Abnormal Returns

APRIL 18, 2023

wsj.com) Economy New home sales have seemingly bottomed. abnormalreturns.com) Just in time for tax day, a custom indexing linkfest! newsletter.abnormalreturns.com) Mixed media Americans spend more time filling out their taxes than other countries. apnews.com) Why getting a tax refund may not be irrational.

Financial Advising 241

Financial Advising Taxes Media Economy 241

Mish Talk

NOVEMBER 29, 2022

Existing Home Sales Decline 9th Month, Down Another 5.9 Existing home sales from the National Association of Realtors via St. With the Fed rate hikes, Existing Home Sales Decline 9th Month, Down Another 5.9 Percent Existing Home Sales Crash Existing home sales are down 28.4% Existing home sales are down 31.7%

Sales 285

Sales Economics Consulting Economy 285

Abnormal Returns

NOVEMBER 6, 2023

riaintel.com) How to prep an RIA for sale. (fa-mag.com) papers.ssrn.com) Taxes A 2023 year-end tax planning guide. (citywire.com) Choreo is buying the wealth management business of BDO USA. investmentnews.com) M&A The RIA model continues to take share. fa-mag.com) Research into how RIAs grow.

Wealth Management 265

Wealth Management Retirement Planning Tax Planning Financial Advisor 265

The Big Picture

APRIL 11, 2024

In the 1960 and 70s, Merrill Lynch was bullish on America – they set their sales staff loose trying to sell the American dream to upper-middle class households. And even still, fund fees and taxes remained a major cost element. That powered the decades-long boom that came after the war. Lots of other active managers did well.

Commission 351

Commission Taxes Management Electronics 351

Abnormal Returns

MAY 8, 2023

riabiz.com) First Republic First Republic saw a wave of adviser departures prior to the sale to JP Morgan Chase ($JPM). thinkadvisor.com) The latest in advisortech news from April including the SEC's scrutiny of tax-loss harvesting systems. sciencedaily.com) How tax-adjusting a portfolio works in practice.

Wealth Management 246

Wealth Management Estate Planning Taxes Valuation 246

Abnormal Returns

MAY 21, 2023

nytimes.com) Taxes Tax filing companies are lining up against the IRS offering a free filing option. npr.org) Why the IRS is scrutinizing new claims for the employee tax retention credit. tker.co) The mix of light vehicle sales keeps shifting toward pickups and SUVs.

Financial Advising 242

Financial Advising Startup Taxes Financial Services 242

Abnormal Returns

JULY 9, 2023

crr.bc.edu) We are going to need a replacement for the gasoline tax. nytimes.com) How expanded child tax credits were used. awealthofcommonsense.com) Heavy truck sales are up some 15% year-over-year. (institutionalinvestor.com) Policy Why migrants are fleeing Florida. wsj.com) There is no Social Security trust fund to invest.

Financial Advising 246

Financial Advising Taxes Economy Media 246

The Big Picture

OCTOBER 18, 2022

We have discussed in the past why the actual purchase price of a home matters less than the monthly carrying costs: The sale price is somewhat abstract while homeowners must pay their monthly mortgage, utilities, HOA, and taxes.

Budgeting 363

Budgeting Economy Taxes Economics 363

Nerd's Eye View

NOVEMBER 4, 2024

This month's edition kicks off with the news that Holistiplan has announced the rollout of a new estate plan document extraction tool to stand alongside its highly popular tax return scanning tool – which highlights how advances in AI technology have allowed tools like Holistiplan to go beyond tax returns and scan nearly any kind of document (..)

Estate Planning 243

Estate Planning Planning Communication Taxes 243

Nerd's Eye View

MAY 31, 2024

House of Representatives and is now being considered in the Senate would increase the number of firms classified as “small entities” and would require the SEC to assess the impact of proposed regulation on this newly enlarged class of investment advisers (which tend to have fewer compliance staff and resources available compared to larger (..)

Financial Planner 238

Financial Planner Ethics Taxes Financial Advisor 238

Abnormal Returns

MAY 8, 2024

ofdollarsanddata.com) More people are paying capital gains taxes on their house sale. (humbledollar.com) Doing nothing is hard work. tonyisola.com) Housing Why young people are finding it difficult to buy a house. wsj.com) Just because your home town isn't on a 'top 10' list doesn't mean it isn't a nice place to live.

Retirement 274

Retirement Estate Planning Taxes Sales 274

Walkner Condon Financial Advisors

MAY 31, 2024

Breathe Easier Next Tax Season with These Planning Strategies Every year, most of us smile when we see April 15th in the rearview mirror. The completion of our tax returns being filed marks the beginning of a nine month period where we don’t need to think about funny acronyms and form numbers.

