Wealth Management

OCTOBER 1, 2022

FATCA, aimed at cracking down on offshore tax evasion, is hurting accidental US citizens who can’t open bank accounts.

Taxes 90

Taxes Accounting Banking 90

MarketWatch

MAY 10, 2023

The bank said its March 27 acquisition of Silicon Valley Bank from the Federal Reserve Insurance Co. billion net of tax. said the bank has made strides to integrate Silicon Valley Bank including “meaningful engagement” with Silicon Valley Bank clients and leaders. “In billion, or $653.64 CEO Frank B.

Banking 75

Banking Insurance Taxes Clients 75

Abnormal Returns

APRIL 3, 2024

bestinterest.blog) Why you should turn off auto-renew for your bank CDs. wsj.com) How do estimated taxes work? (humbledollar.com) Spending more on stuff, like a car, is unlikely to bring you contentment. flowfp.com) How can your financial success benefit others? humbledollar.com)

Math 222

Math Financial Advisor Retirement Taxes 222

Harness Wealth

MARCH 5, 2024

At Harness, our mission has always been to bring clarity to the tax advisory process, making it more accessible and impactful for everyone involved. Leveraging this new funding, we’re reinventing the tax advisor-client experience from the ground up. Today, we’re proud to enter a new era. Read the full announcement in TechCrunch.

Taxes 52

Taxes Clients Communication Financial Advice 52

MazumaBusinessAccounting

AUGUST 29, 2022

In 2021, the average tax refund was $3,039. New small business owners may be hopeful for a tax refund, a small gift to invest back into their operations. Not all types of small businesses can receive tax refunds, however. Do small businesses get tax refunds? Different Types of Taxes Businesses Pay. Small potatoes?

Taxes 52

Taxes Accounting Sales Economics 52

MazumaBusinessAccounting

AUGUST 28, 2022

In 2021, the average tax refund was $3,039. New small business owners may be hopeful for a tax refund, a small gift to invest back into their operations. Not all types of small businesses can receive tax refunds, however. Do small businesses get tax refunds? Small potatoes? Is yours one of them?

Taxes 52

Taxes Accounting Sales Economics 52

MazumaBusinessAccounting

JUNE 4, 2021

Whether you know it or not, you could be leaving hundreds—even thousands—of dollars on the table by missing a few lesser-known small business tax deductions. Avoid overpaying taxes this year by making sure you’ve reviewed all small business deductions to see if you qualify. Business-Related Meals and Entertainment. Sure, $0.57

Taxes 98

Taxes Startup Accounting Clients 98

Abnormal Returns

FEBRUARY 1, 2024

wsj.com) Finance More banks are marking down the value of U.S. etf.com) Vanguard has launched two new ETFs, the Vanguard Intermediate-Term Tax-Exempt Bond ETF ($VTEI) and Vanguard California Tax-Exempt Bond ETF ($VTEC). (downtownjoshbrown.com) Biogen ($BGEN) is giving up on controversial Alzheimer's drug Aduhelm. office loans.

Financial Advising 257

Financial Advising Taxes Manufacturing Media 257

Abnormal Returns

NOVEMBER 22, 2023

humbledollar.com) You can do tax-loss selling alongside a broader portfolio review. marketwatch.com) Why it's easy to get tripped up by state estate taxes. wsj.com) Red flags banks use to close customer checking accounts. (ibj.com) Christine Benz talks safe withdrawal rates with Amy Arnott and John Rekenthaler.

Retirement 267

Retirement Taxes Planning Accounting 267

The Big Picture

APRIL 11, 2024

A handful of “Widows & Orphan” stocks, like Ma Bell, some railroads, utilities and the rare bank that was not suffering regular runs. And even still, fund fees and taxes remained a major cost element. Lower trading costs, a rampaging bull market, and tax-deferred investing led to millions of new entrants into markets.

Commission 350

Commission Taxes Management Electronics 350

Trade Brains

JUNE 2, 2023

Best Private Bank Stocks in India: As of May 2023, India has a total of 25 listed private banks. There are only six large-cap banks which are very well known to us like HDFC Bank, Axis Bank, and ICICI Bank. Keep reading to find out more about the Best Private Bank Stocks in India. billion as of 2022.

Banking 52

Banking Financial Services Retail Assets 52

Trade Brains

JULY 8, 2023

Utkarsh Small Finance Bank IPO Review : Utkarsh Small Finance Bank Limited is coming up with its Initial Public Offering. In this article, we will look at the Utkarsh Small Finance Bank IPO Review 2023 and analyze its strengths and weaknesses. The IPO will open for subscription on July 12, 2023, and close on July 14, 2023.

Banking 52

Banking Insurance Coverage Insurance Accounting 52

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. Table of contents Introduction to NFTs How are NFTs taxed Taxes when buying NFTs Can NFTs be taxed as collectibles?

