Wealth Management

OCTOBER 21, 2024

Timing considerations for late allocations of GST tax exemption before 2026.

Taxes 264

Taxes 264

Abnormal Returns

MAY 8, 2023

(citywire.com) Dynasty Financial Partners has formed Dynasty Investment Bank to provide services related to mergers and acquisitions in wealth management. thinkadvisor.com) The latest in advisortech news from April including the SEC's scrutiny of tax-loss harvesting systems.

Wealth Management 246

Wealth Management Estate Planning Taxes Valuation 246

Darrow Wealth Management

JULY 1, 2024

The 2017 Tax Cuts and Jobs Act (TCJA) brought sweeping changes to the tax code, impacting every taxpayer and business owner. Although a number of these provisions will negatively impact taxpayers starting in 2026, there a few changes that will be positive. 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 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. In tax lingo, this is known as substantial risk of forfeiture.

Taxes 103

Taxes Tax Planning Startup Valuation 103

Darrow Wealth Management

JULY 1, 2024

The 2017 Tax Cuts and Jobs Act (TCJA) brought sweeping changes to the tax code, impacting every taxpayer and business owner. Although a number of these provisions will negatively impact taxpayers starting in 2026, there a few changes that will be positive. For some, this may lead to more taxes paid on capital gains.

Taxes 52

Taxes Tax Planning Planning Estate Planning 52

Abnormal Returns

SEPTEMBER 30, 2024

riabiz.com) Taxes How pre-tax retirement contributions provide flexibility down the road. kitces.com) Tax strategies if the TCJA expires in 2026. (riabiz.com) Charles Schwab ($SCHW) is mothballing the Institutional Intelligent Portfolios platform.

Financial Advice 130

Financial Advice Fee Only Estate Planning Taxes 130

Darrow Wealth Management

AUGUST 30, 2022

This is a major advantage as assets can be sold/diversified right away without tax implications. Some of the best things to do after inheriting a retirement account from a parent: Monitor changes in tax law in case annual required minimum distributions become law. appeared first on Darrow Wealth Management.

Accounting 111

Accounting Retirement Distribution Taxes 111

Darrow Wealth Management

MARCH 29, 2024

If you have incentive stock options, you’ve probably heard of the alternative minimum tax (AMT). Essentially, the alternative minimum tax is a prepayment of taxes. The credit reduces your tax liability to reflect prepaid tax. Early sales of ISOs are taxed in the regular tax system.

Taxes 105

Taxes Tax Planning Planning Wealth Management 105

Darrow Wealth Management

DECEMBER 23, 2022

Congress is once again poised to make sweeping changes to the retirement and tax rules in the last two weeks of the year. In the new bill, the age when retirees must begin drawing from non-Roth tax-deferred retirement accounts would increase to 73 in 2023 and 75 in 2033. Starting in 2026, the catch-up will be indexed by inflation.

Retirement 105

Retirement Retirement Planning Distribution Taxes 105

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. In tax lingo, this is known as substantial risk of forfeiture.

Taxes 52

Taxes Tax Planning Startup Valuation 52

Darrow Wealth Management

MARCH 24, 2024

6 tax strategies for incentive stock options and AMT Triggering the alternative minimum tax isn’t the end of the world, but you don’t want to do it by accident. Exercise ISOs early in the year to manage or avoid AMT To get long-term capital gains tax treatment, you need to hold ISOs through the end of the year of exercise.

Taxes 59

Taxes Tax Planning Planning Sales 59

Darrow Wealth Management

MARCH 24, 2024

6 tax strategies for incentive stock options and AMT Triggering the alternative minimum tax isn’t the end of the world, but you don’t want to do it by accident. Exercise ISOs early in the year to manage or avoid AMT To get long-term capital gains tax treatment, you need to hold ISOs through the end of the year of exercise.

Taxes 52

Taxes Tax Planning Planning Sales 52

Harness Wealth

MARCH 10, 2023

Whether you’re in venture capital, private equity, or angel investing, it’s important to understand the tax implications of your investment income. It is often structured as a performance fee, incentivizing the manager to generate higher returns for the fund’s investors. Here’s an example of how this might work.

Taxes 52

Taxes Tax Planning Startup Portfolio 52

Steve Sanduski

SEPTEMBER 17, 2024

Guest: Megan Gorman, Founder and Managing Partner of Chequers Financial Management , a female-owned, high-net-worth tax and financial planning firm based in San Francisco. ” Megan Gorman and I discuss: How Megan draws on her background as an attorney and her passion for tax strategy when advising high-net-worth clients.

Financial Planning 52

Financial Planning Clients Taxes Planning 52

Darrow Wealth Management

MARCH 29, 2024

If you have incentive stock options, you’ve probably heard of the alternative minimum tax (AMT). Essentially, the alternative minimum tax is a prepayment of taxes. The credit reduces your tax liability to reflect prepaid tax. Early sales of ISOs are taxed in the regular tax system.

Taxes 52

Taxes Tax Planning Planning Wealth Management 52

Darrow Wealth Management

APRIL 20, 2022

Pend-up demand, reopening, healthy corporate and consumer balance sheets, and relatively low tax rates , have economists forecasting real GDP slightly under the long-term average of 2% through 2026. The post 2 Reasons Taming Inflation Won’t Be Easy appeared first on Darrow Wealth Management.

Economy 52

Economy Nonprofit Wealth Management Food 52

Darrow Wealth Management

JANUARY 30, 2023

Here are some tax planning strategies to consider when you should start drawing from your IRA. Tax planning strategies for required minimum distributions Tax planning shouldn’t stop when you retire. Retirees in a low tax bracket for the year have several planning options to consider.

Distribution 104

Distribution Tax Planning Retirement Taxes 104

Harness Wealth

JULY 29, 2024

In this guest post, Harness Tax Advisory Council member, Griffin Bridgers, J.D., covers some of the top estate planning trends that tax advisors should be tracking during the second half of 2024. On the estate planning front, chief among these potential changes is the sunset of the gift and estate tax basic exclusion amount for U.S.

Estate Planning 59

Estate Planning Taxes Planning Tax Planning 59