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The Return Of IAR Ethics CE Day And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

interest rates, and relatively little new tax legislation (yet). Additionally, the upcoming Kitces Value Summit, coming December 12 , 2024, will tackle how real advisors provide and communicate their ongoing value to their clients.

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Massachusetts ‘Millionaires’ Tax Applies to Sudden Wealth Events

Darrow Wealth Management

In November 2022, proponents of the Massachusetts ‘millionaires’ tax (question 1) won their bid to nearly double the income tax rate on individuals with taxable income over $1M a year. As proposed, the new legislation would increase these tax rates to 9% and perhaps even 16% , respectively, starting in 2023.

Taxes 91
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Weekly Market Insights – February 26, 2024

Cornerstone Financial Advisory

WDAY), Zoom Video Communications, Inc. (ZM) ” – August Wilson Be On Alert For IRS Scams This tax season, the IRS expects an uptick in tax-related scams. Demand that you immediately pay your taxes over the phone. This information is not intended to be a substitute for specific, individualized tax advice.

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Weekly Market Insights – February 5, 2024

Cornerstone Financial Advisory

” – Jim Rohn Vacation Home Rentals If you receive money for the use of your primary residence, you may have to report this rental income on your tax return; this means that the “vacation home rental” classification can apply to your home, even if you don’t own multiple short-term rental properties. a Registered Investment Advisor.

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Weekly Market Insights – February 19, 2024

Cornerstone Financial Advisory

Here’s How It May Affect Your Taxes Taxpayers who work in the gig economy may benefit from a better understanding of how their work affects their taxes. Taxpayers who work in the gig economy may benefit from a better understanding of how their work affects their taxes. a Registered Investment Advisor.

Marketing 105
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Weekly Market Insights – October 23, 2023

Cornerstone Financial Advisory

This Week: Companies Reporting Earnings Tuesday: Microsoft Corporation (MSFT), General Electric Company (GE), Verizon Communications, Inc. (VZ), Lastly, it’s important to remember to pay the correct taxes on this income throughout the year to manage owing additional taxes when you file. VZ), Alphabet, Inc.

Marketing 105
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Weekly Market Insights – March 18, 2024

Cornerstone Financial Advisory

You must include all capital gains in your income, and you may be subject to the Net Investment Income Tax if your income is above certain amounts. Consult a qualified tax expert for help. The IRS allows you to deduct capital losses on the sale of investment property. a Registered Investment Advisor.

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