Taxes 52

Taxes Assets Sales Retirement 52

Abnormal Returns

MAY 8, 2023

citywire.com) Dynasty Financial Partners has formed Dynasty Investment Bank to provide services related to mergers and acquisitions in wealth management. thinkadvisor.com) The latest in advisortech news from April including the SEC's scrutiny of tax-loss harvesting systems.

Wealth Management 229

Wealth Management Estate Planning Taxes Valuation 229

Abnormal Returns

MARCH 15, 2023

morningstar.com) Banking Eight questions about the banking panic of 2023 including 'Is my money safe?' kindnessfp.com) When does it make sense to get help with your taxes? Podcasts Morgan Housel talks about the impact of our lifestyle decisions. awealthofcommonsense.com) Too many people are missing out on higher cash yields.

Retirement Planning 229

Retirement Planning Retirement Financial Services Financial Advisor 229

Abnormal Returns

APRIL 19, 2023

nytimes.com) Finance How boring should banks be? semafor.com) How exposed are regional banks to problematic commercial real estate loans? oaktreecapital.com) Startup Tellus is not a bank. abnormalreturns.com) Just in time for tax day, a custom indexing linkfest! ft.com) Rising CRE loan defaults could spook markets.

Financial Advising 197

Financial Advising Startup Banking Media 197

Carson Wealth

FEBRUARY 7, 2023

By Paul West, Managing Partner, CFP ® , CAP ® , CExP Business owners: do you know that the first $10,000,000 of business sale proceeds could be tax-free? Owing no federal income tax after selling stock may seem far-fetched, but in some instances it’s possible. Stock acquired before 2/18/09 has a 50% exclusion.

Taxes 52

Taxes Sales CFP Planning 52

The Big Picture

APRIL 5, 2023

My mid-week morning train WFH reads: • What to Know About TurboTax Before You File Your Taxes This Year : Don’t get tricked into paying for tax prep if you don’t have to. Learn how the biggest tax preparation companies have suppressed free filling options for years. Make sure it’s in your tax tool kit. Is my fund bloated?

Taxes 278

Taxes Valuation Assets Media 278

Darrow Wealth Management

MAY 6, 2024

But your parents may have kept them at home or in a bank security deposit box. As the executor, you’ll need to open an estate account An estate account is a bank account that’s set up to pay expenses and receive income owed to your deceased parent while the estate is settled. A real estate tax lien can delay closing.

Estate Planning 86

Estate Planning Distribution Valuation Taxes 86

Abnormal Returns

APRIL 21, 2023

(awealthofcommonsense.com) Bank CD rates are at 15-year highs. wsj.com) Finance Should Charles Schwab ($SCHW) kick its bank to the curb? wsj.com) Finance Should Charles Schwab ($SCHW) kick its bank to the curb? ft.com) Banks and direct lenders are increasingly in conflict. The question is for how long?

Financial Advising 215

Financial Advising Banking Media Taxes 215

Steve Feinberg

JULY 27, 2021

Dear Appletree Client: We want to take a few minutes to talk with you about some issues with the IRS as well as the new monthly child tax credit. The IRS continues to have substantial delays processing tax returns with refund requests. Second, we recommend that you consider opting out of receiving the monthly child tax credit checks.

Taxes 52

Taxes Banking Clients Accounting 52

Abnormal Returns

AUGUST 23, 2023

(wealthfoundme.com) More families are at risk from estate taxes looking out into 2025 and beyond. humbledollar.com) Why QCDs can be so valuable, tax-wise. humbledollar.com) Why banks offer flashy CD 'specials.' wsj.com) It's understandable why people put off estate planning. humbledollar.com) Don't believe the myths about aging.

Estate Planning 239

Estate Planning Retirement Communication Taxes 239

Brown Advisory

APRIL 13, 2022

Expats: Tax Compliance mhannan Wed, 04/13/2022 - 06:37 We help U.S.-connected tax systems. tax systems. Topics we plan to cover in this series are: Tax Compliance Problematic assets Trusts Roles and responsibilities Transatlantic marriages U.S./U.K. tax net In this post, we tackle tax compliance. /U.K.

Compliance 52

Compliance Taxes Accounting Investment Planning 52

Harness Wealth

APRIL 28, 2023

If you earn income from various sources throughout the year, such as equity windfalls, venture capital fund distributions, crypto investments, and sales, or small business income, you will need to pay estimated quarterly taxes. Table of Contents What Are Estimated Quarterly Taxes?

Taxes 52

Taxes Distribution Startup Assets 52

Abnormal Returns

FEBRUARY 22, 2023

wsj.com) Taxes Taxes may be inevitable, but they are uncertain. On the benefits of tax diversification. financialducksinarow.com) Across the board, ETFs have been more tax efficient than open-end mutual funds. tonyisola.com) Beware: real banks are not currently offering 7% APYs.

