Wealth Management

JULY 19, 2023

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

Taxes 233

Taxes 233

Abnormal Returns

NOVEMBER 24, 2023

(nytimes.com) The 10 best podcasts of 2023 including 'Strike Force Five.' podcasts.apple.com) Michael Klein talks the fairness of the tax system with William G. time.com) Economy Stephen Dubner on why it is so hard to build stuff in the U.S. freakonomics.com) Joe Weisenthal and Tracy Alloway talk about the problem with the U.S.

Taxes 263

Taxes Media Economy Investing 263

Calculated Risk

JANUARY 13, 2023

Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2023. Q4-over-Q4 in 2023. How much will the economy grow in 2023? Will there be a recession in 2023? The FOMC is forecasting an employment recession, and many Wall Street analysts are forecasting an economic recession in 2023.

Economy 278

Economy Sales Economics Investing 278

Wealth Management

NOVEMBER 28, 2023

The biggest tax-related developments of the past month.

Taxes 182

Taxes 182

Wealth Management

NOVEMBER 16, 2022

Imposition of a 4% surtax begins on Jan.

Taxes 278

Taxes 278

Wealth Management

JULY 26, 2023

They won’t owe excise tax on required minimum distribution failures from 2021 to 2023.

Distribution 246

Distribution Taxes 246

Calculated Risk

OCTOBER 13, 2022

With the release of the CPI report this morning, we now know the Cost of Living Adjustment (COLA), and the contribution base for 2023. Percent Benefit Increase for 2023 Social Security and Supplemental Security Income (SSI) benefits for approximately 70 million Americans will increase 8.7 in 2021, up 8.89% from $55,628.60

Taxes 266

Taxes 266

Nerd's Eye View

AUGUST 2, 2023

Which means that financial advisors can play an important role in adoption planning – helping clients strategically plan for the costs involved in the process, including accessing tax credits that can significantly defray these expenses. The costs of adopting a child can vary significantly depending on the method of adoption.

Taxes 246

Taxes Planning Financial Advisor Strategic Planning 246

Nerd's Eye View

MAY 1, 2023

Welcome to the May 2023 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!

Taxes 245

Taxes Retirement Planning Advertising Retirement 245

Calculated Risk

FEBRUARY 23, 2025

Also note that the sharp decline in 2010 was related to the housing tax credit policy in 2009 - and was just a continuation of the housing bust. The YoY change in new home sales in late 2022 and early 2023 suggested a possible recession. I ignored that downturn as a pandemic distortion.

Sales 309

Sales Investing Investments Taxes 309

Calculated Risk

AUGUST 24, 2022

The final revision will be published when the January 2023 employment report is released in February 2023. The annual revision is benchmarked to state tax records. The final benchmark revision will be issued in February 2023 with the publication of the January 2023 Employment Situation news release.

Taxes 359

Taxes Manufacturing Numbers Insurance 359

Wealth Management

NOVEMBER 6, 2023

31, 2023 deadline. But you must act before the Dec.

Taxes 279

Taxes Clients 279

Nerd's Eye View

OCTOBER 2, 2023

Welcome to the October 2023 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!

Communication 246

Communication Portfolio Management Clients Tax Planning 246

Wealth Management

OCTOBER 23, 2023

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

Taxes 147

Taxes 147

Wealth Management

SEPTEMBER 18, 2023

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

Taxes 147

Taxes 147

Wealth Management

MAY 22, 2023

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

Taxes 147

Taxes 147

Wealth Management

FEBRUARY 16, 2023

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

Taxes 147

Taxes 147

Wealth Management

AUGUST 31, 2023

Thursday, September 28, 2023 | 2:00 PM ET

Estate Planning 267

Estate Planning Taxes Planning Investing 267

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

Nerd's Eye View

DECEMBER 25, 2023

And as 2023 draws to a close, we wanted to highlight 25 of the most popular and insightful articles that were featured throughout the year (that you might have missed!).

Financial Advisor 246

Financial Advisor Insurance Financial Planner Clients 246

Wealth Management

FEBRUARY 13, 2023

Real estate donors to New York Governor Kathy Hochul’s campaign could benefit from new housing tax breaks, reports the New York Post. GlobeSt.com predicts more concessions for apartment renters are coming. These are among today’s must reads from around the commercial real estate industry.

