Nerd's Eye View

JANUARY 13, 2025

And also make it easier for us to redesign the Nerd's Eye View blog side of the website as well, in 2026!) and we're aiming to offer CE for Accredited Investment Fiduciary (AIF) designees by the second half of the year! We're also further expanding our more 'deep-dive' educational programs.

Financial Advice 147

Financial Advice Ethics Financial Planning Education 147

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. Lastly, I allocate the retirement plan contributions between Roth and Traditional 401(k) accounts.

Planning 142

Planning Retirement Planning Taxes Retirement 142

Harness Wealth

NOVEMBER 12, 2024

Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. Checklist: Year-end Tax Planning Strategies Review the following tax strategies with your tax advisor and/or financial advisor before the end of the year.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Darrow Wealth Management

JULY 1, 2024

Although a number of these provisions will negatively impact taxpayers starting in 2026, there a few changes that will be positive. Here’s a summary of the major tax law changes coming in 2026 and some steps individuals and business owners can take to prepare. In 2026, this is all expected to change (again).

Taxes 52

Taxes Tax Planning Planning Estate Planning 52

Trade Brains

SEPTEMBER 1, 2023

Some successful investors, such as Vijay Kedia and Dolly Khanna, have chosen to keep their investment in a particular stock in this industry. The article concludes with a highlight of future plans and a summary. By 2026, the auto component sector is expected to generate $200 billion in revenue.

Planning 105

Planning Manufacturing Accounting Portfolio 105

Trade Brains

MARCH 3, 2024

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. Implementation of the Uganda project has started which aligns with the green energy plans in Africa. 2020 0.73 -0.04

Planning 111

Planning Manufacturing Government Engineering 111

Trade Brains

NOVEMBER 4, 2024

These trends make cancer-focused pharma stocks a compelling investment opportunity in India. Future Outlook Beta Drugs plans to broaden its product portfolio as it is planning to launch 25 new products by 2026. Beta Drugs is also focusing on enhancing its sales to 450+ crores by 2026.

Manufacturing 98

Manufacturing Pharmaceutical Planning Healthcare 98

Harness Wealth

JANUARY 29, 2025

401(k) Plans: Contribute the maximum allowable amount for 2024 : $23,000 if youre under 50, or $30,500 if youre 50 or older. Engage in tax-loss harvesting Tax-loss harvesting is a strategy that helps investors reduce their taxable income by leveraging losses in their investment portfolios.

Taxes 52

Taxes Medical Distribution Accounting 52

Trade Brains

JANUARY 22, 2024

The industry is expected to grow at a CAGR of approximately 16% from 2022 to 2026. Tata Technologies Vs KPIT Technologies – Future Plans KPIT Technologies The Company aims to achieve international product leadership in EV Architecture, Middleware Consulting, Autonomous Drive, and Cloud Based Connected Services. Stock P/E 82.14

Planning 119

Planning Engineering Manufacturing Clients 119

Trade Brains

NOVEMBER 22, 2023

In 2020, the Murugappa Group via its subsidiary Tube Investments of India (TII) acquired a controlling stake in CG Power and Industrial Solutions Ltd. The sector is expected to grow at a CAGR of 16% doubling its capacity by 2026. The Company plans to improve its market share and build its order book. 1.73 -0.91

Planning 111

Planning Manufacturing Distribution Investments 111

Trade Brains

MAY 23, 2023

A highlight of the future plans and a summary conclude the article at the end. FY 2021-22 Annual Report The structural shift is expected to benefit the nation immensely and increase its share in the global specialty chemicals industry to 6% by 2026 from 4%. Next, we’ll look at the market size and opportunities.

Planning 105

Planning Manufacturing Sales Pharmaceutical 105

Trade Brains

JUNE 6, 2023

A highlight of the future plans of both the companies and a summary conclude the article at the end. billion in value by 2026. Gujarat Fluorochemicals Vs Navin Fluorine – Future Plans So far we looked at the previous fiscals data for our comparative study of Gujarat Fluorochemicals Vs Navin Fluorine. 36,400 ₹22,500 EPS ₹121.00

Planning 103

Planning Manufacturing Electronics Pharmaceutical 103

Trade Brains

OCTOBER 12, 2023

Research & Development KPIT Technologies has been actively invested in R&D such as Hydrogen Generation from Biomass, Sodium-ion Battery, and Hydrogen Fuel Cell. > KPIT and ZF invested in a company named “QORIX” which will aid in the development of the Automotive middleware stack. . > Tata Elxsi - Interest Coverage 418.73

Planning 105

Planning Engineering Healthcare Manufacturing 105

Trade Brains

OCTOBER 20, 2024

Nevertheless, this appeal extends the case’s timeline, potentially dragging the legal battle into 2026. The company plans to file a cross-appeal, challenging the ruling on institutional sales. However, an SEC spokesperson later clarified that the process is proceeding as planned.

