James Hendries

JULY 13, 2023

The Family Business Survey 2023 highlights the most pressing concerns of these enterprises, with high personal tax levels emerging as a top worry for America’s largest private employers. High Persona Tax Levels: A Barrier To Growth Family-owned businesses are crucial to the American economy.

Taxes 52

Taxes Economy Planning Investing 52

Nationwide Financial

JUNE 20, 2023

After decades of saving and planning, many pre-retirees (non-retired investors aged 55-65) are reconsidering their retirement plans in response to rising inflation, high interest rates, and an uncertain economic environment. With economic factors weighing heavy on their minds and 90% of pre-retirees concerned that the U.S.

Retirement 97

Retirement Economics Planning Retirement Planning 97

Nationwide Financial

FEBRUARY 27, 2023

Analysis: Acceleration in consumer inflation increases the odds of further Fed action Robust spending and income for January was in line with other strong economic data for the month, showing renewed economic vigor despite the Fed’s efforts to cool inflationary conditions. Personal consumption expenditures (PCE) climbed by 1.8

Economics 98

Economics Sales Manufacturing Economy 98

Abnormal Returns

NOVEMBER 24, 2023

citywire.com) Economy Five economic reasons to be thankful including 'Low unemployment claims.' econbrowser.com) Falling response rates are putting economic data quality at-risk. bloomberg.com) Earlier on Abnormal Returns Podcast links: tax fairness. calculatedriskblog.com) Where do year-ahead inflation expectations sit?

Financial Advising 209

Financial Advising Economics Media Economy 209

The Big Picture

OCTOBER 23, 2023

” 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.

Government 326

Government Economics Taxes Budgeting 326

MazumaBusinessAccounting

AUGUST 29, 2022

In 2021, the average tax refund was $3,039. Hardly, especially given the economic downturn of the last couple of years. New small business owners may be hopeful for a tax refund, a small gift to invest back into their operations. Not all types of small businesses can receive tax refunds, however. Small potatoes?

Taxes 52

Taxes Accounting Sales Economics 52

Abnormal Returns

SEPTEMBER 10, 2023

(nytimes.com) China is facing a lost economic decade. nytimes.com) IRS There is no shortage of wealthy people with back taxes owed. theconversation.com) Researched show stepped up tax audits more than pay for themselves. econbrowser.com) The economic schedule for the coming week.

Startup 236

Startup Financial Advising Economy Taxes 236

Carson Wealth

SEPTEMBER 14, 2023

Understanding the intricate web of tax implications and identifying tax-efficient strategies is crucial for preserving your fiscal well-being. As you aim to optimize your tax position, here are six common mistakes business owners make when it comes to succession planning tax considerations and how to navigate them.

Taxes 52

Taxes Financial Advisor Planning Sales 52

MazumaBusinessAccounting

AUGUST 28, 2022

In 2021, the average tax refund was $3,039. Hardly, especially given the economic downturn of the last couple of years. New small business owners may be hopeful for a tax refund, a small gift to invest back into their operations. Not all types of small businesses can receive tax refunds, however. Small potatoes?

Taxes 52

Taxes Accounting Sales Economics 52

Abnormal Returns

MARCH 17, 2024

axios.com) Everybody wants simpler taxes, but it never happens. bonddad.blogspot.com) The economic schedule for the coming week. (axios.com) Private equity return dispersion is a problem. mrzepczynski.blogspot.com) How search funds work. nytimes.com) Policy How much the U.S. relies foreign born STEM talent.

Financial Advising 242

Financial Advising Commission Valuation Consulting 242

Advisor Perspectives

MAY 4, 2023

Crypto traders are avoiding billions of dollars in tax by taking advantage of wild price swings to “harvest” losses so they can be offset against other profits, according to a paper published by the National Bureau of Economic Research.

Taxes 52

Taxes Economics 52

The Big Picture

JUNE 17, 2023

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.

Taxes 317

Taxes Retail Economy Economics 317

Nationwide Financial

JUNE 5, 2023

Just three years ago, business owners were reeling from the swift and significant economic impact of the pandemic. As a financial professional, you can be a reassuring voice – and potentially aid in helping them address the impacts of economic volatility – as we brace for turmoil ahead. have been mild to moderate.

