2024 1st Quarter U.S. Economic & Investment MarketReview

The U.S. is on pace for a soft landing, but risks remain – As falling inflation and rising real wages offset dwindling excess savings and tighter credit conditions, moderate consumption growth should carry the U.S. economy to a soft landing. That said, with a U.S. election on the horizon, higher policy rates and elevated geopolitical tension, risks remain that could knock the U.S. economy off its steady path.

2023 4th Quarter U.S. Economic & Investment Market Review

The assessment of the U.S. economic landscape for the 4th quarter of 2023 presents a nuanced perspective on critical factors shaping the year ahead. Exploring elements such as employment, inflation, global growth, and market performance, the analysis provides valuable insights into the complex dynamics influencing the economic and investment landscape in 2024.

2023 3rd Quarter U.S. Economic & Investment Market Review

In an era of economic uncertainty and fluctuating market dynamics, the United States finds itself at a crossroads. The nation’s economic landscape has showcased a mix of resilience and vulnerability, with signs of optimism balanced by looming risks.

State Apportionment of Taxable Income

As the business grows and expands, it may create a nexus in other states, requiring the company to file tax returns in multiple states. Here, we will discuss how taxable income is allocated or apportioned in several states.

2023 2nd Quarter U.S. Economic & Investment Market Review

Despite being better than expected, the risk of an economic recession lingers for the second quarter of 2023 in the US economy and stock market. In this review, we will examine various aspects, including the labor market, inflation, Fed tightening cycle, and other countries’ economies.

Concept of State Nexus

Let’s explain the concept of “nexus,” which is crucial for understanding state taxation, using specific examples. Remember that for a company to be required to file taxes in a state, it must have a nexus or business relationship with that state. In this discussion, we’ll focus on income tax nexus. Later on, we’ll also address sales tax nexus.

Is It Better for a Company to Be Public or Private?

In the comparison between public and private companies, we will explain what it means to “go public,” as well as the requirements, advantages, and disadvantages of listing on the stock market in the United States.

Key Pitfalls on Sales Taxes Imposed in the United States

Most of us have heard of sales taxes in the past with at least a vague idea of what it is: taxes imposed on sales. Although the concept may initially seem straightforward, the details behind when and where sales taxes are imposed in the United States can become unnecessarily complex without the appropriate resources. In addition, the concept of sales tax itself may be foreign to those who reside out of the US. Let’s spend some time covering the key concepts of sales taxes attributable to the US.