MainStreet Financial Planning

NOVEMBER 8, 2024

As December unfolds, it’s easy to overlook year-end tax planning amid the holiday hustle. However, dedicating a few moments now can lead to significant savings come tax season. To help you retain more of your hard-earned money and reduce your tax liability, consider these five strategic moves before the year concludes.

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Wealth Management

NOVEMBER 14, 2024

Kevin Knull, President of TaxStatus, reveals how a direct integration with the IRS is revolutionizing tax planning at Nitrogen's 2024 Fearless Investing Summit.

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Nerd's Eye View

JANUARY 31, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that following the change of administration (and a new incoming chair of the SEC), the Investment Adviser Association is seeking to find ways to help RIAs (particularly smaller firms) manage the compliance responsibilities they (..)

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Nerd's Eye View

NOVEMBER 1, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that SIFMA, which represents broker-dealers, investment banks, and asset managers, released a white paper that argues that CFP Board "increasingly functions as a de facto private regulator for CFP certificants" and proposes that CFP (..)

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The Big Picture

JANUARY 24, 2024

At the Money: How to Pay Less Capital Gains Taxes (January 24, 2024) We’re coming up on tax season, after a banner year for stocks. Successful investors could be looking at a big tax bill from the US government. On this episode of At the Money, we look at direct indexing as a way to manage capital gains taxes.

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Taxes Portfolio Wealth Management Accounting 244

Calculated Risk

APRIL 7, 2025

This graph uses new home sales, single family housing starts and residential investment. (I Note that Residential Investment is quarterly and single-family starts and new home sales are monthly. from March 2024 as some buyers rushed to beat the tariffs. I prefer single family starts to total starts). from February, and up 13.3%

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Sales Economy Economics Investing 241

Nerd's Eye View

APRIL 18, 2025

Which, according to Kitces Research on Advisor Productivity, can lead to higher productivity for advisor teams (but can require an investment in staffing and higher-end planning services to meet their complex planning needs).

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Financial Planner Risk Tolerance Estate Planning Clients 195

Nerd's Eye View

JULY 1, 2024

Welcome to the July 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

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Financial Advisor Clients Accounting Education 246

The Big Picture

NOVEMBER 26, 2024

November 26, 2024 Are you crypto-curious? Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. I know ETFs today are the apple pie of investing. Give us some investment strategies.

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Calculated Risk

JANUARY 10, 2024

Earlier I posted some questions on my blog for this year: Ten Economic Questions for 2024. Q4-over-Q4 in 2024. How much will the economy grow in 2024? Will there be a recession in 2024? But there is a risk that the Fed will be overly tight in 2024. 1) Economic growth: Economic growth was probably close to 2.6%

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The Big Picture

MAY 9, 2024

Not if you spend tax season on a boat! TikTokInvestors: “Apart from his misleading arrogance and the inaccurate market statistics mentioned, a 401K is possibly the best investment vehicle for the average American. A good start would be eliminating all of the terrible FinTok advice on taxes, day trading and investing.

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Media Taxes Math Investing 336

Abnormal Returns

DECEMBER 11, 2024

Podcasts Barry Ritholtz talks with Meb Faber of Cambria Investments about deferring capital gains with ETFs. sites.libsyn.com) Peter Lazaroff on some year-end tax strategies. budgetsaresexy.com) Taxes Tax minimizing strategies, like direct indexing, have gone mainstream. barrons.com) Financial stress is real.

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Retirement Financial Advice Taxes Financial Planning 144

Cornerstone Financial Advisory

NOVEMBER 25, 2024

Weekly Market Insights | November 25th, 2024 Pre-Holiday Optimism Lifts Markets Stocks advanced last week, powering ahead with pre-holiday optimism despite geopolitical tensions and two disappointing Q3 corporate updates. 5,6 Source: YCharts.com, November 23, 2024. DELL), CrowdStrike (CRWD) Source: Zacks, November 21, 2024.

Marketing 52

Marketing Marketing Taxes Economics 52

Abnormal Returns

JANUARY 24, 2025

downtownjoshbrown.com) How to find, and invest in, meme-worthy stocks. drorpoleg.com) Crypto MicroStrategy ($MSTR) has a tax dilemma. ft.com) More tax-free ETF conversions are coming. cnn.com) It looks like there was a stockpiling effect at the end of 2024. Strategy Market consensus is max bullish.

