Orion Acquires Summit Wealth Systems To Become Its Next-Generation All-In-One Portal (And More Of The Latest In Financial #AdvisorTech – January 2025)
Nerd's Eye View
JANUARY 6, 2025
FINNY AI, an AI-powered prospecting tool, has raised $4.2
Communication Startup Taxes 
Tax Savings Tips for Startups
Harness Wealth
APRIL 16, 2025
Let us face ittech startups encounter a unique set of tax challenges that can make or break their financial future. The complex interplay between traditional tax regulations and the innovative nature of tech businesses demands smart planning from day one.
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All the Tax Benefits You Need for Your Small Business
Harness Wealth
APRIL 17, 2025
Tax deductions can save you thousands annually by reducing your taxable income through legitimate business expenses. Understanding these deductions is more critical than ever as tax laws evolve, presenting new opportunities for savings. Understanding this distinction is crucial for maximizing your tax benefits effectively.
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83(b) Election for Stock Options and Restricted Stock
Darrow Wealth Management
APRIL 23, 2025
For individuals with stock-based compensation, an 83(b) election has the potential to greatly reduce taxes on stock options or restricted stock. Section 83(b) of the tax code gives individuals the ability to accelerate the taxation of their unvested equity grant. What is an 83(b) election?
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How to Optimize Your Book of Business Post-Tax Season
Harness Wealth
JULY 16, 2025
The post-tax-season lull offers tax firms the opportunity to look inward and assess the efficiency of any number of factors. Beyond operational processes, however, one of the main areas where tax firms can improve performance is by optimizing their book of business.
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Global Expansion: The Next Big Move for Indian Startups in 2025
Trade Brains
JUNE 12, 2025
Indian startups are no longer in the motive of just catering to the domestic markets. Widening the abroad offers and the access to the newer clients can increase the profit margins and the global recognition towards the startup. These hubs offer tax advantages and simpler business regulations.
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Transcript: Melissa Smith, co-Head of Commercial Banking at JPMorgan
The Big Picture
MARCH 4, 2025
Really fascinating because she sees the world from a very unique perch, has incredible access to every aspect of both commercial and investing banking that a small startup or medium-sized company, and by medium I mean up to $2 billion in revenue might need. So taxes and bonds for sure. So kind of a very wide, wide reit if you will.
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Transcript: Velina Peneva, Swiss Re Chief Investment Officer
The Big Picture
JULY 1, 2025
So it felt like going from a well-established company to a startup. I think it was just the way it was communicated, right. So I think they, but the 00:52:14 [Speaker Changed] Taxes are much higher, so you pay for it. So institu, no supporting institutional investors. And, and that’s considered a social good, right?
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Adviser links: technical skill
Abnormal Returns
DECEMBER 5, 2022
cnbc.com) Startup 401(k) provider Blooom has abruptly closed its doors. riabiz.com) Communication Having a public presence can be scary for advisers. advisorperspectives.com) IRAs Why asset location matters from a tax-perspective. (investmentnews.com) Donor advised fund reform isn't happening this year.
The Latest In Financial #AdvisorTech (October 2023)
Nerd's Eye View
OCTOBER 2, 2023
From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Holistiplan, after achieving success with its tax planning and analysis software, has announced an investment from Lead Edge Capital, signaling that it may be ready to expand into other financial planning areas beyond tax – (..)
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83(b) Election: Tax Strategies for Unvested Company Stock
Darrow Wealth Management
JULY 30, 2024
For founders, employees, and executives with stock-based compensation, an 83(b) election can be a powerful tax planning tool. When you make an 83(b) election, you’re opting to pay tax on unvested shares now, instead of when the stock vests. In tax lingo, this is known as substantial risk of forfeiture.
