Ballast Advisors

SEPTEMBER 22, 2023

The IRS has announced guidance for the home energy audit tax credit. Fortunately, there is a federal income tax credit available equal to 30% of the amount paid for home energy audits, up to $150 per tax year. If you claim the credit, the home energy audit should be kept as part of your tax records.

Taxes 40

Taxes Certification Investment Advisor Communication 40

Nerd's Eye View

APRIL 7, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the T3/Inside Information Software Survey is available, providing insights into which technology tools advisors use and their level of satisfaction with them, which highlighted the continued rise of specialized financial planning (..)

Financial Planner 198

Financial Planner Ethics Financial Advisor Clients 198

Zoe Financial

MAY 16, 2023

Qualified withdrawals from a 529 plan are tax-free at the federal level, and some states also offer tax breaks to their residents. It’s important to evaluate the federal and state tax consequences of plan withdrawals and contributions before you invest in a 529 plan. The federal income tax treatment of these plans is identical.

Tax Planning 52

Tax Planning Taxes Planning Education 52

Ballast Advisors

AUGUST 16, 2023

An HSA is a tax-advantaged account that enables you to save money to cover health-care and medical costs that your insurance doesn’t pay. The funds contributed are made with pre-tax dollars if you contribute via payroll deduction or are tax deductible if you make them yourself using after-tax dollars.

Accounting 52

Accounting Numbers Medical Taxes 52

Harness Wealth

SEPTEMBER 15, 2023

In this guide, we explore best practices for client onboarding for solo CPAs and small accounting firms, as well as how Harness Tax can help modernize and add efficiencies to the ever-evolving process. You’ll want to direct them to an engagement letter, a tax questionnaire, a payment portal, and more.

Accounting 59

Accounting Clients Taxes Communication 59

Trade Brains

APRIL 12, 2023

Thus, in this article, we present you the best small cap stocks under Rs 100 that you can add to your watchlists. As of the present date, RVNL is a central public sector enterprise under the Ministry of Railways, Government of India. and presently trades at a price-to-book value (P/B) ratio of 2.2. 15,500 EPS ₹6.9 Stock P/E 10.7

Banking 97

Banking Retail Communication Manufacturing 97

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Weekly Market Insights: Stocks Hit New Highs On AI’s Promise Presented by Cornerstone Financial Advisory, LLC Stocks vaulted to new heights last week on the back of an artificial intelligence (AI) semiconductor company, marking investors’ belief that AI has the potential to transform the U.S. WDAY), Zoom Video Communications, Inc. (ZM)

Marketing 91

Marketing Marketing Economics Taxes 91

Gen Y Planning

MARCH 8, 2023

If you think your employer will need some convincing before sending you away, create a presentation focusing on how the move could benefit you and the company. Don’t Forget About International Taxes Depending on how long you plan on visiting or living abroad, you may be subject to different tax requirements. tax return.

Taxes 98

Taxes Transportation Planning Communication 98

MarketWatch

JUNE 5, 2023

As part of its Investor Day presentation, the company said it expects 2023 revenue of approximately $14.2 Meanwhile, the company reiterated its previously provided guidance for free cash flow (FCF) of zero to $200 million and said it expects adjusted earnings before interest, taxes, depreciation and amortization (Ebitda) of approximately $4.7

Communication 40

Communication Taxes Marketing Marketing 40

Ballast Advisors

NOVEMBER 14, 2023

The third-party material presented is derived from sources Ballast Advisors consider to be reliable, but the accuracy and completeness cannot be guaranteed. Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations.

Insurance 52

Insurance Taxes Planning Medical 52

Cornerstone Financial Advisory

FEBRUARY 5, 2024

Weekly Market Insights: Investors Move Past Mixed Fed Message Presented by Cornerstone Financial Advisory, LLC Stocks pushed higher last week as investors cheered mega-cap tech corporate reports and a better-than-expected employment report. In addition, rental income may be subject to a net investment income tax.

Marketing 85

Marketing Marketing Taxes Economics 85

Cornerstone Financial Advisory

OCTOBER 23, 2023

Weekly Market Insights: Stocks Retreat Despite Solid Earnings Presented By Cornerstone Financial Advisory, LLC Rising bond yields and uncertainty over whether this was the close of the Fed’s rate-hike cycle dragged markets lower last week despite solid corporate earnings results. The forecasts also are subject to revision. VZ), Alphabet, Inc.

