Harness Wealth

NOVEMBER 12, 2024

While it’s not always advisable to sell investments at a loss, it may make sense in your situation to consider selling underperforming assets, especially if you’re willing to invest in alternative assets that provide similar exposure without triggering a wash sale. Find your next tax advisor at Harness today. million ($27.22

Tax Planning

Yardley Wealth Management

DECEMBER 3, 2024

Factors to Consider When Choosing a Business Structure Liability Protection Corporations and LLCs shield owners’ personal assets from business liabilities, unlike sole proprietorships and partnerships. Compliance and Regulatory Requirements Corporations and LLCs face stricter regulatory requirements than sole proprietorships and partnerships.

Compliance

Harness Wealth

MARCH 27, 2025

Other reasons involve changes in investment strategy, portfolio rebalancing, or a simple desire to exit a specific asset class. Buyers and sellers in the secondary market often use specialized platforms to trade private company shares, whether in pre-IPO startups or private equity fund interests. real estate.

Taxes

Harness Wealth

FEBRUARY 4, 2025

Alternative investments offer investors access to startups, real estate, and other non-traditional opportunities beyond stocks and bonds. In this article, well explore all the details of alternative investments, the reasons behind their growth as an investment choice, and how their tax treatment differs from traditional assets.

Taxes

The Big Picture

JANUARY 21, 2025

And suddenly you could buy index funds that cover all of the major asset classes. And then I was approached by Citigroup about being director of financial education for this startup called MiFi. One is the idea of doing a startup within a large corporation is absolutely absurd. 00:21:46 Everything was a headache.

Investing

Carson Wealth

FEBRUARY 3, 2025

A Quick Take on DeepSeek DeepSeek, a small Chinese artificial Intelligence (AI) startup, shook the AI world and markets the previous weekend after it released an AI model that appears to be as powerful as the existing ones, but trained at a fraction of the computing cost. Compliance Case # 7594817.1._020325_C Who and What Is DeepSeek?

Marketing

Trade Brains

JULY 13, 2025

It works with global clients, including biotech startups and large pharmaceutical firms, helping them bring new medicines to market. The company’s net asset value per share is Rs. Dependent on regulatory approvals and compliance for manufacturing facilities. Syngene International Limited reported Rs. crore in revenue, Rs.

Pharmaceutical

Harness Wealth

JULY 14, 2025

Accuracy and error prevention capabilities The computational power of tax preparation software virtually eliminates mathematical errors while ensuring compliance with current tax laws. Complex business structures will also require a more nuanced tax handling than most consumer software can provide.

Taxes

Nerd's Eye View

NOVEMBER 6, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: FinanceHQ has launched as a new digital lead generation platform for financial advisors, which takes a more niche-focused approach to matching prospective clients with advisors – representing a bet that capturing prospects (..)

Compliance

Nerd's Eye View

JANUARY 1, 2024

Welcome to the January 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Retirement Planning

Nerd's Eye View

NOVEMBER 7, 2022

As with Altruist, the ‘other’ new startup RIA custodian to launch in recent years, Entrustody is pledging to have a more modern interface with a better user experience, more and deeper integrations, and a more transparent price structure than ‘traditional’ custody services.

Risk Tolerance

Nerd's Eye View

AUGUST 7, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Wealth Management GPT has launched as one of the first standalone AI writing tools for financial advisors, distinguishing itself from other tools that are integrated within already-existing AdvisorTech tools (which raises questions (..)

Estate Planning

Abnormal Returns

SEPTEMBER 26, 2022

(linkedin.com) Fintech Most people don't need asset management, they need paycheck management. riabiz.com) This startup wants to make it easier to borrow against whole life insurance policies. riabiz.com) Compliance Many clients want to text with their adviser. Budge looks to solve this.

Tax Planning

SEI

SEPTEMBER 6, 2022

How digital assets are democratizing the world of investing. While predicting what the future of digital assets will be remains the purview of others, we acknowledge and embrace the notion that digital assets are indeed having a material impact on the landscape of global investing. Tue, 09/06/2022 - 16:15. Ventures (US).

Assets

Trade Brains

OCTOBER 18, 2024

Additionally, they offer services like underwriting, market making, and asset management. Regulatory compliance costs continue to rise. In 2024, financial crime compliance alone cost Indian financial institutions ₹5.1 Moreover, competition from fintech startups and big tech companies is intensifying. lakh crore.

Banking

Harness Wealth

MAY 2, 2025

It is designed to shield its owners, known as members, from personal liability for business debts and claims, which means personal assets are generally protected if the business incurs debt or faces lawsuits. Understanding these requirements is essential to maintaining compliance and avoiding penalties.

Taxes

Harness Wealth

MAY 2, 2025

It is designed to shield its owners, known as members, from personal liability for business debts and claims, which means personal assets are generally protected if the business incurs debt or faces lawsuits. Understanding these requirements is essential to maintaining compliance and avoiding penalties.

