Carson Wealth

FEBRUARY 29, 2024

But when does gifting become a tax issue? Let’s take a closer look at estate and gift taxes and how you can approach them with a financial planning mindset. Taxes on Giving??? Why do you have to pay taxes on money you’re giving away? This continued until the federal government wised up and imposed a federal gift tax.

Taxes 96

Taxes Financial Planning Planning Estate Planning 96

Advisor Perspectives

JANUARY 19, 2024

Tax-loss harvesting is an essential tax-management strategy that can benefit a broad range of taxable investors – even those who many not think they have to worry about investment taxes.

Taxes 52

Taxes Assets Management Investing 52

Abnormal Returns

AUGUST 5, 2022

rajivsethi.substack.com) What would a tax on stock buybacks mean? (techcrunch.com) Finance KKR ($KKR) wants to win more IPO business. wsj.com) The CFTC is looking to close down prediction market PredictIt. marginalrevolution.com) Stuff The value of NFL franchises just keeps going up. sportico.com) Boatsetter is Airbnb ($ABNB) for boats.

Assets 193

Assets Startup Financial Advising Media 193

Wealth Management

APRIL 9, 2024

The new role will partly support 55ip, whose CEO, Paul Gamble, revealed last week that he would step down from that post in September.

Assets 95

Assets Taxes Management 95

Wealth Management

AUGUST 29, 2023

The proposals aim to align tax reporting on digital assets with that of other financial assets.

Assets 110

Assets Taxes 110

Abnormal Returns

APRIL 15, 2024

standarddeviationspod.com) Christine Benz and Amy Arnott talk asset allocation and more with Matt Krantz. riabiz.com) Retirement accounts On the downside of holding non-traditional assets in an IRA. investmentnews.com) Why funds in pre-tax retirement accounts need to be adjusted for taxes.

Wealth Management 215

Wealth Management Asset Allocation Retirement Financial Planning 215

Integrity Financial Planning

NOVEMBER 14, 2023

We’re coming up on the end of the year, and while it’s a time to take a break and enjoy the holiday season, it’s also a good time to consider tax strategies that may benefit you. Gift Tax Exemptions Each year, you can give up to $17,000 to any number of people tax-free.

Taxes 96

Taxes Retirement Estate Planning Planning 96

Advisor Perspectives

JUNE 9, 2023

Without recourse to your text, your notes, or a Google search, what line item is the largest asset in Uncle Sam's financial accounts? Official Reserve Assets B) Total Mortgages C) Taxes Receivable D) Student Loans

Accounting 131

Accounting Assets Taxes 131

Tobias Financial

DECEMBER 20, 2023

As we begin our countdown to 2024, it is a great time to ensure your year-end tax plan is in place. Tax planning is a vital component of meeting your overall financial goals. Our team of professionals is here to assist with your financial and tax planning needs.

Tax Planning 52

Tax Planning Taxes Planning Distribution 52

Advisor Perspectives

SEPTEMBER 8, 2023

Without recourse to your text, your notes, or a Google search, what line item is the largest asset in Uncle Sam's financial accounts? Official Reserve Assets B) Total Mortgages C) Taxes Receivable D) Student Loans

Accounting 111

Accounting Assets Taxes 111

Integrity Financial Planning

NOVEMBER 7, 2022

Using a strategy called tax-loss harvesting, you can earn capital gains tax credits on your investment losses. What is Tax-Loss Harvesting? It’s crucial to know that tax-loss harvesting only defers your capital gains taxes; it does not eliminate them. When is the Right Time for Tax-Loss Harvesting?

Taxes 98

Taxes Investing Investments Retirement 98

Trade Brains

DECEMBER 31, 2023

Tax Loss Harvesting : As an investor, you earn capital gains irrespective of the asset you invest in. These capital gains are a part of your taxable income based on how long you stay invested in the asset. So, what will you do at such times when you don’t really want to pay much tax on your capital gains? What is it?

Taxes 59

Taxes Assets Investing Investments 59

MainStreet Financial Planning

MARCH 7, 2023

It is March…that means you have just about 5 weeks left to get organized and submit your tax return. The tax deadline is April 18, 2023 (some taxpayers in disaster areas in California, Georgia and Alabama have an extended deadline). Gathering all your documents is crucial to complete a tax return free of mistakes.

