Nerd's Eye View

JUNE 13, 2025

Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6%

Financial Planner 223

Financial Planner Financial Advisor Tax Planning Clients 223

Zajac Group

NOVEMBER 7, 2024

Creating wealth that can provide financial security for generations to come is an incredible feat, and it requires careful planning, consideration, and communication among family members. For reference, the federal estate tax exemption limit is set to revert back to $5 million (or around $7 million when adjusted for inflation).

Planning 52

Planning Estate Planning Taxes Assets 52

Harness Wealth

JULY 14, 2025

However, legislative efforts are ongoing to make it permanent and potentially increase the deduction percentage from 20% to 23% from 2026. What are tax-efficient real estate exit strategies? The culmination of a successful real estate investment often involves its sale, which can trigger major tax liabilities.

Taxes 52

Taxes Investing Investments Sales 52

Darrow Wealth Management

JULY 1, 2024

Although a number of these provisions will negatively impact taxpayers starting in 2026, there a few changes that will be positive. Here’s a summary of the major tax law changes coming in 2026 and some steps individuals and business owners can take to prepare. For some, this may lead to more taxes paid on capital gains.

Taxes 105

Taxes Tax Planning Planning Estate Planning 105

Darrow Wealth Management

JULY 1, 2024

Although a number of these provisions will negatively impact taxpayers starting in 2026, there a few changes that will be positive. Here’s a summary of the major tax law changes coming in 2026 and some steps individuals and business owners can take to prepare. For some, this may lead to more taxes paid on capital gains.

Taxes 52

Taxes Tax Planning Planning Estate Planning 52

Darrow Wealth Management

JULY 30, 2024

For founders, employees, and executives with stock-based compensation, an 83(b) election can be a powerful tax planning tool. When you make an 83(b) election, you’re opting to pay tax on unvested shares now, instead of when the stock vests. It can also preclude some tax planning strategies down the road.

Taxes 103

Taxes Tax Planning Startup Valuation 103

Darrow Wealth Management

MARCH 29, 2024

Article is for informational purposes only and should not be misinterpreted as personalized advice of any kind or a recommendation for any specific financial or tax strategy. This is a general communication should not be used as the basis for making any type of tax, financial, legal, or investment decision.

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Taxes Tax Planning Planning Wealth Management 105