Taxes

Harness Wealth

SEPTEMBER 18, 2024

At this point in my career, my ideal client base is seasoned startup founders who may be on their second or third startup venture or investors in startups who need comprehensive tax planning and compliance assistance. Prior to starting my practice, I was a partner with a Chicago-area CPA firm.

Taxes

Diamond Consultants

JUNE 28, 2023

They want to have a sense of ownership over how they run their practice—including the ability to hire and fire team members, distinguish themselves from their colleagues by marketing their business creatively, and be allowed to run their practice without as much interference from compliance. To him, all employee firms were the same.

Compliance

Harness Wealth

APRIL 28, 2023

Making accurate and timely estimated tax payments helps you manage your taxable income, avoid penalties, and ensure you’re in compliance with the IRS. If you earn any income from an acquisition , Initial Public Offering (IPO) , tender offer , or a secondary sale of your startup equity, you may also owe taxes on the capital gains.

Taxes

Harness Wealth

FEBRUARY 20, 2024

Tax preparation and filing: Advisors prepare and file taxes on behalf of taxpayers, helping clients avoid penalties, remain in compliance, and optimize tax deductions and credits. Business taxes: Some tax advisors may specialize in areas of business tax such as corporate restructuring, small business, or startups.

Taxes

Brown Advisory

JANUARY 4, 2016

To a certain extent, the Federal Reserve’s zero-rate monetary policy has fueled the flow of money into higher-risk asset classes, since “safe” assets have been priced to yield only meager returns. Other startups reduce the need for capital by accessing the cloud for data storage or software and outsourcing other functions.

Investing

Trade Brains

SEPTEMBER 24, 2024

Under these guidelines, three self-regulatory organizations (SROs) will be established to oversee compliance and ensure that only games without wagering or harmful content are permitted. The remaining ₹1 crore will be settled upon completing specific transfer activities related to the IP assets. stake in Circle of Games(COG) for Rs 4.17

Advertising

The Big Picture

APRIL 25, 2023

Brian Hamburger has been one of the leading authorities in the world of registered investment advisories, broker-dealers, SEC regulatory compliance. And I would constantly hear them frustrated by the compliance department. HAMBURGER: They were just blaming compliance for everything they couldn’t do. RITHOLTZ: Right.

Compliance

The Big Picture

MAY 23, 2023

RITHOLTZ: And — and to — for a little context, maybe for some of the audience in America who may not be that familiar with Man Group, this isn’t like a startup. And now we, you know, we’re just shy of $145 billion of assets on the management across the entire credit curve. Not its asset management, its brokerage piece.

Clients

Good Financial Cents

AUGUST 12, 2023

Understanding these rules or consulting a tax professional is vital to maximizing after-tax returns and compliance with tax laws. Investments like stocks may appreciate over time, generating not only regular income but also an increase in underlying asset value. For instance, rental income may be subject to specific property tax rules.

Risk Tolerance

The Big Picture

JANUARY 24, 2023

KKR was the biggest with $400 million of assets and eight people. And Forstmann Little was the second biggest with $200 million of assets, and four professionals and they hired me in as the fifth professional. RITHOLTZ: So this is in pouring money into startups like venture does. Do you do distressed asset, real estate?

Investing

The Big Picture

SEPTEMBER 5, 2023

RITHOLTZ: (LAUGHTER) MILLER: But in reality, the buyers that zoomed out to the suburbs were largely from the rental market because they weren’t anchored to another asset. Housing itself, it’s just a slow moving asset. MILLER: Right, it’s like how to devalue an asset without even trying. The thinking was, no.

Sales

The Big Picture

OCTOBER 5, 2024

And then when I got to Capital Group, obviously I was under compliance, they were like, you really can’t be talking about stocks online. And I joined a tech startup called OnDeck and built out their investment education arm. I worked at a small asset manager in Kentucky called Hilliard Lyons. That’s like not cool.

Economy

The Big Picture

MAY 16, 2023

So the smartest thing I ever did in this where Social Leverage started is I took everything I made and just redistributed it to everybody I saw doing a startup around … RITHOLTZ: Just every company. Why wouldn’t you, you can buy a fintech assets for 90, 90 cents off the dollar. LINDZON: Yes. No, there’ll be a roll up.

Media

Harness Wealth

APRIL 29, 2025

A single oversight in tax preparation could potentially trigger claims that put personal assets at risk without proper structural safeguards. Some require extensive record-keeping, regular board meetings, and additional compliance filings, while others maintain relatively straightforward compliance requirements.

Taxes

Harness Wealth

APRIL 29, 2025

Here is a bright spot for eligible investors in qualifying startups: the Qualified Small Business Stock (QSBS) exemption. The state’s business-friendly structure has made it particularly appealing for establishing investment vehicles and managing alternative assets.

Taxes

The Big Picture

DECEMBER 10, 2024

You begin at a few tech startups, you found Dex, which eventually gets acquired by Lotus. What was the startup process like? And it was a, it was sort of a troubled, it was complicated asset where, you know, there was so much staying litigation, they hadn’t upgraded it for a long time. No, no doubt about that.

Engineering