Trade Brains

APRIL 9, 2023

We will cover different types of ratios like valuation ratios, profitability ratios, liquidity ratios, efficiency ratios, and debt ratios. Valuation ratios are relative and are generally more helpful in comparing the companies in the same sector (apple to apple comparison). EV/EBITDA This is a turnover valuation ratio.

Valuation 98

Valuation Assets Sales Numbers 98

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Nvidia’s market cap rose by $277 billion on the news, pushing it to a $2 trillion valuation. It should not be considered a solicitation for the purchase or sale of any company connected with AI. 3,4 This Week: Key Economic Data Monday: New Home Sales. Demand that you immediately pay your taxes over the phone.

Marketing 105

Marketing Marketing Economics Taxes 105

Harness Wealth

OCTOBER 5, 2024

Key Takeaways: A secondary sale allows private company shareholders, such as employees or early investors, to sell their shares to third-party buyers. It’s key to understand the tax implications of a secondary sale of private company stock. Table of Contents: What Is a Secondary Sale? How Does a Secondary Sale Work?

Startup 52

Startup Sales Taxes Consulting 52

Darrow Wealth Management

MAY 6, 2024

Later in the process you’ll work with the attorney to discuss what assets may potentially need a valuation. A real estate tax lien can delay closing. Discuss eligibility for a federal capital gain exclusion on the sale of the home with your CPA. Depending on your state, there may be state estate and/or inheritance tax due.

Estate Planning 87

Estate Planning Distribution Valuation Taxes 87

Cornerstone Financial Advisory

DECEMBER 26, 2023

in November, reaching levels not seen since May, while existing home sales rebounded 0.8%, reversing five straight months of declines. Existing home sales have been hurt by low inventory since many homeowners with low-rate mortgages are hesitant to move and take on a higher-rate mortgage. New home construction rose 14.8% Armed Forces.

Taxes 105

Taxes Investment Advisor Sales Investments 105

Cornerstone Financial Advisory

MARCH 18, 2024

Retail sales, also reported on Thursday, were disappointing, rising less than expected and adding to the inflation angst. Existing Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. Consult a qualified tax expert for help. in February, more than the expected 0.3%

Marketing 105

Marketing Marketing Taxes Economics 105

Darrow Wealth Management

MARCH 24, 2024

6 tax strategies for incentive stock options and AMT Triggering the alternative minimum tax isn’t the end of the world, but you don’t want to do it by accident. Exercise ISOs early in the year to manage or avoid AMT To get long-term capital gains tax treatment, you need to hold ISOs through the end of the year of exercise.

Taxes 52

Taxes Tax Planning Planning Financial Advisor 52

Cornerstone Financial Advisory

JANUARY 16, 2024

Wednesday: Retail Sales. Friday: Existing Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. Married filing jointly: Taxpayers who are married can file a joint tax return with their spouse. We suggest you discuss your specific tax issues with a qualified tax professional.

Marketing 111

Marketing Marketing Taxes Economics 111

Diamond Consultants

JUNE 1, 2023

Here are 3 valuation scenarios to address that curiosity. Focus Financial Partners, the largest investor in the independent space, is being taken private at a $7B valuation. Prolific RIA acquirer CI Financial recently monetized a stake in their business at a $5B valuation. Those are some eye-popping numbers.

Valuation 98

Valuation Recruitment Retirement Distribution 98

Cornerstone Financial Advisory

FEBRUARY 19, 2024

But stocks regained some momentum on Wednesday and rallied Thursday despite disappointing reports on both retail sales and industrial production for January. Existing Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. 4 This Week: Key Economic Data Tuesday: Leading Indicators.

Marketing 105

Marketing Marketing Taxes Economics 105

Harness Wealth

FEBRUARY 26, 2023

Cost-saving tax planning can be much more difficult to implement after your company is well-established and has reached the stage where an IPO, merger, or acquisition becomes a likely event. The first three options are pass-through entities, so profits and losses are distributed to the owners who are taxed on them.

Tax Planning 52

Tax Planning Startup Taxes Planning 52

Cornerstone Financial Advisory

MARCH 25, 2024

The rally continued through Thursday, boosted further by news that existing home sales rose 9.5 4,5 This Week: Key Economic Data Monday: New Home Sales. Pending Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. percent in February. Tuesday: Durable Goods Orders.

