Nerd's Eye View

DECEMBER 23, 2022

While RIA M&A activity has been red hot during the past couple of years, a survey suggests that advisors are expecting lower valuations in 2023. A review of financial planning actions, from tax-loss harvesting to charitable giving, that have a December 31 deadline.

Financial Planner 205

Financial Planner Retirement Planning Financial Planning Distribution 205

Harness Wealth

FEBRUARY 27, 2023

Founders, board members, and employees of startups that get acquired can experience tax consequences as a result of a liquidity event. It’s imperative to plan for the tax implications so you can be prepared to pay what you owe the IRS. For example: How much do you need to budget for taxes?

Tax Planning 52

Tax Planning Startup Taxes Planning 52

Nerd's Eye View

NOVEMBER 4, 2022

We also have a number of articles on taxes and end-of-year planning: The importance for advisors of understanding current RMD rules to ensure their clients take the proper distributions (and avoid a 50% penalty in the process!). While private valuations have soared in recent years, public markets continue to be less kind to RIAs.

Financial Planner 166

Financial Planner Financial Advisor Retirement Planning Medical 166

Abnormal Returns

FEBRUARY 27, 2023

wsj.com) Taxes on share buybacks are a speed bump. axios.com) Job number one for CEOs is capital allocation. capitalgains.thediff.co) Startups How increased regulatory risk is affecting startup valuations. (msn.com) S&P 500 companies could do $1 trillion in buybacks in 2023.

Startup 130

Startup Financial Advising Valuation Economy 130

Trade Brains

APRIL 9, 2023

The annual reports of many of companies are over hundreds of pages and consist of a number of financial jargon. Nevertheless, there are a number of financial ratios that have made the life of investors very simple. Now, you do not need to make a number of calculations and you can just use these financial ratios to understand the gist.

Valuation 98

Valuation Assets Sales Numbers 98

Diamond Consultants

JUNE 1, 2023

Here are 3 valuation scenarios to address that curiosity. Focus Financial Partners, the largest investor in the independent space, is being taken private at a $7B valuation. Prolific RIA acquirer CI Financial recently monetized a stake in their business at a $5B valuation. Those are some eye-popping numbers.

Valuation 98

Valuation Recruitment Retirement Distribution 98

Cornerstone Financial Advisory

JANUARY 2, 2024

The four-week moving average, which better illustrates jobless claim trends, was little changed, coming in at 212,000; this was the lowest number since late October. 5 Continuing jobless claims, which measures the number of individuals collecting unemployment benefits, was flat from the previous week at 1.88 Order a tax transcript.

Taxes 78

Taxes Investment Advisor Numbers Investing 78

Cornerstone Financial Advisory

JANUARY 8, 2024

The interactive tax assistant tool can also help to determine your filing status and any relevant credits you should (or should not) claim. Giving an incorrect account number can delay your refund even further. This information is not intended to substitute for specific individualized tax advice. What is it?

Marketing 78

Marketing Marketing Taxes Economics 78

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Nvidia’s market cap rose by $277 billion on the news, pushing it to a $2 trillion valuation. ” – August Wilson Be On Alert For IRS Scams This tax season, the IRS expects an uptick in tax-related scams. Demand that you immediately pay your taxes over the phone. Take a debit or credit card number over the phone.

Marketing 82

Marketing Marketing Economics Taxes 82

Darrow Wealth Management

AUGUST 28, 2023

Make your business more sellable later by getting advice now Business brokers often recommend getting a valuation done years before expecting to sell the company. Your business advisory team may consist of: a business broker or M&A advisor, accounting and tax advisors, and transaction/M&A attorney.

Sales 77

Sales Wealth Advisor Estate Planning Taxes 77

Nationwide Financial

NOVEMBER 29, 2022

Succession planning is much more than just the act of selling your practice; there are many items to consider when planning the successful transition of your firm, like finding the right successor, client/relationship communications, receiving the proper value, and reducing taxes on the sale of your firm. Your First Steps (People planning).

Financial Advisor 52

Financial Advisor Planning Valuation Communication 52

Cornerstone Financial Advisory

AUGUST 7, 2023

.” – Desmond Tutu Add Social Security Numbers Of Your Dependents On Your Return On your tax return, add the Social Security Numbers for your children and other dependents. Otherwise, the Internal Revenue Service (IRS) might deny any dependent credits you might be due, including the Child Tax Credit.

Marketing 88

Marketing Marketing Medicine Taxes 88

Harness Wealth

MARCH 18, 2022

How much will I be able to net after taxes? Number of stock options or RSUs. For tax purposes, those initial shares have a very low value (typically a fraction of a cent). Increasing Valuation. When the company raises money, they’ll set a valuation with the investors and sell them new shares at this new price per share.

