Harness Wealth

FEBRUARY 27, 2023

Founders, board members, and employees of startups that get acquired can experience tax consequences as a result of a liquidity event. It’s imperative to plan for the tax implications so you can be prepared to pay what you owe the IRS. Would you be willing to move to a state with lower taxes? Particularly relevant in 2020.)

Tax Planning 52

Tax Planning Startup Taxes Planning 52

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. New York is number one. Previously she was Chief Investment Officer at various state pension funds, including Maryland and Hawaii.

Assets 143

Assets Management Portfolio Investing 143

Nerd's Eye View

SEPTEMBER 4, 2023

This month's edition kicks off with the news that WiserAdvisor, one of the longest-running lead generation services in the industry, has acquired IndyFin, a startup advisor rating platform that had aspired to be the 'Yelp for Advisors' – which on the one hand provides WiserAdvisor with an opportunity to jump into the business of client reviews (..)

Startup 230

Startup Financial Advisor Clients Financial Planning 230

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. Estate tax should not be mistaken for inheritance tax, which is applied to the person who inherits the asset of the estate. million or more.

Startup 52

Startup Tax Planning Taxes Planning 52

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 212

Retirement Planning Compliance Startup Clients 212

The Big Picture

MAY 5, 2023

This company is betting yes : A growing number of employers around the country have decided to build their own housing for workers, mostly for them to rent but sometimes to buy. Businessweek ) • Would you live next to co-workers for the right price? But it’s still No. 1 by a long distance. Bloomberg ) • What the U.S.-China

Startup 359

Startup Wealth Management Assets Valuation 359

Nerd's Eye View

NOVEMBER 28, 2023

billion in assets under management for 1,377 client households. My guest on today's podcast is Peter Tiboris. Peter is a Partner of Park Avenue Capital, an advisory firm affiliated with Northwestern Mutual based in New York City, that oversees $2.4

Startup 185

Startup Financial Advisor Clients Management 185

Abnormal Returns

MARCH 12, 2023

(nytimes.com) The former Boston Private money management arm of SVB is a prized asset. thebasispoint.com) Health and biotech startups also have big exposure to SVB. theconversation.com) Firearms are the number one cause of death for U.S. riabiz.com) Venture capital Silicon Valley Bank played a key role in the venture ecosystem.

Financial Advising 226

Financial Advising Startup Banking Economy 226

Nerd's Eye View

NOVEMBER 6, 2023

This month's edition kicks off with the news that Practice Intel has launched a new "growth platform" centered around quantifying the quality of an advisor's client relationships with an all-in "Relationship Quality Index" (RQI) – which while potentially valuable in helping advisors understand and improve their client experience (and subsequently (..)

Compliance 216

Compliance Valuation Financial Advisor Clients 216

The Big Picture

NOVEMBER 21, 2023

A Wealth of Common Sense ) • A record number of $50 bills were printed last year. Gerstner began as an entrepreneur and has had multiple exits, including travel startup NLG (to IAC). After returning $7B in profits to its LPs, Altimeter manages currently manages $10B in assets. why are you seeing more $50s?

Startup 246

Startup Commission Media Government 246

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 172

Risk Tolerance Compliance Startup Clients 172

Abnormal Returns

JULY 29, 2023

nytimes.com) Energy Startup Fervo Energy has demonstrated a viable geothermal energy system. wsj.com) As fossil fuel assets are stranded they also need to be cleaned up. modernfarmer.com) Herbal supplement Kratom is blamed for causing a number of deaths. (wsj.com) There is a shortage of truck parking spots.

Financial Advising 209

Financial Advising Startup Transportation Food 209

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 (..)

Estate Planning 208

Estate Planning Wealth Management Financial Advisor Planning 208

The Big Picture

JANUARY 24, 2024

Full transcript below. ~~~ About this week’s guest: Ari Rosenbaum serves as the Director of Private Wealth Solutions at O’Shaughnessy Asset Management , now part of investing giant Franklin Templeton. What do those numbers look like, if I’m holding a few 100 stocks instead? Barry Ritholtz : That’s a huge number.