Retail 118

Retail Sales Commission Assets 118

Good Financial Cents

JANUARY 26, 2023

Step 2: Save More than Everyone Else Step 3: Invest and Invest Aggressively Step 4: Maximize Your Retirement Savings Step 5: Set up a Roth IRA Conversion “Ladder” Step 6: Live Beneath Your Means Step 7: Stay Out of Debt Yes, You Can Retire at 50 Retiring at 50 – The Ultimate Guide What Investments Should I Consider If I Want to Retire at 50?

Retirement 122

Retirement Taxes Accounting Retirement Planning 122

Darrow Wealth Management

AUGUST 30, 2022

Inheriting money or taxable investment accounts has some big benefits. Jump-starting (or catching up on) retirement savings by investing the money in a brokerage account. Developing an asset allocation and investment plan that suits you , which may be different than who left you the inheritance. Shoring up college funds.

Distribution 110

Distribution Accounting Retirement Taxes 110

Trade Brains

DECEMBER 15, 2023

Industry Analysis The Indian automobile industry is expected to be worth $300 billion by 2026. The Indian government is one of the largest automaker producers and exporters, which is encouraged by policies such as the Automotive Mission Plan 2026, scrappage policy, and production-linked incentive schemes. .) ₹ 4,221.98

Planning 59

Planning Manufacturing Engineering Sales 59

Trade Brains

OCTOBER 18, 2024

Zomato plans to consider fundraising through equity share issuance through qualified institutions placement (QIP) subjected to Shareholder’s approval. Market analysts suggest that Blinkit is driving the upside in Zomato’s valuation as it extends its aggressive expansion plan. Food Aggregator shares fell by around 5.6%

B2B 52

B2B Planning Food Advertising 52

MainStreet Financial Planning

JUNE 23, 2023

ABLE accounts are specialized savings accounts designed to help individuals with disabilities and their families save and invest money for disability-related expenses. in 2026, the eligibility age will be adjusted to 46. The current tax law also allows for a rollover from a 529 plan to an ABLE account up to the annual limit amount.

Accounting 98

Accounting Healthcare Taxes Planning 98

Trade Brains

DECEMBER 18, 2023

With this belief and with the vision to be the most valuable company in the recycling space globally by 2026, Gravita India has been recycling and creating value for its stakeholders for more than 3 decades. growth rate between 2020 and 2026. The company has a target to increase its manufacturing capacity to 4,25,000 MTPA by FY 2026.

Planning 59

Planning Manufacturing Marketing Marketing 59

Trade Brains

FEBRUARY 25, 2024

Maruti Suzuki attempted to acquire the company in 2014, but was unable to persuade its investors, including minority shareholders, that its decision to have its parent invest in a factory while it invests its cash stockpile on brand and distribution. The transition from OEMs to EVs takes time by investing in R&D.

Planning 64

Planning Manufacturing Sales Government 64

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

Trade Brains

DECEMBER 25, 2023

The industry is experiencing significant demand, and according to studies conducted under the national electricity plan, the estimated power capacity for 2026–27 would be 6,09,591 MW, with conventional capacity contributing 44.79% and renewable capacity contributing 55.20%. crore in FY23, up from Rs. crore in FY22, a 9.38% rise.

Planning 64

Planning Manufacturing Engineering Government 64

Trade Brains

SEPTEMBER 9, 2024

The company’s mission is to be among the top 5 global companies in recycling by 2026. The company is planning to expand its operations to increase the capacity of more than 5,00,000 MT in FY27. In capital expenditure, Gravita India Limited has invested in FY23 by 110 crore and FY24 by 98 crore. 14,870 EPS (TTM) ₹36.86

Manufacturing 98

Manufacturing Planning Marketing Marketing 98

Darrow Wealth Management

JULY 30, 2024

For founders, employees, and executives with stock-based compensation, an 83(b) election can be a powerful tax planning tool. Most tax planning strategies focus on deferring tax, but an 83(b) election is all about accelerating it. It can also preclude some tax planning strategies down the road. Why make an 83(b) election?

