Wealth Management

FEBRUARY 22, 2023

During the fourth quarter of 2022, 66 independent financial professionals affiliated with the tax-centric broker/dealer.

Recruitment 246

Recruitment Assets Taxes 246

Nerd's Eye View

NOVEMBER 9, 2022

Health Savings Accounts (HSAs) are one of the most popular savings vehicles because of their triple-tax advantage: account owners can take an above-the-line tax deduction for eligible contributions, growth in the account is tax-deferred, and withdrawals are tax-free if they are used for qualified healthcare expenses.

Accounting 246

Accounting Taxes Healthcare Medical 246

Wealth Management

NOVEMBER 23, 2022

Lothes highlight the most important tax law developments of the past month. Handler and Alison E.

Taxes 162

Taxes 162

Nerd's Eye View

SEPTEMBER 5, 2022

Welcome to the September 2022 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Financial Advisor 241

Financial Advisor Estate Planning Accounting Taxes 241

Calculated Risk

AUGUST 24, 2022

The BLS released the preliminary annual benchmark revision showing 462,000 more payroll jobs as of March 2022. The annual revision is benchmarked to state tax records. These counts are derived from state unemployment insurance (UI) tax records that nearly all employers are required to file.

Taxes 359

Taxes Manufacturing Numbers Insurance 359

Nerd's Eye View

AUGUST 23, 2023

However, the caveat with current CGAs has been that they could only be funded with after-tax dollars before the donor’s death, meaning that if an individual only had tax-deferred funds (e.g., legislation at the end of 2022. But the SECURE 2.0 The potential benefits of the new Legacy IRA rules are threefold.

Taxes 246

Taxes Retirement Clients Estate Planning 246

Wealth Management

DECEMBER 12, 2022

Propmodo talks about the implications of the looming end of the bonus depreciation tax deduction. Institutional Investor looks at why preferred securities could have a big year in 2023. These are among today’s must reads from around the commercial real estate industry.

Taxes 278

Taxes 278

Nerd's Eye View

DECEMBER 28, 2022

House of Representatives, on December 23, 2022, passed the Consolidated Appropriations Act of 2023, an omnibus spending bill that includes the much-anticipated and long-awaited retirement bill known as SECURE Act 2.0. And nearly 3 years to the day after its predecessor was passed, the U.S.

Tax Planning 246

Tax Planning Planning Taxes Retirement Planning 246

Nerd's Eye View

DECEMBER 28, 2022

House of Representatives on December 23, 2022, passed the Consolidated Appropriations Act of 2023, an omnibus spending bill that includes the much-anticipated and long-awaited retirement bill known as SECURE Act 2.0. And nearly 3 years to the day after its predecessor was passed, the U.S.

Tax Planning 246

Tax Planning Taxes Planning Retirement Planning 246

Harness Wealth

MARCH 14, 2025

This edition of the Tax Advisor Weekly covers key updates for financial professionals. To round things out, we provide a refresher on the most common tax return mistakes to watch for this season. Citizens, Businesses ( Martha Waggoner , The Tax Adviser) U.S. Property taxes accounted for 70.2 You can find it here.

Taxes 59

Taxes Accounting Government Medical 59

Nerd's Eye View

AUGUST 29, 2022

For most advisory firms, 2022 has been a year of relative stability, market volatility notwithstanding. Which means now it’s time once again to take at least a brief pause to get some feedback about how we’re doing.

Financial Advisor 245

Financial Advisor CFP Taxes Clients 245

Wealth Management

AUGUST 1, 2022

The proposed Inflation Reduction Act includes a change that would affect how real estate promotes are taxed, according to The National Law Review. The latest CoStar data shows that rapid apartment rent growth has begun to taper off. These are among today’s must reads from around the commercial real estate industry.

Taxes 255

Taxes 255

Wealth Management

NOVEMBER 3, 2022

Property Tax Administration's assessment of the market value of the nation’s highest profile government buildings, such as the White House. Washington Business Journal cites D.C.