Food 144

Food Taxes Media Economy 144

Abnormal Returns

DECEMBER 4, 2024

Podcasts Christine Benz talks 2025 taxes with Ed Slott author of "The Retirement Savings Time Bomb Ticks Louder." docs.google.com) Peter Lazaroff talks retirement investing with PIMCO’s David Braun. apolloacademy.com) Taxes Some things to know about doing a QCD. tonyisola.com) How to get more money into a 529 account.

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Retirement Estate Planning Taxes Assets 144

Cornerstone Financial Advisory

DECEMBER 16, 2024

Weekly Market Insights | December 16th, 2024 Mixed Data, Mixed Results. 5,6,7 Source: YCharts.com, December 14, 2024. Final Fed Meeting of 2024 The consumer price index ticked up to 2.7 Source: I nvestors Business Daily – Econoday economic calendar ; December 10, 2024 The Econoday economic calendar lists upcoming U.S.

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Marketing Marketing Taxes Economics 52

The Big Picture

AUGUST 12, 2024

from 2009, and by 2024 you get (wait for it) $193.44T. Too many of us adopt A self-assured, know-it-all persona because we know the investing public prefers that to learn the truth: nobody knows anything, and the future is inherently unknown and unknowable. Economy in 2022 was $25,439.70B; in 2009, it was $14,478.06B; ignore that also?

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Economy Taxes Investing Investments 347

Nerd's Eye View

OCTOBER 7, 2024

Welcome to the October 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

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Clients B2B Estate Planning Planning 246

Cornerstone Financial Advisory

DECEMBER 23, 2024

Weekly Market Insights | December 23rd, 2024 Powell Signal Leaves Investors Cold Stocks were under pressure last week as the Fed Chair’s hawkish comments unsettled investors ahead of the holiday season. 6,7 Source: YCharts.com, December 21, 2024. Source: Zacks, December 16 , 2024. The Standard & Poors 500 Index lost 1.98

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Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

OCTOBER 28, 2024

Weekly Market Insights | October 28th, 2024 Stocks Mixed Ahead of Election Stocks were mixed last week as fresh economic data points and election-related uncertainty slowed market momentum. 6,7 Source: YCharts.com, October 26, 2024. The return and principal value of investments will fluctuate as market conditions change.

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Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

NOVEMBER 11, 2024

Weekly Market Insights | November 11th, 2024 Stocks Surge Post-Election; Fed Cuts Quarter Point Stocks surged higher last week, fueled by the Fed’s rate cut decision and post-election enthusiasm as investors looked to future policy impacts of a Republican-controlled Senate and executive branch. 8 Source: YCharts.com, November 9, 2024.

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Marketing Marketing Taxes Economics 52

Harness Wealth

APRIL 17, 2025

Tax season can be overwhelming, but understanding how to leverage deductions and credits can significantly impact your bottom line. While both mechanisms help reduce what you owe, they operate in fundamentally different ways that affect your final tax bill. And tax law is not static. of your AGI. of your AGI.

Taxes 52

Taxes Tax Planning Education Medical 52

Harness Wealth

JANUARY 10, 2025

Tax advice is a common topic on social media platforms like TikTok. Influencers promise easy ways to secure tax deductions, simplifying complex ideas into bite-sized claims that gloss over important details in the process. Can Hiring Your Children Help You Save on Taxes? Can You Claim Your Pet as a Tax Write-Off?

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Taxes Assets Media Education 52

Harness Wealth

NOVEMBER 12, 2024

As the year comes to a close, now is the time to review potential financial moves to help minimize your tax burden heading into 2025. Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. Find your next tax advisor at Harness today. Starting at $2,500.

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Tax Planning Taxes Planning Estate Planning 52

Nerd's Eye View

APRIL 3, 2024

Lower office valuations may also squeeze tax receipts in municipalities, particularly large cities that are already experiencing financial strains due to the surge in illegal immigration and the flight of high-income individuals and companies to states with lower taxes.

Economics 244

Economics Marketing Marketing Valuation 244

MainStreet Financial Planning

MARCH 14, 2024

As April 15th approaches, taxpayers across the country are gearing up to fulfill their annual obligation – filing taxes. Whether you’ve already submitted your returns or are yet to tackle the paperwork, now is the perfect time for a tax check-up. Other Resources Should I do my own taxes?

