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.

Marketing 86

Marketing Marketing Taxes Economics 86

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.

Marketing 88

Marketing Marketing Taxes Economics 88

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.

Marketing 93

Marketing Marketing Taxes Economics 93

Cornerstone Financial Advisory

AUGUST 7, 2023

Consumer Sentiment Source: Econoday, August 4, 2023 The Econoday economic calendar lists upcoming U.S. OKE) Wednesday: The Walt Disney Company (DIS) Source: Zacks, August 4, 2023 Companies mentioned are for informational purposes only. This information is not intended to substitute for specific individualized tax advice.

Marketing 92

Marketing Marketing Medicine Taxes 92

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.

Marketing 84

Marketing Marketing Taxes Economics 84

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.

Marketing 87

Marketing Marketing Economics Taxes 87

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.

Marketing 90

Marketing Marketing Taxes Economics 90

Wealth Management

JANUARY 30, 2024

Developments from 2020 to 2023.

Valuation 76

Valuation Taxes 76

Abnormal Returns

AUGUST 6, 2023

michaelparekh.substack.com) Venture capital Q2 2023 startup data from AngelList show median valuations back to pre-pandemic levels. wsj.com) Starting next year, most US taxpayers will be able to file their taxes completely paperless with the IRS. angellist.com) The tidal wave of down rounds is here.

Financial Advising 233

Financial Advising Startup Economics Valuation 233

Cornerstone Financial Advisory

AUGUST 14, 2023

The combination of higher yields and earnings that failed to validate tech’s elevated valuations has dragged the sector and the larger market. Source: Econoday, August 11, 2023 The Econoday economic calendar lists upcoming U.S. Child support payments are not taxable income for the recipient or tax-deductible for the payer.

Marketing 52

Marketing Marketing Taxes Economics 52

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.

Financial Planner 162

Financial Planner Financial Advisor Retirement Planning Medical 162

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.

Marketing 59

Marketing Marketing Taxes Banking 59

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.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

AUGUST 21, 2023

Source: Econoday, August 18, 2023 The Econoday economic calendar lists upcoming U.S. DLTR) Source: Zacks, August 18, 2023 Companies mentioned are for informational purposes only. 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

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.)

Marketing 59

Marketing Marketing Insurance Taxes 59

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.

Marketing 59

Marketing Marketing Economics Taxes 59

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.

Marketing 59

Marketing Marketing Taxes Economics 59

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.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JULY 3, 2023

Source: Econoday, June 30, 2023 The Econoday economic calendar lists upcoming U.S. LEVI) Source: Zacks, June 30, 2023 Companies mentioned are for informational purposes only. ” – Pablo Neruda Can You Claim The Child Tax Credit For Other Dependents? The Wall Street Journal, June 30, 2023. CNBC, June 28, 2023.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

MAY 1, 2023

Source: Econoday, April 28, 2023 The Econoday economic calendar lists upcoming U.S. D), Source: Zacks, April 28, 2023 Companies mentioned are for informational purposes only. ” – Keith David Tax Tips For Those In The Military The Internal Revenue Service has certain special tax breaks and programs for members of the U.S.

Marketing 59

Marketing Marketing Taxes Economics 59

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.

Financial Planner 88

Financial Planner Banking Taxes Economics 88

Cornerstone Financial Advisory

JULY 24, 2023

Source: Econoday, July 21 , 2023 The Econoday economic calendar lists upcoming U.S. Source: Zacks, July 21 , 2023 Companies mentioned are for informational purposes only. Lastly, it’s important to consider paying quarterly taxes during the year to help avoid any federal or state tax penalties for underpayment.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

AUGUST 28, 2023

Source: Econoday, August 25, 2023 The Econoday economic calendar lists upcoming U.S. VMW) Source: Zacks, August 25, 2023 Companies mentioned are for informational purposes only. This information is not intended to substitute for specific individualized tax advice. The Wall Street Journal, August 25, 2023 2.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

MAY 30, 2023

Source: Econoday, May 26, 2023 The Econoday economic calendar lists upcoming U.S. DELL) Source: Zacks, May 26, 2023 Companies mentioned are for informational purposes only. ” – Mariah Carey Be On Alert For IRS Scams The Internal Revenue Service is on a constant lookout for tax-related scams. IRS.gov, April 24, 2023 5.

Marketing 59

Marketing Marketing Taxes Economics 59

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.

Marketing 59

Marketing Marketing Taxes Investment Advisor 59

The Big Picture

AUGUST 14, 2023

My back-to-work morning train WFH reads: • There Is No “Stealth Fiscal Stimulus” The federal budget deficit is widening thanks to falling capital gains tax receipts and soaring net interest interest payments (including via the Federal Reserve). Mind you, this is not valuations at screaming buy levels, just below average.

Valuation 130

Valuation Budgeting Investing Investments 130

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.

Marketing 59

Marketing Marketing Taxes Banking 59

Harness Wealth

MARCH 9, 2023

Reddit is planning an IPO for the second half of 2023. As of now, Reddit has yet to announce a date for its initial public offering (IPO), but all signs are pointing to the second half of 2023. Reddit has its sights set on a $15 billion valuation for its IPO , but achieving that goal may prove challenging.

Planning 52

Planning Taxes Advertising Tax Planning 52

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.

Marketing 59

Marketing Marketing Taxes Economics 59

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.

Marketing 59

Marketing Marketing Taxes Economics 59

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.

Marketing 59

Marketing Marketing Taxes Investment Advisor 59

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.

Marketing 59

Marketing Marketing Medical Economics 59

Cornerstone Financial Advisory

JULY 31, 2023

5 Recession Deferred Expectations of a recession were high coming into 2023. Source: Econoday, July 28 , 2023 The Econoday economic calendar lists upcoming U.S. EOG) Source: Zacks, July 28 , 2023 Companies mentioned are for informational purposes only. The Wall Street Journal, July 28, 2023. CNBC, July 28, 2023.

Marketing 52

Marketing Marketing Economics Taxes 52

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.

Financial Planner 199

Financial Planner Retirement Planning Financial Planning Distribution 199

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.

Marketing 59

Marketing Marketing Taxes Distribution 59

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.

Marketing 59

Marketing Marketing Taxes Economics 59

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.

Marketing 59

Marketing Marketing Economics Taxes 59