The Big Picture

AUGUST 5, 2022

VinFast established in 2017 out of Hanoi, Vietnam, was founded by serial entrepreneur Pham Nhat Vuong — he’s Vietnam’s first billionaire and got his start in business selling instant ramen in the Ukrainian market. They plan to sell two all-electric sport-utility vehicles in the U.S.

Planning 288

Planning Marketing Marketing 288

Nerd's Eye View

MAY 31, 2023

The 2017 Tax Cuts & Jobs Act introduced a $10,000 limit on the State And Local Tax (SALT) deduction that was previously available for taxpayers who itemized their deductions.

Taxes 246

Taxes Planning Tax Planning Numbers 246

Carson Wealth

DECEMBER 8, 2023

Petersen, CPA, CFP ® , CP, Affluent Wealth Planning The holidays are upon us! That must mean it’s time to roll up my sleeves and get to work on year-end financial planning – with an emphasis on 2023 income tax. One consideration this year is that we’re two years from the expiration of the Tax Cuts and Jobs Act of 2017 (TJCA).

Planning 143

Planning Retirement Planning Taxes Retirement 143

Calculated Risk

APRIL 28, 2024

YoY, but still down almost 38% compared to March 2017 to 2019 levels. As mortgage rates have climbed to new 2024 highs, we could see sellers adjust their plans, since nearly three-quarters of potential sellers also play to buy a home. On a monthly basis, they report total inventory. Now - on a weekly basis - inventory is up 31.7%

Sales 287

Sales Numbers Planning Marketing 287

Calculated Risk

MAY 9, 2024

YoY, but still down almost 36% compared to April 2017 to 2019 levels. As mortgage rates have climbed to new 2024 highs, we could see sellers adjust their plans, since nearly three-quarters of potential sellers also plan to buy a home. On a monthly basis, they report total inventory.

Sales 263

Sales Planning Numbers Marketing 263

Abnormal Returns

JUNE 9, 2024

wsj.com) Policy What happens if the 2017 tax cuts lapse. wsj.com) A plan to invest and accelerate agricultural productivity. (nytimes.com) Russia's population has been shrinking for decades. wsj.com) Investing in ports has positive spillover economic effects. papers.ssrn.com) Efforts to modernize the USPS are off to a rocky start.

Financial Advising 278

Financial Advising Budgeting Economics Media 278

The Big Picture

AUGUST 12, 2024

Sorry, but “fake it till you make it” seems like a poor plan for thinking about the future… Previously : Time to Stop Believing Deficit B t (September 3, 2021) Stimulus, More Stimulus and Taxes (January 25, 2021) Cost of Financing US Deficits Falls (December 18, 2020) Can We Please Have an Honest Debate About Tax Policy?

Economy 347

Economy Taxes Investing Investments 347

NAIFA Advisor Today

FEBRUARY 27, 2025

Amanda Corrals journey into the world of special needs financial planning began with a personal storyher father, Roberto Corral, founded Corral Financial Strategies in 2017, inspired by their familys experience with her brother, who is on the autism spectrum.

Financial Planning 52

Financial Planning Planning 52

Nerd's Eye View

OCTOBER 1, 2022

A new bill would make many parts of the Tax Cuts and Jobs Act of 2017 permanent, including its changes to tax brackets, the higher standard deduction, and the cap on state and local tax deductions. What advisory firms can do to make the most out of client testimonials and avoid negative reviews on third-party websites.

Financial Planner 245

Financial Planner Retirement Planning Advertising Taxes 245

Carson Wealth

FEBRUARY 27, 2025

Like gardening or working out, tax planning is one of those activities where you get out what you put in. Tax planning is similar in the sense that you can put work in on the front end that youll reap benefits from later. This initial question may help you put together the rest of your tax planning strategies.

Taxes 103

Taxes Tax Planning Distribution Planning 103

Nerd's Eye View

DECEMBER 26, 2022

Accordingly, just as I did last year, and in 2020, 2019, 2018, 2017, 2016, 2015, and 2014, I've compiled for you this Highlights List of our top 20 articles in 2022 that you might have missed , along with a few of our most popular episodes of ‘Kitces & Carl’ and the ‘Financial Advisor Success’ podcasts.

Financial Advisor 245

Financial Advisor Financial Advice Estate Planning Planning 245

Brown Advisory

DECEMBER 4, 2017

2017 Year-End Planning Letter. Mon, 12/04/2017 - 13:10. The outcome of the tax reform debate is likely to impact how we advise clients on tax planning, estate planning and a host of other topics. We are closing 2017 with nearly the same stance as last year. Spotlights for Prudent Planning in 2017.