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Taxes Retirement Planning Healthcare Retirement 97

Cornerstone Financial Advisory

NOVEMBER 4, 2024

Weekly Market Insights | November 4th, 2024 Stocks Retreat on Jobs and Election Concerns Stocks slid last week as mixed economic data and strong-but-not-spectacular Q3 corporate reports failed to inspire investors. Source: YCharts.com, November 2, 2024. ABNB) Source: Zacks, November 1, 2024. Productivity and Costs.

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Marketing Marketing Taxes Economics 52

Harness Wealth

APRIL 4, 2025

This weeks Tax Advisor Weekly covers key updates for financial professionals. We begin with guidance on navigating property tax considerations during business mergers and expansions. In this blog post, well cover key business events that impact property tax and business licenses, along with what you need to consider for each.

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Taxes License Banking Government 52

Harness Wealth

JANUARY 29, 2025

April 15 marks the IRS tax return filing deadline for 2025. Although this is the traditional tax filing deadline, given the spate of recent natural disasters (such as the California wildfires and Hurricane Milton), the IRS is granting certain filing and payment extensions beyond this date.

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Taxes Medical Distribution Tax Planning 52

Cordant Wealth Partners

NOVEMBER 18, 2024

We also get you up to speed on the tax benefits of using a DAF. If you've heard of a DAF and are curious about incorporating it into your giving and tax planning strategy, this article is for you. Key Takeaways: Contributions to a donor-advised fund reduce your tax bill in the year your contribution is made.

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Taxes Tax Planning Nonprofit Accounting 52

Harness Wealth

APRIL 16, 2025

Let us face ittech startups encounter a unique set of tax challenges that can make or break their financial future. The complex interplay between traditional tax regulations and the innovative nature of tech businesses demands smart planning from day one.

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Startup Taxes Tax Planning Transportation 52

Cornerstone Financial Advisory

DECEMBER 2, 2024

Weekly Market Insights | December 2nd, 2024 Solid Gains for Thanksgiving Week Stocks posted solid gains over a short and busy holiday week as investors parsed fresh economic data, comments on potential future trade policy, and a few Q3 reports from technology companies. 6 Source: YCharts.com, November 30, 2024. Consumer Sentiment.

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Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

NOVEMBER 18, 2024

Weekly Market Insights | November 18th, 2024 Rally Loses Steam; Fed Weighs Move Stocks fell last week as the postelection rally lost momentum amid an inflation uptick and cautious comments from Fed officials. 6 Source: YCharts.com, November 16, 2024. INTU), Deere & Company (DE) Source: Zacks, November 15, 2024.

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Marketing Marketing Economics Taxes 52

Abnormal Returns

FEBRUARY 26, 2024

riabiz.com) Alts How to talk to your clients about alternative investments. investmentnews.com) Fintech Some highlights from the 2024 T3 Conference. kitces.com) How advisers should work with tax professionals. (riaintel.com) How XYPN's new corporate RIA, Sapphire, will roll out.

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Wealth Management Financial Services Retail Insurance 284

Nerd's Eye View

JULY 8, 2024

After several turbulent years in both markets and workforces, 2024 appears to be the 'most normal' year of late, with strong market performance, cooling (or at least no longer rising!?) interest rates, and relatively little new tax legislation (yet). an Operations Coordinator (coming soon!)

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Ethics Education Financial Advice Communication 239

Abnormal Returns

JANUARY 3, 2024

(washingtonpost.com) How property taxes vary by state. humbledollar.com) Personal finance Why middle age is your investing sweet spot. whitecoatinvestor.com) 24 rules for 2024 including 'Simplify your life.' visualcapitalist.com) Retirement The case for buying an annuity to cover your basic expenses. ofdollarsanddata.com)

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Retirement Taxes Investing Investments 282

Dear Mr. Market

DECEMBER 31, 2024

Review Investment Allocations Markets evolve, and so should your portfolio. Remember: investing isnt about timing the market, its about time in the market. Optimize Tax Strategies Its not what you makeits what you keep. Ready to Tackle 2024? For 2025, the IRS has increased contribution limitsdont miss out.

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Budgeting Financial Planning Estate Planning Planning 105