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.

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Clients Taxes Government Startup 225

Carson Wealth

JANUARY 25, 2023

Mike Valenti, CPA, CFP ® , Director of Tax Planning Tom Fridrich, JD, CLU, ChFC ® , Senior Wealth Planner It’s January, so it’s officially tax season! One of the most common client questions heard by tax preparers is, “So, what do you need from me?” This can result in additional tax owed, plus penalties and interest.

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Taxes Medical Distribution Accounting 98

MarketWatch

APRIL 20, 2023

government debt against default was at a decade high on Thursday, according to S&P Global Market Intelligence. government debt ceiling. government debt ceiling. The cost of insuring U.S. The spread on 5-year U.S. credit default swaps widened to 49.68 basis points at the beginning of the year.

Government 73

Government Insurance Taxes Marketing 73

Harness Wealth

MARCH 17, 2023

If you’d like to learn more about DeFi taxes as it relates to your personal situation, contact a Harness Tax Advisor today. Overview of DeFi Use-Cases and Their Tax Implications Before diving into specific tax implications, it is essential to understand the various DeFi use cases and their potential tax consequences.

Taxes 59

Taxes Government Assets Accounting 59

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.

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Government Economics Taxes Budgeting 328

Carson Wealth

DECEMBER 28, 2022

While everyone has different financial goals and objectives, one smart strategy can be to reap the benefits of tax-advantaged accounts to help mitigate your tax burden, whether for today or down the road. What Are Tax-Advantaged Accounts? . There are two types of tax-advantaged accounts: . Tax-Deferred Accounts .

Accounting 98

Accounting Taxes Retirement Planning 98

Nationwide Financial

MARCH 31, 2023

Key Takeaways: As financial professionals, your clients may have questions about The Fair Tax Act, a proposed national sales tax which aims to simplify taxes by taxing consumption, rather than income. At this time of year, your clients may get frustrated with income taxes and think, “there must be a better way.”

Taxes 52

Taxes Sales Clients Compliance 52

A Wealth of Common Sense

MAY 18, 2023

A reader asks: I have recently shifted a substantial portion of the cash portion of my savings into 3-4 month T-bills to take advantage of higher yields and state tax advantages. As of today, they are all set to mature in June and July.

Government 87

Government Portfolio Taxes 87

Harness Wealth

FEBRUARY 25, 2023

We’re here to help guide you through your crypto taxes so you can focus on building, investing and trading. In the United States all profits made from the purchases and sales of crypto assets such as Bitcoin, Ethereum and NFTs are subject to capital gains taxes (including airdrops).

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Taxes Accounting Assets Financial Advisor 52

Advisor Perspectives

OCTOBER 6, 2023

The fiscal year ended last week, alarms went off both literally and figuratively, and a last-minute deal was reached to keep the government open for another forty-five days.

Taxes 52

Taxes Government 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 236

Planning Retirement Retirement Planning Government 236

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 202

Retirement Medical Taxes Insurance 202

MazumaBusinessAccounting

DECEMBER 3, 2019

As we approach tax season, it is important to understand different types of tax forms, and why we need them. If you’re hiring a new employee, or trying to report your income tax returns, you have come to the right place! Tax forms are essential for all small businesses and must be filled out properly.

Taxes 69

Taxes Numbers Accounting Retail 69

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 203

Clients Retirement Financial Services Taxes 203

WiserAdvisor

OCTOBER 18, 2022

They not only help you build a significant retirement corpus but also allow you to avail tax benefits. However, you must meet the eligibility criteria to qualify for a tax credit for contributing to your IRA. Read below to learn more about saver’s tax credit to know how if you are eligible, and how you can benefit from filing for one.

Taxes 52

Taxes Retirement Accounting Retirement Planning 52

Mauldin Economics

MAY 3, 2021

From a philosophical standpoint, you're renting the house from the government. 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. It's just like taxing their property.

Taxes 52

Taxes Sales Government Economics 52

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.

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Financial Advising Media Government Taxes 228

The Big Picture

OCTOBER 27, 2023

Muni bonds were yielding 2-3%, a tax equivalent (depending on the state you lived in and your tax bracket) of ~4-5%. This is what governs the bond market. As discussed earlier this week , there has been a regime change in the dominant form of government stimulus, shifting from Monetary to Fiscal.

Portfolio 141

Portfolio Government Wealth Management Taxes 141

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

The Big Picture

SEPTEMBER 28, 2023

Flying blind, with things about to get much worse, the government responses were: 1) Operation Warp Speed, a commitment to getting a COVID vaccine ready; 2) CARES Act 1, a $2.2 And without those government-ordered mitigation measures, cases and deaths would have surged uncontrollably. A tiny infrastructure build was also included.

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Government Medicine Economy Healthcare 294

BlueMind

FEBRUARY 15, 2023

Navigating through the various government benefits for special needs clients and putting in place a financial plan for such a client can be an overwhelming challenge for any financial advisor. DTC is a non-refundable tax credit that is given to people with disabilities so the amount of tax they have to pay is reduced.

