Carson Wealth

JUNE 16, 2023

If that’s the case with your organization, you could be missing out on the benefits of a business valuation, which can provide a comprehensive understanding of your company’s financial standing and overall health. What Is a Business Valuation? A business valuation is far harder to conduct during a crisis.

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Valuation Business Planning Planning Consulting 52

Brown Advisory

MARCH 1, 2016

Present at the Creation: Early-Stage Venture Capital. Less than two years later, Palo Alto Networks purchased the company for $200 million—a more than 25-fold surge in valuation. From 2010 until 2015, the bull run in publicly traded equities led to a surge in valuations across the venture capital industry. Not necessarily.

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Valuation Investments Investing Clients 52

Brown Advisory

NOVEMBER 1, 2023

This Present is Accounted For: An Overview of Low-Basis Gifting Strategies achen Wed, 11/01/2023 - 11:20 After spending a career helping clients with tax and estate advice, I often see reminders and lessons about my job in the unlikeliest places. That was not the most interesting angle of the story for many readers.

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Accounting Taxes Assets Clients 52

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Weekly Market Insights: Stocks Hit New Highs On AI’s Promise Presented by Cornerstone Financial Advisory, LLC Stocks vaulted to new heights last week on the back of an artificial intelligence (AI) semiconductor company, marking investors’ belief that AI has the potential to transform the U.S.

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Ballast Advisors

SEPTEMBER 5, 2024

Navigating the complexities of estate planning can often feel like charting through uncharted waters, especially when it comes to handling assets, taxes, and ensuring one’s legacy is preserved according to their wishes. Inheritance Tax Planning Inheritance taxes, including estate and gift taxes, are pivotal in estate planning discussions.

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Cornerstone Financial Advisory

SEPTEMBER 25, 2023

Weekly Market Insights: Stocks End Summer With Gloomy News Presented by Cornerstone Financial Advisory, LLC Rising bond yields and fears of a government shutdown hammered stocks last week, with technology shares bearing the brunt of the retreat. This information is not intended to substitute for specific individualized tax advice.

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Cornerstone Financial Advisory

NOVEMBER 13, 2023

Weekly Market Insights: Stocks Rally Friday; Powell Cautious On Progress Presented by Cornerstone Financial Advisory, LLC A powerful Friday rally left stocks higher last week, extending the market’s early November gains. Even better, these donations may qualify for a tax deduction if you itemize the deductions and show proof of the donations.

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Cornerstone Financial Advisory

OCTOBER 9, 2023

Weekly Market Insights: Stocks Rally After Strong Jobs Report Presented by Cornerstone Financial Advisory, LLC A Friday rally overcame a shaky week, sending stocks mostly higher. This information is not intended to substitute for specific individualized tax advice. The Dow Jones Industrial Average slipped 0.30% for the week.

Marketing 105

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Cornerstone Financial Advisory

JANUARY 16, 2024

Presented by Cornerstone Financial Advisory, LLC Stocks pushed higher last week, led by big tech names and boosted by December inflation reports that were mixed but positive enough to shore up investor confidence in Fed rate cuts this year. Married filing jointly: Taxpayers who are married can file a joint tax return with their spouse.

Marketing 111

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Cornerstone Financial Advisory

FEBRUARY 19, 2024

Weekly Market Insights: Market Retreats On Inflation, Economic Reports Presented by Cornerstone Financial Advisory, LLC Stocks fell last week as investors reacted to disappointing inflation updates and other economic reports that fell short of estimates. Please discuss your specific tax issues with a qualified tax professional.

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Cornerstone Financial Advisory

OCTOBER 2, 2023

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. ” –John Steinbeck Who Can Deduct Car Expenses On Their Tax Returns?

Marketing 111

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Cornerstone Financial Advisory

JULY 10, 2023

Weekly Market Insights: Stocks Stumble With CPI On Deck Presented by Cornerstone Financial Advisory, LLC Rising concerns about further rate hikes sent stocks lower to kick off the second half of trading. The eligibility standards for using Free File depend on the tax partner, but they are usually based on income, age, and state residency.

Marketing 105

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Cornerstone Financial Advisory

OCTOBER 31, 2022

Presented by Cornerstone Financial Advisory, LLC. Did you know that the IRS has an app that makes it easy to check some things off your tax to-do list? Free File is a tax prep software for taxpayers whose 2021 total adjusted gross income was $73,000 or less. Get tax help. Using the app, you can: Check your refund status.