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Massachusetts ‘Millionaires’ Tax Applies to Sudden Wealth Events
Darrow Wealth Management
NOVEMBER 17, 2022
In November 2022, proponents of the Massachusetts ‘millionaires’ tax (question 1) won their bid to nearly double the income tax rate on individuals with taxable income over $1M a year. As proposed, the new legislation would increase these tax rates to 9% and perhaps even 16% , respectively, starting in 2023.
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The QSBS Tax Exemption: A Valuable Benefit for Startup Founders and Builders
Brown Advisory
OCTOBER 12, 2021
The QSBS Tax Exemption: A Valuable Benefit for Startup Founders and Builders ajackson Tue, 10/12/2021 - 08:00 The Qualified Small Business Stock (QSBS) tax exemption may allow you to avoid 100% of the capital gains taxes incurred when you sell a stake in a startup or small business.
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The QSBS Tax Exemption: A Valuable Benefit for Startup Founders and Builders
Brown Advisory
OCTOBER 12, 2021
The QSBS Tax Exemption: A Valuable Benefit for Startup Founders and Builders. The Qualified Small Business Stock (QSBS) tax exemption may allow you to avoid 100% of the capital gains taxes incurred when you sell a stake in a startup or small business. Tue, 10/12/2021 - 08:00. you are a non-corporate taxpayer.
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83(b) Election: Tax Strategies for Unvested Company Stock
Darrow Wealth Management
JULY 30, 2024
For founders, employees, and executives with stock-based compensation, an 83(b) election can be a powerful tax planning tool. When you make an 83(b) election, you’re opting to pay tax on unvested shares now, instead of when the stock vests. In tax lingo, this is known as substantial risk of forfeiture.
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How Are Stock Options Taxed?
Darrow Wealth Management
NOVEMBER 14, 2024
Tax implications of exercising and selling stock options If you have stock options as a large part of your income, taxes are especially important. How stock options are taxed depends on the type of options you have and your sale and exercise strategy. However, that doesn’t mean you won’t need to pay taxes!
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Diversifying Services: A Guide for Solo CPAs and Growing Tax Firms
Harness Wealth
OCTOBER 5, 2023
From quarterly estimated tax planning to equity compensation and crypto tax planning, diversifying your service offerings can not only set you apart from the competition, it can also help you significantly grow your revenue and retain clients.
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6 Tax Strategies for Incentive Stock Options and AMT
Darrow Wealth Management
MARCH 24, 2024
6 tax strategies for incentive stock options and AMT Triggering the alternative minimum tax isn’t the end of the world, but you don’t want to do it by accident. Exercise ISOs early in the year to manage or avoid AMT To get long-term capital gains tax treatment, you need to hold ISOs through the end of the year of exercise.
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Average Fees for Tax Advisors in 2024
Harness Wealth
MARCH 5, 2024
Tax advisors, and other tax professionals , offer services from preparing and filing annual tax returns to comprehensive tax strategies that help minimize taxes and preserve wealth over time. In this guide, we’ll explore the average fees of tax advisors in the US for 2024.
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6 Tax Strategies for Incentive Stock Options and AMT
Darrow Wealth Management
MARCH 24, 2024
6 tax strategies for incentive stock options and AMT Triggering the alternative minimum tax isn’t the end of the world, but you don’t want to do it by accident. Exercise ISOs early in the year to manage or avoid AMT To get long-term capital gains tax treatment, you need to hold ISOs through the end of the year of exercise.
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Weekly Market Insights – November 20, 2023
Cornerstone Financial Advisory
NOVEMBER 20, 2023
These Tips Can Help You Understand The Tax Situation Whether picking up painting or cooking new concoctions in your kitchen, starting a new hobby is always fun and a great way to learn something new. Did you know there are some tax considerations when starting a new hobby? .” – Salvador Dalí Starting A New Hobby?
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Transcript: Joanne Bradford
The Big Picture
MAY 7, 2024
She’s also involved with wealth.com, and I could, I could give you a long list of all the things she’s, she’s done Kahoot, super telly, just all, all these really fascinating startups. So I, you know, I, I learned so much and Microsoft was like a startup inside of a big company for me. Like that was the hot thing.
