Darrow Wealth Management

JULY 30, 2024

Tax laws change periodically, and they’re scheduled to change again in 2026. The decision to make an 83(b) election is just one piece of a complex puzzle that should be considered and discussed with your personal financial and tax advisors. It can also preclude some tax planning strategies down the road.

Taxes 103

Taxes Tax Planning Startup Valuation 103

Darrow Wealth Management

JULY 30, 2024

Tax laws change periodically, and they’re scheduled to change again in 2026. The decision to make an 83(b) election is just one piece of a complex puzzle that should be considered and discussed with your personal financial and tax advisors. It can also preclude some tax planning strategies down the road.

Taxes 52

Taxes Tax Planning Startup Valuation 52

Harness Wealth

JULY 29, 2024

If the sunset occurs, this inflation-adjusted amount, which is currently $13,610,000 as of July 2024 , could be reduced by one-half (after inflation adjustments for 2025 and 2026) starting on January 1, 2026. The war for talent will continue to constrain many professional practices that assist with wealth transfer planning.

Estate Planning 59

Estate Planning Taxes Planning Tax Planning 59

Wealth Management

MARCH 11, 2025

Envestnet is aiming to have the capability to support semi-liquid funds by 2026. These are among the investment must reads we found this week for wealth advisors. President Trumps whipsaw moves on tariffs have disrupted markets and rattled investors.

Investing 241

Investing Investments Wealth Advisor Marketing 241