Taxes 87

Taxes Retirement Planning Distribution Planning 87

Darrow Wealth Management

NOVEMBER 17, 2022

In November 2022, proponents of the Massachusetts ‘millionaires’ tax (question 1) won their bid to nearly double the income tax rate on individuals with taxable income over $1M a year. As proposed, the new legislation would increase these tax rates to 9% and perhaps even 16% , respectively, starting in 2023.

Taxes 95

Taxes Wealth Management Tax Planning Compensation Planning 95

Validea

APRIL 17, 2023

Most investors pay close attention to their asset allocation. And that makes sense since research has shown that the asset classes a portfolio is allocated to drive the majority of its return over time. But asset allocation isn’t the whole story.

Assets 52

Assets Asset Allocation Taxes Accounting 52

Trade Brains

JANUARY 2, 2024

Alternative Investment Fund are different from traditional investments and refers to privately pooled investment funds, that invest in alternative asset classes like hedge funds, private equity, venture capital, real estate, commodities, and other investment types. What are some Tax Benefits of AIFs?

Taxes 64

Taxes Investing Investments Retail 64

Harness Wealth

FEBRUARY 25, 2023

Harness Wealth CPAs represent clients that hold crypto assets that invest long-term, actively trade, farm, stake, as well as mine. We’re here to help guide you through your crypto taxes so you can focus on building, investing and trading. This is because they are treated as property (much like stocks, real estate, or gold).

Taxes 52

Taxes Accounting Assets Financial Advisor 52

Fortune Financial

JULY 28, 2022

Anyone who owns company stock will eventually have to decide how to distribute their assets — typically when there is a job change or retirement involved. When you transfer most assets to a taxable account, there will be income tax, but with company stock, you can take advantage of net unrealized appreciation (NUA). .

Taxes 98

Taxes Planning Retirement Planning Distribution 98

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. In fact, state revenues were often at all time highs from taxes when this happened. It depends on your asset allocation.

Assets 140

Assets Management Portfolio Investing 140

Harness Wealth

FEBRUARY 20, 2024

In this guide, we explore the four main types of tax professionals and the benefits of working with a tax advisor to help navigate challenging tax scenarios. We’ll dive into what a tax advisor does, and help you make an informed decision about which type of tax professional is right for you.

Taxes 52

Taxes License Education Tax Planning 52

Walkner Condon Financial Advisors

MARCH 16, 2023

As we are now within 30 days of the April 18 tax filing deadline (April 15 falls on a weekend and April 17 is a federal holiday), it is important to begin organizing your documents and creating a plan to file your taxes, if you have not done so already. Filing Late One of the most common mistakes is filing your tax return late.

Taxes 52

Taxes Accounting Education Assets 52

Abnormal Returns

FEBRUARY 26, 2024

kitces.com) Daniel Crosby on why not caring what other people think is a valuable asset. kitces.com) How advisers should work with tax professionals. advisorperspectives.com) A look at the donor advised fund industry including 'Nearly half of all DAFs (49%) had total assets at the end of 2021 of less than $50,000.'

Wealth Management 263

Wealth Management Financial Services Retail Insurance 263

Advisor Perspectives

JANUARY 7, 2023

Without recourse to your text, your notes, or a Google search, what line item is the largest asset in Uncle Sam's financial accounts? Official Reserve Assets. C) Taxes Receivable. B) Total Mortgages. D) Student Loans.

Accounting 111

Accounting Assets Taxes 111

Wealth Management

FEBRUARY 29, 2024

There isn’t a way to make K-1s shorter or less complex. But advisors and clients can cut down on their workload by “bringing organization to the chaos of chasing down K-1s”, says Arch co-founder Ryan Eisenman.

Assets 74

Assets Taxes Clients 74

The Big Picture

APRIL 11, 2024

And even still, fund fees and taxes remained a major cost element. They slowly accumulated some assets, but hardly moved the needle on Wall Street. In 1978, Congress enacted Internal Revenue Code Section 401(k), which allowed tax-deferred savings through a company-administered plan. Lots of other active managers did well.

