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What Documents You Should Provide to Your Tax Preparer

Carson Wealth

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.

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Weekend Reading For Financial Planners (June 8-9)

Nerd's Eye View

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

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Bharat Electronic’s Growth Story: Will a ?76,000 Crore Order Book Propel Future Success?

Trade Brains

Bharat Electronics: In the budget plan for the year 2023-24, the government increased the money allocated for defense to ₹5.94 The government owns the majority of BEL, holding 51.14% of its shares. Their product expertise spans Radar and Fire Control Systems, Weapon Systems, Communication, Electronic Warfare Systems, and more.

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Weekly Market Insights – October 2, 2023

Cornerstone Financial Advisory

Weekly Market Insights: Bond Yields Rise; Government Shutdown Looms Presented by Cornerstone Financial Advisory, LLC Rising bond yields and government shutdown fears left stocks in mostly negative territory for the week. But the rally faded as traders fixated on a potential government shutdown.

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The QSBS Tax Exemption: A Valuable Benefit for Startup Founders and Builders

Brown Advisory

The QSBS Tax Exemption: A Valuable Benefit for Startup Founders and Builders ajackson Tue, 10/12/2021 - 08:00 The Qualified Small Business Stock (QSBS) tax exemption may allow you to avoid 100% of the capital gains taxes incurred when you sell a stake in a startup or small business. Another section of the IRC, Sec.

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The QSBS Tax Exemption: A Valuable Benefit for Startup Founders and Builders

Brown Advisory

The QSBS Tax Exemption: A Valuable Benefit for Startup Founders and Builders. The Qualified Small Business Stock (QSBS) tax exemption may allow you to avoid 100% of the capital gains taxes incurred when you sell a stake in a startup or small business. The 1045 Rollover: Additional flexibility for the QSBS tax exemption.

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529 Plans And The New Tax Code

Brown Advisory

529 Plans And The New Tax Code ajackson Tue, 07/17/2018 - 11:30 You Can Now Use 529s for K-12 Costs—But Should You? The cost of college is growing at an astronomical rate, and Section 529 plans have long helped individuals and families grow assets earmarked for education in a tax-efficient manner.

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