Economics 52

Economics Risk Management Clients Financial Services 52

Abnormal Returns

AUGUST 6, 2023

Markets Cullen Roche, "This has been one of the more fascinating years in economic and market history." should let China continue to shoot itself in the (economic) foot. wsj.com) Starting next year, most US taxpayers will be able to file their taxes completely paperless with the IRS. nytimes.com) Why the U.S.

Financial Advising 232

Financial Advising Startup Economics Valuation 232

Advisor Perspectives

JANUARY 26, 2024

But those high yields on short-term cash instruments aren't as attractive once taxes and inflation are factored in. When markets are volatile, it's tempting to move into cash.

Economics 59

Economics Marketing Marketing Planning 59

Abnormal Returns

JULY 9, 2023

crr.bc.edu) We are going to need a replacement for the gasoline tax. nytimes.com) How expanded child tax credits were used. econbrowser.com) The economic schedule for the coming week. (institutionalinvestor.com) Policy Why migrants are fleeing Florida. wsj.com) There is no Social Security trust fund to invest.

Financial Advising 208

Financial Advising Economy Taxes Media 208

Abnormal Returns

AUGUST 27, 2023

theatlantic.com) Policy Why property tax rates vary so widely by locality. raise taxes on the 0.01%? nytimes.com) The economic schedule for the coming week. Smucker ($SJM) is handling a return to the office. wsj.com) Why companies are asking for ever increasing consumer feedback. wsj.com) How much can the U.S.

Financial Advising 197

Financial Advising Taxes Media Economy 197

Calculated Risk

APRIL 26, 2024

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

Food 125

Food Taxes Economics 125

Advisor Perspectives

AUGUST 16, 2023

Tax receipts are falling, which has historically preceded economic recessions.

Taxes 40

Taxes Economics 40

The Big Picture

AUGUST 31, 2023

percent at a monthly rate) in July, according to estimates released today by the Bureau of Economic Analysis (table 3 and table 5). Disposable personal income (DPI), personal income less personal current taxes, increased $7.3 Here is BEA: Personal income increased $45.0 billion (0.2 billion (less than 0.1 billion (0.8 percent).

Food 257

Food Taxes Economics 257

The Big Picture

APRIL 18, 2023

The economic recovery is strong. As the recovery progresses, there’s less and less justification for the drumbeat of negative hot takes and gloomy economic speculation from the media. The economic evidence paints a very different picture. The economic evidence paints a very different picture.

Engineering 267

Engineering Economics Economy Taxes 267

Abnormal Returns

MAY 21, 2023

nytimes.com) Taxes Tax filing companies are lining up against the IRS offering a free filing option. npr.org) Why the IRS is scrutinizing new claims for the employee tax retention credit. calculatedriskblog.com) The economic schedule for the coming week. wsj.com) Policy America's large transit systems have a big problem.

Financial Advising 187

Financial Advising Startup Taxes Financial Services 187

Nerd's Eye View

MARCH 6, 2024

One way to predict future market returns is to use the past as a guide, with nearly 100 years of continuous market data since the 1920s covering a wide range of economic conditions showing that, for instance, the S&P 500 has had nearly a 10% average compounding return (7% above inflation) since 1926.

Valuation 205

Valuation Retirement Economics Financial Advisor 205

Steve Feinberg

JUNE 25, 2021

The American Rescue plan signed in March, 2021 requires the IRS to pay out ½ of enhanced Child Tax Credits (CTC) to eligible taxpayers beginning this month. One to help ensure you will get your Child Tax Credit if you are a non-filer and a second one to opt out of the monthly payments. Last year your tax return credit was $4,000.

Taxes 52

Taxes Economics Accounting Planning 52

Mauldin Economics

MAY 3, 2021

That payment comes due in the form of property taxes. Property taxes are the worst kind of taxes. However… I'm Happy to Pay Another Kind of Tax It isn't income taxes. When you tax people's work and efforts, they want to work less. It's just like taxing their property.

