Calculated Risk
DECEMBER 22, 2024
Below are my ten questions for 2025 (I've been doing this online every year for 20 years!). economy will likely perform in 2025, and if there are surprises - like in 2020 with the pandemic - to adjust my thinking. There is significant uncertainty as to fiscal and regulatory policy in 2025. Q4-over-Q4 in 2025. Q4-over-Q4).
The Big Picture
MARCH 31, 2025
As the chart at top implies, it appears that the economic changes are not a one-time adjustment but a permanent tax on consumption. tariff implementation seems to be moving towards the equivalent of a national VAT tax. tariff implementation is not the equivalent of a national VAT tax. In a word, the U.S.
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Darrow Wealth Management
NOVEMBER 2, 2024
The IRS released the 2025 401(k), 403(b), and SEP IRA contribution limits, including a new special catch-up contribution for workers age 60 to 63. The IRA and Roth IRA contribution limits are unchanged but income eligibility for tax-deductible IRA contributions and Roth IRA contributions have changed.
Wealth Management
AUGUST 13, 2025
Dollenmeyer, Megan Vandermeer Aug 13, 2025 9 Min Read Business Planning Related Topics Client Relations Growth Strategies Professional Development Diversity & Inclusion Recent in Business Planning See All Businessman hand holding magnet and magnetizing avatars.
Speaker: Debra L. Robinson
CPAs know the drill: taxes, compliance, rinse, repeat. By upskilling your accounting practices and shifting focus from tax compliance to the strategic movement of money, you can transform your role from reactive accountant to proactive financial strategist. . 📆 March 13, 2025 at 9:30am PT, 12:30pm ET, 5:30pm GMT
Wealth Management
AUGUST 13, 2025
Dollenmeyer, Megan Vandermeer Aug 13, 2025 9 Min Read Business Planning Related Topics Client Relations Growth Strategies Professional Development Diversity & Inclusion Recent in Business Planning See All Businessman hand holding magnet and magnetizing avatars.
The Big Picture
JULY 17, 2025
1 A 10-20% tariff/tax on these goods is ~$350B to $700B. The problem is that tariffs act as a tax increase. Once we have a full year’s worth of results we will see far more data and effects from what is a VAT-like tax on consumption. ~~~ The US economy has shown itself to be both robust and resilient.
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