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2026 Numbers Taxes 
Nerd's Eye View
JULY 4, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Congress has passed highly anticipated tax legislation, making 'permanent' (i.e.,
Nerd's Eye View
JUNE 13, 2025
Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6%
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How to Streamline Payment Applications & Lien Waivers Through Innovative Construction Technology
Your Accounting Expertise Will Only Get You So Far: What Really Matters
Nerd's Eye View
MARCH 7, 2025
stocks has outpaced the rest of the market by so much that the number of companies categorized as “large cap” has shrunk from nearly 500 to only around 150 over the last 15 years Amid fears that U.S. equities underperforming international stocks over the next 10 years Why today’s high U.S.
Nerd's Eye View
JUNE 27, 2025
Which could ultimately lead to a virtuous cycle of attracting more new clients as well as talented advisors who seek to work at growing firms.
WiserAdvisor
JULY 4, 2025
Did you know that the Internal Revenue Service (IRS) adjusts 2025 tax brackets to account for inflation? The numbers you saw on your 2024 return probably will not be the same in 2025. These changes can affect how much tax you owe and whether you are eligible for certain tax credits or deductions. State tax a.
59 
Harness Wealth
JULY 14, 2025
While the appeal of real estate may be evident, complex federal, state, and local tax regulations can present a major challenge to the profitability of your property investments. Table of Contents Understanding real estate taxes What are the most tax-efficient ownership structures? Net Investment Income Tax (NIIT): A 3.8%
52 
Financial Symmetry
APRIL 9, 2025
Tax planning might not top everyone’s list of leisure activities, but in the middle of tax season, theres a hidden opportunity. In this episode, we talk about five strategies you can use during tax season to create opportunities to help you reach your financial goals.
62 
Harness Wealth
MAY 2, 2025
The Tax Cuts and Jobs Act (TCJA)the 2017 tax code overhaul designed to boost economic growthis set to expire on December 31, 2025. Unless Congress intervenes, the TCJAs sunset will usher in a swathe of tax increases in 2026, with analysts estimating that over $4 trillion worth of tax hikes could take effect.
52 
Nerd's Eye View
JANUARY 13, 2025
With another strong year in the markets, most advisory firms are near or at record highs for their revenue, their numbers of clients, and the headcounts of their teams. And also make it easier for us to redesign the Nerd's Eye View blog side of the website as well, in 2026!)
147 
Zajac Group
NOVEMBER 7, 2024
One of the most important aspects of developing a thorough estate plan is tax planning, as this has the potential to diminish the impact of your gifts and your loved ones’ inheritances. Let’s take a look at the tax impact and other considerations of each. million before triggering federal estate taxes).
52 
Zajac Group
JUNE 20, 2025
But there’s another piece of the puzzle to consider once the dust has settled—how moving might impact your tax situation. When you change your state of domicile (essentially your permanent residence), do you know how it will impact your tax liability, and more specifically your equity compensation?
52 
Nerd's Eye View
JUNE 20, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that Senate Republicans this week released their version of major tax legislation, following the passage of similar legislation in the House of Representatives last month.
Carson Wealth
MARCH 6, 2025
If youre planning a move, keep these three priorities in mind: Taxes Does your new home state have an estate/inheritance tax? Could other state tax laws affect your strategy? The biggest shift in estate planning in decades came from the 2017 Tax Cuts and Jobs Act, signed by President Trump during his first term.
125 
Harness Wealth
JANUARY 28, 2025
In this guide, we’ll explore the key tax changes in effect for 2025, how theyll influence your filing status, retirement savings, investment, and estate planningand offer strategic advice to help high-income and high-net-worth individuals prepare more effectively for upcoming coming tax changes. That said, U.S.
52 
Zajac Group
APRIL 1, 2025
That being said, you will still need to be cognizant of when they vest, how they can impact your tax bill, and when may be the best time to sell or hold shares. You can determine the grant value of a newly issued RSUs by multiplying the number of units granted by the FMV of your companys stock on the grant date.
52 
WiserAdvisor
JUNE 26, 2025
The overlooked cost of retirement: Healthcare expenses Let’s start with a number most people underestimate, by a lot. But in 2026, the “subsidy cliff” returns. Few vehicles offer this kind of triple tax advantage. Tax-loss harvesting: Strategically selling investments at a loss can offset capital gains and reduce your MAGI.