Marketing 93

Marketing Marketing Taxes Economics 93

Cornerstone Financial Advisory

APRIL 22, 2024

Weekly Market Insights: Fed And Middle East Conflict Diminish Stocks Presented by Cornerstone Financial Advisory, LLC Stocks fell for a third straight week, as Fed Chair Jerome Powell’s mixed but upbeat message could not offset the anxiety caused by the Middle East conflict. The forecasts also are subject to revision. TSLA), Visa Inc.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

MARCH 18, 2024

Weekly Market Insights: Second Week Of Stock Retreat Presented by Cornerstone Financial Advisory, LLC Stocks fell for the second straight week on inflation concerns despite a report on consumer prices that was initially well received by investors. Consult a qualified tax expert for help. in February compared with a year earlier.

Marketing 94

Marketing Marketing Taxes Economics 94

Indigo Marketing Agency

JULY 27, 2023

Financial advisors who can effectively communicate the benefits they provide will build a practice based on value, rather than fees. During your initial conversations or presentations, clearly explain how your fees are structured and what services they cover. Others are convinced that they can DIY their financial plan for free.

Financial Planning 52

Financial Planning Financial Advisor Clients Communication 52

MazumaBusinessAccounting

MAY 31, 2023

Having someone who specializes in bookkeeping focus on your books and an accountant who specializes in tax do your taxes can improve accuracy and save you money. Communication is Key If you are not good with numbers, you need a professional who will help you understand and appreciate the numbers.

Accounting 52

Accounting Communication Numbers Taxes 52

MazumaBusinessAccounting

JUNE 1, 2023

Having someone who specializes in bookkeeping focus on your books and an accountant who specializes in tax do your taxes can improve accuracy and save you money. Communication is Key If you are not good with numbers, you need a professional who will help you understand and appreciate the numbers.

Accounting 52

Accounting Communication Numbers Taxes 52

Walkner Condon Financial Advisors

JULY 27, 2023

Amber Schmechel is joining our team with 15 years of experience in communications and marketing. Most recently she was the Communications and Marketing Manager at Saris Cycling Group. Clients that presently custody at TD Ameritrade will need to create a new login at Schwab after Labor Day.

Executive Compensation 52

Executive Compensation Clients Communication Education 52

eMoney Advisor

DECEMBER 5, 2022

Using communication skills derived from financial counseling , learn what would be a win for each of the partners. This can put the financial planner in a challenging position, but also present an opportunity to really help. Nonviolent communication was created by Marshall Rosenberg in the 60s. Sources: 1 Asebedo, Ph.D.,

Financial Planning 73

Financial Planning Planning Financial Planner Communication 73

Ballast Advisors

AUGUST 18, 2023

The third-party material presented is derived from sources Ballast Advisors consider to be reliable, but the accuracy and completeness cannot be guaranteed. Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations.

Retirement 52

Retirement Taxes Planning Accounting 52

Nationwide Financial

NOVEMBER 29, 2022

Succession planning is much more than just the act of selling your practice; there are many items to consider when planning the successful transition of your firm, like finding the right successor, client/relationship communications, receiving the proper value, and reducing taxes on the sale of your firm. Obtain a Valuation.

Financial Advisor 52

Financial Advisor Planning Valuation Communication 52

Cornerstone Financial Advisory

NOVEMBER 6, 2023

Weekly Market Insights: Stocks Rise, Jobs Cool Presented by Cornerstone Financial Advisory, LLC Stocks ripped higher last week on a dramatic retreat in bond yields triggered by easing inflation and a slowing labor market. These expenses can also impact your tax liability. The Nasdaq Composite index rocketed 6.61% higher for the week.

Marketing 103

Marketing Marketing Taxes Economics 103

Cornerstone Financial Advisory

MAY 21, 2024

Weekly Market Insights: Investors Anticipate Fed Rate Change Presented by Cornerstone Financial Advisory, LLC Stocks notched a solid gain last week in a mega-cap, tech-led rally bolstered by positive inflation news. This information is not intended to be a substitute for specific, individualized tax advice.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

JANUARY 29, 2024

​ Weekly Market Insights: Excitement Around Big Tech Continues Presented by Cornerstone Financial Advisory, LLC Stocks continued their upward climb last week as excitement around big tech continued; positive economic reports stoked investors’ belief that the Federal Reserve has pulled off a soft landing. I sometimes feel that I am right.

Marketing 90

Marketing Marketing Economics Taxes 90

eMoney Advisor

MARCH 7, 2023

Stepchildren, remarriages, and ex-spouses: For the modern wealth management client with a blended family, planning to transfer wealth presents a web of complexity. Why Focus on Estate Planning for Blended Families A thoughtful plan and good communication can go a long way in heading off conflict in large families.

