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 ). By any measure, we still have an enormous number of unfilled positions. Then came the pandemic, and a huge federal worker subsidy.

Medicine 331

Medicine Numbers Food Insurance 331

Nerd's Eye View

OCTOBER 4, 2023

People often talk about "the economy" as a single entity whose parts move in unison, with a small number of key indicators (such as GDP, the unemployment rate, and inflation) moving reliably in relation to each other. And even though U.S.

Valuation 246

Valuation Economics Economy Marketing 246

Nerd's Eye View

DECEMBER 25, 2023

We start with several articles on retirement planning: Data showing where American retirees currently stand, from their average net worth to how they spend each hour of the day How, according to a recent study, delaying Social Security benefits typically leads to greater lifetime wealth than claiming benefits early in order to reduce portfolio withdrawals (..)

Financial Advisor 246

Financial Advisor Insurance Financial Planner Clients 246

Nerd's Eye View

MAY 12, 2023

Also in industry news this week: Why industry groups representing investment advisers and others have blasted an SEC proposal that would significantly expand its Custody Rule A new study suggests that organic client growth and profit margins are the key factors driving RIA valuations, with the firm’s affiliation model having little to no impact (..)

Financial Planner 246

Financial Planner Clients Tax Planning Food 246

The Big Picture

DECEMBER 11, 2023

There are many sources of “Shrinkage” of inventory, and while there is some debate as to the largest sources, they look something like this: Employee theft : It’s the number one source of shrinkage. (My billion in 2019, according to the state agency that tracks sales tax. My experience: it is often uinderreported by companies).

Retail 353

Retail Accounting Sales Numbers 353

The Big Picture

FEBRUARY 17, 2023

Slate ) • Guess Who Loses After Florida and Texas Bar ESG Banks? Banning Wall Street’s biggest municipal bond underwriters has foisted a hidden tax on their residents totaling hundreds of millions of dollars. They have each other’s phone numbers. Here’s your investing playbook.

Math 290

Math Advertising Food Retail 290

Integrity Financial Planning

FEBRUARY 3, 2023

With the new year in full swing, tax season is just around the corner. Filing federal income taxes can be a long and complicated process, and mistakes are bound to happen here and there. As many of us know, these small mistakes can cost you big in tax returns and penalties. Is the Standard Deduction Right for You?

Taxes 82

Taxes Math Accounting Numbers 82

Calculated Risk

MAY 29, 2023

GDP projections of Federal Reserve Governors and Reserve Bank presidents, Change in Real GDP 1 Projection Date 2023 2024 2025 Mar 2023 0.0 And on unemployment: Unemployment projections of Federal Reserve Governors and Reserve Bank presidents, Unemployment Rate 2 Projection Date 2023 2024 2025 Mar 2023 4.0 2) Significant policy error.

Sales 363

Sales Economy Banking Economics 363

The Big Picture

JUNE 27, 2024

Most of us get paid by a direct deposit into our bank account. If they get a 7% increase in wages, they see a modest increase in their direct deposit of after FICA, federal and state withholding taxes, 401K, etc. For most of us who are not regularly crunching the numbers in spreadsheets, it may not feel that way.

Budgeting 321

Budgeting Economics Sales Media 321

Abnormal Returns

OCTOBER 23, 2023

on.ft.com) States are looking to pay for roads as EVs drag down gasoline taxes. theatlantic.com) Why airlines are banking on sustainable aviation fuel to decarbonize. wsj.com) On the relationship between the number of children you have and longevity. EVs Solid-state batteries would upend the EV calculus.

Food 264

Food License Financial Advising Transportation 264

Carson Wealth

OCTOBER 24, 2024

Taxes One of the biggest financial considerations for Americans retiring abroad is understanding how taxes will work. is one of the few countries that taxes its citizens on worldwide income, regardless of where they reside. tax return every year. To avoid double taxation — paying taxes both in the U.S.

Retirement 143

Retirement Healthcare Taxes Medical 143

Carson Wealth

JANUARY 25, 2023

Mike Valenti, CPA, CFP ® , Director of Tax Planning Tom Fridrich, JD, CLU, ChFC ® , Senior Wealth Planner It’s January, so it’s officially tax season! One of the most common client questions heard by tax preparers is, “So, what do you need from me?” This can result in additional tax owed, plus penalties and interest.

Taxes 98

Taxes Medical Distribution Accounting 98

Walkner Condon Financial Advisors

MARCH 16, 2023

Over the weekend, we learned that Silicon Valley Bank and two other banks failed and were taken over by the Federal Deposit Insurance Corporation (FDIC). These are the first bank failures since 2020 and three of the 563 that have taken place since 2001 ( [link] ). This insurance covers most individual depositors.

