Abnormal Returns

MARCH 17, 2024

ft.com) Strategy Why you can ignore all the magazine cover commentary. axios.com) Everybody wants simpler taxes, but it never happens. Markets Market valuations aren't that helpful in the short term. tker.co) The U.S. yield curve has been inverted for a record amount of time. axios.com) Private equity return dispersion is a problem.

Financial Advising 282

Financial Advising Commission Valuation Consulting 282

Wealth Management

JUNE 12, 2025

She cites ETFs’ accessibility, transparency, liquidity, tax efficiency and low cost. Hutchins said that her firm looks for the best active managers, but if those strategies are available in the ETF wrapper, Avantax is going to opt for that every time.

Assets 141

Assets Management Wealth Management Risk Management 141

SEI

JUNE 21, 2024

Advisors should act now to position clients for future financial success.

Financial Advisor 52

Financial Advisor Taxes Clients 52

SEI

JANUARY 25, 2024

Advisors must connect with clients today to prepare for tomorrow.

Tax Planning 52

Tax Planning Financial Advisor Taxes Planning 52

The Big Picture

JUNE 3, 2023

From reparations to tax revolts, the Golden State tries out new ideas all the time. It later vanished from sight, with a trail leading to Caribbean tax havens and a jailed Chinese billionaire. ( Salon ) • California Builds the Future, for Good and Bad. What’s Next? What roads will its latest experiments send us down? (

Startup 144

Startup Taxes Investing Investments 144

The Big Picture

NOVEMBER 29, 2022

Get Big Tax Breaks for 2022 by Acting Now : From the timing of charitable donations to the unloading of money-losing investments, there’s still plenty you can do to reduce your taxes for this year. Quanta Magazine ). Here are key factors to consider before it’s too late. Wall Street Journal ). • Studies Suggest a New Answer.

Retail 144

Retail Advertising Startup Taxes 144

Abnormal Returns

APRIL 22, 2023

EVs Only 10 models qualify for the full $7,500 US tax credit. axios.com) Computer magazines used to be a big business. abnormalreturns.com) Just in time for tax day, a custom indexing linkfest! bloomberg.com) Longer-lived ICEs are going to slow the adoption of EVs. gregor.substack.com) Got an EV question? Call EV Live.

Transportation 130

Transportation Financial Advising Media Taxes 130

MazumaBusinessAccounting

MAY 18, 2022

Did you know most of your marketing and advertising can be written off as a tax deduction to lower your tax bill? Whether you’ve got a whole marketing team running the show or you just purchased your first ad, most money spent on promoting your small business is tax deductible. Magazine or newspaper advertisements.

Advertising 71

Advertising Taxes Accounting Media 71

NAIFA Advisor Today

FEBRUARY 14, 2023

This month's InsuranceNewsNet magazine features an article by NAIFA leader Jeff Snyder sharing how to use proactive asset reallocation over the next three years to help clients avoid unintended tax consequences and other possible financial pitfalls in retirement.

Assets 52

Assets Retirement Clients Taxes 52

Cornerstone Financial Advisory

NOVEMBER 20, 2023

These Tips Can Help You Understand The Tax Situation Whether picking up painting or cooking new concoctions in your kitchen, starting a new hobby is always fun and a great way to learn something new. Did you know there are some tax considerations when starting a new hobby? .” – Salvador Dalí Starting A New Hobby?

Marketing 105

Marketing Marketing Taxes Economics 105

eMoney Advisor

JUNE 8, 2023

“I have been sharing my pronouns professionally for some time now on social media, during video meetings, and in discussions,” Laura LaTourette, CFP®, said in an editorial for Financial Planning magazine. It is not meant to be, and should not be taken as financial, legal, tax or other professional advice.

CFP 85

CFP Financial Planning Clients Financial Planner 85

David Nelson

SEPTEMBER 26, 2022

Ford cut its EBIT (Earnings Before Interest and Taxes) by 34% in part because they couldn’t get parts needed to finish cars. Over the weekend Fortune magazine ran a story with a comment from non-other than Elon Musk regarding Professor Siegel’s remarks calling them ‘obviously correct.’

Economy 98

Economy Assets Valuation Investing 98

Validea

OCTOBER 4, 2022

10-year bonds that have risen about 235 basis points so far this year, the highest increase dating back to 1962, reports an article in Financial Advisor Magazine. According to a recent tweet, the chief investment officer at Doubleline says he’s buying Treasuries amid yields for U.S.