Taxes 239

Taxes Portfolio Wealth Management Management 239

Darrow Wealth Management

JUNE 2, 2022

A simple example: a startup raises a Series B at a $30M post-money valuation and a Series C at a $20M post-money valuation. Working for a startup involves risk. After a record-setting number of IPOs last year, the average newly public company is down almost 50% over the past year (Renaissance IPO ETF). Startups also need cash.

Startup 52

Startup Valuation Taxes Wealth Management 52

Trade Brains

NOVEMBER 26, 2023

This led to the formation of huge giants and the birth of many innovative startups. It is the leading Registrar & Transfer Agency (RTA) to India’s Mutual Fund Industry, catering to ~69% of the Average Assets under Management (AUM) as of June 2023. These policies opened India to a host of other opportunities. 2029 Cr in FY22.

Recruitment 102

Recruitment Startup Engineering Education 102

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. Finally, to calculate your net worth, simply subtract your liabilities from your assets. If you have a positive number, you have positive cash flow.

Financial Planning 52

Financial Planning Planning Financial Planner Wealth Management 52

Aleph

JANUARY 21, 2023

Realizing an illiquidity premium is never guaranteed Jan 17, 2023 Investing When Your Time Horizon Is Short [link] If your assets need to spent in 3 years or less on average, don’t own stocks. link] Low refining capacity, low number of gas stations per driver — blame California regulations. This helps prove it.

Startup 59

Startup Banking Accounting Food 59

Darrow Wealth Management

NOVEMBER 17, 2022

A tech employee at a startup has stock options. With so little time until the end of the year, it may not be feasible to sell a home, business, or other assets unless it was already in the works. Further, if you weren’t planning to sell the asset, it’s usually not advisable to do so for tax reasons alone.

Taxes 95

Taxes Wealth Management Tax Planning Compensation Planning 95

Harness Wealth

APRIL 28, 2023

It’s also a good idea to keep track of your payments and save any receipts or confirmation numbers as proof of payment and inform your Harness Tax Advisor or other tax professional. To qualify, the stock must be issued by a domestic C corporation with less than $50 million in gross assets and meet certain other requirements.

Taxes 52

Taxes Distribution Startup Assets 52

Trade Brains

JANUARY 20, 2024

It was very difficult back then to analyze and study a particular stock or any asset class. The paradox of choice A rise in investors has given a push to increase the number of trading platforms and applications. Long gone are those days, now we can even trade on our mobile phones thanks to several apps available. 200 Equity + Rs.100

Accounting 59

Accounting Planning Startup Clients 59

Bell Investment Advisors

JUNE 16, 2022

At a minimum, be sure your assets will cover your lifetime needs even if you give some away. In 2022, anyone can give any recipient up to $16,000 in assets per year without owing federal gift taxes. Considering giving assets instead of cash? You’ll need to decide which assets to give to whom, in what amounts, and when.

Taxes 52

Taxes Assets Financial Planner Education 52

Brown Advisory

MAY 31, 2018

has led AI research out of the gate, with its national focus on entrepreneurship and the startup infrastructure afforded by Silicon Valley and other innovation hubs. But the activity gap has narrowed over the past five years, and a growing number of startups, patent filings and VC dollars are now driven by Chinese innovation.

Startup 52

Startup Math Clients Assets 52

Brown Advisory

MAY 31, 2018

has led AI research out of the gate, with its national focus on entrepreneurship and the startup infrastructure afforded by Silicon Valley and other innovation hubs. But the activity gap has narrowed over the past five years, and a growing number of startups, patent filings and VC dollars are now driven by Chinese innovation.

Startup 52

Startup Math Clients Assets 52

Brown Advisory

JULY 5, 2018

According to PitchBook, female-founded startups raised $10.5 billion in venture funding in 2017—a healthy number but still just a small fraction of the $85 billion raised overall. Failure is a very possible outcome for a startup; but she reframed what failure meant to her.

