Brown Advisory

SEPTEMBER 12, 2016

Private Credit Outshines Many High-Valuation Stocks, Bonds. With interest rates at record lows and many publicly traded bonds and stocks approaching historically high valuations, private credit has become increasingly attractive to investors because of its total return prospects, steady income and role in diversification.

Valuation 52

Valuation Banking Portfolio Communication 52

Darrow Wealth Management

MARCH 24, 2024

6 tax strategies for incentive stock options and AMT Triggering the alternative minimum tax isn’t the end of the world, but you don’t want to do it by accident. Exercise ISOs early in the year to manage or avoid AMT To get long-term capital gains tax treatment, you need to hold ISOs through the end of the year of exercise.

Taxes 59

Taxes Tax Planning Planning Financial Advisor 59

Harness Wealth

MAY 9, 2025

Successful tax advisory practices dont happen by chancetheyre the result of many years’ worth of hard work. Most importantly, tax practices are built on strong client relationships and specialized knowledge. Succession planning for tax practices, therefore, is as delicate a process as it is important.

Taxes 52

Taxes Planning Accounting Clients 52

Cornerstone Financial Advisory

OCTOBER 23, 2023

This Week: Companies Reporting Earnings Tuesday: Microsoft Corporation (MSFT), General Electric Company (GE), Verizon Communications, Inc. (VZ), Lastly, it’s important to remember to pay the correct taxes on this income throughout the year to manage owing additional taxes when you file. VZ), Alphabet, Inc.

Marketing 105

Marketing Marketing Taxes Economics 105

Darrow Wealth Management

JULY 25, 2022

Particularly for employees of companies that IPO’d last year, valuations have fallen significantly. If the company was trading at an inflated price due to market conditions at the time, then it’s going to be much harder to justify that valuation when exuberance wanes. Single stocks vs the market. Strategies to diversify.

Marketing 105

Marketing Marketing Valuation Risk Tolerance 105

Darrow Wealth Management

MARCH 24, 2024

6 tax strategies for incentive stock options and AMT Triggering the alternative minimum tax isn’t the end of the world, but you don’t want to do it by accident. Exercise ISOs early in the year to manage or avoid AMT To get long-term capital gains tax treatment, you need to hold ISOs through the end of the year of exercise.

Taxes 52

Taxes Tax Planning Planning Financial Advisor 52

Cornerstone Financial Advisory

FEBRUARY 5, 2024

” – Jim Rohn Vacation Home Rentals If you receive money for the use of your primary residence, you may have to report this rental income on your tax return; this means that the “vacation home rental” classification can apply to your home, even if you don’t own multiple short-term rental properties. a Registered Investment Advisor.

Marketing 104

Marketing Marketing Taxes Economics 104

Cornerstone Financial Advisory

SEPTEMBER 25, 2023

” – Larry King Think About Credits And Deductions Now To Prepare For Filing Here are a few facts about credits and deductions that can help you with year-round tax preparation: Taxable income remains after someone subtracts any eligible deductions from their adjusted gross income, including the standard deduction.

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

OCTOBER 9, 2023

The Internal Revenue Service (IRS) has a handy tool called the Tax Withholding Estimator, which can help you manage having too much or too little tax withheld from your wages. This information is not intended to substitute for specific individualized tax advice. a Registered Investment Advisor.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

FEBRUARY 19, 2024

Here’s How It May Affect Your Taxes Taxpayers who work in the gig economy may benefit from a better understanding of how their work affects their taxes. Taxpayers who work in the gig economy may benefit from a better understanding of how their work affects their taxes. a Registered Investment Advisor.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

OCTOBER 2, 2023

” –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? This information is not intended to substitute for specific individualized tax advice. The information in this material is not intended as tax or legal advice.

Marketing 111

Marketing Marketing Taxes Economics 111

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.

Financial Advisor 52

Financial Advisor Planning Valuation Communication 52

Cornerstone Financial Advisory

JULY 10, 2023

” – Maya Angelou IRS Program Helps Seniors Prepare Taxes The Internal Revenue Service (IRS) has a tool called Free File, which offers online tax preparation, direct deposit of refunds, and electronic filing choices. Free File has a majority of the most common forms needed when filing your taxes.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

JANUARY 2, 2024

” – Bertrand Russell Need Last Year’s Tax Returns? Help is available for taxpayers who need tax information for prior years but still need to keep copies of their returns. This is often the easiest way to get a copy of your tax returns. Order a tax transcript. “To conquer fear is the beginning of wisdom.”

Taxes 104

Taxes Numbers Investment Advisor Investing 104

Cornerstone Financial Advisory

OCTOBER 31, 2022

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. Find payment options, including IRS Direct Pay which allows you to pay tax bills directly from your bank account.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

DECEMBER 18, 2023

” – Charles Schulz Tax Benefit And Credits: FAQs For Retirees Lots of questions can come up about income taxes after one has retired. 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.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

” – Aristotle Protect Your Tax Data Protecting your data is very important in today’s digital age. The Internal Revenue Service shared guidelines tax pros should follow to protect taxpayer data. This information is not intended to substitute for specific individualized tax advice. a Registered Investment Advisor.