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Client Accounting Services: A Guide for CPAs
Harness Wealth
NOVEMBER 27, 2023
Within the accounting profession, Client Accounting Services (CAS) has emerged as a pivotal offering for entrepreneurial CPAs wishing to help their clients with more than just annual tax filings. Core components of CAS involve bookkeeping, payroll, tax planning & compliance services customized for each client.
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NOW 2016 | Hope vs. Fear: Winning the Hearts and Minds of Arab Youth
Brown Advisory
JUNE 23, 2016
Among some youth, the United Arab Emirates has become a magnet for entrepreneurs and venture capitalists, thanks to a legal system that protects private property, according to Chris Schroeder, an investor and author of Startup Rising: The Entrepreneurial Revolution Remaking the Middle East.
NOW 2016 | Hope vs. Fear: Winning the Hearts and Minds of Arab Youth
Brown Advisory
JUNE 23, 2016
Among some youth, the United Arab Emirates has become a magnet for entrepreneurs and venture capitalists, thanks to a legal system that protects private property, according to Chris Schroeder, an investor and author of Startup Rising: The Entrepreneurial Revolution Remaking the Middle East.
NOW 2016 | Gene Editing: Empowering a Cure for Cancer and Other Medical Breakthroughs
Brown Advisory
JUNE 23, 2016
Andrew Hack, chief financial officer at biotech startup Editas Medicine, said his firm plans to use CRISPR technology to perform precise genetic modification to treat a wide variety of human diseases. This communication and any accompanying documents are confidential and privileged. They are intended for the sole use of the addressee.
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NOW 2016 | Gene Editing: Empowering a Cure for Cancer and Other Medical Breakthroughs
Brown Advisory
JUNE 23, 2016
Andrew Hack, chief financial officer at biotech startup Editas Medicine, said his firm plans to use CRISPR technology to perform precise genetic modification to treat a wide variety of human diseases. This communication and any accompanying documents are confidential and privileged. They are intended for the sole use of the addressee.
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Weekly Market Insights – May 20, 2024
Cornerstone Financial Advisory
MAY 21, 2024
These Tips Can Help You Understand The Tax Situation Whether you pick up painting or cook new concoctions in your kitchen, starting a new hobby is always fun and a great avenue to learn something new. Whether your losses are due to circumstances beyond your control (or are normal in the startup phase of your type of business).
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Present at the Creation: Early-Stage Venture Capital
Brown Advisory
MARCH 1, 2016
In 2011, a Tel Aviv-based startup called Cyvera began developing cybersecurity software deploying the coding equivalents of barriers and traps to thwart hackers staging potentially devastating “zero-day attacks.” This communication and any accompanying documents are confidential and privileged.
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The Topic is Gold
The Irrelevant Investor
JULY 24, 2017
I get to see how other people in the industry think, how much they know, and how they communicate with their clients. People's view of gold is driven by who is in the White House, how much taxes you pay, whether you're employed or on government assistance, etc. I've done this several times and they're always a great experience.
30 Best Passive Income Ideas
Clever Girl Finance
AUGUST 2, 2023
Table of contents Top 30 best passive income ideas Expert tip: Give yourself time to build passive income Taxes and passive income How can I make $1,000 a month in passive income? Most of these require a bit of startup capital, so your first step will be building up some savings through a saving game or budgeting.
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The 27 Best Jobs For Stay At Home Moms
Clever Girl Finance
FEBRUARY 6, 2023
ESL tutor job details For this job, you'll teach your students how to communicate in the English language. While there will be some startup costs, you will have unlimited income potential. And it's a really great job that allows you to use organizational, communication, and creative skills.
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Learn How to Invest Outside of the Stock Market
Fortune Financial
NOVEMBER 17, 2021
Wireless infrastructure carries the digital traffic of our daily communication and applications to support everything from emails, text messaging, streaming services, the cloud and more. Private company startups through friends and family groups. Artificial Intelligence & Robotics. Other Alternative Investments.
