Nerd's Eye View

JULY 25, 2025

Also in industry news this week: A recent report highlights the rapid growth of RIA "consolidators" , with advisors seeking them out for compliance and succession support, though concerns about a potential loss of autonomy and independence from joining one remain The Treasury has delayed until 2028 the effective date for a proposed Anti-Money Laundering (..)

Financial Planner

Harness Wealth

JULY 31, 2025

In this article, we’ll break down what you need to know to preserve QSBS eligibility, navigate complex scenarios like secondary sales or M&A conversations, and multiply benefits across your cap table. If you’re aiming to maximize your post-exit upside, this is where your planning starts. Planning an IPO?

Taxes

Nerd's Eye View

JANUARY 22, 2024

selling and trading) or on sales-oriented advice that centered on implementing insurance products. In the early days of wealth management, a financial advisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g.,

Financial Advisor

Brown Advisory

APRIL 1, 2020

GRATs are an attractive planning vehicle in a low interest rate environment, and funding at low security valuations increases the likelihood of success of transferring wealth to family members without using gift tax exemption. Sales of assets (i.e. CHARITABLE PLANNING Charitable Giving.

Strategic Planning

Brown Advisory

APRIL 1, 2020

GRATs are an attractive planning vehicle in a low interest rate environment, and funding at low security valuations increases the likelihood of success of transferring wealth to family members without using gift tax exemption. Sales of assets (i.e. CHARITABLE PLANNING. Charitable Giving.

Strategic Planning

Brown Advisory

JUNE 16, 2016

It also takes time to develop philanthropic plans, which may include donor-advised funds under a community foundation as well as various charitable trusts. The death of a grantor would obviously impact any plans to take advantage of annual exclusion gifts. Gifts or sales of family business interests. Conclusion.

Planning