Harness Wealth

FEBRUARY 5, 2025

The rise of remote work and digital nomadism has made FEIE a common tax minimization strategy for Americans living abroad. What is the Foreign Tax Credit (FTC)? Financial and lifestyle considerations of living abroad The importance of professional tax advice for expats FAQs about the FEIE What is the Foreign Earned Income Exclusion?

Taxes 52

Taxes Compliance Accounting Government 52

Cornerstone Financial Advisory

NOVEMBER 25, 2024

Food for Thought… “Keep some room in your heart for the unimaginable.” – Mary Oliver Tax Tip… Did You Know That You Have the Right to Challenge the IRS? This information is not a substitute for individualized tax advice. Please discuss your specific tax issues with a qualified tax professional.

Marketing 52

Marketing Marketing Economics Taxes 52

WiserAdvisor

JUNE 18, 2025

Of course, not all small-cap stocks grow to be the next big thing, and these companies may face a number of challenges along the way. Then there is the tax advantage, which is the real magic of both 401(k)s and IRAs. Your money grows tax-deferred, and you pay taxes only on your withdrawals in retirement. The cap is 27.5

Investing 59

Investing Investments Taxes Risk Tolerance 59

Cornerstone Financial Advisory

NOVEMBER 11, 2024

6,7 Stocks finished the week with a number of records: the S&P 500 crossed the 6,000 mark, and the Dow breached 44,000 for the first time on Friday. This information is not a substitute for individualized tax advice. Please discuss your specific tax issues with a qualified tax professional.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

OCTOBER 28, 2024

On Tuesday, Standard & Poor’s reported that the number of stocks above their 20-day moving average fell to nearly 50 percent. Food for Thought… “ Keep your thoughts free from hate, and you need have no fear from those who hate you.” – George Washington Carver Tax Tip… Is Your Office in a Historic Building?

Marketing 52

Marketing Marketing Taxes Economics 52

Carson Wealth

MAY 7, 2025

Positioning Philanthropy as a Cornerstone of Legacy There are many reasons for giving during your lifetime, including supporting causes you care about, making a positive impact on the world, and accessing certain tax advantages. And their number has more than doubled since the 1990s.

Compliance 52

Compliance Distribution Taxes Assets 52

Carson Wealth

DECEMBER 9, 2024

Optimism over lower taxes, a stronger economy, animal spirits, and strong earnings all were likely reasons for the surge. The economy created 227,000 jobs in November, close to expectations, which somewhat made up for the low 36,000 number in October (revised up from 12,000).

Marketing 69

Marketing Marketing Economy Manufacturing 69

Harness Wealth

FEBRUARY 19, 2025

The federal government has appealed this second injunction, indicating its intention to reinstate CTA requirements. Many shell companies are often used to shield illicit activities such as money laundering, tax evasion, and terrorist financing. Harness makes it easy to find tax and financial advisors best suited to your needs.

Taxes 52

Taxes Financial Advisor Certification Government 52

International College of Financial Planning

JUNE 5, 2025

Show them the returns, highlight the tax breaks, and if you could, offer a little peace of mind. We’re here to help you fine-tune your investments, taxes, and goals, but more importantly, we dive into the real conversations. Family structures, governance, income streams, diversification. It’s a thing of the past.

Wealth Management 40

Wealth Management Management CFP Certified Financial Planner 40

Random Roger's Retirement Planning

MARCH 5, 2025

The only thing I labored over was defense contractors but decided to not include any because the government awards those contracts. Basically, any backtest involving managed futures will look fantastic, but the experience of actually owning managed futures is painful because the strategy loses 70% of the time, his number.

Portfolio 72

Portfolio Assets Management Government 72

The Big Picture

JULY 1, 2025

Very unusual number of years in a row. I had no idea private equity was putting up those sort of numbers back then. 00:32:16 [Speaker Changed] Of which half is government bonds. And we use government bonds to match liabilities. And, and the yield on government bonds were, you know, half or or worse. Right, right.

Investing 144

Investing Investments Consulting Insurance 144

Harness Wealth

JULY 14, 2025

Tax season is approaching, which means many people will be exploring the use of tax software to prepare and submit their tax returns themselves. While tax software certainly offers benefits, particularly when it comes to cost, the decision to use it isn’t nearly as straightforward as it may seem.