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The Other 95%
Brown Advisory
APRIL 16, 2018
Private funds can provide equity capital to startups in renewable energy or other targeted areas. Direct loans or equity investments in mission-driven businesses can generate positive outcomes for the environment or the local community. Microlending funds can offer loans to small businesses or farms in developing economies.
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The Other 95%
Brown Advisory
APRIL 16, 2018
Private funds can provide equity capital to startups in renewable energy or other targeted areas. Direct loans or equity investments in mission-driven businesses can generate positive outcomes for the environment or the local community. Microlending funds can offer loans to small businesses or farms in developing economies.
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Transcript: Elizabeth Burton, Goldman Sachs Asset Management
The Big Picture
SEPTEMBER 19, 2023
In fact, state revenues were often at all time highs from taxes when this happened. And you have to get very, like my favorite class in business school is taxes. 00:39:53 [Speaker Changed] We shouldn’t all be plowing our money into AI startups. You can be in marketing, you can be in communications. We need writers.
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Are Alternatives Right for Our Organization?
Brown Advisory
OCTOBER 11, 2021
Examples that we have seen from our client work include investing in local affordable housing, environmental projects and innovative startups that are driving diversity, equity and inclusion among communities. Alternative investments can play unique roles in helping to support these objectives. equity REITs.
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Are Alternatives Right for Our Organization?
Brown Advisory
OCTOBER 11, 2021
Examples that we have seen from our client work include investing in local affordable housing, environmental projects and innovative startups that are driving diversity, equity and inclusion among communities. Alternative investments can play unique roles in helping to support these objectives. equity REITs.
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Transcript: Tom Rampulla
The Big Picture
OCTOBER 19, 2022
It was a startup. It felt like a startup. I mean, it wasn’t quite a startup. So it was really, really fun startup, very collaborative, felt like a family. They’ll do tax planning, right? RAMPULLA: Yeah. We probably had 700 employees at that time, but only about $30 billion in assets under management.
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Qualified Small Business Stock (QSBS): Explaining the Gain Exclusion
Darrow Wealth Management
NOVEMBER 5, 2024
If you invested in a startup or small business (founders, employee exercise of stock options, business owner), you need to know about qualified small business stock. If eligible, you may be able to exclude up to 100% of the gain from federal taxes when you sell your shares through the capital gains tax exclusion.
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Saturday links: impromptu fun
Abnormal Returns
AUGUST 27, 2022
which operates Pilot and Flying J travel centers, is buying a stake in autonomous truck startup Kodiak Robotics Inc. Tax private jet travel. theconversation.com) Communicating about viral transmission is no easy feat. (bloomberg.com) Why people continue to drive on suspended licenses. curbed.com) Transport Pilot Co.,
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Transcript: Brian Hamburger
The Big Picture
APRIL 25, 2023
With us, the law firm is basically a customer of MarketCounsel for a lot of our startup work. For most of the clients that come to us for startup work, right? And so, you can decide that you want to sever your employment and then begin the startup work, but that’s not tenable — RITHOLTZ: Right. That happens, right?
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Transcript: Peter Mallouk, Creative Planning
The Big Picture
JUNE 11, 2024
He began as an attorney working on things like taxes and, and trusts in estates and consulting for various RIA firms when he became an RIA and eventually bought creative planning when it had, you know, a handful of, of clients and, you know, 30, $35 million. This is Masters in business with Barry Ritholtz on Bloomberg Radio.
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Transcript: Steve Case
The Big Picture
SEPTEMBER 26, 2022
? ?. The transcript from this week’s, MiB: Steve Case on AOL, Startups & Venture , is below. And if you are at all interested in technology, venture, startups, entrepreneurship, I suspect you will also. And in our early days, we really just tried to figure out like many startups get noticed to stay alive.
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