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83(b) Election for Stock Options and Restricted Stock

Darrow Wealth Management

Stock at early-stage startups usually will have a very, very low valuation, making this tax strategy most advantageous. Its crucial to consult with a tax professional to understand the specific tax implications of an 83(b) election for your situation. Ensure your employer has a copy of the election also.

Taxes 63
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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. Before making the election, consult your tax and financial advisor to understand the impact on your tax situation and make an informed decision. Current valuation = $0.1 Your shares still need to vest.

Taxes 104
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Weekly Market Insights – February 26, 2024

Cornerstone Financial Advisory

Nvidia’s market cap rose by $277 billion on the news, pushing it to a $2 trillion valuation. WDAY), Zoom Video Communications, Inc. (ZM) Please consult your financial professional for additional information. Please consult legal or tax professionals for specific information regarding your individual situation.

Marketing 105
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Weekly Market Insights – February 5, 2024

Cornerstone Financial Advisory

Consult your tax, legal, and accounting professionals for more specific information. Your mental health influences how you communicate with others, perform at work, and feel about yourself. Please consult your financial professional for additional information. These factors may result in greater share price volatility.

Marketing 104
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10 Brilliant Financial Advisor Websites from Osaic That Drive Results

FMG

AND persuasive copy complements each CTA, clearly communicating the value of taking the next step. Eastern Planning can put the emails captured here in a list and drip out related content to stay top of mind even if someone isnt ready to commit to a consultation yet. Visitors know exactly what they stand to gain.

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A Complete Guide to RIA Succession Planning with Paul Blease

Steve Sanduski

Guest: Paul Blease , Strategic Consultant, Invesco Global Consulting at Invesco Global Consulting. Paul and I discuss: Why prospective buyers and sellers shouldn’t be relying on “industry standard” valuation metrics alone when considering an acquisition.

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Weekly Market Insights – October 23, 2023

Cornerstone Financial Advisory

This Week: Companies Reporting Earnings Tuesday: Microsoft Corporation (MSFT), General Electric Company (GE), Verizon Communications, Inc. (VZ), Please consult your financial professional for additional information. Please consult legal or tax professionals for specific information regarding your individual situation.

Marketing 105