Cornerstone Financial Advisory

NOVEMBER 6, 2023

Slight employment gains and weak manufacturing data provided an additional impetus. There’s no better time to check your withholding status and make sure your paycheck accurately reflects the taxes you should be paying. These expenses can also impact your tax liability. a Registered Investment Advisor.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

NOVEMBER 27, 2023

Friday: Institute for Supply Management (ISM) Manufacturing Index. There are some important tax tips to know to set yourself up for success. Here are some tips that the IRS shares for new business owners: Choose the right business structure: The form of business determines which income tax return a business taxpayer needs to file.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

JANUARY 8, 2024

1,2 All About The Fed On Wednesday, manufacturing news came in better than expected, lifting markets until the December Federal Open Market Committee meeting minutes were released, revealing that the Fed members had discussed rate cuts for 2024 but in no specific terms. . Missing signatures can delay your return.

Marketing 98

Marketing Marketing Taxes Economics 98

Cornerstone Financial Advisory

OCTOBER 2, 2023

6 This Week: Key Economic Data Monday: Institute for Supply Management (ISM) Manufacturing Index. ” –John Steinbeck Who Can Deduct Car Expenses On Their Tax Returns? Can you deduct expenses such as gas, depreciation, and lease payments on your tax returns? a Registered Investment Advisor.

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

APRIL 1, 2024

5,6 This Week: Key Economic Data Monday: ISM Manufacturing Index. PMI Manufacturing Final. The IRS takes special steps to help military members and their families with their taxes, and the Free File program is part of that effort,” said IRS Commissioner Chuck Rettig. a Registered Investment Advisor.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

APRIL 15, 2024

Empire State Manufacturing Index. Philadelphia Fed Manufacturing Index. ” – William Shakespeare More Digital Choices For Filing The IRS has made it easier to file your taxes. Forms now contain electronic signature options, meaning tax professionals can conduct remote transactions. a Registered Investment Advisor.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

OCTOBER 30, 2023

Institute for Supply Managers’ (ISM) Manufacturing Index. 2) The regular method allows you to specifically calculate the actual expenses like rent, mortgage interest, taxes, repairs, depreciation, and utilities you pay for the portion of your home used for the business. a Registered Investment Advisor. Jobless Claims.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

APRIL 29, 2024

ISM Manufacturing Index. ” – Ambrose Bierce IRS Program Helps Seniors Prepare Taxes The IRS has a Free File tool, which facilitates online tax preparation, direct deposits of refunds, and electronic filing choices, designed for taxpayers on a fixed budget, including seniors and retirees. Case-Shiller Home Price Index.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

MARCH 6, 2023

1,2,3 Stocks Resume Climb After rebounding to start the week, stocks weakened following higher inflation numbers out of Europe and higher-than-expected manufacturing activity. manufacturing activity contracted in February–the fourth consecutive month it has done so. ” – Steve Jobs Outstanding Tax Bill?

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

APRIL 3, 2023

Banking Crisis Fears Dim; Markets Rally Presented by Cornerstone Financial Advisory, LLC Stocks rallied last week on receding fears of a widening banking crisis, led by resurging investor interest in technology and communication services names. 4 This Week: Key Economic Data Monday: Institute for Supply Management (ISM) Manufacturing Index.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

OCTOBER 31, 2022

Tuesday: Institute for Supply Management (ISM) Manufacturing Index. Did you know that the IRS has an app that makes it easy to check some things off your tax to-do list? Free File is a tax prep software for taxpayers whose 2021 total adjusted gross income was $73,000 or less. Get tax help. jump from a quarter ago.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

AUGUST 1, 2022

Monday: Institute for Supply Management (ISM) Manufacturing Index. Don’t Forget to Take Advantage of the Work Opportunity Tax Credit. The work opportunity tax credit is a federal tax credit for business owners that have hired individuals from target groups that would have otherwise faced significant barriers when looking for a job.

Marketing 104

Marketing Marketing Taxes Economics 104

Cornerstone Financial Advisory

JULY 3, 2023

4 This Week: Key Economic Data Monday: Purchasing Managers’ Index (PMI) Manufacturing. Institute for Supply Management (ISM) Manufacturing Index. ” – Pablo Neruda Can You Claim The Child Tax Credit For Other Dependents? These conditions include: Dependents who are age 17 or older on December 31 of the tax year.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JANUARY 3, 2023

Tuesday: Purchasing Managers’ Index (PMI)-Manufacturing. Institute of Supply Management (ISM) Manufacturing. What Is The Premium Tax Credit? Not filing a tax return using the filing status Married Filing Separately. This information is not intended to be a substitute for specific individualized tax advice.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

APRIL 10, 2023

Stocks weathered the news well but buckled on weak manufacturing and services data in subsequent days. This information is not intended to substitute for specific individualized tax advice. We suggest you discuss your specific tax issues with a qualified tax professional. a Registered Investment Advisor.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

AUGUST 28, 2023

Institute for Supply Management (ISM) Manufacturing Index. Here’s a tip that the Internal Revenue Service shares for new business owners: Choose an appropriate business structure: The form of business determines which income tax return a business taxpayer needs to file. a Registered Investment Advisor. Jobless Claims.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

JANUARY 23, 2023

Disappointing retail sales and manufacturing reports sparked concerns that the Fed may have gone too far in hiking rates, while a drop in initial jobless claims diminished chances of a near-term pause in rate hikes. While this tax credit can be a great benefit for employers, there have been third parties promoting improper ERC claims.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

MAY 30, 2023

Institute of Supply Management (ISM) Manufacturing Index. ” – Mariah Carey Be On Alert For IRS Scams The Internal Revenue Service is on a constant lookout for tax-related scams. Demand that you immediately pay your taxes over the phone. This information is not intended to substitute for specific individualized tax advice.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