Banking 98

Banking Insurance Assets Startup 98

Harness Wealth

FEBRUARY 5, 2025

The rise of remote work and digital nomadism has made FEIE a common tax minimization strategy for Americans living abroad. What is the Foreign Tax Credit (FTC)? Financial and lifestyle considerations of living abroad The importance of professional tax advice for expats FAQs about the FEIE What is the Foreign Earned Income Exclusion?

Taxes 52

Taxes Compliance Accounting Government 52

MazumaBusinessAccounting

MAY 31, 2022

Have you ever wondered how long to keep important financial records such as receipts, bank statements, and credit card bills? Remember, the IRS recommends keeping tax-related documents for at least six years. You’ll want to keep utility payment receipts, bank withdrawals, and deposit slips until you receive your monthly statements.

Certification 98

Certification Taxes Medical Accounting 98

Harness Wealth

FEBRUARY 19, 2025

Many shell companies are often used to shield illicit activities such as money laundering, tax evasion, and terrorist financing. and have reported more than $5 million in gross receipts or sales on their previous year’s tax return. Get started Harness makes it easy to find tax and financial advisors best suited to your needs.

Taxes 52

Taxes Financial Advisor Consulting Certification 52

The Big Picture

AUGUST 8, 2022

It turns out their business model is a little similar to the way the banking industry has managed to capture a lot of regulators and continue to operate fairly freely without this sort of regulation and capital requirements and equity requirements that would make banking safer. RITHOLTZ: Sure. They hate equity with this fashion.

Banking 204

Banking Government Insurance Taxes 204

The Big Picture

MAY 9, 2023

He co-chairs a number of the asset management investment committees. Investment banks were not really a known concept in the area where I grew up. So how do you then go from tax and audit practice to finance and investing? I lined up a bunch of job interviews with a variety of banks. So I got to know banks a little bit.

Assets 299

Assets Clients Investments Investing 299

Harness Wealth

OCTOBER 24, 2024

What do you need to optimally complete and file your taxes? This article covers a comprehensive list of the most common forms, documents, and information needed to file taxes. If you need a cheat sheet, download our 1-page tax prep checklist. Use this tax prep checklist as a tool to save time ahead of tax filing.

Taxes 52

Taxes Insurance Insurance Coverage Medical 52

The Big Picture

JANUARY 21, 2025

I was born in London and when I was three and a half, my father got a job for the World Bank in Washington DC So we all moved to Washington DC Then just before my 10th birthday, my father was posted to Bangladesh for four years. And a, a number of things happened. Where, where did you grow up? Jonathan Clements : Both places.

Investments 147

Investments Investing Management Retirement 147

Brown Advisory

JANUARY 20, 2023

Don't get an "F" on FBAR ajackson Fri, 01/20/2023 - 13:43 We work with many clients to develop smart, flexible tax strategies; such strategies are essential to align their tax, investment and wealth preservation plans. A common tax obstacle faced by many of our U.S. A common tax obstacle faced by many of our U.S.

Accounting 100

Accounting Compliance Taxes Banking 100

Clever Girl Finance

NOVEMBER 16, 2022

Or how long should you keep bank statements? IRA contribution statements for non-deductible contributions to prove that you paid taxes. Having this documentation is necessary to avoid tax implications due to errors or misfiling. Your social security card, with your social security number, is extremely important to have.

Certification 105

Certification Taxes Insurance Banking 105

Cornerstone Financial Advisory

OCTOBER 28, 2024

On Tuesday, Standard & Poor’s reported that the number of stocks above their 20-day moving average fell to nearly 50 percent. Food for Thought… “ Keep your thoughts free from hate, and you need have no fear from those who hate you.” – George Washington Carver Tax Tip… Is Your Office in a Historic Building?

Marketing 52

Marketing Marketing Taxes Economics 52

Abnormal Returns

DECEMBER 26, 2024

indianacapitalchronicle.com) Why is the World Bank once again funding giant dam projects? apnews.com) How sea otters can keep down the number of invasive green crabs. swissinfo.ch) Sports Three MLB teams paid the vast majority of the league's luxury tax payments. nytimes.com) The expanded Big Ten is an environmental bummer.

Media 147

Media Medical Food Banking 147

Carson Wealth

MARCH 26, 2024

By Mike Valenti, CPA, CFP®, Director,Tax Planning LLCs can provide legal protections and a level of anonymity, either or both of which can be beneficial for business owners, investors, and others with valid intentions. Every business covered under the law must report the following information.

