Abnormal Returns

SEPTEMBER 16, 2024

investmentnews.com) Startups, like Cashmere, are using AI to identify wealth management prospects. riabiz.com) CFP professionals make more money. (investmentnews.com) What to look for in a new custodian. thinkadvisor.com) Advisers Future Proof 2024 is bigger and better. kitces.com)

Wealth Management 273

Wealth Management Startup CFP Retirement 273

Abnormal Returns

JULY 3, 2023

Fintech Why fintech startups need advisers onboard to help them sell to wealth management firms. kitces.com) How the NAPFA, CFP and FPA define 'no fee' is increasingly controversial. matts-newsletter-7a3f46.beehiiv.com) kitces.com) Estate planning Four things to consider in anticipation of 2026.

Estate Planning 240

Estate Planning Recruitment Wealth Management Startup 240

Abnormal Returns

DECEMBER 12, 2022

kitces.com) What the CFP Board is saying about cryptocurrencies. thinkadvisor.com) Startup Ocho wants to make it easier for business owners to have a solo 401(k). (blogs.cfainstitute.org) Advisers How the SEC now regulates investment performance advertising. riaintel.com) Older Americans are planning to stay in the homes.

Tax Planning 130

Tax Planning Financial Advising Advertising Startup 130

Darrow Wealth Management

JULY 30, 2024

Startup founders, early employees, executives, and other service providers can make an 83(b) election. Stock at early-stage startups usually will have a very, very low valuation, making this tax strategy possible. For fast-growing startups, this can be a big headache, especially when there isn’t a public market for the stock.

Taxes 104

Taxes Tax Planning Startup Valuation 104

Yardley Wealth Management

FEBRUARY 11, 2025

The post The Pursuit of Perfect Credit & Small Business Success: A Conversation with RD’s Total Lawn appeared first on Yardley Wealth Management, LLC. Mike Garry, CFP® practitioner and founder of Yardley Wealth Management, shared his insights on this pursuit.

Wealth Management 52

Wealth Management Communication Engineering Estate Planning 52

Darrow Wealth Management

FEBRUARY 24, 2025

If you work for a private startup, you may be able to exercise your stock options early. So employees with equity compensation still need to earn their startup equity. It may make sense to consider exercising startup shares immediately if: Shares currently qualify for Section 1202, qualified small business stock.

Taxes 67

Taxes Startup Valuation Wealth Management 67

Darrow Wealth Management

JULY 30, 2024

Startup founders, early employees, executives, and other service providers can make an 83(b) election. Stock at early-stage startups usually will have a very, very low valuation, making this tax strategy possible. For fast-growing startups, this can be a big headache, especially when there isn’t a public market for the stock.

Taxes 52

Taxes Tax Planning Startup Valuation 52