The Econoday economic calendar lists upcoming U.S. AVGO), Dollar General Corporation (DG) Source: Zacks, December 1, 2023 Companies mentioned are for informational purposes only. This information is not intended to substitute for specific individualized tax advice. IRS.gov, March 28, 2023 7.
Cornerstone Financial Advisory
NOVEMBER 13, 2023
Source: Econoday, November 10, 2023 The Econoday economic calendar lists upcoming U.S. NTES) Source: Zacks, November 10, 2023 Companies mentioned are for informational purposes only. Even better, these donations may qualify for a tax deduction if you itemize the deductions and show proof of the donations. Retail Sales.
Cornerstone Financial Advisory
DECEMBER 11, 2023
Weekly Market Insights: Stocks Spark Late Week Rally A late-week, two-day rally left stocks higher, adding to November’s gains as the last month of trading for 2023 began. Source: Econoday, December 8, 2023 The Econoday economic calendar lists upcoming U.S. In addition, they must report all yearly tips on their tax returns.
Discipline Funds
AUGUST 4, 2023
Equal weight S&P 500 is up 8% in 2023. Monthly payroll growth has averaged 422K for two years and 258K in 2023. Sometimes it works, but in most cases we’re all just churning up taxes and fees along the way. Inflation adjusted residential real estate is down 5%. The Dow is up 7%. The Nasdaq is up 40%+ this year.
Validea
APRIL 14, 2025
Drawing on decades of experience, Bernstein offers practical wisdom for navigating today’s uncertain investment landscape.
Abnormal Returns
FEBRUARY 27, 2023
msn.com) S&P 500 companies could do $1 trillion in buybacks in 2023. wsj.com) Taxes on share buybacks are a speed bump. capitalgains.thediff.co) Startups How increased regulatory risk is affecting startup valuations. axios.com) Job number one for CEOs is capital allocation.
Diamond Consultants
JUNE 1, 2023
Here are 3 valuation scenarios to address that curiosity. Focus Financial Partners, the largest investor in the independent space, is being taken private at a $7B valuation. Prolific RIA acquirer CI Financial recently monetized a stake in their business at a $5B valuation. Those are some eye-popping numbers.
Cornerstone Financial Advisory
DECEMBER 23, 2024
In 2023, the S&P 500 also tacked on 24 percent for the full year. ” – Anas Nin Tax Tip… What is the Lifetime Learning Credit? The Lifetime Learning Credit (LLC) is a tax credit for qualified tuition and related expenses. The credit is worth up to $2,000 per tax return. Tuesday: Durable Goods.
Cornerstone Financial Advisory
JANUARY 2, 2024
Weekly Market Insights: S&P Ends 2023 Up 24% Stocks posted a slight gain last week amid a shortage of news and light holiday trading. 1,2,3 Source: YCharts.com, December 30, 2023. 1,2,3 Source: YCharts.com, December 30, 2023. Source: Econoday, December 29, 2023 The Econoday economic calendar lists upcoming U.S.
Cornerstone Financial Advisory
APRIL 24, 2023
Poor earnings results hit communication services stocks and regional banks, while margin pressures put pressure on auto stock valuations. Source: Econoday, April 21, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, April 21, 2023 Companies mentioned are for informational purposes only. Jobless Claims.
Cornerstone Financial Advisory
MARCH 27, 2023
Source: Econoday, March 24, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, March 24, 2023 Companies mentioned are for informational purposes only. ” – Melissa Viviane “Lizzo” Jefferson Who Can File Your Taxes? Many people file their taxes, but others choose to have a third party represent them.
Cornerstone Financial Advisory
JANUARY 17, 2023
Source: Econoday, January 13, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, January 13, 2023 Companies mentioned are for informational purposes only. Tax Benefits For Charitable Giving. You can even use the Interactive Tax Assistant on the IRS website to see if your charitable contribution is deductible.
Harness Wealth
MARCH 3, 2023
How do taxes work in a tender offer? A Stripe liquidity event is coming Rumors of a Stripe IPO began circling in 2021, after a $600 million Series H financing round pushed the company’s valuation to a massive $95 billion. All of this is to say that a Stripe IPO date is not something you should expect for 2023. tender offer).
Cornerstone Financial Advisory
APRIL 10, 2023
Source: Econoday, April 7, 2023 The Econoday economic calendar lists upcoming U.S. PNC) Source: Zacks, April 7, 2023 Companies mentioned are for informational purposes only. This information is not intended to substitute for specific individualized tax advice. The Wall Street Journal, April 6, 2023 2. FOMC Minutes.
Cornerstone Financial Advisory
MAY 8, 2023
Source: Econoday, May 5, 2023 The Econoday economic calendar lists upcoming U.S. APD) Wednesday: Occidental Petroleum Corporation (OXY), The Walt Disney Company (DIS) Source: Zacks, May 5, 2023 Companies mentioned are for informational purposes only. ” – Charlotte Brontë Need Last Year’s Tax Returns? Jobless Claims.
