Calculated Risk

MAY 5, 2025

This graph shows the YoY change in New Home Sales from the Census Bureau. Currently new home sales (based on 3-month average of NSA data) are up 2% year-over-year. Usually when the YoY change in New Home Sales falls about 20%, a recession will follow. This graph shows heavy truck sales since 1967 using data from the BEA.

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Calculated Risk

APRIL 7, 2025

This graph uses new home sales, single family housing starts and residential investment. (I Note that Residential Investment is quarterly and single-family starts and new home sales are monthly. New home sales peaked in 2020 as pandemic buying soared. This graph shows heavy truck sales since 1967 using data from the BEA.

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Sales Economy Economics Investments 241

Wealth Management

JULY 31, 2023

A recent gift tax case involving the founders of Firehouse Subs illustrates both the benefits and risks involved with this technique.

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Taxes Sales 246

Nerd's Eye View

NOVEMBER 4, 2024

This month's edition kicks off with the news that Holistiplan has announced the rollout of a new estate plan document extraction tool to stand alongside its highly popular tax return scanning tool – which highlights how advances in AI technology have allowed tools like Holistiplan to go beyond tax returns and scan nearly any kind of document (..)

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MainStreet Financial Planning

NOVEMBER 8, 2024

As December unfolds, it’s easy to overlook year-end tax planning amid the holiday hustle. However, dedicating a few moments now can lead to significant savings come tax season. To help you retain more of your hard-earned money and reduce your tax liability, consider these five strategic moves before the year concludes.

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Taxes Medical Consulting Education 97

Nerd's Eye View

SEPTEMBER 7, 2022

Tax-loss harvesting – i.e., selling investments at a loss to capture a tax deduction while re-investing the proceeds to maintain market exposure – is a popular strategy for financial advisors to increase their clients’ after-tax investment returns. With these three tools (i.e.,

Taxes 246

Taxes Clients Tax Planning Financial Advisor 246

Wealth Management

DECEMBER 6, 2022

The measure, known as Proposition ULA, boosts the one-time transfer tax to 4 percent for property deals between $5 million and $10 million, and 5.5 The current rate on all sales is 0.45 percent for transactions of $10 million and above.

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Taxes Sales 230

The Big Picture

JANUARY 24, 2024

At the Money: How to Pay Less Capital Gains Taxes (January 24, 2024) We’re coming up on tax season, after a banner year for stocks. Successful investors could be looking at a big tax bill from the US government. On this episode of At the Money, we look at direct indexing as a way to manage capital gains taxes.

Taxes 246

Taxes Portfolio Wealth Management Management 246

Abnormal Returns

OCTOBER 27, 2024

msn.com) How big a disappointment are Apple ($AAPL) VIsion Pro sales? npr.org) How the alcohol lobby has kept higher taxes at bay. (humbledollar.com) Companies How did Boeing ($BA) go so wrong? wsj.com) Taiwan Semiconductor's ($TSM) Arizona plant is outperforming those in Taiwan. awealthofcommonsense.com) R&D spending in the U.S.

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Financial Advising Economics Media Economy 293

Calculated Risk

MAY 15, 2025

Any number below 50 indicates that more builders view sales conditions as poor than good. Builders expect future trade negotiations and progress on tax policy will help stabilize the economic outlook and strengthen housing demand. The use of sales incentives was 61% in May, the same rate as the previous month.

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Sales Economics Taxes Numbers 147

Wealth Management

SEPTEMBER 18, 2023

One way to mitigate the impact of a failed exchange is “tax straddling,” which involves timing the exchange so the sale falls in one tax year and the receipt of proceeds in the following year.

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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.

Taxes 52

Taxes Tax Planning Education Medical 52

Harness Wealth

APRIL 30, 2025

Without proper planning, taxes can unexpectedly take a large bite out of the proceeds, potentially reducing financial security and the legacy. When you understand various exit strategies and their tax implications early, you position yourself to make informed decisions that maximize after-tax value while ensuring a smooth transition.

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Taxes Planning Tax Planning Sales 52

Harness Wealth

JANUARY 29, 2025

Tax-loss harvesting is a powerful strategy that investors can use to reduce their taxable income. As effective as tax-loss harvesting can be, there are a number of important details that investors need to be aware of in order to implement the strategy successfully while following regulations. How does tax-loss harvesting work?

Taxes 52

Taxes Assets Sales Portfolio 52

Harness Wealth

JANUARY 10, 2025

Tax advice is a common topic on social media platforms like TikTok. Influencers promise easy ways to secure tax deductions, simplifying complex ideas into bite-sized claims that gloss over important details in the process. Can Hiring Your Children Help You Save on Taxes? Can You Claim Your Pet as a Tax Write-Off?

Taxes 52

Taxes Assets Media Education 52

Abnormal Returns

JANUARY 24, 2025

drorpoleg.com) Crypto MicroStrategy ($MSTR) has a tax dilemma. ft.com) More tax-free ETF conversions are coming. bigtechnology.com) Economy Sales of existing homes in the US hit their lowest level since 1995. Strategy Market consensus is max bullish. downtownjoshbrown.com) How to find, and invest in, meme-worthy stocks.

Food 147

Food Taxes Media Economy 147

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

Calculated Risk

DECEMBER 7, 2022

One of my favorite models for business cycle forecasting uses new home sales (also housing starts and residential investment). I also look at the yield curve, but I've found new home sales is generally more useful. Note that Residential Investment is quarterly and single-family starts and new home sales are monthly.