Taxes 105

Taxes Financial Advisor Tax Planning Distribution 105

Wealth Management

JULY 31, 2023

A recent gift tax case involving the founders of Firehouse Subs illustrates both the benefits and risks involved with this technique.

Taxes 98

Taxes Sales 98

Abnormal Returns

APRIL 24, 2023

thereformedbroker.com) Income tax withholdings are in decline. manufacturingdive.com) A case study in how influencers can drive sales of a product, i.e. Goli Apple Cider Vinegar Gummies. (ft.com) Don't discount Apple's ($AAPL) push into financial services. macworld.com) Twitter has stopped funding VCs it has committed to.

Marketing 265

Marketing Marketing Financial Advising Startup 265

Nerd's Eye View

JULY 7, 2023

Also in industry news this week: A recent survey indicates that a strong majority of financial advisory clients have maintained their trust in their advisors despite the investment market setbacks experienced last year A report from the SEC shows that a majority RIAs have mandatory arbitration clauses in their client agreements, a practice that has (..)

Financial Planner 246

Financial Planner Tax Planning Clients Valuation 246

The Big Picture

JULY 12, 2023

If its good REAL sales data and not just modeled opinion, it looks like it has a lot of potential use. I have not subscribed, but I have been playing around with the various tools, and they seem quite interesting. The key challenge, of course, is whether the underlying data from Zillow is worthwhile or not.

Sales 245

Sales Taxes Economy Marketing 245

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

The Big Picture

DECEMBER 11, 2023

I tracked the annual retail sales forecast as a twofold exercise: Avoid forecasts, as they are mostly wrong, and tend to lose investors’ money. That would mean retail gangs steal nearly 25% of total sales in San Francisco and Oakland combined, which amounted to around $15.5 Rachel Michelin, president of the California Retailers Assn.,

Retail 353

Retail Accounting Sales Numbers 353

Abnormal Returns

JUNE 8, 2024

Autos Bi-directional charging would be a big boost to EV sales. soda sales list. betterletter.substack.com) Taxes matter: the NHL edition. nytimes.com) Waymo is proving out the concept of autonomous cars in the Phoenix area. wsj.com) Edmunds top EV and hybrid vehicles for 2024.

Financial Advising 265

Financial Advising Transportation Startup Numbers 265

The Big Picture

FEBRUARY 12, 2023

Barron’s ) • How the Wealthy Save Billions in Taxes by Skirting a Century-Old Law : Congress outlawed tax deductions on “wash sales” in 1921, but Goldman Sachs and others have helped billionaires like Steve Ballmer see huge tax savings by selling stocks for a loss and then replacing them with nearly identical investments.

Taxes 278

Taxes Investments Investing Management 278

MainStreet Financial Planning

NOVEMBER 8, 2024

As December unfolds, it’s easy to overlook year-end tax planning amid the holiday hustle. However, dedicating a few moments now can lead to significant savings come tax season. To help you retain more of your hard-earned money and reduce your tax liability, consider these five strategic moves before the year concludes.

Taxes 83

Taxes Medical Consulting Education 83

Darrow Wealth Management

JULY 1, 2024

The 2017 Tax Cuts and Jobs Act (TCJA) brought sweeping changes to the tax code, impacting every taxpayer and business owner. Here’s a summary of the major tax law changes coming in 2026 and some steps individuals and business owners can take to prepare. For some, this may lead to more taxes paid on capital gains.

Taxes 89

Taxes Tax Planning Planning Estate Planning 89

The Big Picture

JUNE 27, 2024

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. The first thing I do when I look at any listed home for sale is to click more information and see how long the house has been listed. These houses aren’t really for sale.

Economics 321

Economics Budgeting Sales Media 321

A Wealth of Common Sense

AUGUST 8, 2024

Roth IRA himself, Bill Sweet, joined me again to discuss questions about credit unions vs. banks, how the wash sale rule works, student loan forgiveness vs. tax filing status, tax implications from the sale of a rental property and index funds vs. financial advisors.

Marketing 140

Marketing Marketing Financial Advisor Taxes 140

Nerd's Eye View

JANUARY 22, 2024

selling and trading) or on sales-oriented advice that centered on implementing insurance products. In the early days of wealth management, a financial advisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g.,

Financial Advisor 246

Financial Advisor Insurance Coverage Charitable Planning Estate Planning 246

Darrow Wealth Management

OCTOBER 28, 2024

Deciding how to allocate and invest the proceeds after the sale of your company is a big decision that requires careful planning. As you weigh what to do with money from the sale of a business, consider these key points. If you’re expecting a large cash windfall from a business sale, here’s how to consider what to do next.