Taxes 52

Taxes Tax Planning Education Electronics 52

The Big Picture

NOVEMBER 26, 2024

But ETFs had this core advantage, which were they were lower cost, they were more tax efficient, they were easier to use. And we’ve had a number of them when for a year or two crypto currencies can be down, you know, 50 percent or worse. government acquiring one million Bitcoin. The same thing’s happening in crypto.

Investing 144

Investing Investments Assets Retail 144

Harness Wealth

APRIL 28, 2025

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.

Tax Planning 52

Tax Planning Distribution Taxes Compliance 52

Carson Wealth

JANUARY 6, 2025

Charts #2 and #3: Broad-based Gains Supported by Fundamentals A lot has been written on how the S&P 500 is dominated by a small number of very large technology-oriented companies, sometimes called the Magnificent Seven. We noted during the election that markets tend to like mixed government.

Marketing 64

Marketing Marketing Economy Economics 64

Cornerstone Financial Advisory

NOVEMBER 4, 2024

This also includes specific tax advice for military members on combat zone tax benefits, special extensions, and other special rules. This also includes specific tax advice for military members on combat zone tax benefits, special extensions, and other special rules.

Marketing 52

Marketing Marketing Taxes Economics 52

The Big Picture

MARCH 4, 2025

So taxes and bonds for sure. So kind of an, you know, easy transition taxes and bonds to, to corporate bonds. Barry Ritholtz : And, and just for the youngsters listening, 25 or so years ago, high rated municipal tax free bonds were yielding five, 6% maybe more, maybe Melissa Smith : More.

Banking 130

Banking Economy Startup Marketing 130

Harness Wealth

APRIL 17, 2025

Incentive stock options represent a specialized form of equity compensation designed specifically for employees, offering potential tax advantages that make them particularly valuable for retention. This restriction helps companies focus their most tax-advantaged equity compensation on their core workforce.

Taxes 52

Taxes Tax Planning Planning Sales 52

The Big Picture

MAY 20, 2025

In addition, they’ve put up some really impressive numbers over the past 30 years, which has given them the opportunity to donate tens of millions of dollars to their favorite organizations. We don’t give exact numbers. Number one, it means our transaction costs are less, which based on your career, you know exactly.

Management 130

Management Numbers Transportation Accounting 130

The Big Picture

FEBRUARY 25, 2025

00:27:54 [Speaker Changed] Let’s put some, some numbers, some mean on that bone. They gave up a third of gains through mistakes, taxes, and costs. 00:44:09 [Speaker Changed] Variance really candidly, just been pay attention to what the numbers say and pay attention to the data. Federal government.

Investing 157

Investing Investments Management Engineering 157

Cornerstone Financial Advisory

NOVEMBER 18, 2024

Ironically, strong retail sales numbers—while a sign of a strong economy—send a mixed message to investors. Please discuss your specific tax issues with a qualified tax professional. Treasury Notes are guaranteed by the federal government as to the timely payment of principal and interest.

Marketing 52

Marketing Marketing Economics Taxes 52

Nerd's Eye View

JULY 16, 2025

After years of anxiety over the scheduled sunset of the Tax Cuts and Jobs Act (TCJA) at the end of 2025, the widely anticipated legislation extending and replacing TCJA – also known as the "One Big Beautiful Bill Act" (OBBBA) – was signed into law on July 4, 2025.

Tax Planning 243

Tax Planning Taxes Planning Accounting 243

Cornerstone Financial Advisory

DECEMBER 2, 2024

Treasury note yield is expressed in basis points. Tariff Talk Some of the post-election rally has been driven by investor expectations for less regulation and lower corporate taxes proposed by the incoming administration. This information is not a substitute for individualized tax advice. It will make the time go by faster!

Marketing 52

Marketing Marketing Economics Taxes 52

Carson Wealth

APRIL 24, 2025

government to encourage saving for retirement and curb financial distress among retired individuals. Because this savings vehicle is intended for retirement, accessing the funds before age 59 will come with penalties in most cases. The contribution deadline for any IRA typically mirrors the deadline to file your tax return.

Retirement 117

Retirement Distribution Taxes Retirement Planning 117

Indigo Marketing Agency

MAY 15, 2025

You see, Google is the number-one referral partner of relevant businesses in the world. By defining a specialtysuch as retirement income planning or tax-efficient investingadvisors can create highly relevant content that ranks better in searches and resonates with their ideal audience. Let me explain.