Government 244

Government Taxes Numbers Marketing 244

Calculated Risk

APRIL 26, 2024

Disposable personal income (DPI), personal income less personal current taxes, increased $104.0 percent in June 2022. percent in February 2022. The BEA released the Personal Income and Outlays report for March: Personal income increased $122.0 billion (0.5 billion (0.5 billion (0.8 The PCE price index increased 0.3

Food 324

Food Taxes Economics 324

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

The Big Picture

OCTOBER 18, 2022

About a quarter of the October 2022 slides were focused on real estate. This brings us to the chart: The one above shows the traffic of prospective buyers looking at a new home (2014- 2022); the one below goes back to the 1980s. Aspirational Pricing (May 25, 2022). This is atypical.

Budgeting 363

Budgeting Economy Taxes Numbers 363

The Big Picture

APRIL 3, 2023

trillion as of the end of 2022. Given the rough year markets had in 2022, including all of the held asset classes, it is an impressive, albeit curious showing. The group also names 2022’s Best of, including Fund, Asset Class, Region, and Industry of the Year (all found here ). Its an amazing collection of charts and data.

Assets 312

Assets Consulting Taxes Marketing 312

Wealth Management

JANUARY 17, 2023

In a call detailing Morgan Stanley’s Q4 earnings, Chairman and CEO James Gorman said he expected the company’s wealth and investment management businesses to become a larger portion of the firm’s pre-tax profits.

Wealth Management 214

Wealth Management Management Taxes Investing 214

The Big Picture

AUGUST 17, 2022

What’s obvious is that cheaper is better than more expensive; that there are inherent costs in managing an active portfolio that include more than just trading and taxes but research, analysis, PMs, etc. Barry Ritholtz (@ritholtz) May 5, 2022. Barry Ritholtz (@ritholtz) August 11, 2022.

Taxes 334

Taxes Portfolio Management Investing 334

Carson Wealth

DECEMBER 5, 2024

High net worth households gave nearly $35,000, on average, in 2022. In 2022, Americans contributed $85.53 The Tax Impact of Charitable Giving The personal financial and income tax impact from charitable giving can affect the size of the gift and the timing of giving. There are more than 1.8

Taxes 112

Taxes Nonprofit Accounting Assets 112

Calculated Risk

SEPTEMBER 29, 2023

Disposable personal income (DPI), personal income less personal current taxes, increased $46.6 percent in June 2022. percent in February 2022. The BEA released the Personal Income and Outlays report for August: Personal income increased $87.6 billion (0.4 billion (0.2 billion (0.4 The PCE price index increased 0.4

Food 321

Food Taxes Economics 321

Wealth Management

AUGUST 19, 2022

Help clients give more while saving on 2022 taxes; deadlines always come faster than expected.

Taxes 241

Taxes Clients 241

The Big Picture

AUGUST 12, 2024

Economy in 2022 was $25,439.70B; in 2009, it was $14,478.06B; ignore that also? Do we simply ignore the growth in the size of the economy and the U.S. population? The US population today is 341,814,420; in 2009 it was 308,512,035. Do we just ignore that? Do we pretend that there has been no inflation? By the way, inflation-adjust that $1.3T

Economy 347

Economy Taxes Investing Investments 347

The Chicago Financial Planner

NOVEMBER 27, 2022

One of the best tax deductions for a small business owner is funding a retirement plan. Beyond any tax deduction you are saving for your own retirement. The maximum for 2022 is $61,000, this has been increased to $66,000 for 2023. Employee contribution limits are $20,500 for 2022 and $22,500 for 2023. Eligibility.

Retirement Planning 263

Retirement Planning Retirement Planning Financial Planner 263

Calculated Risk

JULY 26, 2024

Disposable personal income (DPI), personal income less personal current taxes, increased $37.7 percent in June 2022. percent in February 2022. The BEA released the Personal Income and Outlays report for June: Personal income increased $50.4 billion (0.2 Bureau of Economic Analysis. billion (0.2 billion (0.3 Real DPI increased 0.1

Food 265

Food Taxes Economics 265

Calculated Risk

MARCH 29, 2024

Disposable personal income (DPI), personal income less personal current taxes, increased $50.3 percent in June 2022. percent in February 2022. From the BEA: Personal Income and Outlays for February: Personal income increased $66.5 billion (0.3 billion (0.2 percent) and personal consumption expenditures (PCE) increased $145.5

