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.

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Cornerstone Financial Advisory

DECEMBER 26, 2023

in November, reaching levels not seen since May, while existing home sales rebounded 0.8%, reversing five straight months of declines. Existing home sales have been hurt by low inventory since many homeowners with low-rate mortgages are hesitant to move and take on a higher-rate mortgage. New home construction rose 14.8% Armed Forces.

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Taxes Investment Advisor Sales Investing 98

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.

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Financial Advisor Planning Valuation Communication 52

Cornerstone Financial Advisory

APRIL 22, 2024

A bit of good news punctuated an otherwise sour Monday, as a stronger-than-expected retail sales report showed consumers were spending despite rising inflation. Retail sales increased 0.7% New Home Sales. Pending Home Sales. It should not be considered a solicitation for the purchase or sale of the securities.

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Marketing Marketing Taxes Economics 52

Darrow Wealth Management

SEPTEMBER 7, 2023

Pros and cons of exercising stock options in a pre-IPO window If you are new to the tax implications and basics about exercising stock options, please read this article first. Unfortunately, for those tax savings to materialize, the post-IPO stock price at sale must be considerably more than the pre-IPO valuation at exercise.

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Wealth Management Taxes Tax Planning Valuation 94

Darrow Wealth Management

DECEMBER 5, 2022

Donating appreciated stock to charity can be a great way to give back and reduce your tax bill. Taxpayers who itemize get a tax deduction for the market value of the stock. Unlike regular stock sales, when giving stock, there’s no capital gain. If you want to make a gift for the 2022 tax year – act now.

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Taxes Wealth Management CFP Valuation 83

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. Existing Home Sales. New Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. increase over October and a year-over-year increase of 3.1%.

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Marketing Marketing Taxes Economics 94

Cornerstone Financial Advisory

APRIL 29, 2024

Thursday: Motor Vehicle Sales. It should not be considered a solicitation for the purchase or sale of the securities. Here is some information to know about the tool: IRS Free File is at IRS.gov and features some significant names in the tax software provider world. Wednesday: FOMC Announcement and Fed Chair Press Conference.

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Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

OCTOBER 23, 2023

Despite worries of a struggling consumer, consumers increased their spending as retail sales rose 0.7% Existing home sales were weak, falling 2.0% Existing home sales are on track to record their slowest year since 2011. Wednesday: New Home Sales. in September–well above the forecast of a 0.3% Housing starts rebounded 7.0%

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Marketing Marketing Taxes Economics 86

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.

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Accounting Taxes Assets Clients 52

Cornerstone Financial Advisory

APRIL 15, 2024

5,6 This Week: Key Economic Data Monday: Retail Sales. Existing Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. ” – William Shakespeare More Digital Choices For Filing The IRS has made it easier to file your taxes. Business Inventories. Housing Market Index.

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Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

NOVEMBER 6, 2023

The combination on Wednesday of the Fed’s decision to keep rates unchanged, which accompanied dovish comments from Fed Chair Powell, and a reassuring Treasury announcement on future bond sales, sparked a third straight day of gains. It should not be considered a solicitation for the purchase or sale of the securities.

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Cornerstone Financial Advisory

DECEMBER 11, 2023

Thursday: Retail Sales. It should not be considered a solicitation for the purchase or sale of the securities. “The whole fun of living is trying to make something better” – Charles Kettering Tax Tips For Children Or Grandchildren With Part-Time Job Many of us have kids or grandkids who work part-time.

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Marketing Marketing Taxes Economics 85

Cornerstone Financial Advisory

APRIL 1, 2024

New home sales in February slipped 0.3 Tuesday: Motor Vehicle Sales. It should not be considered a solicitation for the purchase or sale of the securities. This information is not intended to be a substitute for specific, individualized tax advice. Conflicting economic news on Monday and Tuesday contributed to the slide.

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Marketing Marketing Economics Taxes 52

MarketWatch

APRIL 19, 2023

It also took an after-tax net non-operating charge of $109.7 million related to balance-sheet repositioning including the sale of some assets and loan reclassifications. Given this backdrop, we believe WAL’s valuation is compelling.” a share, below the analyst estimate of $1.95 Chiaverini. NYCB, M&T Bank Corp.

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Banking Valuation Insurance Taxes 75

Cornerstone Financial Advisory

MARCH 11, 2024

Retail Sales. It should not be considered a solicitation for the purchase or sale of the securities. State and local income tax refunds may be taxable and should be reported on your federal taxes. If a policy is surrendered prematurely, the policyholder may also pay surrender charges and have income tax implications.

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Marketing Marketing Insurance Taxes 77

Cornerstone Financial Advisory

NOVEMBER 20, 2023

The rally paused in the final days of trading as stocks digested their gains and investors assessed weak retail sales and industrial production reports and a rise in continuing jobless claims. 6 This Week: Key Economic Data Tuesday: Existing Home Sales. Did you know there are some tax considerations when starting a new hobby?

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Marketing Marketing Taxes Economics 92

Cornerstone Financial Advisory

MARCH 4, 2024

3,4 This Week: Key Economic Data Monday: Motor Vehicle Sales. It should not be considered a solicitation for the purchase or sale of the securities. Here’s How To Pay If you owe federal taxes, you must pay by the April deadline. Remember, if you get an extension to file your taxes, payment is still due by the April deadline.

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Marketing Marketing Economics Taxes 72

Cornerstone Financial Advisory

NOVEMBER 27, 2023

This Week: Key Economic Data Monday: New Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. There are some important tax tips to know to set yourself up for success. This information is not intended to substitute for specific individualized tax advice. Jobless Claims.