Taxes 102

Taxes Tax Planning Startup Valuation 102

Trade Brains

AUGUST 1, 2024

In an exclusive interview with Trade Brain’s Research Analyst Omkar Chitni s , the Managing director of Sealmatic, Umar A K Balwa , discussed the Indian government’s recent announcement of a USD 100 billion investment in the oil and gas sector by 2030. Is the company planning any capital expenditures (capex) in the next 3 to 5 years?

Planning 59

Planning Manufacturing Investments Investing 59

Trade Brains

SEPTEMBER 6, 2024

As a leading force in India’s business sector, RIL highlighted its plans for growth across retail, digital services, and energy. The company’s innovative approaches and strategic investments underscore its commitment to driving substantial value. The 2020 rights issue investments have grown nearly 2.5

Planning 52

Planning Retail Economics Economy 52

Trade Brains

SEPTEMBER 28, 2024

Get ready to discover how you can turn your love for jewellery into an attractive investment opportunity. In India, strategic measures have been implemented to promote exports and attract investments in the sector. to around 10-11% by FY 2026-27. The net profit has grown at a CAGR of 23.70% over the last four years.

Retail 97

Retail Planning Government Ethics 97

Trade Brains

DECEMBER 20, 2023

Promoter Holdings 71.96% 53.07% FII Holdings 2.92% 4.52% Dividend Yield 0.46% 0.51% Future Plans Alkyl Amines – To continue sustainable growth by increasing market share & by introducing new products. To expand their capacity for aliphatic amines at the Kurkumbh & Patalganga sites with an investment of approximately 400 crores.

Planning 59

Planning Pharmaceutical Manufacturing Commission 59

Trade Brains

APRIL 24, 2023

By 2026, this figure is expected to more than double to 5-7 percent. Future Plans Of Schaeffler India Schaeffler is committed to being a part of India’s green energy plan of reducing carbon emissions by 45% by 2030. Coming to the CAPEX plans of the company, they are seeking to invest ₹1,500 crores in the next three years.

Planning 52

Planning Manufacturing Engineering Sales 52

Darrow Wealth Management

MARCH 29, 2024

This is a general communication should not be used as the basis for making any type of tax, financial, legal, or investment decision. These higher limits are scheduled to sunset in 2026. Tax and financial planning with stock options Not every individual with incentive stock options will have tax planning options to consider.

Taxes 104

Taxes Tax Planning Planning Wealth Management 104

Cordant Wealth Partners

AUGUST 16, 2024

Most recently, Intel announced layoffs impacting 15% of the workforce with a plan to cut $10 billion in total costs. Tax planning for a transition out of Intel is critical. If instead, you worked through the 15 th , the “year after retirement” would be 2026.

Planning 52

Planning Retirement Taxes Accounting 52

James Hendries

DECEMBER 11, 2022

Tax Planning – Have necessary steps been taken toward filing required business and individual tax returns, so they get filed on time? This act is set to expire January 1, 2026. Some example of STTBs are Financial Professionals, Law Firms, Accountants, Investment Managers, Medical Practices, and more. [i]

Planning 52

Planning Taxes Insurance Accounting 52

Carson Wealth

JUNE 17, 2024

Short-term earnings growth is important, but long-term earnings growth means even more for financial planning. Stocks are a long-term investment that can continue to provide returns above more conservative assets as long as companies can continue to grow earnings. All indices are unmanaged and may not be invested into directly.

Marketing 84

Marketing Marketing Valuation Economy 84

Trade Brains

SEPTEMBER 10, 2024

It targets $30 billion in exports by FY26 and $7 billion investment by FY28 for localization. million, forecasted to reach 5-7% of GDP by 2026, creating 3.2 Bajaj is rapidly expanding its EV network and plans to increase from 200 stores to 600 within the first half of the next fiscal year. Contributing 2.3% million jobs.

Planning 52

Planning Manufacturing Retail Marketing 52

Trade Brains

FEBRUARY 29, 2024

Industry Overview As per the Automobile Component Manufacturers Association (ACMA), India’s Component exports will reach USD 30 billion by 2026. Future Plans of Banco Products The Company has already begun product development to manufacture cooling & gasket sealing segments for the domestic & international markets.

Planning 59

Planning Manufacturing Marketing Marketing 59

Trade Brains

AUGUST 27, 2023

After that, we’ll race through the financials of the stock to arrive at future plans and growth avenues. CAGR growth over the next three years till 2026 as nations across the world put an emphasis on upgrading and adding new units to their weapon systems, aircraft, aerospace projects, etc. Lastly, a summary concludes the article.

Planning 52

Planning Manufacturing Engineering Government 52