Valuation 52

Valuation Taxes Tax Planning Startup 52

Abnormal Returns

SEPTEMBER 17, 2022

marketwatch.com) Food The numbers show no-till farmland is more highly valued. sciencedaily.com) The case for raising taxes on alcohol to reduce alcohol-related deaths. sportico.com) Dedicated sports funds could further boost sports club valuations. (washingtonpost.com) Seriously, just go to sleep.

Food 130

Food Financial Advising Transportation Medical 130

Brown Advisory

NOVEMBER 1, 2023

This Present is Accounted For: An Overview of Low-Basis Gifting Strategies achen Wed, 11/01/2023 - 11:20 After spending a career helping clients with tax and estate advice, I often see reminders and lessons about my job in the unlikeliest places. That was not the most interesting angle of the story for many readers.

Accounting 52

Accounting Taxes Assets Valuation 52

Cornerstone Financial Advisory

NOVEMBER 6, 2023

There’s no better time to check your withholding status and make sure your paycheck accurately reflects the taxes you should be paying. These expenses can also impact your tax liability. This information is not intended to substitute for specific individualized tax advice. The man runs north, and the bear runs west.

Marketing 98

Marketing Marketing Taxes Investment Advisor 98

Cornerstone Financial Advisory

OCTOBER 2, 2023

However, beneath the headline number, consumer spending was cut to a 0.8 ” –John Steinbeck Who Can Deduct Car Expenses On Their Tax Returns? Can you deduct expenses such as gas, depreciation, and lease payments on your tax returns? This information is not intended to substitute for specific individualized tax advice.

Marketing 89

Marketing Marketing Taxes Economics 89

Cornerstone Financial Advisory

MARCH 18, 2024

1,2 Following Tuesday, caution lingered as investors parsed the underlying data behind headline consumer inflation numbers. You must include all capital gains in your income, and you may be subject to the Net Investment Income Tax if your income is above certain amounts. Consult a qualified tax expert for help.

Marketing 85

Marketing Marketing Taxes Economics 85

Darrow Wealth Management

OCTOBER 23, 2023

But first, it’s important to discuss the tax implications. Do you pay taxes on an inherited house? But typically, after inheriting the family home from a parent, the adult child[ren] beneficiaries will receive a step-up in basis for tax purposes. There are other angles when considering what to do after inheriting a house.

Taxes 78

Taxes Distribution Estate Planning Wealth Management 78

Brown Advisory

SEPTEMBER 12, 2016

Private Credit Outshines Many High-Valuation Stocks, Bonds. With interest rates at record lows and many publicly traded bonds and stocks approaching historically high valuations, private credit has become increasingly attractive to investors because of its total return prospects, steady income and role in diversification.

Valuation 52

Valuation Portfolio Banking Communication 52

Cornerstone Financial Advisory

APRIL 22, 2024

” – Larry Niven Can You Claim The Child Tax Credit For Other Dependents? Even if you cannot claim the child tax credit, you may be able to claim the credit for other dependents under your care. Dependents who have individual taxpayer identification numbers. Companies may reschedule when they report earnings without notice.

Marketing 52

Marketing Marketing Taxes Economics 52

Harness Wealth

MARCH 9, 2023

Though these numbers may seem impressive on their own, Reddit still lags far behind other social platforms like Facebook, Snapchat, Twitter, and others, whose advertising revenues all already surpass $1 billion per quarter. Reddit has its sights set on a $15 billion valuation for its IPO , but achieving that goal may prove challenging.

Planning 52

Planning Taxes Advertising Commission 52

Darrow Wealth Management

JUNE 2, 2022

Quite simply, a down round is when a company raises money at a lower valuation per share relative to earlier financing rounds. A simple example: a startup raises a Series B at a $30M post-money valuation and a Series C at a $20M post-money valuation. With rates rising, unrealistic valuations are getting cut.

Startup 52

Startup Valuation Taxes Wealth Management 52

Cornerstone Financial Advisory

OCTOBER 30, 2023

2) The regular method allows you to specifically calculate the actual expenses like rent, mortgage interest, taxes, repairs, depreciation, and utilities you pay for the portion of your home used for the business. This information is not intended to substitute for specific individualized tax advice.

Marketing 96

Marketing Marketing Economics Taxes 96

Cornerstone Financial Advisory

DECEMBER 18, 2023

A solid retail sales number, which reflected a strong consumer and supported the soft landing thesis, also boosted enthusiasm. ” – Charles Schulz Tax Benefit And Credits: FAQs For Retirees Lots of questions can come up about income taxes after one has retired. increase over October and a year-over-year increase of 3.1%.