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Marketing Marketing Taxes Economics 82

Cornerstone Financial Advisory

JANUARY 2, 2024

It should not be considered a solicitation for the purchase or sale of the securities. ” – Bertrand Russell Need Last Year’s Tax Returns? Help is available for taxpayers who need tax information for prior years but still need to keep copies of their returns. This is often the easiest way to get a copy of your tax returns.

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Taxes Investment Advisor Numbers Investing 80

Cornerstone Financial Advisory

JANUARY 29, 2024

It should not be considered a solicitation for the purchase or sale of the securities. ” – Albert Einstein Couples Who Work Together, Tax Together As more households decide to start a business, many couples learn about the tax responsibilities related to such businesses. “I believe in intuitions and inspirations.

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Marketing Marketing Economics Taxes 83

Walkner Condon Financial Advisors

MAY 1, 2023

ISOs and NQSOs differ in how they are treated from a tax perspective at exercise and upon the disposal (sale) of the stock. RSUs are taxed as compensation income upon vesting (with one exception of deferring the taxation using an 83(i) election , if eligible to do so). Reminder: RSU is taxed as compensation income at vesting.

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Taxes Startup Valuation Planning 98

Cornerstone Financial Advisory

OCTOBER 9, 2023

It should not be considered a solicitation for the purchase or sale of the securities. The Internal Revenue Service (IRS) has a handy tool called the Tax Withholding Estimator, which can help you manage having too much or too little tax withheld from your wages. (PNC), BlackRock, Inc.

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Marketing Marketing Taxes Investment Advisor 84

Cornerstone Financial Advisory

JANUARY 8, 2024

It should not be considered a solicitation for the purchase or sale of the securities. The interactive tax assistant tool can also help to determine your filing status and any relevant credits you should (or should not) claim. This information is not intended to substitute for specific individualized tax advice.

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Marketing Marketing Taxes Economics 80

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

Cornerstone Financial Advisory

AUGUST 7, 2023

It should not be considered a solicitation for the purchase or sale of the securities. ” – 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. The information in this material is not intended as tax or legal advice.

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Marketing Marketing Medicine Taxes 90

Cornerstone Financial Advisory

FEBRUARY 5, 2024

It should not be considered a solicitation for the purchase or sale of the securities. For tax purposes, it’s critical to divide the expenses of a property into personal and business purposes. In addition, rental income may be subject to a net investment income tax. (PM) Friday: PepsiCo Inc.

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Marketing Marketing Taxes Economics 79

MarketWatch

MARCH 16, 2023

Excluding nonrecurring items, such as changes in valuation of deferred tax assets, adjusted earnings per share of 7 cents beat the FactSet consensus of a per-share loss of 2 cents. million, as same-store sales dropped 5.5% Net income for the quarter to Jan. 28 jumped to $45.1 million, or 66 cents a share, from $14.4

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Cornerstone Financial Advisory

AUGUST 14, 2023

The combination of higher yields and earnings that failed to validate tech’s elevated valuations has dragged the sector and the larger market. 5 This Week: Key Economic Data Tuesday: Retail Sales. It should not be considered a solicitation for the purchase or sale of the securities. versus the expected 0.2% FOMC Minutes.

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Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

AUGUST 21, 2023

4 Retail Sales Surprise Retail sales jumped 0.7% Sales of autos and electronics fell, a possible consequence of higher borrowing costs. 5 This Week: Key Economic Data Tuesday: Existing Home Sales. New Home Sales. It should not be considered a solicitation for the purchase or sale of the securities.

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Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

OCTOBER 2, 2023

It should not be considered a solicitation for the purchase or sale of the securities. ” –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? The information in this material is not intended as tax or legal advice.

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Marketing Marketing Taxes Economics 91

Cornerstone Financial Advisory

OCTOBER 30, 2023

It should not be considered a solicitation for the purchase or sale of the securities. 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. Copyright 2023 FMG Suite.

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Marketing Marketing Economics Taxes 97

Harness Wealth

MARCH 9, 2023

Reddit has its sights set on a $15 billion valuation for its IPO , but achieving that goal may prove challenging. However, Fidelity later reduced the valuation to $6.6 Another consideration is that exercising your options will come with capital gains taxes. AMT is a separate tax calculation that can result in a higher tax bill.

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Planning Taxes Advertising Tax Planning 52

Cornerstone Financial Advisory

JULY 10, 2023

It should not be considered a solicitation for the purchase or sale of the securities. ” – Maya Angelou IRS Program Helps Seniors Prepare Taxes The Internal Revenue Service (IRS) has a tool called Free File, which offers online tax preparation, direct deposit of refunds, and electronic filing choices.

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Marketing Marketing Taxes Economics 88

Bell Investment Advisors

DECEMBER 13, 2022

These programs come in several flavors, each with its own attributes, constraints, and tax implications. Options often vest, i.e., become eligible for exercise and sale, in multiple lots spread out over several years. Taxes play an outsized role. Furthermore, ISOs are not subject to payroll taxes or withholding.

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Planning Taxes Risk Tolerance Sales 52

Carson Wealth

JULY 6, 2023

There are two key goals: You want to ensure a seamless transition that will preserve the legacy you have worked so tirelessly to build, and you also need the sale to achieve sufficient income for you to have the independence you crave in retirement. It is not however, intended to provide specific legal, tax, or other professional advice.

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Planning Valuation Financial Advisor Taxes 52

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

It should not be considered a solicitation for the purchase or sale of the securities. ” – Aristotle Protect Your Tax Data Protecting your data is very important in today’s digital age. The Internal Revenue Service shared guidelines tax pros should follow to protect taxpayer data. Copyright 2023 FMG Suite.

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Marketing Marketing Economics Taxes 85