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CFP Board’s Crypto Guidelines Offer a Word of Caution

eMoney Advisor

A recent announcement regarding cryptocurrency from the CFP Board provided advice on crypto-related investments stating CFPs® are neither required nor prohibited from providing advice related to cryptocurrency, but “should do so with caution.” The CFP Board stated the risks as follows in its communication.

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83(b) Election: Tax Strategies for Unvested Company Stock

Darrow Wealth Management

Stock at early-stage startups usually will have a very, very low valuation, making this tax strategy possible. For employees with stock options, making an 83(b) election can be important later if valuations increase. There’s a risk of over-paying tax if the valuation doesn’t go up or if the company isn’t successful.

Taxes 103
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Donating Stock to Charity

Darrow Wealth Management

Donor-advised funds charge fees and privately held assets require a valuation. Article written by Darrow Advisor Kristin McKenna, CFP® and originally appeared on Forbes. Article written by Darrow Advisor Kristin McKenna, CFP® and originally appeared on Forbes. Give wisely. Consider these other tax-saving gifting strategies.

Taxes 105
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What Happens to Your Stock When a Company is Bought?

Darrow Wealth Management

For example, in the Takeda acquisition of Shire, awards were converted on a predetermined valuation outlined in the terms of the deal. Darrow Wealth Management offers Private Wealth and Asset Management to individuals and families. appeared first on Darrow Wealth Management.

Taxes 116
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Should You Exercise Stock Options During a Pre-IPO Window?

Darrow Wealth Management

Unfortunately, for those tax savings to materialize, the post-IPO stock price at sale must be considerably more than the pre-IPO valuation at exercise. Most companies go public at their highest historical valuation. appeared first on Darrow Wealth Management. So let’s get that out of the way first.

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Developing an Exit Strategy for Stock Options in a Down Market

Darrow Wealth Management

Particularly for employees of companies that IPO’d last year, valuations have fallen significantly. If the company was trading at an inflated price due to market conditions at the time, then it’s going to be much harder to justify that valuation when exuberance wanes. Single stocks vs the market. Source: J.P.

Marketing 105
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Selling a Business? Brokers Share Tips on How to Maximize the Sale Price

Darrow Wealth Management

Make your business more sellable later by getting advice now Business brokers often recommend getting a valuation done years before expecting to sell the company. Both professionals often help sellers with valuation, find/vet potential buyers, advise on deal structure/terms, etc. The post Selling a Business?

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