Marketing 105

Marketing Marketing Taxes Economics 105

Darrow Wealth Management

DECEMBER 5, 2022

Donating appreciated stock to charity can be a great way to give back and reduce your tax bill. Taxpayers who itemize get a tax deduction for the market value of the stock. Unlike regular stock sales, when giving stock, there’s no capital gain. If you want to make a gift for the 2022 tax year – act now.

Taxes 83

Taxes Wealth Management CFP Valuation 83

Cornerstone Financial Advisory

OCTOBER 23, 2023

Despite worries of a struggling consumer, consumers increased their spending as retail sales rose 0.7% Existing home sales were weak, falling 2.0% Existing home sales are on track to record their slowest year since 2011. Wednesday: New Home Sales. in September–well above the forecast of a 0.3% Housing starts rebounded 7.0%

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

DECEMBER 18, 2023

A solid retail sales number, which reflected a strong consumer and supported the soft landing thesis, also boosted enthusiasm. Existing Home Sales. New Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. increase over October and a year-over-year increase of 3.1%.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

SEPTEMBER 25, 2023

New Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. Some taxpayers may itemize their deductions to manage their adjusted gross income. Taxpayers can subtract tax credits from the total amount of tax they owe. in the fourth quarter, down from June’s 3.9%

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

JANUARY 2, 2024

It should not be considered a solicitation for the purchase or sale of the securities. ” – Bertrand Russell Need Last Year’s Tax Returns? Help is available for taxpayers who need tax information for prior years but still need to keep copies of their returns. This is often the easiest way to get a copy of your tax returns.

Taxes 104

Taxes Investment Advisor Numbers Investments 104

Cornerstone Financial Advisory

OCTOBER 16, 2023

5 This Week: Key Economic Data Tuesday: Retail Sales. Thursday: Existing Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. The right to pay no more than the correct amount of tax: You only pay what is legally due, including interest and penalties. Industrial Production.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 11, 2024

Retail Sales. It should not be considered a solicitation for the purchase or sale of the securities. State and local income tax refunds may be taxable and should be reported on your federal taxes. If a policy is surrendered prematurely, the policyholder may also pay surrender charges and have income tax implications.

Marketing 103

Marketing Marketing Insurance Taxes 103

Darrow Wealth Management

OCTOBER 21, 2024

Here’s more on what happens to employees with equity after a merger, acquisition, or sale of a company. When unexercised ISOs are cashed out at closing, it’s considered a cancellation of stock options for tax purposes, not a disqualifying disposition. This is important, as the former will be subject to payroll tax.

Wealth Management 104

Wealth Management Taxes Planning Media 104

Cornerstone Financial Advisory

JANUARY 29, 2024

It should not be considered a solicitation for the purchase or sale of the securities. ” – Albert Einstein Couples Who Work Together, Tax Together As more households decide to start a business, many couples learn about the tax responsibilities related to such businesses. “I believe in intuitions and inspirations.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

NOVEMBER 6, 2023

The combination on Wednesday of the Fed’s decision to keep rates unchanged, which accompanied dovish comments from Fed Chair Powell, and a reassuring Treasury announcement on future bond sales, sparked a third straight day of gains. It should not be considered a solicitation for the purchase or sale of the securities.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

NOVEMBER 20, 2023

The rally paused in the final days of trading as stocks digested their gains and investors assessed weak retail sales and industrial production reports and a rise in continuing jobless claims. 6 This Week: Key Economic Data Tuesday: Existing Home Sales. Did you know there are some tax considerations when starting a new hobby?

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 4, 2024

3,4 This Week: Key Economic Data Monday: Motor Vehicle Sales. It should not be considered a solicitation for the purchase or sale of the securities. Here’s How To Pay If you owe federal taxes, you must pay by the April deadline. Remember, if you get an extension to file your taxes, payment is still due by the April deadline.

