With the start of tax season looming, here’s what taxpayers need to know about effective planning amid the uncertainty posed by the partisan split between the House of Representatives and Senate. By Mallon FitzPatrick and Alicia Denton January
financial planning
Robertson Stephens Weekly Commentary – January 23, 2023
Later this week, the Bureau of Economic Analysis will release its first (of three) estimate of fourth quarter US GDP. The data leading up to this announcement has been relatively clear in signaling that the top-line growth rate is in the range of
Robertson Stephens Weekly Commentary – January 17, 2023
Global economic developments take the stage this week, with China having already grabbed the spotlight by announcing 2022 economic growth of 2.9% -- better than expected but well below the long-standing Chinese growth target of 6%. In addition to
Robertson Stephens Weekly Commentary – January 9, 2023
All eyes this week fall on the inflation numbers for December and how they will answer the many questions about the path forward for the Fed and the US economy. The week started with an important positive from the New York Fed, which reported a
Robertson Stephens Weekly Commentary – January 3, 2023
The new year begins with China fully opening for business after dropping zero-Covid policies, Europe flush with energy reserves and the US economy growing at an approximate 3.5% pace. Nevertheless, anxious questions about all three critical regions
The Truth About the IRS’s New Funding
Contrary to what you may have heard, the agency’s $80 billion budget increase is not for financing an auditing army As published in Rethinking65 by Mallon FitzPatrick and Alicia Denton Jan 4, 2023 - If recent headlines are to be believed, an
6 of the Worst Assets to Inherit
December 31, 2022 - Mallon FitzPatrick was featured in MoneyTalksNews to discuss “6 of the Worst Assets to Inherit.” “Inheriting a share of a regular small business may be less than ideal. It can cause multiple problems, ranging from strained
Robertson Stephens Weekly Commentary – December 12, 2022
All eyes are on the Federal Reserve this week, with a more than side-long glance at economic activity in the United States and China. Wednesday’s announcement of interest rate changes – a 50 bps increase in the Fed Funds rate is widely expected—and
Perry’s Tax Paynes
By Mallon FitzPatrick and Victoria Jung December 7, 2022 - Headlines featuring celebrities, rockstars, titans of business, and the IRS rarely end well. Typically, the sensationalized audits result in large fines or imprisonment because of tax
Robertson Stephens Weekly Commentary – December 5, 2022
The US economy continues its steadfast march to the end of the year, with few signs of weakening consumer spending and a still strong labor market. The Federal Reserve is inclined to keep raising interest rates, albeit at a slower pace, as indicated
