Assets Estate Planning Numbers Startup 
Nerd's Eye View
AUGUST 7, 2023
This month's edition kicks off with the news that estate planning platform Wealth.com has launched Ester, an AI-driven 'legal assistant' that uses machine learning to help advisors quickly review and extract the key information from clients' estate planning documents, as it joins FP Alpha in the competition to become 'Holistiplan for estate planning (..)
Harness Wealth
JANUARY 24, 2023
QSBS recognition for startup founders If you’re a startup founder, one of the most important tax considerations for you will be Qualified Small Business Stock (“QSBS”) Recognition. The tax rate varies based on the size of the estate, but there is a federal limit of $12 million for an individual and $24 million dollars for a couple.
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Harness Wealth
JUNE 9, 2023
Financial planning is about understanding and utilizing your assets in a manner that helps you and your family work towards achieving your goals and meeting your needs. While it may seem like a luxury that is only available to the wealthy, anyone is capable of building an effective financial plan and putting it into action.
Harness Wealth
FEBRUARY 20, 2024
While they don’t have the credentials from the IRS, AICPA, or a Bar Association, they are still required by the IRS to obtain a Preparer Tax Identification Number (PTIN) allowing them to prepare federal tax returns legally. They may work independently or for tax preparation firms, sometimes on a seasonal basis.
Bell Investment Advisors
JUNE 16, 2022
At a minimum, be sure your assets will cover your lifetime needs even if you give some away. Once your needs are covered, you’re ready to create your plan. Start by getting clear on gift and estate tax laws. In 2022, anyone can give any recipient up to $16,000 in assets per year without owing federal gift taxes.
Brown Advisory
MARCH 1, 2019
Managing Assets, Preserving Time Business founders may find it odd—or even superstitiously dangerous!—to to focus heavily on personal planning for a liquidity event that may not come to fruition (and won’t occur for several years if it does). These often intersect and complement their plans for their businesses. Build / Grow.
Brown Advisory
MARCH 1, 2019
Managing Assets, Preserving Time. to focus heavily on personal planning for a liquidity event that may not come to fruition (and won’t occur for several years if it does). These often intersect and complement their plans for their businesses. Phase-gate planning. Build / Grow. Post-Liquidity.
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