Marketing 105

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Cornerstone Financial Advisory

NOVEMBER 6, 2023

Weekly Market Insights: Stocks Rise, Jobs Cool Presented by Cornerstone Financial Advisory, LLC Stocks ripped higher last week on a dramatic retreat in bond yields triggered by easing inflation and a slowing labor market. These expenses can also impact your tax liability. The Nasdaq Composite index rocketed 6.61% higher for the week.

Marketing 105

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Cornerstone Financial Advisory

OCTOBER 23, 2023

Weekly Market Insights: Stocks Retreat Despite Solid Earnings Presented By Cornerstone Financial Advisory, LLC Rising bond yields and uncertainty over whether this was the close of the Fed’s rate-hike cycle dragged markets lower last week despite solid corporate earnings results.

Marketing 105

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Carson Wealth

JANUARY 25, 2024

By Ryan Egolf, EA, Senior Tax Planner If you or your children are in the college hunt, the prospect of paying for school could be disheartening given its alarming price tag. That could lead to less aid if your business has a high valuation. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

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Cornerstone Financial Advisory

SEPTEMBER 5, 2023

Weekly Market Insights: September Stocks Open In Positive Territory Presented by Cornerstone Financial Advisory, LLC Falling bond yields–spurred by weak economic data–helped lift stocks to weekly gains. ” – Aristotle Protect Your Tax Data Protecting your data is very important in today’s digital age.

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Cornerstone Financial Advisory

OCTOBER 16, 2023

Presented by Cornerstone Financial Advisory, LLC Stocks ended mixed last week amid the outbreak of hostilities in the Middle East and higher-than-expected inflation data. The right to pay no more than the correct amount of tax: You only pay what is legally due, including interest and penalties.

Marketing 105

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Cornerstone Financial Advisory

JANUARY 29, 2024

​ Weekly Market Insights: Excitement Around Big Tech Continues Presented by Cornerstone Financial Advisory, LLC Stocks continued their upward climb last week as excitement around big tech continued; positive economic reports stoked investors’ belief that the Federal Reserve has pulled off a soft landing. I sometimes feel that I am right.

Marketing 105

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Cornerstone Financial Advisory

NOVEMBER 27, 2023

Weekly Market Insights: Short Week Strong For Stocks Presented by Cornerstone Financial Advisory, LLC Investor enthusiasm for stocks remained strong last week, buoyed by declining bond yields in a holiday-abbreviated trading week. There are some important tax tips to know to set yourself up for success.

Marketing 105

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Cornerstone Financial Advisory

AUGUST 7, 2023

Weekly Market Insights: Stocks Raise White Flag To Bad News Presented by Cornerstone Financial Advisory, LLC Stocks retreated last week as bond yields increased following the Treasury’s announcement indicating “a larger-than-expected funding need” and a downgrade in the federal government’s debt rating.

Marketing 98

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Cornerstone Financial Advisory

AUGUST 1, 2022

Presented by Cornerstone Financial Advisory, LLC. Don’t Forget to Take Advantage of the Work Opportunity Tax Credit. The work opportunity tax credit is a federal tax credit for business owners that have hired individuals from target groups that would have otherwise faced significant barriers when looking for a job.

Marketing 104

Marketing Marketing Taxes Economics 104

The Big Picture

JANUARY 21, 2025

But that’s when the most amount of fascinating things happen and the most amount of opportunities present themselves. I think it’s very hard to say stocks are objectively cheap because all of these valuation metrics have, have become unreliable over the decades as the nature of the stock market has changed. Right, right.

Investing 147

Investing Investments Management Retirement 147

MarketWatch

FEBRUARY 16, 2023

H reported Thursday fourth-quarter profit that beat expectations by a wide margin, boosted by a noncash benefit of $250 million from the release of a valuation allowance on deferred taxes. Hyatt Hotels Corp. Net income of $294 million, or $2.69 Excluding nonrecurring items, adjusted earnings per share of $2.55 Total revenue of $1.59

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Cornerstone Financial Advisory

MARCH 18, 2024

Weekly Market Insights: Second Week Of Stock Retreat Presented by Cornerstone Financial Advisory, LLC Stocks fell for the second straight week on inflation concerns despite a report on consumer prices that was initially well received by investors. Consult a qualified tax expert for help. in February compared with a year earlier.