59 
Nerd's Eye View
NOVEMBER 13, 2024
With Republicans appearing to have secured a sweep of the White House and both chambers of Congress, the most immediate question for many financial advisors and their clients is what impact the election results will have on the scheduled expiration of the Tax Cuts & Jobs Act (TCJA) at the end of 2025.
246 
The Big Picture
JUNE 16, 2025
There are a number of people who have said, and I’ve been swayed in this direction, Hey, when you’re 20, 25 years old and you don’t need this money for 30, 40, 50 years, do you really need bonds to offset the volatility of equities? Some crazy number writing a monthly column for them. You can’t execute.
130 
Wealth Management
JULY 11, 2025
Number 8860726. Specifically, the Russian government can pay a limited number of expenditures starting on Oct. The bill is over 900 pages long and includes provisions relating tangentially to trustees via fixing the estate tax exclusion amounts, etc. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.
Carson Wealth
APRIL 28, 2025
Those numbers could have bulls smiling later in 2025. 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). Two Huge Days The S&P 500 soared 9.5% Its currently around 5,400.)
78 
Nerd's Eye View
OCTOBER 16, 2024
Since the Tax Cuts & Jobs Act (TJCA) was passed in 2017, few households have been subject to the Alternative Minimum Tax (AMT), which TCJA restructured so that it applied mainly to a select number of upper-income households.
246 
Nerd's Eye View
JULY 10, 2024
The Tax Cuts and Jobs Act (TCJA), passed in 2017, was one of the most extensive pieces of tax legislation to be passed in the last 30 years, touching many aspects of individual, corporate, and estate tax.
246 
Darrow Wealth Management
JULY 1, 2024
The 2017 Tax Cuts and Jobs Act (TCJA) brought sweeping changes to the tax code, impacting every taxpayer and business owner. Although a number of these provisions will negatively impact taxpayers starting in 2026, there a few changes that will be positive. For some, this may lead to more taxes paid on capital gains.
105 
Abnormal Returns
MAY 8, 2023
thinkadvisor.com) The latest in advisortech news from April including the SEC's scrutiny of tax-loss harvesting systems. sciencedaily.com) How tax-adjusting a portfolio works in practice. thinkadvisor.com) A number of tax provisions will sunset in 2026 including the lifetime exclusion amount. investmentnews.com)
Nerd's Eye View
SEPTEMBER 6, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the Treasury Department has finalized rules requiring most SEC-registered RIAs to implement risk-based Anti-Money Laundering and Countering the Financing of Terrorism programs, including a requirement to report suspicious (..)
Darrow Wealth Management
JULY 1, 2024
The 2017 Tax Cuts and Jobs Act (TCJA) brought sweeping changes to the tax code, impacting every taxpayer and business owner. Although a number of these provisions will negatively impact taxpayers starting in 2026, there a few changes that will be positive. For some, this may lead to more taxes paid on capital gains.
52 
Nationwide Financial
AUGUST 29, 2022
Key Takeaways: Even without new legislation, the prospect of higher taxes in the future is still looming. The impact of higher taxes on retirees could be substantial, so staying up to date on the current tax landscape is vital. But even without new legislation, the prospect of higher taxes in the future is still looming.
98 
Harness Wealth
MAY 2, 2025
The Tax Cuts and Jobs Act (TCJA)the 2017 tax code overhaul designed to boost economic growthis set to expire on December 31, 2025. Unless Congress intervenes, the TCJAs sunset will usher in a swathe of tax increases in 2026, with analysts estimating that over $4 trillion worth of tax hikes could take effect.
52 
Darrow Wealth Management
MARCH 24, 2024
6 tax strategies for incentive stock options and AMT Triggering the alternative minimum tax isn’t the end of the world, but you don’t want to do it by accident. Exercise ISOs early in the year to manage or avoid AMT To get long-term capital gains tax treatment, you need to hold ISOs through the end of the year of exercise.
59 
Darrow Wealth Management
MARCH 29, 2024
If you have incentive stock options, you’ve probably heard of the alternative minimum tax (AMT). Essentially, the alternative minimum tax is a prepayment of taxes. The credit reduces your tax liability to reflect prepaid tax. Early sales of ISOs are taxed in the regular tax system.
105 
Darrow Wealth Management
MARCH 24, 2024
6 tax strategies for incentive stock options and AMT Triggering the alternative minimum tax isn’t the end of the world, but you don’t want to do it by accident. Exercise ISOs early in the year to manage or avoid AMT To get long-term capital gains tax treatment, you need to hold ISOs through the end of the year of exercise.
