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With more than 25 years of industry experience, he has set the strategic vision for the firm, which encompasses AssetMark’s platform of curated investments, technology solutions, business consulting, operations support, and acquisitions that serve the best interests of financial advisors and their investors.
This weeks Tax Advisor Weekly covers key updates for financial professionals. We begin with guidance on navigating property tax considerations during business mergers and expansions. In this blog post, well cover key business events that impact property tax and business licenses, along with what you need to consider for each.
Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.
7 This Week: Key Economic Data Tuesday: Consumer Confidence. Source: I nvestors Business Daily – Econoday economic calendar ; November 21, 2024 The Econoday economic calendar lists upcoming U.S. This information is not a substitute for individualized tax advice. New Home Sales. FOMC Minutes. Durable Goods.
This weeks Tax Advisor news roundup covers key updates for financial professionals. Last but not least, we have a rundown of the IRSs ‘Dirty Dozen’ tax scams for 2025. Wealth Taxes in Europe, 2025 ( Cristina Enache , Tax Foundation) Net wealth taxes are recurrent taxes on an individuals wealth, net of debt.
It’s often characterized by economic pessimism and declining investor confidence. Market Metrics & Economic Indicators GDP, CPI, P/E ratios—economic indicators can sound like alphabet soup, but they can be the pulse checks of your investments. It’s the ultimate scorecard for economic health.
8 This Week: Key Economic Data Tuesday: Federal Open Market Committee (FOMC) Meeting Begins. Source: I nvestors Business Daily – Econoday economic calendar ; December 10, 2024 The Econoday economic calendar lists upcoming U.S. ” – Alfred, Lord Tennyson Tax Tip… Have You Created Your IRS Online Account?
For individuals with stock-based compensation, an 83(b) election has the potential to greatly reduce taxes on stock options or restricted stock. Section 83(b) of the tax code gives individuals the ability to accelerate the taxation of their unvested equity grant. What is an 83(b) election?
Plan Your Tax Strategy Work with a financial advisor to optimize your tax situation. This could include leveraging tax-advantaged accounts, maximizing deductions, or planning for capital gains. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.
One impulsive decision or economic downturn can turn the tables over. Additionally, you must maintain appropriate business insurance and consult with wealth managers and legal experts to ensure ongoing protection. So, take calculated risks, research well, and consult experts as and when needed. Investing only in the U.S.
Tax planning serves as the cornerstone of the entire acquisition deal, extending far beyond a simple checkbox. Every element, from structure to price negotiations, hinges on understanding tax implications for all parties involved. Get it right, and you will have set yourself up for a smooth transition and maximized returns.
Weekly Market Insights | October 28th, 2024 Stocks Mixed Ahead of Election Stocks were mixed last week as fresh economic data points and election-related uncertainty slowed market momentum. 8 This Week: Key Economic Data Tuesday: International Trade in Goods. This information is not a substitute for individualized tax advice.
Ratner June 11, 2025 2 Min Read A client whose estate will remain non-taxable after 2025 has a policy in an irrevocable life insurance trust (ILIT) that was presumably purchased for estate tax liquidity. Resourceful agents will figure this out. I just thought it appropriate to acknowledge the challenge.
8 This Week: Key Economic Data Monday: Consumer Confidence. Source: I nvestors Business Daily – Econoday economic calendar ; December 16, 2024 The Econoday economic calendar lists upcoming U.S. ” – Anas Nin Tax Tip… What is the Lifetime Learning Credit? Tuesday: Durable Goods. New Home Sales.
Economic news that showed a 2.2 9 This Week: Key Economic Data Tuesday: Fed Officials Neel Kashkari and Patrick Harker speak. Source: I nvestors Business Daily – Econoday economic calendar ; November 8, 2024 The Econoday economic calendar lists upcoming U.S. The yield on the 10-year Treasury fell to 4.307 percent.
Tariffs impact: Proposed increases could raise the effective tax rate on U.S. Consider speaking with a financial advisor about risk tolerance and strategies like tax loss harvesting. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. imports from 2.3%
When major economic news breaks, prospects are looking for guidance from trusted professionals. For example, “The Complete Tax Optimization Guide for Healthcare Professionals” speaks directly to physicians and dentists who face unique tax challenges. Current events commentary also performs exceptionally well.
Tax planning. Utilizing tax-efficient investment strategies, such as municipal bonds and tax-managed ETFs, may help minimize tax liabilities. Charitable giving and philanthropic activities can also provide tax benefits while supporting causes you care about. Tax planning is crucial. Estate planning.
Economic Update: Tariffs & Consumption Impact: Proposed tariffs would affect 18% of U.S. Market Uncertainty: Investors are weighing whether this is a market correction or early signs of a recession as economic data shifts. Actual economic or market events may turn out differently than anticipated. Stay tuned for next week.