Taxes 255

Taxes 255

Calculated Risk

FEBRUARY 6, 2025

growth recorded in the same month of 2023. growth recorded in the final month of 2023. year over year in December, though the uptick mostly reflects weak 2023 year-end. uptick in 2023. From CoreLogic: CoreLogic: Home Price Growth Ticks Up Slightly in December The national home price gain was 3.4%

Insurance 147

Insurance Taxes Sales Marketing 147

Nerd's Eye View

JULY 3, 2023

Welcome to the July 2023 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!

Estate Planning 246

Estate Planning Clients Media Wealth Management 246

Wealth Management

FEBRUARY 13, 2023

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. states are looking at legislation that would forbid the sale of real estate to Chinese citizens or companies, according to GlobeSt.com.

Taxes 241

Taxes Sales 241

Wealth Management

AUGUST 8, 2023

The GOP and commercial real estate executives are teaming up against a Treasury Department proposal to impose new taxes on REITs, according to Commercial Observer. Banks are facing a tough market in trying to sell their commercial real estate loans, reports Bloomberg.

Banking 246

Banking Taxes Marketing Marketing 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

The Big Picture

MAY 9, 2024

Not if you spend tax season on a boat! I doubt he’s run the real numbers of being invested in the stock market tax deferred with an additional company match. There is lots more: A slew of bad tax advice likely to get-you-sent-to-jail-for-tax evasion: Live on a boat during tax season! Want to earn more money?

Media 336

Media Taxes Math Investing 336

The Big Picture

OCTOBER 20, 2023

“I need the US Dollar to be a store of value between the time I make it until I spend it, invest it, pay my taxes with it, or give it away. To be more precise, I want to discuss the type of chart that reflects a fundamental misunderstanding of the nature of money, currency, spending, investing, and taxes. and paying taxes.

Investing 340

Investing Investments Math Medicine 340

The Big Picture

NOVEMBER 2, 2023

Before yesterday’s FOMC meeting, I reiterated my view from July 2023 that this hiking cycle was – or at least should be – over. But this after-the-fact story does not resonate as truth with me, as it looks more like the 10% market correction of October 2023 has ended. Cash in No Longer Trash : TINA is officially over.

Taxes 288

Taxes Portfolio Marketing Marketing 288

Cordant Wealth Partners

NOVEMBER 18, 2024

We also get you up to speed on the tax benefits of using a DAF. If you've heard of a DAF and are curious about incorporating it into your giving and tax planning strategy, this article is for you. Key Takeaways: Contributions to a donor-advised fund reduce your tax bill in the year your contribution is made.

Taxes 52

Taxes Tax Planning Nonprofit Accounting 52

Wealth Management

JANUARY 30, 2024

Developments from 2020 to 2023.

Valuation 215

Valuation Taxes 215

The Big Picture

JULY 29, 2022

Compared to futuristic and spacey models like 2023 Genesis GV60 and the Kia EV6 , Audi’s crossovers present as very familiar vehicles that just happen to have an electric powertrain. If you want more power, you have to wait for the 2023 E-Tron, with 402 Horsepower, 490 lb-ft of Torque, and 0-60 mph in 5.5 Source: Guideautoweb.

Taxes 290

Taxes 290

The Big Picture

APRIL 3, 2023

Guess they were hedged or holding physical assets like timber or oil or gold in large enough quantities to offer the market declines shown below: Alternatively, the actual reported values could be fabricated nonsense, which if reported accurately might cause some consternation or require a tax increase.

Assets 312

Assets Consulting Taxes Marketing 312

Calculated Risk

SEPTEMBER 29, 2023

Disposable personal income (DPI), personal income less personal current taxes, increased $46.6 The following graph shows real Personal Consumption Expenditures (PCE) through August 2023 (2012 dollars). annual rate in Q3 2023. The BEA released the Personal Income and Outlays report for August: Personal income increased $87.6

Food 321

Food Taxes Economics 321

The Big Picture

AUGUST 31, 2023

Disposable personal income (DPI), personal income less personal current taxes, increased $7.3 Here is BEA: Personal income increased $45.0 billion (0.2 percent at a monthly rate) in July, according to estimates released today by the Bureau of Economic Analysis (table 3 and table 5). billion (less than 0.1 billion (0.8

Food 264

Food Taxes Economics 264

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. These have been increased to $66,000 and $73,500 for 2023. Eligibility. Self-employed?

Retirement Planning 263

Retirement Planning Retirement Planning Financial Planner 263