Carson Wealth

DECEMBER 20, 2024

Strategic charitable giving not only benefits the recipient but can also create significant tax advantages for the giver. You can deposit money into the account now, receive the tax benefit, and then make the donation in your own time. Theres no time limit on when you need to make the donation.

Financial Planning 116

Financial Planning Planning Estate Planning Taxes 116

Harness Wealth

APRIL 4, 2025

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.

Taxes 52

Taxes License Banking Government 52

Abnormal Returns

FEBRUARY 26, 2025

sherwood.news) Tesla Over time SpaceX and Tesla ($TSLA) have received at least $38 billion in government contracts, loans, subsidies and tax credits. wapo.st) Tesla ($TSLA) may have to name the federal government as a related party. (cnbc.com) What now for Him & Hers ($HIMS)?

Government 157

Government Manufacturing Media Taxes 157

Harness Wealth

APRIL 17, 2025

Tax season can be overwhelming, but understanding how to leverage deductions and credits can significantly impact your bottom line. While both mechanisms help reduce what you owe, they operate in fundamentally different ways that affect your final tax bill. And tax law is not static. of your AGI. of your AGI.

Taxes 52

Taxes Tax Planning Education Medical 52

Harness Wealth

MARCH 14, 2025

This edition of the Tax Advisor Weekly covers key updates for financial professionals. To round things out, we provide a refresher on the most common tax return mistakes to watch for this season. Citizens, Businesses ( Martha Waggoner , The Tax Adviser) U.S. Property taxes accounted for 70.2 You can find it here.

Taxes 59

Taxes Accounting Government Medical 59

Calculated Risk

AUGUST 24, 2022

The annual revision is benchmarked to state tax records. These counts are derived from state unemployment insurance (UI) tax records that nearly all employers are required to file. This preliminary estimate showed 571,000 more private sector jobs, and 109,000 fewer government jobs (as of March 2022) than originally estimated.

Taxes 359

Taxes Numbers Manufacturing Insurance 359

Carson Wealth

FEBRUARY 4, 2025

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.

Risk Management 52

Risk Management Compliance Taxes Management 52

Calculated Risk

APRIL 19, 2023

Although other countries have defaulted on their sovereign debt, these defaults occurred in situations where the government could not feasibly continue to service its debt. federal debt ceiling, in contrast, would be a voluntary decision to stop meeting the government’s obligations even though it has no problems doing so. . •

Government 353

Government Assets Economy Financial Market 353

Wealth Management

NOVEMBER 3, 2022

Property Tax Administration's assessment of the market value of the nation’s highest profile government buildings, such as the White House. Washington Business Journal cites D.C.

Government 269

Government Taxes Numbers Marketing 269

The Big Picture

OCTOBER 23, 2023

The US government? This goes back to Grover Norquists ‘ idea that the government should be made so small it could be “ drowned in a bathtub.” Your grandchildren will blame the toxic combination of incompetency and ideology for the massively increased carrying costs of unfunded spending and tax cuts.

Government 330

Government Economics Budgeting Taxes 330

Abnormal Returns

FEBRUARY 24, 2025

citywire.com) Government Social Security is not rife with fraud. thinkadvisor.com) Cutting IRS workers is going to make life more difficult for tax preparers (and payers). (citywire.com) How Jacob Turner turned a professional baseball career into a wealth management business.

Wealth Management 144

Wealth Management Retirement Planning Financial Advice Clients 144

Nerd's Eye View

NOVEMBER 15, 2023

government designed a number of small business relief packages to incentivize companies to keep workers on their payrolls. government designed a number of small business relief packages to incentivize companies to keep workers on their payrolls. To stave off a wave of business closures and a subsequent surge in unemployment, the U.S.

Clients 246

Clients Taxes Government Startup 246

Harness Wealth

APRIL 17, 2025

Tax deductions can save you thousands annually by reducing your taxable income through legitimate business expenses. Understanding these deductions is more critical than ever as tax laws evolve, presenting new opportunities for savings. Understanding this distinction is crucial for maximizing your tax benefits effectively.

Taxes 52

Taxes Tax Planning Professional Services Planning 52

Harness Wealth

MARCH 27, 2025

As dynamic as the secondary market may be, secondaries come with complex tax implications that can significantly impact returns if not properly managed. What are the tax implications of secondary transactions? What are the tax challenges in secondary transactions? What tax strategies optimize secondary investments?