Planning 52

Planning Taxes Clients Tax Planning 52

Zajac Group

NOVEMBER 7, 2024

Creating wealth that can provide financial security for generations to come is an incredible feat, and it requires careful planning, consideration, and communication among family members. And for those with equity compensation in the mix, some extra consideration is required. 200/share (today’s fair market value) – $188.44/share

Planning 52

Planning Estate Planning Taxes Assets 52

The Big Picture

JULY 27, 2022

Consider these columns going back to 2013 pointing out the foolishness of tax-payer subsidized corporate welfare queens (2013), and why median wages were rising ( 2016 , 2017 , 2018 , 2018 , 2019 ). The 2010s monetary rescue plan benefitted anybody who owned capital assets: Stocks, Bonds, and Real Estate. I wrote a book about this).

Medicine 331

Medicine Numbers Food Insurance 331

The Big Picture

FEBRUARY 27, 2023

equity valuations: “Baby-boomers’ huge flow of 401K plan contributions helped to drive equities higher; now that ~70 million Boomers are retiring, when do demographics flip this from a huge positive to a net drag?” Let’s consider another question, this one on U.S. appeared first on The Big Picture.

Distribution 325

Distribution Retirement Retirement Planning Taxes 325

The Big Picture

APRIL 11, 2024

In 1978, Congress enacted Internal Revenue Code Section 401(k), which allowed tax-deferred savings through a company-administered plan. August 25, 2012) The Death of Active Management Has Been (Somewhat) Exaggerated , (April 5, 2017) Why is Active Failing? Few noticed what was to become a revolution in investing.

Commission 351

Commission Taxes Management Electronics 351

Calculated Risk

DECEMBER 26, 2022

However, it seems unlikely that inventory will be back up to the 2017 - 2019 levels. As expected, inventory hit new record lows early in 2022, and is finishing the year up significantly year-over-year - but not close to the 2017 - 2019 levels. Inventory is always something to watch!" This was correct. If so, how many times?

Economics 285

Economics Sales Banking Economy 285

The Big Picture

NOVEMBER 27, 2023

When you get it wrong, it crushes your retirement plans. The less it matters, the easier it is to be bold and outside of the mainstream.4 4 Newsletter writers are notorious for making big calls. But when they get market timing wrong, they lose subscribers.

Marketing 304

Marketing Marketing Math Retirement Planning 304

Darrow Wealth Management

JULY 1, 2024

The 2017 Tax Cuts and Jobs Act (TCJA) brought sweeping changes to the tax code, impacting every taxpayer and business owner. At that point, many provisions will revert to 2017 levels, adjusted for inflation. For example, in 2017, the marginal tax brackets were 10%, 15%, 25%, 28%, 33%, 25%, and 39.6%.

Taxes 101

Taxes Tax Planning Planning Estate Planning 101

Trade Brains

MARCH 3, 2024

Key Metrics Particulars Amount Particulars Amount CMP 1097 Market Cap(Cr) 2017 EPS 11.1 Operating Profit Margin 7.00% Net Profit Margin 2.50% Fundamental Analysis Of Shakti Pumps: Future Plans The company has a plan to continuously provide innovative solutions through its advanced R&D support. 2020 0.73 -0.04 2020 0.73 -0.04

Planning 111

Planning Manufacturing Government Engineering 111

Trade Brains

OCTOBER 27, 2024

Since its last bonus issue in 2017, RIL shares have grown by 266%. on Friday, marking a substantial rise from its September 2017 price of Rs 725.65. First, they plan to produce 100 gigawatts of clean energy by 2030. The company’s stock closed at Rs 2,655.45 The company recently poured Rs.

Financial Services 64

Financial Services Investment Advisor Planning Consulting 64

Zoe Financial

JANUARY 28, 2025

Looking at the same 1950-2017 period, but looking through the lens of five-year investment horizons, returns for the S&P 500 ranged from down 3% to up 28%. If you got unlucky in 2008 trying to time the market and you were down 39%, it is very difficult emotionally speaking to reverse course and try to time the market by buying.

Marketing 98

Marketing Marketing Financial Advisor Taxes 98

Your Richest Life

NOVEMBER 12, 2024

The good news is that number has come down over the past couple of years, falling to its lowest number since 2017. Prioritize your spending The best way to avoid overspending during the holidays is to start with a plan. Include events you want to attend, trips you’d like to take, gifts you plan to buy, etc.

Budgeting 52

Budgeting Fee Only Planning CFP 52

Carson Wealth

FEBRUARY 29, 2024

It’s a simple, human act – one that seems like it shouldn’t take too much planning to do it correctly. What do you need to consider about gifting as it relates to your overall estate plan? Let’s take a closer look at estate and gift taxes and how you can approach them with a financial planning mindset. Taxes on Giving???

Taxes 96

Taxes Financial Planning Planning Estate Planning 96

Trade Brains

APRIL 3, 2023

A highlight of the future plans and a summary conclude the article at the end. In addition to this, the management has reinvested profits instead of relying on debt to fund its CAPEX plans. Future Plans Of SRF So far we looked at the previous fiscals data. Next, we’ll learn about the sectors in which the company operates.