Taxes 52

Taxes Sales Government Economics 52

The Irrelevant Investor

APRIL 19, 2024

Today’s Compound and Friends is brought to you by Public: See here for more information on Publics option-trading capabilities and option-rebates On today’s show, we discuss: What if Fed rate hikes are actually sparking US economic boom?

Taxes 75

Taxes Economics Marketing Marketing 75

The Big Picture

NOVEMBER 2, 2023

If you are in a top tax bracket and have residency in a high-tax state with strong credit quality – think Ohio, New York, Massachusetts, California, Connecticut, etc. – Cash in No Longer Trash : TINA is officially over. you should be looking at Munis here. Depending on the specifics a 4.5-5%

Taxes 274

Taxes Portfolio Marketing Marketing 274

The Big Picture

JULY 25, 2023

Pomp points out that: “I am, however, arguing that the total return percentage traditionally quoted is not what people actually achieve in their brokerage account because of taxes. I have addressed Tax Alpha before ( see this and this ); but Pomp indirectly raised a very different issue: Why do people underperform their own assets?

Assets 246

Assets Accounting Taxes Economics 246

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Stocks Rally To Record Highs Stocks traded in a fairly tight range for the first half of the short week, yawning at the lack of economic data while awaiting earnings results from one key company that creates chips that power the artificial intelligence operations of many firms. 3,4 This Week: Key Economic Data Monday: New Home Sales.

Marketing 82

Marketing Marketing Economics Taxes 82

Nerd's Eye View

JANUARY 20, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that several states are considering a series of tax hikes targeting higher-income and ultra-high-net-worth residents after similar proposals failed to pass at the Federal level.

Financial Planner 188

Financial Planner Financial Advice Fee Only Financial Planning 188

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. Core inflation was 3.2%

Marketing 81

Marketing Marketing Economics Taxes 81

Abnormal Returns

OCTOBER 22, 2023

thestreet.com) Ark Invest's ETFs have built up plenty of tax losses to carry forward. calculatedrisk.substack.com) The economic schedule for the coming week. (morningstar.com) How to avoid investment disasters. brklyninvestor.com) Fund management Vanguard is no longer always the low cost option.

Financial Advising 208

Financial Advising Media Economy Taxes 208

Cornerstone Financial Advisory

MARCH 18, 2024

5 This Week: Key Economic Data Monday: Housing Market Index. Source: Investors Business Daily – Econoday economic calendar; March 13, 2024 The Econoday economic calendar lists upcoming U.S. Consult a qualified tax expert for help. The information in this material is not intended as tax or legal advice.

Marketing 85

Marketing Marketing Taxes Economics 85

Cornerstone Financial Advisory

APRIL 22, 2024

6 This Week: Key Economic Data Tuesday: PMI Composite. Source: Investors Business Daily – Econoday economic calendar; April 18, 2024 The Econoday economic calendar lists upcoming U.S. ” – Larry Niven Can You Claim The Child Tax Credit For Other Dependents? “Earning season” picks up during the next four weeks.

Marketing 52

Marketing Marketing Taxes Economics 52

Abnormal Returns

JULY 2, 2023

(marginalrevolution.com) Policy Joel Dodge, "Ultimately, Bidenomics will be judged by whether it actually delivers for the people and places that lost out under the old economic-policy consensus." notboring.co) The (tax) cash spigot is slowing in many U.S. econbrowser.com) The economic schedule for the coming week.

Financial Advising 190

Financial Advising Economy Economics Media 190

Abnormal Returns

JANUARY 8, 2023

Numerous attempts to streamline the American tax system have run into a wall of money from the tax-prep industry." slate.com) Economy Why data revisions matter when it comes to economic forecasting. ritholtz.com) The economic schedule for the coming week. theatlantic.com) The case for a 'National Success Fund.'

Financial Advising 130

Financial Advising Media Taxes Economics 130

Cornerstone Financial Advisory

OCTOBER 30, 2023

Economic data released on Thursday showed remarkable economic strength, with above-consensus forecast growth in third-quarter Gross Domestic Product (GDP) and September’s durable goods orders, with only a minor uptick in initial jobless claims. 5 This Week: Key Economic Data Wednesday: FOMC Announcement. Jobless Claims.

Marketing 96

Marketing Marketing Economics Taxes 96