Financial Planner 228

Financial Planner Taxes Retirement Banking 228

Abnormal Returns

OCTOBER 10, 2022

(wealthmanagement.com) Vanguard is ramping up its efforts to provide customers with high yields on bank desposits. riabiz.com) Taxes Why RIAs love to buy accounting firms. citywireusa.com) A look at the performance of automated tax-loss harvesting strategies. thinkadvisor.com) How taxes affect sustainable withdrawal rates.

Wealth Management 130

Wealth Management Financial Advising Estate Planning Taxes 130

Abnormal Returns

APRIL 11, 2023

cnbc.com) Finance The majority of commercial real estate loans aren't owned by banks. investmenttalk.substack.com) Will tighter bank credit push the economy into recession? nytimes.com) Real after-tax mortgage rates are at their highest level in years. semafor.com) Office building vacancy rates are at a new high.

Financial Advising 201

Financial Advising Startup Food Economy 201

MazumaBusinessAccounting

APRIL 18, 2023

One of the perks of being a small business owner is the tax deductions you can take advantage of, including how to write off a business trip or vacation. To begin, you need to understand your trip needs to have a business purpose for it to be eligible as a tax deduction. Learn what to do after you file your taxes.

Taxes 52

Taxes Accounting Transportation Clients 52

Abnormal Returns

APRIL 24, 2023

(advisorperspectives.com) Finance Why the demise of Silicon Valley Bank shouldn't have been surprising. thereformedbroker.com) Income tax withholdings are in decline. ft.com) Don't discount Apple's ($AAPL) push into financial services. macworld.com) Twitter has stopped funding VCs it has committed to.

Marketing 243

Marketing Marketing Financial Advising Startup 243

MarketWatch

APRIL 17, 2023

SFBS, a bank based in Birmingham, Ala., Total deposits fell 6% year over year, while non-interest demand deposits, a smaller part of the bank’s overall deposits, fell 41%. The bank said it reported net income of $57.9 Adjusted for taxes and PPP loan income, the company earned 99 cents a share. ServisFirst Bancshares Inc.

Accounting 40

Accounting Banking Taxes Marketing 40

Abnormal Returns

DECEMBER 14, 2022

hulry.com) Banks Americans are losing out on interest by not switching from the big banks. thisisthetop.substack.com) 2022 is ripe with tax loss harvesting opportunities. (radreads.co) Rest is doing something that will not move your goals forward. moretothat.com) Why you shouldn't optimize your downtime.

Investing 210

Investing Investments Retirement Planning Banking 210

Nerd's Eye View

APRIL 21, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that in a settlement with the SEC, robo-advisor platform Betterment agreed to pay a $9 million penalty for allegedly misstating the frequency that its automated tax-loss harvesting system was scanning some client accounts between (..)

Financial Planner 183

Financial Planner Advertising Taxes Clients 183

Abnormal Returns

NOVEMBER 7, 2022

riabiz.com) Fifth Third Bank ($FITB) has launched an independent wealth advisory firm. advisorperspectives.com) Tax-loss harvesting requires proactive client communication. (investmentnews.com) The biz Charles Schwab ($SCHW) execs are trying to set expectations for the TDA switchover. thinkadvisor.com).

Compliance 269

Compliance Wealth Management Advertising Financial Advice 269

Nerd's Eye View

JANUARY 20, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that several states are considering a series of tax hikes targeting higher-income and ultra-high-net-worth residents after similar proposals failed to pass at the Federal level.

Financial Planner 183

Financial Planner Financial Advice Fee Only Financial Planning 183

Nerd's Eye View

DECEMBER 25, 2023

We start with several articles on retirement planning: Data showing where American retirees currently stand, from their average net worth to how they spend each hour of the day How, according to a recent study, delaying Social Security benefits typically leads to greater lifetime wealth than claiming benefits early in order to reduce portfolio withdrawals (..)

Financial Advisor 202

Financial Advisor Financial Planner Insurance Clients 202

The Big Picture

OCTOBER 20, 2023

“I need the US Dollar to be a store of value between the time I make it until I spend it, invest it, pay my taxes with it, or give it away. To be more precise, I want to discuss the type of chart that reflects a fundamental misunderstanding of the nature of money, currency, spending, investing, and taxes. and paying taxes.

Investing 337

Investing Investments Math Medicine 337

The Big Picture

MARCH 21, 2023

Start the new season with our Two-for-Tuesday morning train reads: • Are Banks OK? TRB ) • Before Collapse of Silicon Valley Bank, the Fed Spotted Big Problems : The bank was using an incorrect model as it assessed its own risks amid rising interest rates, and spent much of 2022 under a supervisory review. (

Banking 277

Banking Investing Investments Management 277