Estate Planning 83

Estate Planning Planning Financial Planner Clients 83

Trade Brains

MAY 16, 2023

In this article, we’ll present you the best large cap stocks under Rs 500 that you can add to your watchlist. The same gets reflected in the revenue share of the enterprise with tobacco products contributing to a majority of 36% of the gross revenue and 81% of the total profit before interest and taxes. Returns are secondary.

Distribution 98

Distribution Banking Retail Manufacturing 98

Cornerstone Financial Advisory

OCTOBER 9, 2023

Weekly Market Insights: Stocks Rally After Strong Jobs Report Presented by Cornerstone Financial Advisory, LLC A Friday rally overcame a shaky week, sending stocks mostly higher. This information is not intended to substitute for specific individualized tax advice. The Dow Jones Industrial Average slipped 0.30% for the week.

Marketing 91

Marketing Marketing Taxes Economics 91

Cornerstone Financial Advisory

MARCH 11, 2024

Weekly Market Insights: Markets Take A Breather After Mixed Week Presented by Cornerstone Financial Advisory, LLC Stocks were down for the week as investors appeared to take some profits and traders parsed Fed Chair Jerome Powell’s Congressional testimony. The information in this material is not intended as tax or legal advice.

Marketing 83

Marketing Marketing Insurance Taxes 83

Cornerstone Financial Advisory

AUGUST 21, 2023

Weekly Market Insights: Stocks Weather Summer Storm Of News And Indicators Presented by Cornerstone Financial Advisory, LLC Stocks extended their August declines last week as higher yields and weak economic data out of China soured investor sentiment. This Week: Companies Reporting Earnings Monday: Zoom Video Communications, Inc. (ZM)

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

AUGUST 7, 2023

Weekly Market Insights: Stocks Raise White Flag To Bad News Presented by Cornerstone Financial Advisory, LLC Stocks retreated last week as bond yields increased following the Treasury’s announcement indicating “a larger-than-expected funding need” and a downgrade in the federal government’s debt rating. a Registered Investment Advisor.

Marketing 95

Marketing Marketing Medicine Taxes 95

Cornerstone Financial Advisory

APRIL 29, 2024

Weekly Market Insights: Despite Turbulent Week, Stocks Stage Comeback Presented by Cornerstone Financial Advisory, LLC Stocks staged a choppy comeback last week as investors cheered positive earnings, led by mega-cap tech stocks. Free File has most of the necessary forms when filing your taxes. Stocks Bounce Back. .”

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

MARCH 4, 2024

Weekly Market Insights: Tech And AI Lead Another Advancing Week Presented by Cornerstone Financial Advisory, LLC Stocks extended their tech-led advance last week as signs of a resilient and still-enthusiastic consumer boosted momentum. Here’s How To Pay If you owe federal taxes, you must pay by the April deadline.

Marketing 77

Marketing Marketing Economics Taxes 77

Cornerstone Financial Advisory

NOVEMBER 27, 2023

Weekly Market Insights: Short Week Strong For Stocks Presented by Cornerstone Financial Advisory, LLC Investor enthusiasm for stocks remained strong last week, buoyed by declining bond yields in a holiday-abbreviated trading week. There are some important tax tips to know to set yourself up for success.

Marketing 89

Marketing Marketing Taxes Economics 89

Cornerstone Financial Advisory

OCTOBER 2, 2023

Weekly Market Insights: Bond Yields Rise; Government Shutdown Looms Presented by Cornerstone Financial Advisory, LLC Rising bond yields and government shutdown fears left stocks in mostly negative territory for the week. ” –John Steinbeck Who Can Deduct Car Expenses On Their Tax Returns? a Registered Investment Advisor.

Marketing 97

Marketing Marketing Taxes Economics 97

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. This information is not intended to substitute for specific individualized tax advice.

Marketing 59

Marketing Marketing Taxes Economics 59

Walkner Condon Financial Advisors

MAY 12, 2023

Amber Schmechel is joining our team with 15 years of experience in communications and marketing. Most recently she was the Communications and Marketing Manager at Saris Cycling Group. Clients that presently custody at TD Ameritrade will need to create a new login at Schwab after Labor Day.

Executive Compensation 52

Executive Compensation Clients Communication License 52

Cornerstone Financial Advisory

NOVEMBER 20, 2023

Weekly Market Insights: November Rally Continues Presented by Cornerstone Financial Advisory, LLC Stocks extended their November rally last week as investors cheered lower-than-forecast inflation data. Did you know there are some tax considerations when starting a new hobby? The Nasdaq Composite index rose 2.37% for the week.

Marketing 98

Marketing Marketing Taxes Economics 98