Marketing 92

Marketing Marketing Taxes Economics 92

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

4,5 Finally, the government’s monthly employment report showed the number of nonfarm payroll gains continued to decelerate in August, while June and July estimates were revised lower by 110,000. ” – Aristotle Protect Your Tax Data Protecting your data is very important in today’s digital age.

Marketing 83

Marketing Marketing Economics Taxes 83

Harness Wealth

APRIL 17, 2023

In this guide, we’ll explore the ins and outs of tender offers, discuss their associated tax implications, and give you the information you need to plan ahead for any tender offers in your future. Do You Owe Taxes In A Tender Offer? Do You Owe Taxes In A Tender Offer? Table of Contents: What Is A Tender Offer?

Startup 52

Startup Taxes Risk Tolerance Consulting 52

Zoe Financial

JULY 17, 2023

Main reason for market enthusiasm has to do with the inflation numbers for June. 25% rally over the last 9 months for stocks, mainly driven by valuation expansion. It’s up 17% year-to-date. Nasdaq was up 3.3%. Up 35% year-to-date. For earnings, companies are reporting above expectations. Have a good one.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Cornerstone Financial Advisory

APRIL 10, 2023

Stocks trended lower again after a lower-than-expected open-jobs number and a slowdown in private-sector hiring. This information is not intended to substitute for specific individualized tax advice. We suggest you discuss your specific tax issues with a qualified tax professional. days in the garlic group.

Marketing 59

Marketing Marketing Taxes Economics 59

Cornerstone Financial Advisory

APRIL 1, 2024

.” – George Washington IRS Offers Free Tax Prep Option For Military Personnel Each year, the Internal Revenue Service takes a moment to remind active duty military personnel that the “IRS Free File” offers them multiple choices for free federal tax preparation. Yet they have fingers and thumbs of their own.

Marketing 52

Marketing Marketing Economics Taxes 52

Darrow Wealth Management

APRIL 25, 2023

You need to be sure the estate plan authorizes you to do this, obtain appraisals and valuations, and adhere to creditor claim periods in the event of a valid claim against the estate. “Remember, your Social Security number dies with you,” Dzialo says. There are no partial payments.

Estate Planning 73

Estate Planning Taxes Accounting Retirement 73

Cornerstone Financial Advisory

FEBRUARY 5, 2024

” – Jim Rohn Vacation Home Rentals If you receive money for the use of your primary residence, you may have to report this rental income on your tax return; this means that the “vacation home rental” classification can apply to your home, even if you don’t own multiple short-term rental properties.

Marketing 77

Marketing Marketing Taxes Economics 77

Cornerstone Financial Advisory

NOVEMBER 27, 2023

There are some important tax tips to know to set yourself up for success. Here are some tips that the IRS shares for new business owners: Choose the right business structure: The form of business determines which income tax return a business taxpayer needs to file. Most businesses need an EIN.

Marketing 80

Marketing Marketing Taxes Economics 80

Cornerstone Financial Advisory

NOVEMBER 20, 2023

1,2,3 Stocks March Higher A better-than-anticipated consumer inflation number on Tuesday sent bond yields sharply lower, igniting a powerful, exceptionally broad-based rally that saw 91% of all New York Stock Exchange volume advancing in price and a similarly substantial advance (85%) on the NASDAQ. .”

Marketing 90

Marketing Marketing Taxes Economics 90

Nerd's Eye View

OCTOBER 4, 2023

People often talk about "the economy" as a single entity whose parts move in unison, with a small number of key indicators (such as GDP, the unemployment rate, and inflation) moving reliably in relation to each other. And even though U.S.

Valuation 205

Valuation Economics Economy Marketing 205

Cornerstone Financial Advisory

AUGUST 28, 2023

Here’s a tip that the Internal Revenue Service shares for new business owners: Choose an appropriate business structure: The form of business determines which income tax return a business taxpayer needs to file. This information is not intended to substitute for specific individualized tax advice. Do the complicated tasks first.

Marketing 52

Marketing Marketing Economics Taxes 52

Investing Caffeine

SEPTEMBER 2, 2022

million job openings , a total that is almost double the number of available workers ( 5.7 More specifically, the $565 billion Inflation Reduction Act is designed with the intent of investing in clean energy and healthcare initiatives, while negotiating lower pharmaceutical prices with drug companies, and raising tax revenues.

Marketing 59

Marketing Marketing Taxes Budgeting 59