License 129

License Tax Planning CFP Taxes 129

Abnormal Returns

MARCH 9, 2023

economist.com) Why Silicon Valley Bank ($SIVB) is spiraling. etf.com) The Vanguard Short-Term Tax-Exempt Bond ETF ($VTES) has launched. axios.com) The number of open construction jobs has fallen dramatically. (npr.org) Finance U.S. exchanges continue to dominate when it comes to new listings. semafor.com) The U.S.

Financial Advising 130

Financial Advising Manufacturing Management Media 130

Carson Wealth

DECEMBER 10, 2024

With careful planning, you may be able to reduce your tax bill or optimize the impact of your estate. Donating assets that have appreciated in value can unlock additional funds for charity and even reduce your tax liability if IRS requirements are met. But there are also financial benefits that can go along with charitable giving.

Taxes 52

Taxes Distribution Financial Advisor Assets 52

Darrow Wealth Management

MAY 6, 2024

But your parents may have kept them at home or in a bank security deposit box. As the executor, you’ll need to open an estate account An estate account is a bank account that’s set up to pay expenses and receive income owed to your deceased parent while the estate is settled. A real estate tax lien can delay closing.

Estate Planning 100

Estate Planning Distribution Accounting Valuation 100

Million Dollar Round Table (MDRT)

FEBRUARY 16, 2025

Low value: I dont have a personal relationship; I am just a number. Years ago, a bank president shared that complaint. You must have had the experience of calling the power company, bank or credit card company only to go through a telephone tree or sit on hold. He was unhappy with the service.

Clients 68

Clients Banking Financial Advisor Investing 68

The Big Picture

SEPTEMBER 12, 2022

It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned. It was at Bank One, at the time. I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. I was econ and kind of geeky.

Clients 299

Clients Wealth Management Banking Investments 299

The Big Picture

NOVEMBER 26, 2024

But ETFs had this core advantage, which were they were lower cost, they were more tax efficient, they were easier to use. The funds are audited by big four auditors in our case it’s KPMG They’re administered by firms like Bank of New York. And over time, the world woke up to the reality. You can see it before your eyes.

Investing 147

Investing Investments Assets Retail 147

Abnormal Returns

OCTOBER 23, 2023

EVs States are looking to pay for roads as EVs drag down gasoline taxes. theatlantic.com) Why airlines are banking on sustainable aviation fuel to decarbonize. nytimes.com) On the relationship between the number of children you have and longevity. wsj.com) How the war on the 'war on cars' became a rallying cry.

Financial Advising 113

Financial Advising Transportation Media Food 113

MainStreet Financial Planning

MARCH 29, 2023

High yield savings accounts This type of savings account offers higher interest rates on deposits than local banks. Most offer easy online access and most don’t have a physical bank location or ATMs. Transfers between banks are easy to set up but can take a little longer – typically 24 to 48 hours. Your net yield would be 4.61%.

Certification 97

Certification Accounting Banking Insurance 97

Zajac Group

JANUARY 24, 2025

IPOs or mergers and acquisitions (M&As) take timeand they can be delayed or disrupted for any number of reasons. Your advisor should be able to provide you with an updated net worth projection and tax liability projection, as well as take a look at your portfolios overall diversification. Another downside to consider?

Taxes 52

Taxes Portfolio Investments Investing 52

Clever Girl Finance

SEPTEMBER 13, 2022

To find out how much you need to save for your 12-month emergency fund, you’ll need to calculate your basic expenses for the month and multiply that number by 12. Now don’t let that number overwhelm you. Car accidents, deadly viruses, sports injuries - there are a number of unexpected things that can affect your well-being.

Accounting 105

Accounting Budgeting Numbers Taxes 105

Cornerstone Financial Advisory

JANUARY 8, 2024

The interactive tax assistant tool can also help to determine your filing status and any relevant credits you should (or should not) claim. Incorrect bank account information: If you opt to receive your refund via direct deposit, provide the correct bank account information. How many times will he have to paint the number 8?

Marketing 98

Marketing Marketing Taxes Economics 98

Trade Brains

JULY 8, 2023

Utkarsh Small Finance Bank IPO Review : Utkarsh Small Finance Bank Limited is coming up with its Initial Public Offering. In this article, we will look at the Utkarsh Small Finance Bank IPO Review 2023 and analyze its strengths and weaknesses. This means the number of defaults in FY23 was less. Keep reading to find out!

Banking 52

Banking Insurance Coverage Accounting Insurance 52