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Cornerstone Financial Advisory

NOVEMBER 20, 2023

Weekly Market Insights: November Rally Continues Presented by Cornerstone Financial Advisory, LLC Stocks extended their November rally last week as investors cheered lower-than-forecast inflation data. Did you know there are some tax considerations when starting a new hobby? The Nasdaq Composite index rose 2.37% for the week.

Marketing 105

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Darrow Wealth Management

OCTOBER 23, 2023

But first, it’s important to discuss the tax implications. Do you pay taxes on an inherited house? But typically, after inheriting the family home from a parent, the adult child[ren] beneficiaries will receive a step-up in basis for tax purposes. There are other angles when considering what to do after inheriting a house.

Taxes 92

Taxes Distribution Estate Planning Wealth Management 92

Cornerstone Financial Advisory

FEBRUARY 5, 2024

Weekly Market Insights: Investors Move Past Mixed Fed Message Presented by Cornerstone Financial Advisory, LLC Stocks pushed higher last week as investors cheered mega-cap tech corporate reports and a better-than-expected employment report. In addition, rental income may be subject to a net investment income tax.

Marketing 104

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Cornerstone Financial Advisory

MARCH 11, 2024

Weekly Market Insights: Markets Take A Breather After Mixed Week Presented by Cornerstone Financial Advisory, LLC Stocks were down for the week as investors appeared to take some profits and traders parsed Fed Chair Jerome Powell’s Congressional testimony. The information in this material is not intended as tax or legal advice.

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Cornerstone Financial Advisory

OCTOBER 30, 2023

Weekly Market Insights: Stocks Retreat On Cautious Earnings Reports Presented by Cornerstone Financial Advisory, LLC Amid a busy week of corporate earnings reports, stocks slumped on cautious earnings guidance, fears of higher interest rates, and growing anxiety over the increasing amount of Treasury bonds and notes coming to market.

Marketing 105

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Cornerstone Financial Advisory

MARCH 25, 2024

Weekly Market Insights: Fed Talk Boosts Stocks Presented by Cornerstone Financial Advisory, LLC Stocks posted their best week of the year, sparked by news that the dovish Fed decided to keep rates steady and signaled three rate cuts were still possible this year. The information in this material is not intended as tax or legal advice.

Marketing 105

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Cornerstone Financial Advisory

MARCH 4, 2024

Weekly Market Insights: Tech And AI Lead Another Advancing Week Presented by Cornerstone Financial Advisory, LLC Stocks extended their tech-led advance last week as signs of a resilient and still-enthusiastic consumer boosted momentum. Here’s How To Pay If you owe federal taxes, you must pay by the April deadline.

Marketing 101

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The Big Picture

AUGUST 20, 2024

And so in the 1990s, I developed the, the late 1980s, early 1990s, I developed a skillset around valuation, in particular discounted cash flow or residual income type models, along with a couple of peers out of the consulting industry. 00:04:02 That’s what value add software was originally. And so he was returning to Soros.

Assets 173

Assets Management Portfolio Marketing 173

Truemind Capital

APRIL 19, 2024

Indian equity benchmark BSE Sensex went up by only 2% due to already stretched equity valuations. Mid & small cap indices witnessed some correction after the SEBI expressed concerns regarding frothy valuations and nudged mutual funds to restrict inflows. European indices also saw decent returns.

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Cornerstone Financial Advisory

FEBRUARY 12, 2024

Create Digital Copies Of Important Documents: Most financial organizations, such as banks and insurance companies, provide digital copies of bank statements, tax returns, and insurance policies anyway, and keeping all these digital copies saved and organized is an excellent practice to get into.

Marketing 105

Marketing Marketing Economics Taxes 105

Trade Brains

SEPTEMBER 17, 2024

While investing in unlisted shares involves higher risks due to limited liquidity and transparency, they often provide more stable valuations. Additionally, we examine the impact of market trends, regulatory changes, and upcoming IPOs on these companies valuations and growth prospects. What are the tax implications for unlisted shares?

Financial Services 52

Financial Services Electronics Valuation Taxes 52

Brown Advisory

APRIL 18, 2018

Balancing Act | For Good Measure: How We Value Global Leaders achen Wed, 04/18/2018 - 11:03 Valuation is a critical component of active investment management, yet many investors restrict themselves to a very narrow view of valuation by focusing on simple metrics like the price/earnings (P/E) ratio.

Valuation 52

Valuation Portfolio Investments Investing 52