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1031 Exchanges vs. Opportunity Zone investments

SEI

Skip to main content remove menu search Search search remove Home What we do right-arrow arrow-sm-down left-arrow Back What we do Customizable technology and investment solutions that simplify complexity and empower the financial services industry to move forward with confidence. Key similarities.

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Tax Advisor Weekly News February 28, 2025

Harness Wealth

This weeks Tax Advisor news roundup covers key updates for financial professionals. We break down individual state income tax rates and brackets nationwide, explore a survey revealing that technology spending in the financial services sector is outpacing pay increases, and provide a refresher on 1099-K reporting requirements.

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Market Commentary: Carson Investment Research Presents Its Midyear Outlook 2025: Uncharted Waters

Carson Wealth

During his first administration, the president also made fiscal policy his top priority, achieved primarily through the Tax Cuts and Jobs Act. This should provide a boost to the economy and profits, but it is not likely to have as a robust effect as the Tax Cuts and Jobs Act. Tariffs came later and the policy was also more focused.

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Planning for Retirement Means Planning for Healthcare Too

WiserAdvisor

But in 2026, the “subsidy cliff” returns. Few vehicles offer this kind of triple tax advantage. It’s not just a tax metric, but directly determines whether you’ll owe Income-Related Monthly Adjustment Amounts (IRMAA), which are added surcharges on your Medicare Part B and Part D premiums.

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Central bank depository: Central banks navigate fluctuating U.S. trade policy

SEI

Skip to main content remove menu search Search search remove Home What we do right-arrow arrow-sm-down left-arrow Back What we do Customizable technology and investment solutions that simplify complexity and empower the financial services industry to move forward with confidence. for both 2025 and 2026, to 2.0%

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Market Commentary: Markets Perk Up but Macro Outlook Still Messy

Carson Wealth

At the end of 2025, the forward 12-month EPS will actually be the 2026 EPS estimate, and so it makes sense to focus on that instead of 2025 EPS (the assumption is that markets are forward looking). Right now, the 2026 EPS level is at $302/share (about 2% below where it started the year, at $309/share). Its currently around 5,400.)

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WomenCart IPO Review – GMP, Price, Details & More

Trade Brains

billion in 2017 to US$ 200 billion by 2026. Simultaneously, the Profit After Tax (PAT) has seen a positive shift, moving from -17.94 WomenCart IPO – Industry Overview India’s e-commerce sector is a fast-growing and diverse market, driven by smartphones, 4G, and income growth. It is expected to increase from US$ 38.5 Lakh in 2021 to ₹3.1

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