MainStreet Financial Planning

MAY 10, 2023

A few weeks ago, I had the pleasure of attending a gala fundraiser for one of my favorite nonprofit organizations, Junior Achievement. You may not be aware, but I worked for this same nonprofit for about 5 years before joining MainStreet. Here is a great way to value those items if you are eligible to take a tax deduction.

Nonprofit 98

Nonprofit Distribution Estate Planning Taxes 98

James Hendries

NOVEMBER 26, 2022

billion to nonprofits and community organizations on #GivingTuesday in 2021, a 6% increase from 2020. Ideally, at the beginning of every year – with your financial professional – you would map out a plan to maximize the tax benefits of your giving. And according to GivingTuesday.org, the giving in the U.S. alone totaled $2.7

Charitable Planning 52

Charitable Planning Nonprofit Taxes Planning 52

The Big Picture

MARCH 4, 2025

So taxes and bonds for sure. So kind of an, you know, easy transition taxes and bonds to, to corporate bonds. Barry Ritholtz : And, and just for the youngsters listening, 25 or so years ago, high rated municipal tax free bonds were yielding five, 6% maybe more, maybe Melissa Smith : More.

Banking 130

Banking Economy Startup Marketing 130

The Big Picture

AUGUST 15, 2023

So for a taxable investor, hedge funds generally aren’t tax efficient. And when you look at the assets that are invested, the three trillion in hedge funds, I would guess that north of 90% of that are in institutions that don’t pay taxes. The other is, it was a fascinating exercise to see how the media works.

Management 130

Management Investing Investments Government 130

The Big Picture

MAY 21, 2023

We collect a much smaller share of our GDP in taxes every year. ( Slate ) • Conservative pundits are increasingly open about who they think should be killed : Right-wing media cheer DeSantis’ expansion of the death penalty and try to justify the extrajudicial homicide of Jordan Neely.

Insurance 299

Insurance Healthcare Nonprofit Ethics 299

The Big Picture

AUGUST 8, 2022

Section 230 is a big regulation that tech companies get to use to say, we’re not a media company and we’re not responsible for misinformation. RITHOLTZ: In other words, you’re a platform not a creator of original media context. They thought search should be run as a nonprofit in the academic domain.

Banking 204

Banking Government Insurance Taxes 204

The Big Picture

AUGUST 29, 2022

And so I’m a big fan of “I don’t know” in general, but it doesn’t really play well in the media. BALCHUNAS: Or a coop almost, yeah, or a nonprofit. BALCHUNAS: … a couple trillion stuck in there because of taxes. That’s why I almost think like usually if you really (inaudible) adulation, you go into the media, entertainment.

Assets 173

Assets Management Marketing Marketing 173