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What Documents You Should Provide to Your Tax Preparer

Carson Wealth

Mike Valenti, CPA, CFP ® , Director of Tax Planning Tom Fridrich, JD, CLU, ChFC ® , Senior Wealth Planner It’s January, so it’s officially tax season! One of the most common client questions heard by tax preparers is, “So, what do you need from me?” This can result in additional tax owed, plus penalties and interest.

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Saturday links: impromptu fun

Abnormal Returns

Tax private jet travel. papers.ssrn.com) Putting some numbers on the effect of employer vaccine mandates. theconversation.com) Communicating about viral transmission is no easy feat. nber.org) Food How water shortages are going to affect food prices. (curbed.com) Transport Pilot Co.,

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Weekly Market Insights – September 4, 2023

Cornerstone Financial Advisory

4,5 Finally, the government’s monthly employment report showed the number of nonfarm payroll gains continued to decelerate in August, while June and July estimates were revised lower by 110,000. ” – Aristotle Protect Your Tax Data Protecting your data is very important in today’s digital age.

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Weekly Market Insights – December 18, 2023

Cornerstone Financial Advisory

A solid retail sales number, which reflected a strong consumer and supported the soft landing thesis, also boosted enthusiasm. Core inflation, which excludes energy and food prices, came in a bit hotter, rising 0.3% jump in food prices. Excluding energy and food, the monthly increase was also unchanged. from a year ago.

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Weekly Market Insights – January 8, 2024

Cornerstone Financial Advisory

The interactive tax assistant tool can also help to determine your filing status and any relevant credits you should (or should not) claim. Giving an incorrect account number can delay your refund even further. This information is not intended to substitute for specific individualized tax advice. What is it?

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Weekly Market Insights – March 18, 2024

Cornerstone Financial Advisory

1,2 Following Tuesday, caution lingered as investors parsed the underlying data behind headline consumer inflation numbers. Additionally, core PPI (excluding food and energy) was hotter than expected. Consult a qualified tax expert for help. We suggest that you discuss your specific tax issues with a qualified tax professional.

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Weekly Market Insights – January 17, 2023

Cornerstone Financial Advisory

Core prices (excludes food and energy) slowed to 5.7%, a decline from the previous month’s 6.0% Tax Benefits For Charitable Giving. Giving back to others feels good and is a great way to support your community and those in need, but it also has tax advantages. December’s CPI report showed a 0.1% increase from a year ago.