AUGUST 29, 2022

Wall Street focused on Powell’s presentation in the hope it might provide greater clarity on future Fed direction, though his remarks ultimately went no further than restating past communications. Institute for Supply Management (ISM) Manufacturing Index. How to Check the Status of Your Federal Tax Refund. Factory Orders.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

MAY 1, 2023

The business inventory investment slowdown reduced the headline GDP number by 2.26%. 5 This Week: Key Economic Data Monday: Institute for Supply Management (ISM) Manufacturing Index. ” – Keith David Tax Tips For Those In The Military The Internal Revenue Service has certain special tax breaks and programs for members of the U.S.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JUNE 12, 2023

State and local income tax refunds may be taxable and should be reported on your federal taxes. State taxes may apply to inheritances.) Cash rebates from a dealer or manufacturer for an item you buy. If a policy is surrendered prematurely, the policyholder also may pay surrender charges and have income tax implications.

Marketing 59

Marketing Marketing Insurance Taxes 59

Cornerstone Financial Advisory

OCTOBER 3, 2022

During the previous week, the Bank of England (BOE) raised interest rates, and its prime minister announced unfunded tax cuts that the markets interpreted as inflationary. Monday: Institute for Supply Management (ISM) Manufacturing Index. With Shared Custody, Taxes Can Get Complicated. government bonds. Developments in the U.K.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

JANUARY 30, 2023

Institute for Supply Management (ISM) Manufacturing Index. No one wants a bad surprise when Tax Day comes, and having the proper withholding can help you avoid these surprises. You should especially check your withholding after a significant life change, such as a marriage, divorce, new child, a move, or major changes in the tax law.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

SEPTEMBER 6, 2022

Lagging sectors were manufacturing, financial, and wholesale trade. The IRS can scan tax returns for potential fraud, and if a tax return seems suspicious, they will flag it for further review. Because the tax return won’t be processed until you respond to the letter, it’s essential to follow the steps outlined.

Marketing 59

Marketing Marketing Taxes Investment Advisor 59

Cornerstone Financial Advisory

DECEMBER 5, 2022

Purchasing Managers’ Index (PMI) Manufacturing. Here are some quick facts about both of them: A traditional IRA is a tax-advantaged personal savings plan where contributions may be tax deductible. Generally, the money in a traditional IRA isn’t taxed until it’s withdrawn. a Registered Investment Advisor.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

OCTOBER 17, 2022

companies from selling advanced semiconductor chips and related manufacturing equipment to China. Friday: Verizon Communications, Inc. (VZ), Correctly classifying your workers is essential to avoid issues with taxes or liability. This information is not intended to be a substitute for specific individualized tax advice.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

FEBRUARY 27, 2023

Wednesday: Institute for Supply Management (ISM) Manufacturing Index. An authorized representative can represent you in interviews, audits, appeals, and tax collection disputes with the IRS and in court. This information is not intended to be a substitute for specific individualized tax advice. a Registered Investment Advisor.

Economics 59

Economics Taxes Investment Advisor Investing 59

Cornerstone Financial Advisory

JULY 31, 2023

This Week: Key Economic Data Tuesday: Institute for Supply Management (ISM) Manufacturing Index. ” – Mother Teresa Who Qualifies For The Child And Dependent Care Tax Credit? This information is not intended to substitute for specific individualized tax advice. a Registered Investment Advisor.

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

NOVEMBER 28, 2022

Purchasing Managers’ Index (PMI) Manufacturing. Backup withholding is when a taxpayer must withhold at the current rate of 24%, which is taken from any future payments, to ensure that the IRS receives the tax due on this income. This information is not intended to be a substitute for specific individualized tax advice.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

JUNE 27, 2022

Friday: Institute for Supply Management (ISM) Manufacturing Index. Two education credits are available to American taxpayers: the American Opportunity Tax Credit (AOTC) and the Lifetime Learning Credit (LLC). This information is not intended to be a substitute for specific, individualized tax advice. Thursday: Jobless Claims.

Marketing 52

Marketing Marketing Taxes Education 52

Ballast Advisors

JUNE 30, 2023

These models can create original content in response to questions posed by users, and millions of people are already using them to help write essays, articles, and business communications, code software applications, conduct scientific research, and even craft works of art such as illustrations, graphic designs, and music.

Communication 40

Communication Economics Taxes License 40

Cornerstone Financial Advisory

JANUARY 16, 2024

6,7,8 This Week: Key Economic Data Tuesday: Empire State Manufacturing Index. Married filing jointly: Taxpayers who are married can file a joint tax return with their spouse. This information is not intended to substitute for specific individualized tax advice. Wednesday: Retail Sales. Industrial Production. Housing Starts.

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

APRIL 24, 2023

Poor earnings results hit communication services stocks and regional banks, while margin pressures put pressure on auto stock valuations. Tuesday: Microsoft Corporation (MSFT), General Electric Company (GE), Verizon Communications, Inc. (VZ), Why is my pension taxed? The forecasts also are subject to revision. VZ), Visa, Inc.

Marketing 59

Marketing Marketing Taxes Economics 59

Brown Advisory

APRIL 16, 2018

This specificity helps guide the nonprofit’s board and investment committee members as they carry out their fiduciary duty. Additionally, it ensures that we have clarity in our role as investment advisor, and that we have specific criteria we can use to evaluate potential investments and shape the client’s overall portfolio.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

Brown Advisory

APRIL 16, 2018

This specificity helps guide the nonprofit’s board and investment committee members as they carry out their fiduciary duty. Additionally, it ensures that we have clarity in our role as investment advisor, and that we have specific criteria we can use to evaluate potential investments and shape the client’s overall portfolio.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. Salaske: What is an investment advisor?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59