Food 295

Food Taxes Economics 295

Calculated Risk

OCTOBER 10, 2024

Based on that increase, the maximum amount of earnings subject to the Social Security tax (taxable maximum) is slated to increase to $176,100 from $168,600. in 2022 (used to calculate contribution base). Some other adjustments that take effect in January of each year are based on the increase in average wages.  in 2023, up 4.4%

Retirement 289

Retirement Taxes 289

Calculated Risk

FEBRUARY 29, 2024

Disposable personal income (DPI), personal income less personal current taxes, increased $67.6 percent in June 2022. percent in February 2022. The BEA released the Personal Income and Outlays report for January: Personal income increased $233.7 billion (1.0 billion (0.3 billion (0.2 The PCE price index increased 0.3

Food 283

Food Taxes Economics 283

Calculated Risk

JANUARY 26, 2024

Disposable personal income (DPI), personal income less personal current taxes, increased $51.8 percent in June 2022. percent in February 2022. The BEA released the Personal Income and Outlays report for December: Personal income increased $60.0 billion (0.3 billion (0.3 billion (0.7 The PCE price index increased 0.2

Food 282

Food Taxes Economics 282

The Big Picture

SEPTEMBER 29, 2022

But the -23% of the SPX may not be the biggest story of 2022: The single most important change has been the end of the bond bull market that dates back to 1981. 2022 may not be 1981-82, but for the first time in several years, bonds are attractive investment options. It is a one-in-a-generation, perhaps even once-in-a-lifetime event.

Economy 312

Economy Taxes Marketing Marketing 312

The Big Picture

NOVEMBER 21, 2022

Barry Ritholtz (@ritholtz) November 21, 2022. However you may describe Inflation, it sucks: A loss of buying power, a tax on consumers, a decrease in the value of savings, and a drag on GDP. Always return to first principles… UPDATE: November 21 2022. Previously : When Narratives Collapse (November 18, 2022).

Economics 325

Economics Budgeting Taxes Economy 325

Calculated Risk

FEBRUARY 7, 2024

monthly change from December 2021 to January 2022. As we move into tax refund season, we expect to see a bit more activity in the wholesale market, and we maintain that 2024 should show more normal market trends through the year.” The Manheim Used Vehicle Value Index (MUVVI) remained at 204.0 but down 9.2% from a year ago.

Consulting 314

Consulting Taxes Economics Sales 314

The Big Picture

NOVEMBER 2, 2023

If you are in a top tax bracket and have residency in a high-tax state with strong credit quality – think Ohio, New York, Massachusetts, California, Connecticut, etc. – March 3, 2023) 10 Bad Takes On This Market (May 19, 2023) Farewell, TINA (September 28, 2022) Secular vs. Cyclical Markets (May 16, 2022) End of the Secular Bull?

Taxes 288

Taxes Portfolio Marketing Marketing 288

The Big Picture

APRIL 19, 2023

( The Atlantic ) • How 2022 Became a Record Year for US Income Taxes : An asset-price boom, a progressive tax code and inflation interacted to drive effective rates higher than ever. Bloomberg ) • Tax season is getting longer. Now the process is working in reverse. Blame climate change.

Taxes 272

Taxes Assets Management Marketing 272

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 ). See also : Millions of Americans Regret the Great Resignation ( Bloomberg , July 12, 2022). Wages in America.

Medicine 331

Medicine Numbers Food Insurance 331

Wealth Management

DECEMBER 1, 2022

Americans for Tax Reform argues why the carried interest loophole is a fallacy. Malls are changing more than ever, according to a reit.com’s interview with CBL CEO Stephen Leibovitz. These are among today’s must reads from around the commercial real estate industry.

Taxes 162

Taxes 162

Abnormal Returns

NOVEMBER 7, 2022

riabiz.com) Practice management Schwab's 2022 RIA Benchmarking Study is here. advisorperspectives.com) Tax-loss harvesting requires proactive client communication. (financial-planning.com) How Morningstar ($MORN) Wealth is getting into the direct indexing game. techcrunch.com) Advisory firm margins aren't going down.

Compliance 279

Compliance Wealth Management Advertising Financial Advice 279