Taxes 52

Taxes Tax Planning Assets Compliance 52

Abnormal Returns

AUGUST 18, 2024

disciplinefunds.com) Vanguard is launching two new active ETFs, the Vanguard Core Tax-Exempt Bond ETF ($VCRM) and Vanguard Short Duration Tax-Exempt Bond ETF ($VSDM). nytimes.com) Covid demonstrated what the federal government can do to support people. (sherwood.news) The Ozempic shortage is over.

Financial Advising 272

Financial Advising Taxes Media Government 272

Abnormal Returns

OCTOBER 1, 2023

awealthofcommonsense.com) Higher interest rates mean higher taxes. morningstar.com) PEPFAR PEPFAR is arguably the most successful government program in history. (on.spdji.com) There's no shortage of stuff to be worried about at the moment. tker.co) Rates The yield curve is finally steepening. Then why is it at risk?

Financial Advising 294

Financial Advising Taxes Media Government 294

The Big Picture

MAY 9, 2024

Not if you spend tax season on a boat! I doubt he’s run the real numbers of being invested in the stock market tax deferred with an additional company match. There is lots more: A slew of bad tax advice likely to get-you-sent-to-jail-for-tax evasion: Live on a boat during tax season! Want to earn more money?

Media 334

Media Taxes Math Commission 334

Harness Wealth

MAY 8, 2025

When considering the various business structures available, understanding the tax implications is crucial for making informed decisions. A Limited Partnership (LP) offers a unique blend of operational flexibility and liability protection, but its tax treatment can be complex. Table of Contents What Is a Limited Partnership (LP)?

Taxes 52

Taxes Tax Planning Compliance Planning 52

Trade Brains

DECEMBER 18, 2023

Top 5 Tax Havens In The World : Where most of us are already annoyed by the mere thought of paying income taxes, have you ever wondered how super-rich people avoid taxes legally? They park their money in tax-haven countries where it’s easy to evade taxes. What’s a Tax Haven? Top 5 Tax Havens In The World I.

Taxes 105

Taxes Government Sales Insurance 105

Harness Wealth

APRIL 16, 2025

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.

Taxes 52

Taxes Tax Planning Startup Compliance 52

Harness Wealth

MARCH 6, 2025

As is traditional, the 2025 IRS tax filing deadline is April 15th. In this guide, well explore the 2025 tax extension process, the reasons for requesting an extension, and how a tax advisor from Harness can help you. Table of Contents What is a tax extension? Why do I need a tax extension? This is not the case.

Taxes 52

Taxes Tax Planning Consulting Electronics 52

Nerd's Eye View

FEBRUARY 8, 2023

government is the largest employer in the country, it can be especially helpful for advisors to be familiar with the ins and outs of (and recent changes to) the Federal government’s own defined contribution plan: the Thrift Savings Plan (TSP). But given that the U.S.

Planning 246

Planning Retirement Retirement Planning Government 246

Discipline Funds

MAY 28, 2025

For example, I am not a tax expert, but I know enough about taxes and how they relate to personal finance that I can quickly resolve almost any tax related issue and answer questions that might have otherwise relied on an expert. Governments will get much bigger. AI is going to make this much, much worse.

Government 115

Government Financial Advisor Economy Manufacturing 115

Harness Wealth

APRIL 30, 2025

This article will explore how to navigate complex tax situations arising from multiple income sources, examining various income types, reporting requirements, self-employment obligations, and strategic approaches to record-keeping and tax planning that can help protect your financial interests. What is an RSU?

Taxes 52

Taxes Tax Planning Compliance Planning 52

Abnormal Returns

MAY 11, 2025

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) (insideclimatenews.org) Don't criticize AI in this administration. theverge.com) The Voice of America could soon be a OAN outlet.

Marketing 144

Marketing Marketing Economics Media 144

MainStreet Financial Planning

MARCH 14, 2024

As April 15th approaches, taxpayers across the country are gearing up to fulfill their annual obligation – filing taxes. Whether you’ve already submitted your returns or are yet to tackle the paperwork, now is the perfect time for a tax check-up. Other Resources Should I do my own taxes?