Financial Advisor 59

Financial Advisor Taxes Investing Investments 59

Cornerstone Financial Advisory

AUGUST 12, 2024

Lewis Tax Tip… Divorce or Separation Can Affect Your Taxes The first thing to consider is alimony payments. Alimony is not subject to tax withholding, so increasing the tax paid during the year may be necessary to avoid a penalty. .” – C.S. Step your feet apart (wider than your shoulders).

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

AUGUST 14, 2023

Child support payments are not taxable income for the recipient or tax-deductible for the payer. Therefore, you should not include child support payments when calculating gross income for tax purposes. This information is not intended to substitute for specific individualized tax advice. In fact, it was routine.

Marketing 52

Marketing Marketing Taxes Economics 52

Clever Girl Finance

DECEMBER 16, 2023

Figure out how much money you make in after-tax income. More accurately, 70% of your take-home pay, or net income after taxes, not pre-tax income. Subscriptions (magazines, trade publications, etc.) 401(k)s offer the opportunity to save for retirement before taxes.

Budgeting 98

Budgeting Retirement Accounting Taxes 98

Investing Caffeine

MARCH 1, 2022

If you were the chief executive of a newspaper, television, or magazine company, what headline stories would you run to generate the most viewers and readers? Which subjects will you choose to make me impulsively grab a magazine in the grocery line, keep me glued to the television news, or suck me in to click-bait advertisements on the web?

Economics 59

Economics Accounting Advertising CFP 59

Cornerstone Financial Advisory

JANUARY 22, 2024

” – Aristotle Keep These Tips In Mind When Selling A Home If you are selling your home, you may be able to exclude the sale’s capital gain from your tax return. You can also choose not to claim exclusion, in which case you must report the gain on your tax return. The first thing to consider is the home’s ownership and use.

Marketing 64

Marketing Marketing Economics Taxes 64

Clever Girl Finance

JUNE 5, 2025

She has also been featured in a ton of major publications such as Dr. Oz, Fox & Friends, Essence Magazine, and Cosmopolitan. On this podcast, Laura simplifies many finance topics such as investing, taxes and credit into segments that are under 30 minutes.

Certified Financial Planner 52

Certified Financial Planner Financial Advice Budgeting Food 52

Inside Information

JULY 31, 2022

If you’re as old as Methuselah, like I am, you might remember a pivotal moment in the evolution of the planning profession, when Forbes magazine noticed that brokers, life insurance and tax shelter salespeople were starting to call themselves ‘financial planners.’ Pandemonium!

Financial Planner 45

Financial Planner Financial Planning Ethics CFP 45

Good Financial Cents

NOVEMBER 10, 2022

How Much Is $35000 a Year After Taxes? State By State $35,000 a Year Salary After Taxes in 2022. Your take-home pay will be lower than your biweekly paycheck because of taxes and other deductions such as: Income taxes Pre-tax deductions, including retirement accounts, health savings bank accounts, etc. Monthly Pay.

Budgeting 52

Budgeting Taxes Accounting Insurance 52

Clever Girl Finance

JUNE 27, 2023

Their duties also include managing payroll and working with an accountant or tax preparer to file the company’s tax return. Accountant Accountants balance a business’s books and file tax returns. Digital Editor Publications like newspapers and magazines have editors. The best part is that the work can be done remotely.

Certification 98

Certification Recruitment Media Engineering 98

Clever Girl Finance

DECEMBER 21, 2022

Tax and gratuity for your vendors. Before you subscribe to bridal magazines, schedule venue tours, or book a dress shopping appointment, know what you can spend before you spend it. You definitely want to plan for extra expenses in your wedding budget breakdown. Printing wedding photos and ordering wedding albums.

Budgeting 98

Budgeting Food Planning Communication 98

WiserAdvisor

SEPTEMBER 22, 2022

You can also read magazines and subscribe to financial podcasts, blogs, journals, and more. Taxes are also a critical component of investment. High taxes can interfere with your returns. Moreover, IRAs and 401ks are both tax-advantaged accounts. So, you can use them to save on tax.

Investing 52

Investing Investments Insurance Retirement 52

Clever Girl Finance

JANUARY 16, 2024

Housing Mortgage/rent Property taxes Homeowners association fees Utilities Heat Electric bill Water Air conditioning To shrink your monthly bills, try to reduce your use of utilities as much as possible. magazines, newspapers, gym, etc.) Of course, there are some general rules of thumb to follow. They are non-negotiable.

Budgeting 98

Budgeting Food Retirement Transportation 98

Yardley Wealth Management

JULY 10, 2020

Financial Planning magazine just released their annual tech survey and a corresponding article: Tech Survey 2020: Advisors losing faith in planning software. The post Is Financial Planning a Pandemic Necessity? appeared first on Yardley Wealth Management, LLC. Is Financial Planning a Pandemic Necessity?