Economic Update: Retail Sales: Weaker than expected in January. Economic Surprise Index: Declined over the last 4-5 weeks from high levels. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation.
The Tax Cuts and Jobs Act (TCJA)the 2017 tax code overhaul designed to boost economic growthis set to expire on December 31, 2025. Unless Congress intervenes, the TCJAs sunset will usher in a swathe of tax increases in 2026, with analysts estimating that over $4 trillion worth of tax hikes could take effect.
Economic Update: Inflation (March): CPI: ~2.4%, lower than expected. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. PPI: 2.6%, also better than expected.
Weekly Market Insights | November 4th, 2024 Stocks Retreat on Jobs and Election Concerns Stocks slid last week as mixed economic data and strong-but-not-spectacular Q3 corporate reports failed to inspire investors. This Week: Key Economic Data Monday: Motor Vehicle Sales. The Standard & Poor’s 500 Index fell 1.36 Factory Orders.
Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.
Economic Update: Fed Meeting: Rates held steady. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Actual economic or market events may turn out differently than anticipated.
Take advantage of tax-advantaged retirement accounts such as 401(k)s, IRAs, and Roth IRAs to maximize your contributions and benefit from tax-deferred or tax-free growth. Keep yourself updated on market trends, economic indicators, and investment strategies. Learn more about retirement plan options here.
As a result, they may not survive economic downturns as easily, and their stock prices can be a lot more volatile. Make sure to research well and even consult with a financial advisor to ensure you place careful bets and understand the company and sector-specific risks. Real estate comes with tax perks, too. The cap is 27.5
Bachelor’s in economics and a BS in computer science from Wellesley in Boston and then an MBA from Harvard Business School. So it was Pascal then c plus plus, and then I took an economics class and that’s when the lights went off because it was a very mathematical field in many ways, but also with a link to the Rio economy.
Also, do not forget that liquidating your investments early may come with penalties or tax consequences, especially if you are pulling from retirement accounts, such as the Individual Retirement Account (IRA) or the 401(k). Consulting a financial advisor can help you navigate this situation in a less damaging way.
Private equity and alternative investments create unique tax reporting complexities that demand attention. This article explores the distinctions between K-1 and 1099 reporting, explaining their impact on tax planning, basis calculations, filing deadlines, and strategies to optimize your after-tax returns from alternative investments.
Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.
Confident consumers tend to spend money, which may take some pressure off the Fed as it looks to manage economic activity. This Week: Key Economic Data Monday: Fed Official Austan Goolsbee speaks. Please discuss your specific tax issues with a qualified tax professional. Housing Market Index.
Economic Update: Q4 Real GDP: Grew 2.3% Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Actual economic or market events may turn out differently than anticipated.
Economic Update: When economic data comes in hotter than expected: Stock markets tend to sell off. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Down 1% for the year.
Weekly Market Insights | December 2nd, 2024 Solid Gains for Thanksgiving Week Stocks posted solid gains over a short and busy holiday week as investors parsed fresh economic data, comments on potential future trade policy, and a few Q3 reports from technology companies. One area of concern has been the economic impact of proposed tariffs.
Economic Update: Fed Outlook: Chair Powell: The Fed will remain patient on rate cuts. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Selloff Drivers: New U.S.
Economic Updates: Payroll data: 227k new jobs added, above 220k expected. If earnings continue to grow steadily, inflation decelerates, and economic growth is maintained, the market could rally further with no immediate signs of a recession. Actual economic or market events may turn out differently than anticipated.
However, unlike stocks and bonds, alternative investments, or alts as theyre commonly known, have unique tax treatments and complex reporting requirements that investors should carefully consider before investing. Well also go into some potential strategies to optimize tax efficiency. How Are Alternative Investments Taxed?
Economic Update: Jobs Report: Payrolls: rose 139,000; unemployment steady at 4.2%. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Oil prices jumped 6.3%
Economic Update: Federal Reserve: Held rates steady at 4.25%4.50% Cited rising uncertainty around the economic outlook due to tariffs and slowing growth. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation.
Economic Update: Walmart Earnings : Reported lower-than-expected sales guidance, indicating potential weakness in U.S. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances.
But let’s start with your background in your career, applied mathematics and economics from Brown and then a Harvard MBA. You know, I thought I was gonna take the high road and, and be a management consultant. Lisa Shalett : Yeah, so, you know, I, I did the consulting thing both before and after business school.
But before we get to that, let’s start with Bachelor’s in economics from Hamilton, MBA from NYU. And we were consultants, which is very critical because consultants billed by the hour and literally the day after. They had the largest set of economic and financial databases in the world at the time.
Economic Updates: Jobless Claims: stronger-than-expected claims, driving positive momentum for the end of the week. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances.
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