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Here is a review of the Ten Economic Questions for 2024. There were many promises made during the campaign that obviously will not happen (deport 20 million people, no taxes on tips, overtime or Social Security benefits, 200% tariffs, and on and on). We can assume the 2017 Tax Cuts and Jobs Act (TCJA) will be extended.
The challenge is how to frame the current economic scenario in a way that is useful and informative and not the usual run-of-the-mill noise. 2) What will their impact be on economic activity and inflation? I didnt understand this as representing a significant threat to the established economic order. In a word, the U.S.
Bureau of Economic Analysis. Disposable personal income (DPI), personal income less personal current taxes, increased $144.1 The BEA released the Personal Income and Outlays, October 2024 report for October: Personal income increased $147.4 billion (0.6 billion (0.7 percent) and personal consumption expenditures (PCE) increased $72.3
In addition to analyzing the economics of a distressed position, real estate owners must consider the tax implications of the various outcomes surrounding debt. In the worst-case scenario of a foreclosure, not only can an owner lose a property, but also be subject to income tax on phantom income.
Economic uncertaintywhether it’s due to market volatility, rising inflation, or potential recessionscan feel overwhelming. Here are five practical tactics to help retirees weather economic uncertainty: Take a Break from the News Constantly consuming news and social media can lead to unnecessary panic.
Yet, by taking a measured look at factors driving economic activity and influencing behavior, advisors can help clients face risks they can't control and (hopefully) position themselves to take advantage of opportunities as they develop. Meanwhile, a smorgasbord of potential risks threatens economic growth's "soft landing" narrative.
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Bureau of Economic Analysis. Disposable personal income (DPI), personal income less personal current taxes, increased $57.4 The BEA released the Personal Income and Outlays report for September: Personal income increased $71.6 billion (0.3 percent at a monthly rate) in September, according to estimates released today by the U.S.
Early in February , I expressed my "increasing concern" about the negative economic impact of "executive / fiscal policy errors", however, I concluded that post by noting that I was not currently on recession watch. Housing is the basis of one of my favorite models for business cycle forecasting.
And even though numerous signs are pointing to the looming possibility of a more widespread economic downturn – including the reduction of household savings, reduced lending, and the resumption of student loan payments for many borrowers – the job market remains strong. And even though U.S.
(podcasts.apple.com) Jim Pethokoukis talks the business of space with Matt Weinzierl, co-author of "Space to Grow: Unlocking the Final Economic Frontier." fasterplease.substack.com) Policy Stephen Dubner talks tax myths with Jessica Riedl, a senior fellow in budget, tax, and economic policy at the Manhattan Institute.
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.
This is as true for professionals as it is for amateurs; it’s also true in music, film, sports, television, and economic and market forecasting. Economic Innumeracy : Some individuals experience math anxiety, but it only takes a bit of insight to navigate the many ways numbers can mislead us. Be tax-aware. Bad Numbers : 4.
Understanding Tax Compliance and Risk Management Ultra-high-net-worth individuals face unique tax challenges, including high rates and ever-changing complex tax codes. If managed improperly or inefficiently, tax issues could significantly erode your familys wealth and even lead to legal complications. And, if the U.S.
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.
Early in February , I expressed my "increasing concern" about the negative economic impact of "executive / fiscal policy errors", however, I concluded that post by noting that I was not currently on recession watch. As I noted earlier, I'm not sure how to estimate the economic damage caused by these tariffs.
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Market pullbacks may create openings for tax-loss harvesting, 'discounted' Roth conversions, and portfolio rebalancing – allowing clients to focus on what they can still control, even when headlines feel overwhelming. Finally, volatile markets offer a powerful opportunity for advisors to reinforce the value of financial advice.
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Early in February , I expressed my "increasing concern" about the negative economic impact of "executive / fiscal policy errors", however, I concluded that post by noting that I was not currently on recession watch. As I noted earlier, I'm not sure how to estimate the economic damage caused by these tariffs.
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Bureau of Economic Analysis. Disposable personal income (DPI)—personal income less personal current taxes—decreased $125.0 From the BEA: Personal Income and Outlays, May 2025 Personal income decreased $109.6 billion (0.4 percent at a monthly rate) in May , according to estimates released today by the U.S. billion (0.6 billion (0.1
From the NAHB: Soft Spring Selling Season Takes a Toll on Builder Confidence Builder confidence fell sharply in May on growing uncertainties stemming from elevated interest rates, tariff concerns, building material cost uncertainty and the cloudy economic outlook.
Michael received his Bachelor of Arts in Economics from the University of California, Los Angeles. Before joining AssetMark, Michael was a Senior Vice President at Fidelity’s Institutional Wealth Services. He began his career in public accounting at Coopers & Lybrand, LLC.
(cnn.com) Kathryn Anne Edwards, "The federal government is treating those who default on their college loans more harshly than those who cheat on their taxes." (fa-mag.com) marginalrevolution.com) Economy How much economic activity got pulled forward due to tariffs? tker.co) The economic data hasn't rolled over yet into recession.
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.
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Early in February , I expressed my "increasing concern" about the negative economic impact of "executive / fiscal policy errors", however, I concluded that post by noting that I was not currently on recession watch. As I noted earlier, I'm not sure how to estimate the economic damage caused by these tariffs.
As a result, financial advisors should start honing the services Gen X members will likely benefit from the most, including retirement planning, estate and tax planning and mortgage refinancing. Gen X, or those currently aged between 45 and 60 years, will receive nearly $13.9 trillion annually.
” That poor belief system has disadvantaged America — it has made us economically weaker, prevented the country from performing basic maintenance on its infrastructure, and generally made it a harsher place to live. Note that we undertook much of the work anyway (airports, electrical grid, roads, etc.), All simply unnecessary.
They also wrote the 2011 bestseller “ Reckless Endangerment: How Outsized Ambition, Greed and Corruption Led to Economic Armageddon ,” about the mortgage crisis. We discuss the Carried Interest tax loophole, a tax dodge that benefits a few 1000 people in the country but cost U.S. taxpayers 180 billion dollars per decade.
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.
Though February activity was muted as we started the month, we saw more activity in the lanes at Manheim in the second half of the month and finished the last week of February with some of the strongest weekly gains in wholesale prices for many years,” said Jeremy Robb, senior director of Economic and Industry Insights for Cox Automotive.
percent at a monthly rate) in March , according to estimates released today by the Bureau of Economic Analysis. Disposable personal income (DPI), personal income less personal current taxes, increased $104.0 The BEA released the Personal Income and Outlays report for March: Personal income increased $122.0 billion (0.5 billion (0.5
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Global Financial Data ) Vanguard 2025 economic and market outlook : The global monetary easing cycle will be in full swing in 2025, with inflation in most developed economies now within touching distance of central banks targets. If a culture has a third word for a color, it is always red. Luxury car sales fell 27%.
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