Rate normalization and the return of risk
Conditions are ripe for the yield curve to continue to normalize as the long end moves to a range between 4% and 4.25%.
Resources
Search Results
Slowing U.S. EV sales, high manufacturing costs will drive search for efficiency
Slowing U.S. EV sales and high manufacturing costs will drive search for efficiency.
Don’t miss the January 16th deadline for final 2023 quarterly estimated tax payments
Time is ticking towards the January 16th deadline for the final 2023 quarterly estimated tax payments. Don’t let this date slip by unnoticed!
U.S. income and spending see strong gains as year nears an end
November had a 0.4% increase in nominal income and spending, while inflation-adjusted spending advanced at a 0.3% pace, according to Commerce Department data on Friday.
IRS announces details for ERC Voluntary Disclosure program
IRS provides VD Program for employers to return ERC refunds and avoid penalties and interest. Employers must apply by March 22, 2024.
Navigating the unexpected bid: a strategic guide to assessing an offer for your business
Are you equipped to assess an unexpected bid for your business? Learn how to strategically assess such bids with our latest article. Equip yourself with the knowledge to make the best decision for your business's future.
Year-end giving strategies for 2023
Make your year-end giving count! Discover the best strategies for 2023 to maximize your charitable contributions and tax savings in our latest article. Dive into the specifics of smart donating to ensure you're making the most of your generosity.
Accounting for income taxes: Book vs. tax basis differences
This whitepaper addresses how to identify temporary and permanent differences and net operating loss and tax credit carryforwards, which together are one of the many aspects of accounting for income taxes.
U.S. November Consumer Price Index: Inflation continues to abate
Inflation continued to abate in November as energy prices declined by 2.3% and gasoline prices dropped by 6%, resulting in a 0.1% monthly advance in the CPI.
FOMC preview and the logic of Fed rate cuts in 2024
After nearly two years of raising the federal funds policy rate to restore price stability, the Federal Reserve is poised to all but declare that campaign to be over at its meeting next week.
Initial jobless claims remain resilient
Initial jobless claims inched up slightly to 220,000 last week, remaining within the pre-pandemic level, the Labor Department reported on Thursday.
Early retirement withdrawals: avoiding the 10% penalty
Uncover potential circumstances under which you can tap into your retirement savings early without facing hefty penalties. From qualifying plan specifics to the latest updates in IRA rules, this article is your go-to resource for penalty-free withdrawal strategies.
What To Do With Old Retirement Accounts
You likely have at least one old retirement account if you've ever changed employers. These accounts stay exactly as you left them unless you take action. In this video, we'll provide options for what to do with those old accounts.
The 1031 Exchange Explained
In the world of real estate, the Section 1031 exchange has been a significant tool for investors who want to grow their real estate portfolio and wealth. In this video, we'll explain how a 1031 exchange works and important considerations when using one.
IRS delays implementation of lowered form 1099-K reporting threshold
The IRS has postponed the implementation of the new lowered reporting threshold for Form 1099-K. Learn more about this tax form and the impact of this delay on your financial planning.
Tax, Retirement, and Social Security changes for 2024
Are you prepared for the tax, retirement, and Social Security changes coming in 2024? Stay ahead with our expert insights and start planning your financial strategies today.