Sales 83

Sales Taxes Estate Planning Retirement 83

The Big Picture

SEPTEMBER 20, 2022

Some Are Tax Traps. How Patagonia’s ownership bombshell changes the game for American business : Forget woke capitalism or some tax scheme. thru the company’s sale to Yahoo; angel investor Etsy + Tumblr. Wall Street Journal ) see also Municipal Bonds Suddenly Look Cheap. Wall Street Journal ). No, the U.S. Noahpinion ). •

Taxes 295

Taxes Banking Education Sales 295

Abnormal Returns

OCTOBER 27, 2024

msn.com) How big a disappointment are Apple ($AAPL) VIsion Pro sales? npr.org) How the alcohol lobby has kept higher taxes at bay. (humbledollar.com) Companies How did Boeing ($BA) go so wrong? wsj.com) Taiwan Semiconductor's ($TSM) Arizona plant is outperforming those in Taiwan. awealthofcommonsense.com) R&D spending in the U.S.

Financial Advising 294

Financial Advising Economics Media Taxes 294

Nerd's Eye View

SEPTEMBER 30, 2024

When it comes to focusing on a niche for financial advisors, business owner clients can be an appealing target as they can have complex financial planning problems ranging from cash flow management to tax planning to acquisition strategies. Ultimately, the key point is that for advisors who work with (or would like to work with!)

Financial Advisor 241

Financial Advisor Clients Financial Planning Tax Planning 241

Abnormal Returns

AUGUST 17, 2024

wired.com) Rising EV sales are putting a dent in gasoline tax receipts prompting a call for road taxes. Autos Hybrid pickup trucks are gaining momentum. politico.com) EVs are nearly silent. ICE cars are also getting quieter. ft.com) This company is turning classic cars into electric vehicles.

Ethics 264

Ethics Pharmaceutical Recruitment Financial Advising 264

Abnormal Returns

JUNE 18, 2023

msn.com) Cutting IRS funding reliably reduces overall tax revenue. newsletter.abnormalreturns.com) Mixed media The music industry is being upended by huge catalogue sales. (bloomberg.com) What the U.S. can learn from other countries' health systems including the need for universal coverage. Then check out our weekly e-mail newsletter.

Financial Advising 246

Financial Advising Media Government Taxes 246

A Wealth of Common Sense

APRIL 25, 2024

Bill Artzerounian joined me again this week to tackle questions about automating your finances, the tax implications of a company sale, how to offset RWM taxes and the pros and cons of a Roth 401k.

Marketing 141

Marketing Marketing Taxes Sales 141

MarketWatch

MAY 4, 2023

One key issue that needs to be settled is the tax rate for cannabis sales. The House measure calls for an 8% tax on cannabis sales with adjustments every two years, while the Senate proposes a fixed rate of 10%. The state’s current legislative session ends on May 22.

Sales 98

Sales Taxes Planning Marketing 98

The Big Picture

NOVEMBER 17, 2022

Electric Vehicles Start to Enter the Car-Buying Mainstream : While sales are still skewed toward affluent buyers, more people are choosing electric vehicles to save money. ( Cryptocurrency investors may need to act within the next few weeks to reduce their tax bill—and get ahead of an increasingly aggressive IRS ( Wall Street Journal ).

Recruitment 245

Recruitment Advertising Economics Sales 245

Darrow Wealth Management

JULY 30, 2024

For founders, employees, and executives with stock-based compensation, an 83(b) election can be a powerful tax planning tool. When you make an 83(b) election, you’re opting to pay tax on unvested shares now, instead of when the stock vests. In tax lingo, this is known as substantial risk of forfeiture.

Taxes 79

Taxes Tax Planning Startup Valuation 79

Million Dollar Round Table (MDRT)

OCTOBER 22, 2023

By Matt Pais, MDRT Content Specialist Even the most successful advisors appreciate the value of a good sales idea. These are a few favorites from MDRT members: Spread the knowledge “ Create a presentation on the recent updates in the insurance plans, pensions and taxes.

Sales 85

Sales Insurance Clients Taxes 85

Abnormal Returns

APRIL 20, 2023

thebasispoint.com) There are two real estate agents for every home sale. abnormalreturns.com) Just in time for tax day, a custom indexing linkfest! (restofworld.org) Housing Homebuilders aren't keeping up with demand. bloomberg.com) If mortgage rates fall, housing demand will surge. Then check out our weekly e-mail newsletter.

Financial Advising 246

Financial Advising Startup Media Portfolio 246