Zoe Financial
JANUARY 6, 2025
If you combine 2023 and 2024, the S&P 500 was up 57%. Will the Federal Reserve continue to lower interest rates, supporting valuations? Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Stay tuned for next week.
Cornerstone Financial Advisory
FEBRUARY 6, 2023
Source: Econoday, February 3, 2023 The Econoday economic calendar lists upcoming U.S. ORLY). Source: Zacks, February 3, 2023 Companies mentioned are for informational purposes only. If you claim at least one child as your dependent, you may be eligible to benefit from the child tax credit. Friday: Consumer Sentiment.
Cornerstone Financial Advisory
FEBRUARY 13, 2023
Source: Econoday, February 10, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, February 10, 2023 Companies mentioned are for informational purposes only. ” – Sandy Fries The Two Types Of IRS Volunteer Programs Every year, IRS-certified volunteers help people file their tax returns accurately.
Cornerstone Financial Advisory
JUNE 26, 2023
Source: Econoday, June 23, 2023 The Econoday economic calendar lists upcoming U.S. MKC) Source: Zacks, June 23, 2023 Companies mentioned are for informational purposes only. These relationships face different tax situations. This information is not intended to substitute for specific individualized tax advice.
Cornerstone Financial Advisory
MARCH 20, 2023
Source: Econoday, March 17, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, March 17, 2023 Companies mentioned are for informational purposes only. ” – Brenda Song 5 Things You Can Find on IRS.gov The IRS website has a wealth of information outside of just tax filing information. New Home Sales.
Cornerstone Financial Advisory
SEPTEMBER 18, 2023
Source: Econoday, September 15, 2023 The Econoday economic calendar lists upcoming U.S. DRI) Source: Zacks, September 15, 2023 Companies mentioned are for informational purposes only. This information is not intended to substitute for specific individualized tax advice. The Wall Street Journal, September 15, 2023.
Cornerstone Financial Advisory
SEPTEMBER 11, 2023
Source: Econoday, September 8, 2023 The Econoday economic calendar lists upcoming U.S. ADBE) Source: Zacks, September 8, 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, September 8, 2023 2. The Wall Street Journal, September 8, 2023 3. CME Group, September 8, 2023 5.
Cornerstone Financial Advisory
JUNE 12, 2023
Stocks rose again the following day, holding onto their gains, with the S&P 500 hitting a new closing high for 2023. Source: Econoday, June 9, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, June 9, 2023 Companies mentioned are for informational purposes only. State taxes may apply to inheritances.)
Cornerstone Financial Advisory
MAY 22, 2023
Source: Econoday, May 19, 2023 The Econoday economic calendar lists upcoming U.S. WDAY) Source: Zacks, May 19, 2023 Companies mentioned are for informational purposes only. Here’s How It May Affect Your Taxes Taxpayers who work in the gig economy may benefit from having a better understanding of how their work affects their taxes.
Cornerstone Financial Advisory
APRIL 3, 2023
Source: Econoday, March 31, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, March 31, 2023 Companies mentioned are for informational purposes only. This information is not intended to substitute for specific individualized tax advice. The Wall Street Journal, March 31, 2023 2.
Cornerstone Financial Advisory
FEBRUARY 20, 2023
Source: Econoday, February 17, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, February 17, 2023 Companies mentioned are for informational purposes only. A QCD is a nontaxable distribution made directly by the trustee of an IRA to organizations that are eligible to receive tax-deductible contributions.
Cornerstone Financial Advisory
JANUARY 30, 2023
Presented by Cornerstone Financial Advisory, LLC Stocks added to their early 2023 gains amid a busy stream of mixed corporate earnings results and conflicting economic data. Source: Econoday, January 27, 2023 The Econoday economic calendar lists upcoming U.S. The Wall Street Journal, January 27, 2023 2. CNBC, January 26, 2023 5.
Cornerstone Financial Advisory
JUNE 19, 2023
5 The Fed raised its 2023 economic growth forecast to 1%, up from its March forecast of 0.4%. Source: Econoday, June 16, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, June 16, 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, June 16, 2023. Jobless Claims.
Cornerstone Financial Advisory
MARCH 6, 2023
Source: Econoday, March 3, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, March 3, 2023 Companies mentioned are for informational purposes only. ” – Steve Jobs Outstanding Tax Bill? This information is not intended to be a substitute for specific individualized tax advice. Answer: Libya.
Cornerstone Financial Advisory
APRIL 17, 2023
Source: Econoday, April 14, 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, April 14, 2023 Companies mentioned are for informational purposes only. This information is not intended to substitute for specific individualized tax advice. The Wall Street Journal, April 14, 2023 2. Existing Home Sales.
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