Barry Ritholtz

MAY 9, 2024

Not if you spend tax season on a boat! I doubt he’s run the real numbers of being invested in the stock market tax deferred with an additional company match. There is lots more: A slew of bad tax advice likely to get-you-sent-to-jail-for-tax evasion: Live on a boat during tax season! ” Oops.

Math 127

Math Investments Auditing Securities 127

PYMNTS

SEPTEMBER 12, 2019

Gloomy economic clouds keep gathering, and the latest example comes from Europe, as retailers and payment services providers shift more of their focus to the all-important holiday shopping season. These transactions reached $144 billion in value in 2014 and could hit $240 billion by 2024.

Economics 43

Economics Banking Forecasting Retail 43

CFO News Room

DECEMBER 22, 2022

American politics are likely to be as wild in 2023 and 2024 as we have ever seen, and given the last seven or eight years, that’s really saying something. Biden mulls 2024 plans as Democrats weigh generational shift” [ The Hill ]. Biden Administration. So what causes this mangled mess?

Economics 130

Economics Manufacturing Nonprofit Numbers 130

CFO News Room

JANUARY 31, 2023

2024 “Hunter Biden converted Delaware house with classified documents into home office” [ New York Post ]. 2024 will be pleasant! The problem is that 2x as many people are still dying every day from COVID as die daily from influenza during its average 3-4 mo season. Hunter Biden apparently turned his father’s Wilmington, Del.

Economics 130

Economics Education Securities Technology 130

PYMNTS

AUGUST 27, 2018

The second quarter earnings season has brought a flow of positive financial news from the likes of Target (massive growth in store-based foot traffic), Macy’s (a third consecutive quarter of same-store sales growth), Walmart (grocery, apparel, seasonal goods and eCommerce boosted revenue) and Nordstrom (its Nordstrom Local concept is gaining steam).

Retail 40

Retail Entertainment eCommerce Sales 40

CFO News Room

JANUARY 19, 2023

Under divided government, the chances of major new entitlement spending or major new tax cuts are low, and CUTGO, like other House rules, can be waived by a simple majority of the chamber. 2024 “Biden’s inner circle thinks documents flap is mostly ‘DC elite’ making ‘DC noise’ as they prepare reelection run” [ CNN ].

Manufacturing 130

Manufacturing Advertising Economics Planning 130

CFO News Room

JANUARY 4, 2023

But those maps are anything but set-in-stone for 2024…. You’re not getting child tax credit checks anymore. The expanded child tax credit provided a few hundred dollars to help pay for your son’s braces or your daughter’s ballet lessons — or to ease the stress over whether you had enough money to cover the mortgage.

Manufacturing 130

Manufacturing Economics Transportation Retail 130

CFO News Room

DECEMBER 16, 2022

Chuck Schumer predicts Democrats will hold the Senate majority again in 2024” [ NBC ]. Which presents a new challenge for the famously pugnacious progressive as he weighs whether to run for reelection in 2024. The panel is the perfect platform for Sanders’ top issues, like Medicare for All. It also has a proud bipartisan reputation.

Math 130

Math Education Management Consulting Healthcare 130

CFO News Room

JANUARY 12, 2023

Come to Florida, for low taxes, great beaches and a chance to, as DeSantis put it: ‘navigate the boisterous sea of liberty rather than cower in the calm docks of despotism.’” If Democrats want to beat historical odds again in 2024, they’ll need a legislative vision that gives people something to vote for.

Economics 130

Economics Numbers Nonprofit Accounting 130

CFO News Room

NOVEMBER 1, 2022

Hey, by the way, here’s the tax consequences. Or even sometimes people just get confused between taxes, and attorneys, and financial planners. ” And then I can just write back another note and say, “No, it sounds like more they’re looking for a tax attorney. Go rebalance this. ” All of that stuff.

Planning 130

Planning Investments Accounting Math 130

Barry Ritholtz

OCTOBER 31, 2023

So I think 20, my guess right now is that 2024 begins to normalize and we’ll see, we’ll see improvements in, in the IPO market after two years of really very, very low volume. What’s different about a company going public in 2024 than you when you were first making these observations in 2014? The acting is is great.

Investments 60

Investments Marketing Numbers Valuation 60

Barry Ritholtz

AUGUST 29, 2023

Also being cognizant of the tax implications of trading activity. They like tax-free income, but they also don’t like principal losses. DAVIS: So from a streaming standpoint, there was a series, went through the first season that ended, they’re going to start a new one in 2024, it was called “Night Agent.”

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

DECEMBER 11, 2023

Chief Investment Officer ) • Tax Season Is Around the Corner. Thanks to an inflation adjustment to the 2024 income-tax bracket thresholds, you may save money by deferring year-end income and bonuses to next year. 6 Ways to Lower Your Bill. Do you still have it? Has it gone?

Benchmarking 98

Benchmarking Investments Sales Planning 98

Barry Ritholtz

AUGUST 18, 2022

Why the 1 Percent Buyback Tax Doesn’t Scare Investors : Democrats hope the tax will encourage companies to spend more on workers and operations, but strategists think it’s unlikely to deter corporations from repurchasing their stock. ( The deal keeps James under contract with Los Angeles through at least the 2023-24 season.

Manufacturing 117

Manufacturing Planning Finance Investments 117

Barry Ritholtz

FEBRUARY 12, 2024

Like the amount of change that would need to happen to move the needle, it’s kind of almost like a waste of time because nobody’s willing to make the major major type of tax increases or the major, major types of spending cuts. And it’s right there with the previous four Seasons. Where is it gonna come for 2025?

Investments 113

Investments Marketing Numbers Entertainment 113

Barry Ritholtz

MAY 2, 2023

Slate ) see also A Tax Loophole Makes EV Leasing a No-Brainer in the US : An exemption in the Inflation Reduction Act is worth $7,500 to drivers who lease. New York Times ) see also Frum: The Coming Biden Blowout : Republicans thought about running without Trump in 2024—but lost their nerve. The blame lies with the system itself. (

Concentration 107

Concentration Banking Marketing Accounting 107