Planning 98

Planning Manufacturing Accounting Pharmaceutical 98

Trade Brains

AUGUST 1, 2022

His wealth increased from $6 billion in 2017 to $115 billion in 2022, a 19x increase. We will look at their history, get an overview of the companies and understand the future plans of both business houses. Tata Group Vs Adani Group – Future Plans. Tata Group Future Plans. Adani Group Future Plans.

Planning 98

Planning Distribution Retail Manufacturing 98

The Big Picture

OCTOBER 19, 2023

If you can’t beat ’em, join ’em seems to be the business plan, even if it makes the rest of us miserable in the process. The response has been to approach news coverage in a similar algo-driven, dopamine-chasing manner that makes Social media so toxic. We are what we eat, media diet included. Atlantic, Oct.

Media 351

Media Economy Economics Wealth Management 351

eMoney Advisor

NOVEMBER 10, 2022

What can we learn from celebrity estate planning disasters like this? Such cautionary tales prove the value of proper planning. With 63 percent of Americans making $80,000-plus a year saying they “just haven’t gotten around” to estate planning, there’s plenty of room for improvement in that department.

Estate Planning 78

Estate Planning Clients Planning Financial Planner 78

Carson Wealth

DECEMBER 27, 2023

By Ryan Egolf, EA, Senior Tax Planner As the New Year quickly approaches, it’s time to put a bow on your 2023 financial plan. While this is by no means an exhaustive or comprehensive list of financial planning tools, these three broad areas will get you headed in the right direction. Rates are more accessible than ever before.

Planning 89

Planning Retirement Planning Insurance Taxes 89

Nationwide Financial

MARCH 6, 2023

For example, they could make most of their charitable contributions and medical expenditures in a year they plan to itemize. Tax season has begun, and it’s not too early to think about planning for the 2023 tax year. One strategy is to accumulate deductions that a client would normally take over 2 years into a single year.

Tax Planning 78

Tax Planning Taxes Planning Distribution 78

Random Roger's Retirement Planning

NOVEMBER 20, 2024

Where Sam writes about FIRE, he asked Bengen what a safe withdrawal rate would be for someone who retired, planning to need the money to last for 50 years instead of the typical 30 used for planning purposes. which Sam then worked through to come up with a path to people being able to retire much sooner than they typically plan on.

Retirement 52

Retirement Retirement Planning Clients Engineering 52

Brown Advisory

NOVEMBER 1, 2019

2019 Year-End Planning Letter. Each year, we send a letter to clients to help guide year-end planning discussions and to offer ideas for them to consider with their other advisors. Market conditions may be volatile, but our planning efforts are, as always, focused on stability and consistency. Fri, 11/01/2019 - 13:44.

Planning 52

Planning Taxes Clients Assets 52

Integrity Financial Planning

JULY 20, 2023

2] “Coco” (2017) – This Pixar animated film is a celebration of Mexican culture and the importance of family. 5] “Going in Style” (2017) – This comedy stars Michael Caine, Morgan Freeman, and Alan Arkin as retirees who decide to rob a bank after their pensions are cut.

Financial Advisor 95

Financial Advisor Financial Planning Planning Retirement 95

eMoney Advisor

NOVEMBER 15, 2022

Here are a few more reasons to apply it in your financial planning practice. So, how can you leverage gratitude in your financial planning practice? To continue learning about how to apply financial psychology in your practice, read our guide to Tapping into the Emotional Side of Financial Planning. Sources: 1. Emmons, Robert.

Financial Planning 76

Financial Planning Planning Clients CFP 76

NAIFA Advisor Today

AUGUST 16, 2023

Brought to you exclusively by NAIFA and the Society of FSP, this essential webinar delves deep into the time-sensitive implications of provisions in the Tax Cuts and Jobs Act (TCJA) of 2017 that are scheduled to sunset by 2025.

Taxes 52

Taxes Estate Planning Clients Planning 52

MainStreet Financial Planning

JANUARY 3, 2024

The personal exemption for 2024 remains at $0 (eliminating the personal exemption was part of the Tax Cuts and Jobs Act of 2017 (TCJA)) Long-term capital gains rates and brackets: The maximum child tax credit is still $2,000 per qualifying child and was not adjusted for inflation.

Taxes 98

Taxes Retirement Planning Accounting Planning 98

Harness Wealth

JULY 29, 2024

covers some of the top estate planning trends that tax advisors should be tracking during the second half of 2024. Now that the mid-point of 2024 has passed, we are faced with an environment where little has changed with respect to the wait-and-see posture of estate and wealth transfer planning. citizens and residents.

Estate Planning 59

Estate Planning Taxes Planning Tax Planning 59