Startup 52

Startup Communication Ethics Clients 52

Brown Advisory

JULY 5, 2018

According to PitchBook, female-founded startups raised $10.5 billion in venture funding in 2017—a healthy number but still just a small fraction of the $85 billion raised overall. Failure is a very possible outcome for a startup; but she reframed what failure meant to her.

Startup 52

Startup Communication Ethics Clients 52

Fortune Financial

NOVEMBER 17, 2021

A historical number of container ships are anchored off the coasts of LA, Long Beach and Long Island, resulting in a shortage of goods reaching their final destinations. Since 1996, the number of firms listed on the U.S. The number of public companies you can invest in is less than half where it was 25 years ago,” said Freisner.

Investing 52

Investing Investments Marketing Marketing 52

Sara Grillo

APRIL 10, 2023

There is no underlying asset that drives the value. It’s not an asset so why would you hold it? But to own crypto… Wright: Is gold an asset? Wright argues that we could diminish any asset that way, even stock certificates. FTX custodied everyone’s assets. “It’s just basically nothing.”

Investing 52

Investing Investments CFP Financial Advisor 52

WiserAdvisor

FEBRUARY 14, 2024

As the demand for high-end sneakers grows, so does the number of convincing duplicates. However, while the uniqueness of each comic book is an asset, it can pose challenges in terms of availability. The gaming industry is expanding at a fast pace, with eSports teams and gaming startups at the forefront of this revolution.

Investing 59

Investing Investments Retail Banking 59

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. What is a Preparer Tax Identification Number (PTIN)?

Taxes 52

Taxes License Education Tax Planning 52

Brown Advisory

MARCH 1, 2019

Managing Assets, Preserving Time Business founders may find it odd—or even superstitiously dangerous!—to Throughout the business growth cycle, from startup to exit, we concentrate our engagement with founders and builders on a limited set of focused activity periods, each one targeting key moments in their business’ evolution.

Planning 52

Planning Estate Planning Startup Clients 52

Brown Advisory

MARCH 1, 2019

Managing Assets, Preserving Time. Throughout the business growth cycle, from startup to exit, we concentrate our engagement with founders and builders on a limited set of focused activity periods, each one targeting key moments in their business’ evolution. Business founders may find it odd—or even superstitiously dangerous!—to

Planning 52

Planning Estate Planning Startup Clients 52

Cornerstone Financial Advisory

NOVEMBER 20, 2023

1,2,3 Stocks March Higher A better-than-anticipated consumer inflation number on Tuesday sent bond yields sharply lower, igniting a powerful, exceptionally broad-based rally that saw 91% of all New York Stock Exchange volume advancing in price and a similarly substantial advance (85%) on the NASDAQ.

Marketing 92

Marketing Marketing Taxes Economics 92

Diamond Consultants

JUNE 28, 2023

Plus, they would be passing up on monetizing in the short term by eschewing a large transition package, in addition to the startup costs associated with setting up a business, leaving many advisors to conclude that independence is just a bridge too far.

Compliance 52

Compliance Recruitment Compensation Planning Clients 52

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. I mean, those were the — that’s what got people all excited and — RITHOLTZ: That’s venture capital numbers.

Investing 259

Investing Investments Numbers Banking 259

Brown Advisory

JUNE 14, 2018

So, after the NOW conference, I invited a number of colleagues to join me for dinner so we could gather in a comfortable off-site environment, free of distractions, and connect the dots between what we heard at NOW and what we’re thinking about as investors. but a number of folks were quite optimistic about anticipated progress.

Investing 52

Investing Investments Clients Numbers 52

Brown Advisory

JUNE 14, 2018

So, after the NOW conference, I invited a number of colleagues to join me for dinner so we could gather in a comfortable off-site environment, free of distractions, and connect the dots between what we heard at NOW and what we’re thinking about as investors. but a number of folks were quite optimistic about anticipated progress.

Investing 52

Investing Investments Clients Numbers 52