Commission 349

Commission Taxes Management Electronics 349

Nerd's Eye View

JANUARY 31, 2024

This shift has led financial advisors to explore new strategies for mitigating the resulting tax-planning challenges. This allows the account to grow on a tax-deferred basis, with income to beneficiaries being taxed when distributions are made. Second is that the CRUT is testamentary (i.e.,

Financial Advisor 217

Financial Advisor Estate Planning Nonprofit Financial Planner 217

Abnormal Returns

DECEMBER 19, 2023

alphaarchitect.com) The high quality anomaly shows up across asset classes. indexologyblog.com) Inflation makes tax efficiency all the more important. aqr.com) Reinsurance returns are not surprisingly uncorrelated with traditional asset classes. Factors Timing returns factors is tempting, but difficult in practice.

Investing 258

Investing Investments Valuation Retail 258

Harness Wealth

MARCH 31, 2023

The Igloo Company Pudgy Penguin #7625 – source: sothebys.com As non-fungible tokens (NFTs) have gained mainstream popularity, it’s essential to understand the tax implications associated with these crypto assets. How are NFTs taxed? Can NFTs be taxed as collectibles? It depends.

Taxes 52

Taxes Assets Sales Retirement 52

Discipline Funds

APRIL 11, 2023

They were explaining how they were constantly worried about how much cash flow and principal certainty they will have because their assets are mostly stocks and medium/long duration bonds. You could build a simple monthly ladder using 3 and 6 month T-Bills yielding 5% with no state taxes. It’s about tax and fee efficiency.

Assets 64

Assets Taxes Accounting Banking 64

Abnormal Returns

DECEMBER 5, 2023

Active management Active investing has a tax problem. hamiltonlane.com) Portfolio managers love to shift blame for underperforming assets. papers.ssrn.com) Convenience yield, or why collectibles should have a lower return than traditional financial assets. insights.finominal.com) Factors What happened to the momentum effect?

Portfolio Management 238

Portfolio Management Assets Taxes Management 238

Good Financial Cents

JANUARY 16, 2023

Access to wide array of alternative asset classes Access to ultra-wealthy investments Can invest for income or growth Learn More Now. Because the platform holds various assets – real estate , cryptocurrencies , artwork , and more – the average user holds about seven investments. Unique Asset Classes.

Assets 93

Assets Investing Investments Accounting 93

Harness Wealth

MARCH 17, 2023

If you’d like to learn more about DeFi taxes as it relates to your personal situation, contact a Harness Tax Advisor today. Overview of DeFi Use-Cases and Their Tax Implications Before diving into specific tax implications, it is essential to understand the various DeFi use cases and their potential tax consequences.

Taxes 59

Taxes Government Assets Accounting 59

MainStreet Financial Planning

MARCH 22, 2023

Are you one of the few out there that might have saved too much for your child’s college into a tax-advantaged 529 savings plan? I am sure you don’t want to take out the money for non -education expenses because then you will have to pay taxes and penalties. Not sure what to do with it now? Um, no thank you.

Taxes 89

Taxes Planning Education Accounting 89

Carson Wealth

DECEMBER 28, 2022

While everyone has different financial goals and objectives, one smart strategy can be to reap the benefits of tax-advantaged accounts to help mitigate your tax burden, whether for today or down the road. What Are Tax-Advantaged Accounts? . There are two types of tax-advantaged accounts: . Tax-Deferred Accounts .

Accounting 98

Accounting Taxes Retirement Planning 98

Harness Wealth

MARCH 29, 2023

Below are some insights from Richard Morris, Executive Vice President and Director of Tax Services, and Alex Seleznev, Senior Investment Advisor and Chief Operating Officer of MBI, LLC. And depending on your specific tax situation, you may be paying between 15% and 20% or even more in capital gain taxes.

Tax Planning 52

Tax Planning Taxes Planning Marketing 52

Carson Wealth

NOVEMBER 3, 2022

And while the holidays are traditionally a time to reflect on our blessings and help those less fortunate than ourselves, there’s another factor influencing the timing of these donations — and that’s the goal of minimizing a tax bill. Three Tax-Advantaged Donation Strategies to Consider. Create a donor-advised fund (DAF).

Taxes 98

Taxes Distribution Accounting Nonprofit 98

Abnormal Returns

NOVEMBER 21, 2023

tandfonline.com) How do state tax hikes affect municipal bond yields? papers.ssrn.com) People treat crypto like other financial assets. (papers.ssrn.com) Research The hardest part of 'buy and hold' is holding. priceactionlab.com) Why 'stocks for the long run' may be built on less then great data. nber.org)

Banking 255

Banking Taxes Assets 255