Author: elghoulam

[ad_1] The price tags of hundreds of M&A deals for registered investment advisory firms draw most of the attention each year, but the tax implications reverberate for far longer. Through interviews with five experts in RIA M&A transactions and combing through the available research about deals involving any small businesses, Financial Planning compiled the following… Continue reading 25 tax tips for RIA M&A deals

[ad_1] If you’re retired and giving to charity this season, there’s a planning move that can reduce your 2023 taxes, experts say.  Qualified charitable distributions are direct gifts from an individual retirement account to an eligible charity and the transfer isn’t part of your adjusted gross income. For 2023, investors age 70½ or older can use… Continue reading Why older donors should consider qualified charitable distributions

[ad_1] LEXINGTON, Ky. (FOX 56) — Black Friday is one of the biggest shopping days of the year. Just one year ago, shoppers spent more than $9 billion on the shopping holiday. Regardless of what holiday someone is buying presents for this year, there is a lot of pressure, especially on parents, to create core… Continue reading Lexington financial advisor offers up tips for Black Friday 2023

[ad_1] “I guarantee to make you an investment genius in six months. Send me $199, and I will reveal my secret.” Of course, I am not serious. Please don’t send me money. Please don’t send any, either, to other self-proclaimed “experts” who are serious about scamming you with “secret investment advice.” Here is my tongue-in-cheek… Continue reading can you, too, become an investing genius? Beware of ‘experts’ who say you can — The South Dakota Standard

[ad_1] For people who are in their 70s, use your family’s holiday gathering to discuss your end-of-life wishes. Walk the kids through who your healthcare power of attorney is, what your planning desires are. It might be, “We want to age in place, and we’re going to move to a retirement community in 10 years.”… Continue reading Year-End Money Moves to Make Now, According to Financial Advisors

[ad_1] Riyadh –   Gulf General Cooperative Insurance Company has appointed Yaqeen Capital as the financial advisor to manage the procedures for the capital reduction process on 22 November 2023. Through the decrease process, the insurance firm aims to write off accumulated losses amounting to SAR 200 million, according to a bourse filing. Following the transaction, the… Continue reading Gulf General appoints financial advisor for capital cut

[ad_1] The end of the year is a time to enjoy holiday parties, make New Year’s resolutions, and ensure your portfolio is ready for 2024 and beyond. First, you should take care of basic housekeeping: fund your IRA, pay off any high-interest debt, and look into tax-loss harvesting within your taxable accounts. Also consider increasing… Continue reading How to Invest for a More Normal Market