Financial Advisor 52

Financial Advisor Clients Media Planning 52

The Big Picture

APRIL 8, 2025

Lisa Shallet, chief Investment Officer at Morgan Stanley has had a number of fascinating roles in Wall Street, which is kind of amusing considering she had no interest in working on Wall Street, and yet she was CEO and chairman at Sanford Bernstein. I was traveling and on an airplane all the time. So I took the plunge, I quit.

Asset Allocation 144

Asset Allocation Wealth Management Clients Assets 144

The Big Picture

JANUARY 29, 2025

It’s how the government manipulates the economy to stay in power. Barry Ritholtz : Plus it does take a little while for things like fiscal spending and tax cuts to make its way through the economy. You’re always looking at all these fascinating numbers and, and market data. And that’s the most consistent.

Investing 144

Investing Investments Economy Government 144

WiserAdvisor

JUNE 11, 2025

A number of changes have been proposed and implemented since President Donald Trump returned to office. Tariffs are a type of tax imposed on imported goods and services by the government. One of the most significant ones has been the April 2025 tariff announcement. This policy introduced a 10% baseline tariff on all imports.

Budgeting 59

Budgeting Retirement Asset Allocation Accounting 59

The Big Picture

JULY 15, 2025

And so I decided I wanted to be a labor economist and got myself a job with a prestigious economic consulting firm in their labor economics department doing all kinds of government related work, private sector, but government related work. They get your date of birth and your social security number. Why is it a rogue number?

Numbers 144

Numbers Investing Investments Economics 144

Workable Wealth

MARCH 4, 2020

This retirement savings vehicle is perfect for small business owners or freelancers who are looking for a tax-efficient way to start saving. If you have a Schedule C for tax filing purposes, start here. Taxes All contributions made to a SEP IRA are pre-tax. What’s a SEP IRA? Are My Contributions Vested?

Retirement 52

Retirement Taxes Retirement Planning Accounting 52

The Big Picture

APRIL 29, 2025

We learned everything, you know, across from accounting to auditing to, to tax and valuation. And as part of that deal with the Dutch government, ING agreed to sell off the US properties. So that, that number ultimately is about 40 billion of our 150 billion of equity. They, they trained them together.

Management 130

Management Assets Portfolio Insurance 130

Carson Wealth

MARCH 7, 2025

Think of it like a one-time increase in the sales tax. Labor market indicators suggest that layoffs remain low, despite announced cuts in federal government jobs. But there were opportunities too, including potential rate cuts by the Fed and favorable tax policy from Congress. The likelihood of stagflation is really low.

Economy 87

Economy Marketing Marketing Taxes 87

Investing Caffeine

APRIL 1, 2025

Immediately after the 2024 presidential elections, positive animal spirits catapulted the stock market higher due to hopes of stimulating tax cuts and deregulation legislation. additional taxes) on American Ford Explorers sold in Germany, the president wants to impose equivalent reciprocal tariffs on those same BMWs sold in the U.S.

Economy 52

Economy Economics Manufacturing Taxes 52

Bell Investment Advisors

JUNE 27, 2025

3:50 Laurent Harrison: This is also not necessarily the tariffs, but President Trump and his policies have certainly impacted the federal government in which we’re seeing a lot of departments with both shutdowns and layoffs. There was a lot of talk back and forth with diplomacy as the number one focus leading up to that.

Economics 52

Economics Portfolio Taxes Numbers 52

Discipline Funds

DECEMBER 29, 2024

Calculate your 2024 after tax income and expected after tax 2025 income. Theres really no need for so much complexity in a portfolio and if your portfolio has an excessive number of positions you might want to reconsider your allocation. Tax Planning Take advantage of any last minute items that might help your 2024 tax bill.

Financial Planning 64

Financial Planning Planning Asset Allocation Retirement Planning 64

Investing Caffeine

MARCH 25, 2025

The severity of the organ shortage problem is clear-cut if you examine the numbers. Why invest in government Treasuries when you could invest in your own company, compounding at rates greater than 10%? The solution is clear. Please read disclosure language on the IC Contact page.

Investing 59

Investing Investments Fiduciary Duty Healthcare 59

The Big Picture

FEBRUARY 4, 2025

That’s why marginal tax rates in Denmark are 55%. Barry Ritholtz : But you left before you had to pay those 55% tax rates. But in fact, it is still the case that if you think about it, well hotel costs are important for a number of different reasons. And not 37% as it is in the us right? Why are we looking at this?

Economy 253

Economy Banking Economics Taxes 253