Sales 361

Sales Economy Engineering Investing 361

Carson Wealth

FEBRUARY 6, 2025

Every year brings changes in tax rules, and 2025 is no exception. Staying informed about these tax updates isn’t just about being prepared for tax seasonit’s about making smart money moves all year long. More Money Protected from Taxes Good news for your walletyou can shield more of your income from taxes in 2025.

Taxes 64

Taxes Retirement Tax Planning Planning 64

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

NOVEMBER 12, 2024

As the year comes to a close, now is the time to review potential financial moves to help minimize your tax burden heading into 2025. Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. Find your next tax advisor at Harness today. Starting at $2,500.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Calculated Risk

SEPTEMBER 16, 2022

One of my favorite models for business cycle forecasting uses new home sales (also housing starts and residential investment). I also look at the yield curve, but I've found new home sales is generally more useful. Note that Residential Investment is quarterly and single-family starts and new home sales are monthly.

Sales 363

Sales Economy Economics Investing 363

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

MARCH 6, 2025

Freelancers and contractors may enjoy greater flexibility and independence than full-time employees, however, this autonomy brings increased tax responsibility. Unlike W-2 employees, freelancers and independent contractors are responsible for managing their own tax obligations, which can be a complex process.

Taxes 52

Taxes Consulting Professional Services Tax Planning 52

Calculated Risk

MAY 29, 2023

One of my favorite models for business cycle forecasting uses new home sales (also housing starts and residential investment). Note that Residential Investment is quarterly and single-family starts and new home sales are monthly. New home sales peaked in 2020 as pandemic buying soared.

Sales 363

Sales Economy Banking Economics 363

Harness Wealth

JANUARY 29, 2025

April 15 marks the IRS tax return filing deadline for 2025. Although this is the traditional tax filing deadline, given the spate of recent natural disasters (such as the California wildfires and Hurricane Milton), the IRS is granting certain filing and payment extensions beyond this date.

Taxes 52

Taxes Medical Distribution Tax Planning 52

Harness Wealth

APRIL 17, 2025

Donor-advised funds (DAFs) have emerged as powerful tools that deliver this exact combination, providing immediate tax advantages while offering flexibility to recommend grants to qualified organizations over time. DAFs also introduce welcome simplification at tax time by consolidating multiple charitable activities under a single receipt.

Taxes 52

Taxes Tax Planning Distribution Assets 52

The Big Picture

MAY 9, 2024

Not if you spend tax season on a boat! It is a massive Dunning Kruger : exercise in inexperienced but overly confident “ Finfluencers ” reducing complex issues involving money to a slick but misleading sales pitch. A good start would be eliminating all of the terrible FinTok advice on taxes, day trading and investing.

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Media Taxes Math Investing 336

Calculated Risk

MARCH 7, 2024

Tax refunds have picked up over the last two weeks, with the average refund now 4% higher than 2023 levels at this time. This index from Manheim Consulting is based on all completed sales transactions at Manheim’s U.S. This has put money into consumers’ pockets, and retail purchase activity is increasing. year-over-year (YoY).

Consulting 344

Consulting Retail Taxes Economics 344

Wealth Management

FEBRUARY 13, 2023

states are looking at legislation that would forbid the sale of real estate to Chinese citizens or companies, according to GlobeSt.com. Real estate donor to New York Governor Kathy Hochul’s campaign could benefit from new housing tax breaks, reports the New York Post. About a dozen U.S.

Taxes 246

Taxes Sales 246

Abnormal Returns

APRIL 18, 2023

wsj.com) Economy New home sales have seemingly bottomed. abnormalreturns.com) Just in time for tax day, a custom indexing linkfest! newsletter.abnormalreturns.com) Mixed media Americans spend more time filling out their taxes than other countries. apnews.com) Why getting a tax refund may not be irrational.

Financial Advising 241

Financial Advising Taxes Media Economy 241

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.

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Taxes Government Sales Insurance 105

Darrow Wealth Management

NOVEMBER 17, 2022

In November 2022, proponents of the Massachusetts ‘millionaires’ tax (question 1) won their bid to nearly double the income tax rate on individuals with taxable income over $1M a year. As proposed, the new legislation would increase these tax rates to 9% and perhaps even 16% , respectively, starting in 2023.

Taxes 111

Taxes Wealth Management Tax Planning Planning 111

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

Calculated Risk

FEBRUARY 6, 2025

Northeastern markets drove appreciation growth due to low inventories of homes for sale while Southern markets readjusted to higher inventories and increases in variable mortgage costs, such as taxes and insurance. "Bifurcation across markets has also persisted.

Insurance 147

Insurance Taxes Sales Marketing 147

Abnormal Returns

DECEMBER 25, 2023

riabiz.com) DPL Financial Partners is seeing growth in commission-free annuity sales. morningstar.com) Wealthy couples have some tax levers to pull in retirement. (morningstar.com) A list of the most popular podcasts for financial advisers. linkedin.com) The biz Vestwell just raised a new $125 billion Series D.

Financial Advising 289

Financial Advising Startup Commission Financial Advice 289

Mish Talk

NOVEMBER 29, 2022

Existing Home Sales Decline 9th Month, Down Another 5.9 Existing home sales from the National Association of Realtors via St. With the Fed rate hikes, Existing Home Sales Decline 9th Month, Down Another 5.9 Percent Existing Home Sales Crash Existing home sales are down 28.4% Existing home sales are down 31.7%

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Sales Economics Consulting Economy 285