Financial Planning 40

Financial Planning Planning Wealth Management Estate Planning 40

Trade Brains

MARCH 31, 2023

He went further to acquire Berger Paints, Best, and Crompton in 1988; Mangalore Chemicals and Fertilizers in 1990, The Asian Age newspaper and the publisher of the film magazine, and Cine Blitz, a Bollywood magazine in 2001. The airlines in India were hit harder due to the taxes and levies imposed by the government. 5665 crores.

Banking 52

Banking Transportation Taxes Ethics 52

WiserAdvisor

JANUARY 10, 2023

Try and eliminate frivolous expenses that do not add any value to your life such as magazine or app subscriptions that you do not read or use. A 401k is a tax-advantaged retirement savings plan wherein employers may match employee contributions to their accounts. Similar to a 401k, an IRA is a tax-advantaged retirement savings account.

Estate Planning 40

Estate Planning Retirement Budgeting Financial Advisor 40

Clever Girl Finance

JULY 24, 2023

If you are one of them, you might want to look into a filing cabinet with labeled file folders to store all of your essential financial paperwork, including things like wills, tax returns, and marriage or birth certificates. From catalogs to magazines to bills and everything in between, the paper can pile up in a matter of days.

Certification 52

Certification Banking Medical Taxes 52

The Big Picture

JANUARY 9, 2024

I published what’s called a comment, so like a very short one about this great tax law case with this guy who like won the lottery and then wanted to get his lottery winnings treated as capital gains. You know, it was all this like structuring and like tax and legal and accounting stuff. Matt Levine : 00:03:44 You know, I did.

Banking 130

Banking Retail Math Management 130

Clever Girl Finance

SEPTEMBER 28, 2022

Property taxes. magazines, newspapers, gym, etc.). Everyone's budget will look different because cutting expenses to the bone looks a little different for everyone. Of course, there are some general rules of thumb to follow. The following expenses are usually non-negotiable. Mortgage/rent. Homeowners association fees. Electricity.

Budgeting 59

Budgeting Transportation Retirement Food 59

Wealth Management

JUNE 11, 2025

2025-47, a Tax Court denied the estate of a Kentucky decedent a marital deduction for a bequest, finding that it wasn’t qualified terminable interest property (QTIP) because a QTIP election wasn’t made. 1, 2020, Martin’s executor filed an estate tax return, Form 706. Commissioner, T.C. Notice of Deficiency On Oct. million to Maria.

Taxes 153

Taxes Wealth Management Estate Planning Distribution 153

The Big Picture

MAY 7, 2024

And so I ended up working at Business Week Magazine for almost 13 years. 00:32:57 [Speaker Changed] Tax day was Monday, tax day was, what 00:32:59 [Speaker Changed] Did I forget? We, and you know, like convinced business week that we should put advertiser links on a page in the magazine. I did that for two years.

Startup 144

Startup Advertising Engineering Numbers 144

Wealth Management

JUNE 11, 2025

Related: Tax Court Rules $2 Million Bequest to Spouse Isn’t QTIP To prevent this, advise your clients to discuss their estate plans early and openly. These children may question her spending, distributions or motivations, particularly if they weren’t included in planning conversations while their parent was alive.

Estate Planning 206

Estate Planning Planning Wealth Management Fiduciary Duty 206

The Big Picture

NOVEMBER 21, 2023

The first big article, I think it was Fortune Magazine, Bethany McLean took a year for the stock to collapse a full year. If you start with a thousand and you only have an addition of $750 a year, okay, families can contribute to that, your 00:44:48 [Speaker Changed] Corporate tax free. You take it out tax free as well.

Investing 246

Investing Investments Startup Accounting 246

The Big Picture

SEPTEMBER 19, 2023

So how do you go from coming out of Booth School in University of Chicago to getting named c I O magazines? Hawaii had parted ways with their then chief investment officer and there was an article in a, a magazine for institutional allocators about it and how they were hiring. Top 40 under 40. There was a good equity rebound.

Assets 144

Assets Management Portfolio Investing 144

Brown Advisory

AUGUST 1, 2018

Berkshire’s book value growth is after tax, while the S&P Index return is pretax. That doesn’t deliver much real return, especially if you pay taxes. In the last 10 years (2008 through 2017), Berkshire’s shareholders’ equity per share and share price grew at 10.5% annually, respectively, compared with 8.5%

Assets 52

Assets Investing Investments Insurance 52