Nerd's Eye View

SEPTEMBER 6, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the Treasury Department has finalized rules requiring most SEC-registered RIAs to implement risk-based Anti-Money Laundering and Countering the Financing of Terrorism programs, including a requirement to report suspicious (..)

Financial Planner 246

Financial Planner Tax Planning Compliance Financial Advice 246

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

Trade Brains

SEPTEMBER 20, 2024

As a result, ambiguity surrounds online gambling, especially since many companies or third-party websites register in foreign countries or tax havens. billion by 2026, up from $2.6 The company has established strong partnerships with local governments to ensure compliance with evolving regulations. billion in 2023.

Government 52

Government Education Marketing Marketing 52

Carson Wealth

FEBRUARY 18, 2025

We also calculated 1-year/1-year forward inflation expectations, which is inflation expected in the second year from now (roughly 2026). Positive news on the tariff side, plus progress on a tax bill in Congress, could lift spirits. 1-year ahead inflation expectations have moved up to 2.8%, the highest since March 2023.

Marketing 110

Marketing Marketing Economy Compliance 110

Carson Wealth

FEBRUARY 10, 2025

All else equal, tariffs are a tax, and that means prices will go up. A big increase in federal spending, and lower revenue on the back of the 2017 tax cuts, sent the deficit higher. Tax cuts also pushed investment spending up in 2018, though it eased in 2019 amid the trade war (especially structures and equipment investments).

Marketing 69

Marketing Marketing Taxes Economy 69

Carson Wealth

SEPTEMBER 3, 2024

Here’s something former President Trump first proposed, and then Vice President Harris copied: making tips tax-free. For one thing, tipped workers don’t earn much and so their incomes aren’t taxed a lot anyway. Both Harris and Trump have suggested enhancing child tax credits (CTC).

Marketing 142

Marketing Marketing Taxes Economy 142

Carson Wealth

OCTOBER 21, 2024

If Congress does nothing, a lot of elements of the 2017 Tax Cut and Jobs Act (TCJA, which was signed into law by former President Trump) will expire on December 31, 2025. Washington, DC in 2025 is likely to be dominated by tax policy negotiations, which will get ever more feverish as the December deadline approaches.

Marketing 96

Marketing Marketing Taxes Economy 96