Marketing 105

Marketing Marketing Economics Food 105

Cornerstone Financial Advisory

OCTOBER 16, 2023

Here are the ten fundamental rights you have as a taxpayer when interacting with the IRS: The right to be informed: As a taxpayer, you have the right to know what is required to comply with tax laws. The right to pay no more than the correct amount of tax: You only pay what is legally due, including interest and penalties.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

JANUARY 29, 2024

” – Albert Einstein Couples Who Work Together, Tax Together As more households decide to start a business, many couples learn about the tax responsibilities related to such businesses. These relationships involve different tax situations. We suggest you discuss your specific tax issues with a qualified tax professional.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

NOVEMBER 27, 2023

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. Most businesses need an EIN. a Registered Investment Advisor.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

AUGUST 1, 2022

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. “Innovation is saying ‘no’ to 1,000 things.”

Marketing 104

Marketing Marketing Taxes Economics 104

Cornerstone Financial Advisory

DECEMBER 11, 2023

. “The whole fun of living is trying to make something better” – Charles Kettering Tax Tips For Children Or Grandchildren With Part-Time Job Many of us have kids or grandkids who work part-time. If they are self-employed, however, they may be responsible for paying these taxes directly to the IRS.

Marketing 98

Marketing Marketing Taxes Economics 98

Cornerstone Financial Advisory

MARCH 18, 2024

You must include all capital gains in your income, and you may be subject to the Net Investment Income Tax if your income is above certain amounts. Consult a qualified tax expert for help. If your total net capital loss is more than the limit you can deduct, you can carry it over to next year’s tax return.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

NOVEMBER 20, 2023

These Tips Can Help You Understand The Tax Situation Whether picking up painting or cooking new concoctions in your kitchen, starting a new hobby is always fun and a great way to learn something new. Did you know there are some tax considerations when starting a new hobby? .” – Salvador Dalí Starting A New Hobby?

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 11, 2024

State and local income tax refunds may be taxable and should be reported on your federal taxes. If a policy is surrendered prematurely, the policyholder may also pay surrender charges and have income tax implications. The information in this material is not intended as tax or legal advice. a Registered Investment Advisor.

Marketing 103

Marketing Marketing Insurance Taxes 103

Cornerstone Financial Advisory

NOVEMBER 13, 2023

Even better, these donations may qualify for a tax deduction if you itemize the deductions and show proof of the donations. 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.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

OCTOBER 30, 2023

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. This information is not intended to substitute for specific individualized tax advice. a Registered Investment Advisor.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

DECEMBER 4, 2023

Did you know that if you are receiving Social Security benefits, you may have to pay federal income tax on a portion of these benefits? 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.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 25, 2024

The regular method allows you to specifically calculate the actual expenses, such as rent, mortgage interest, taxes, repairs, depreciation, and utilities you pay for the portion of your home used for the business. This information is not intended to be a substitute for specific, individualized tax advice.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

JANUARY 8, 2024

The interactive tax assistant tool can also help to determine your filing status and any relevant credits you should (or should not) claim. 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.

Marketing 98

Marketing Marketing Taxes Economics 98

Cornerstone Financial Advisory

MARCH 4, 2024

Here’s How To Pay If you owe federal taxes, you must pay by the April deadline. Remember, if you get an extension to file your taxes, payment is still due by the April deadline. Pay when you e-file: If you file your federal tax return electronically, you can pay directly from your bank account using electronic funds withdrawal.

Marketing 101

Marketing Marketing Economics Taxes 101

Cornerstone Financial Advisory

FEBRUARY 12, 2024

Create Digital Copies Of Important Documents: Most financial organizations, such as banks and insurance companies, provide digital copies of bank statements, tax returns, and insurance policies anyway, and keeping all these digital copies saved and organized is an excellent practice to get into. a Registered Investment Advisor.

Marketing 105

Marketing Marketing Economics Taxes 105

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.

Marketing 59

Marketing Marketing Taxes Economics 59

Brown Advisory

MARCH 1, 2016

Less than two years later, Palo Alto Networks purchased the company for $200 million—a more than 25-fold surge in valuation. In November 2015, Square, a San Francisco-based creator of mobile payment technology, went public at $9 per share and immediately rocketed 45% to a valuation of more than $4 billion. million pre-money valuation.

Valuation 52

Valuation Investing Investments Clients 52

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

Cornerstone Financial Advisory

SEPTEMBER 6, 2022

The overhang of Fed Chair Powell’s Jackson Hole speech the previous week carried over into last week as investors recalibrated stock valuations amid a seemingly more assertive monetary policy stance. The IRS can scan tax returns for potential fraud, and if a tax return seems suspicious, they will flag it for further review.

Marketing 59

Marketing Marketing Taxes Economics 59

Good Financial Cents

DECEMBER 14, 2022

After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. Because much of an advisor’s job revolves around talking to clients and seeking new investment opportunities, excellent communication skills are essential in this role. Communication Skills.

Budgeting 88

Budgeting Compliance Accounting Insurance 88