Financial Planning 97

Financial Planning Clients Planning Financial Advisor 97

Advisor Perspectives

MARCH 5, 2024

In the Calendar Year of 2023, the federal government spent $6.3 trillion in taxes. Washington DC continues to spend much more than it gets in revenue. trillion but only collected $4.5

Government 52

Government Taxes 52

Integrity Financial Planning

JULY 3, 2023

The national debt ceiling is the amount of money that the United States Government is allowed to borrow to pay for its expenses. These expenses include things like Social Security and Medicare benefits, tax refunds, military salaries, and interest payments on outstanding debt the nation may have. 3] A recession could occur.

Government 98

Government Risk Management Budgeting Taxes 98

WiserAdvisor

APRIL 12, 2023

The Roth Individual Retirement Account (IRA) and the pre-tax retirement account are two common options. Both these accounts can offer tax benefits and the chance to accumulate sufficient savings for your retirement. A Roth IRA is a tax-advantaged retirement savings account funded with your after-tax dollars.

Accounting 52

Accounting Retirement Taxes Financial Advisor 52

The Big Picture

OCTOBER 8, 2023

Many of those early deaths can be traced to decisions made years ago by local and state lawmakers over whether to implement cigarette taxes, invest in public health or tighten seat-belt regulations, among other policies, an examination by The Washington Post found. The Board is a full-fledged federal regulatory agency.

Government 266

Government Commission Taxes Banking 266

Abnormal Returns

APRIL 20, 2023

semafor.com) India Stack, a government-backed set of APIs, is a new model for digital business. abnormalreturns.com) Just in time for tax day, a custom indexing linkfest! (theblock.co) Media Buzzfeed News is shutting down. variety.com) Insider is doing a round of layoffs. abnormalreturns.com) What you missed in our Wednesday linkfest.

Financial Advising 208

Financial Advising Startup Media Portfolio 208

The Big Picture

JUNE 28, 2023

New York Times ) • It’s almost like the House GOP never cared about deficits after all : Unlike most kinds of government spending, each dollar spent on the IRS leads to much more than a dollar flowing back into government coffers, especially when the IRS would use that funding to collect unpaid taxes.

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Media Government Medical Assets 141

Your Richest Life

JANUARY 29, 2024

government-backed short term debt securities. We’ve already covered the T-bill basics: it is a short-term, government-backed security with low risk (and generally, a lower reward.) They are the shortest-term government investment available, and mature between four weeks and one year. Should you include T-bills in your portfolio?

Government 52

Government Financial Planner Taxes CFP 52

Brown Advisory

OCTOBER 12, 2021

The QSBS Tax Exemption: A Valuable Benefit for Startup Founders and Builders ajackson Tue, 10/12/2021 - 08:00 The Qualified Small Business Stock (QSBS) tax exemption may allow you to avoid 100% of the capital gains taxes incurred when you sell a stake in a startup or small business. Another section of the IRC, Sec.

Startup 52

Startup Taxes Clients Planning 52

Brown Advisory

OCTOBER 12, 2021

The QSBS Tax Exemption: A Valuable Benefit for Startup Founders and Builders. The Qualified Small Business Stock (QSBS) tax exemption may allow you to avoid 100% of the capital gains taxes incurred when you sell a stake in a startup or small business. The 1045 Rollover: Additional flexibility for the QSBS tax exemption.

Startup 52

Startup Taxes Clients Planning 52

Walkner Condon Financial Advisors

NOVEMBER 28, 2023

I Bonds are a type of government savings bond issued by the United States Department of the Treasury. government, making them one of the safest investments available. The interest is tax free if used for qualified education expenses. What are I Bonds? They are backed by the U.S. How is the interest rate on I Bonds calculated?

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Education Risk Tolerance Taxes Financial Advisor 105

oXYGen Financial

AUGUST 21, 2022

![CDATA[ As you may have seen the government passed a bill and while it's intended to target inflation it will have a much wider impact on other areas including your own life. Energy Climate Change Tax Credit Installing energy-efficient windows, heat pumps, solar panels, or newer appliances. ]]

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Government Taxes 98

Brown Advisory

JULY 17, 2018

529 Plans And The New Tax Code ajackson Tue, 07/17/2018 - 11:30 You Can Now Use 529s for K-12 Costs—But Should You? The cost of college is growing at an astronomical rate, and Section 529 plans have long helped individuals and families grow assets earmarked for education in a tax-efficient manner.

Taxes 52

Taxes Planning Education Distribution 52

Brown Advisory

JULY 17, 2018

529 Plans And The New Tax Code. The cost of college is growing at an astronomical rate, and Section 529 plans have long helped individuals and families grow assets earmarked for education in a tax-efficient manner. The 2018 tax overhaul expanded the reach of 529 plans beyond college. Tue, 07/17/2018 - 11:30.

Taxes 52

Taxes Planning Education Distribution 52

Carson Wealth

MARCH 26, 2024

By Mike Valenti, CPA, CFP®, Director,Tax Planning LLCs can provide legal protections and a level of anonymity, either or both of which can be beneficial for business owners, investors, and others with valid intentions. From the business : Legal business name and all DBA names Physical address (not a P.O.

License 129

License Tax Planning CFP Taxes 129

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 88

Government Taxes Numbers Marketing 88

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 143

Taxes Manufacturing Numbers Insurance 143