52 
Good Financial Cents
JANUARY 26, 2023
You’ll need to carefully manage your budget, invest in efficient high-yielding assets , and review the numbers regularly so you can work towards retiring at a reasonable age without sacrificing your lifestyle along the way. For example, if you earn 10% on your investments, but you’re in the 30% tax bracket, your net return is only 7%.
122 
James Hendries
DECEMBER 11, 2022
It is a time to compile data, review the numbers, evaluate strengths and weaknesses, and determine growth opportunities for the future. Tax Planning – Have necessary steps been taken toward filing required business and individual tax returns, so they get filed on time? The type of business will determine the tax consequence.
52 
Trade Brains
JUNE 6, 2023
billion in value by 2026. However, the figures of Gujarat Fluorochemicals are not comparable historically because of exception tax treatment in base year FY19. However, the figures are not comparable historically for both companies because of exceptional tax treatments in different years. over the next few years to reach $ 25.1
104 
Trade Brains
OCTOBER 21, 2023
The Indian API industry, which produces these intermediates, was worth INR 798 billion in 2020 and is forecasted to reach INR 1,307 billion by 2026, at a CAGR of 8.57%. -As Profit After Tax (PAT) also grew from ₹135 crore to ₹160 crore during the same period. As of 2023 We did not have outstanding borrowings.
106 
Darrow Wealth Management
MARCH 29, 2024
If you have incentive stock options, you’ve probably heard of the alternative minimum tax (AMT). Essentially, the alternative minimum tax is a prepayment of taxes. The credit reduces your tax liability to reflect prepaid tax. Early sales of ISOs are taxed in the regular tax system.
52 
Trade Brains
SEPTEMBER 15, 2024
The rising number of cancer cases, both domestic and international, creates immense opportunities for pharmaceutical companies specializing in oncology treatments. Future Outlook: Beta Drugs plans to broaden its product portfolio as it is planning to launch 25 new products by 2026. Current Market Price ₹ 843.1
Brown Advisory
NOVEMBER 1, 2019
This year, two factors will be important considerations in our year-end planning work: 1) current market dynamics (specifically, ongoing market volatility, low interest rates and a flat yield curve), and 2) the 2017 tax overhaul and our ongoing integration of new tax rules into clients’ long-term plans. Treasuries). Non-Taxable Gifts.
52 
Cordant Wealth Partners
AUGUST 16, 2024
Income Typically, Intel offers a certain number of weeks of salary, plus a payout of earned benefits and bonuses as part of a layoff package. Severance pay: Severance at Intel is typically structured as a fixed number of weeks + weeks based on the length of service. Tax planning for a transition out of Intel is critical.
52 
Random Roger's Retirement Planning
MARCH 19, 2023
It laid out the threat and dug in with some numbers. in 2025, 8% in 2026, 7.8% There was no mention of some sort of extreme situation that might require that type of premium or any sort of extreme income that puts them in the highest tax bracket. Healthview projects that the premium will rise 6.3% in 2024 and 6.2%
75 
Trade Brains
OCTOBER 25, 2023
billion by 2026. Cr, attributed to the correction of the COVID-19 wave impact, the Profit After Tax (PAT) remained stable at around ₹4.2 Weaknesses of the Company Supplier Dependence : The company’s reliance on a limited number of suppliers for medicines and consumables, who in turn depend on third-party suppliers, poses a risk.
59 
Trade Brains
SEPTEMBER 20, 2024
As a result, ambiguity surrounds online gambling, especially since many companies or third-party websites register in foreign countries or tax havens. billion by 2026, up from $2.6 billion by 2027 and the number of online gamers expected to grow to 18.6 billion in 2023. Current Market Price ₹ 1,068.45 Price to Earnings Ratio 88.94
52 
Harness Wealth
JULY 29, 2024
In this guest post, Harness Tax Advisory Council member, Griffin Bridgers, J.D., covers some of the top estate planning trends that tax advisors should be tracking during the second half of 2024. On the estate planning front, chief among these potential changes is the sunset of the gift and estate tax basic exclusion amount for U.S.
Carson Wealth
SEPTEMBER 27, 2023
For individuals, a permanent life insurance plan can play a key role in estate planning by helping reduce estate taxes. Offset Taxes in Estate Planning Estate taxes can be a problem for high-net-worth individuals passing on more than the IRS estate tax exclusion, after which the tax rate on transferred money is 40%.
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