Taxes 97

Taxes Retirement Planning Healthcare Retirement 97

Abnormal Returns

FEBRUARY 13, 2023

citywire.com) Taxes Five tax mistakes to avoid when it comes to stock options, RSUs, etc. fa-mag.com) How to advise clients in the government Thrift Savings Plan. (mattreiner.com) SEC The SEC is going to focus on the new marketing rule in 2023. flowfp.com) The IRS has clarified its approach to state rebate payments.

Clients 245

Clients Retirement Financial Services Taxes 245

Nerd's Eye View

DECEMBER 13, 2023

Although numerous tax-advantaged vehicles are available for retirement savings, Health Savings Accounts (HSAs) have particular benefits for individuals saving for retirement. Specifically, HSAs offer a "Triple Tax Benefit" that includes tax-deductible contributions, tax-deferred growth, and tax-free withdrawals for qualified medical expenses.

Retirement 246

Retirement Medical Taxes Insurance 246

Integrity Financial Planning

JULY 17, 2023

How you handle taxes and when you are taxed are two of the most important factors when it comes to retirement planning. There are also Roth 401(k)s that have a similar tax treatment but are subject to some different rules.

Retirement 97

Retirement Taxes Retirement Planning Accounting 97

Abnormal Returns

MAY 31, 2024

joincolossus.com) Finance Rick Ferri talks with Wes Gray, CEO of Alpha Architect, about ETFs and their unique tax characteristics. open.spotify.com) Stephen Clapham talks sustainability with Carine Smith Ihenacho is Chief Governance and Compliance Officer at Norges Bank, the Norwegian Sovereign Wealth Fund.

Compliance 259

Compliance Economy Government Banking 259

Nerd's Eye View

SEPTEMBER 6, 2024

Notably, while the rule will create an additional compliance burden, the due diligence advisers offering comprehensive planning services (as well as their investment custodians) are likely already conducting on their clients to create an effective financial plan could be a 'defense mechanism' for these firms against criminals looking to take advantage (..)

Financial Planner 246

Financial Planner Tax Planning Compliance Financial Advice 246

The Chicago Financial Planner

NOVEMBER 27, 2022

One of the best tax deductions for a small business owner is funding a retirement plan. Beyond any tax deduction you are saving for your own retirement. Both plans allow for contributions up your tax filing date, including extensions for the prior tax year. As a fellow small businessperson, I know how hard you work.

Retirement Planning 263

Retirement Planning Retirement Planning Financial Planner 263

Trade Brains

JUNE 16, 2025

From government-sponsored schemes to risk-free market instruments, retirees have various ways to increase their savings over time. Senior Citizens Savings Scheme (SCSS) Overview: SCSS is a government-sponsored savings scheme specifically for those who are 60 years and older. (as as of Q2 FY 2025), payable quarterly. Tenure: 5 years.

Retirement 52

Retirement Taxes Government Retirement Planning 52

Trade Brains

JULY 2, 2025

The Goods and Services Tax (GST) Council is expected to take up key reforms in its upcoming meeting, with discussions likely to focus on reducing the 12 percent tax slab and clarifying the tax treatment of service intermediaries a move that could bring significant relief worth thousands of crores to the industry, according to a few sources.

Taxes 59

Taxes License Manufacturing Government 59

Nationwide Financial

AUGUST 29, 2022

Key Takeaways: Even without new legislation, the prospect of higher taxes in the future is still looming. The impact of higher taxes on retirees could be substantial, so staying up to date on the current tax landscape is vital. But even without new legislation, the prospect of higher taxes in the future is still looming.

Taxes 98

Taxes Retirement Accounting Budgeting 98

Abnormal Returns

JUNE 18, 2023

msn.com) Policy Nicholas Bagley, "We need a government that can build, whether it’s wind farms or websites." msn.com) Cutting IRS funding reliably reduces overall tax revenue. (bigtechnology.com) The bull case for the Apple ($AAPL) Vision Pro. trungphan.substack.com) Tesla's ($TSLA) last great advantage is its charging network.

Financial Advising 246

Financial Advising Media Government Economy 246

Trade Brains

JUNE 30, 2025

Gilt funds primarily invest in government securities, which are issued by the Reserve Bank of India (RBI). These funds offer several benefits such as safety, reasonable returns, and even tax efficiency. They are invested 80% in G-Sec bonds or government securities.

Portfolio 52

Portfolio Government Taxes Planning 52