Marketing 101

Marketing Marketing Economics Taxes 101

Cornerstone Financial Advisory

FEBRUARY 12, 2024

Retail Sales. It should not be considered a solicitation for the purchase or sale of the securities. Document Valuables: Documenting valuables makes it easier to claim insurance and tax benefits after a natural disaster. This tax tip is for informational purposes only and is not a replacement for real-life advice.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

NOVEMBER 27, 2023

This Week: Key Economic Data Monday: New Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. There are some important tax tips to know to set yourself up for success. This information is not intended to substitute for specific individualized tax advice. Jobless Claims.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

OCTOBER 9, 2023

It should not be considered a solicitation for the purchase or sale of the securities. The Internal Revenue Service (IRS) has a handy tool called the Tax Withholding Estimator, which can help you manage having too much or too little tax withheld from your wages. (PNC), BlackRock, Inc.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

OCTOBER 2, 2023

It should not be considered a solicitation for the purchase or sale of the securities. ” –John Steinbeck Who Can Deduct Car Expenses On Their Tax Returns? Can you deduct expenses such as gas, depreciation, and lease payments on your tax returns? The information in this material is not intended as tax or legal advice.

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

DECEMBER 11, 2023

Thursday: Retail Sales. It should not be considered a solicitation for the purchase or sale of the securities. “The whole fun of living is trying to make something better” – Charles Kettering Tax Tips For Children Or Grandchildren With Part-Time Job Many of us have kids or grandkids who work part-time.

Marketing 98

Marketing Marketing Taxes Economics 98

Cornerstone Financial Advisory

FEBRUARY 5, 2024

It should not be considered a solicitation for the purchase or sale of the securities. For tax purposes, it’s critical to divide the expenses of a property into personal and business purposes. In addition, rental income may be subject to a net investment income tax. (PM) Friday: PepsiCo Inc.

Marketing 104

Marketing Marketing Taxes Economics 104

Cornerstone Financial Advisory

JULY 10, 2023

It should not be considered a solicitation for the purchase or sale of the securities. ” – Maya Angelou IRS Program Helps Seniors Prepare Taxes The Internal Revenue Service (IRS) has a tool called Free File, which offers online tax preparation, direct deposit of refunds, and electronic filing choices.

Marketing 105

Marketing Marketing Taxes Economics 105

Darrow Wealth Management

SEPTEMBER 7, 2023

Pros and cons of exercising stock options in a pre-IPO window If you are new to the tax implications and basics about exercising stock options, please read this article first. Unfortunately, for those tax savings to materialize, the post-IPO stock price at sale must be considerably more than the pre-IPO valuation at exercise.

Wealth Management 73

Wealth Management Taxes Tax Planning Valuation 73

Cornerstone Financial Advisory

OCTOBER 31, 2022

It should not be considered a solicitation for the purchase or sale of the securities. 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.

Marketing 105

Marketing Marketing Economics Taxes 105

Walkner Condon Financial Advisors

MAY 1, 2023

ISOs and NQSOs differ in how they are treated from a tax perspective at exercise and upon the disposal (sale) of the stock. RSUs are taxed as compensation income upon vesting (with one exception of deferring the taxation using an 83(i) election , if eligible to do so). Reminder: RSU is taxed as compensation income at vesting.

Taxes 98

Taxes Startup Planning Valuation 98

Cornerstone Financial Advisory

JANUARY 8, 2024

It should not be considered a solicitation for the purchase or sale of the securities. The interactive tax assistant tool can also help to determine your filing status and any relevant credits you should (or should not) claim. This information is not intended to substitute for specific individualized tax advice.

Marketing 98

Marketing Marketing Taxes Economics 98

Cornerstone Financial Advisory

NOVEMBER 13, 2023

Retail Sales. It should not be considered a solicitation for the purchase or sale of the securities. Even better, these donations may qualify for a tax deduction if you itemize the deductions and show proof of the donations. This information is not intended to substitute for specific individualized tax advice.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

DECEMBER 4, 2023

Investors also welcomed news of solid spending in early holiday sales reports. It should not be considered a solicitation for the purchase or sale of the securities. Did you know that if you are receiving Social Security benefits, you may have to pay federal income tax on a portion of these benefits?

Marketing 105

Marketing Marketing Taxes Economics 105