Darrow Wealth Management

APRIL 23, 2025

The 83(b) election has the potential to significantly reduce the overall tax liability, especially for startup founders and employees who receive stock-based compensation. It’s usually a key part of pre-IPO tax planning and exit strategies. This is only relevant for property subject to vesting requirements.

Taxes

Harness Wealth

NOVEMBER 12, 2024

The conversion from a Traditional IRA to a Roth IRA is a taxable event, with income taxes due on any pre-tax contributions and investment earnings converted. Consider 529 Plans A 529 Plan is a tax-advantaged investment account specifically designed to fund education costs.

Tax Planning

Abnormal Returns

JUNE 17, 2024

(joincolossus.com) The biz Ken Fisher is selling a minority stake in Fisher Investments to Advent International and the Abu Dhabit investment fund. riabiz.com) AI A look at some AI-powered advisory service startups. abnormalreturns.com) Investing When are advisers liable for negligent investment advice?

Financial Counseling

Harness Wealth

MARCH 11, 2024

As a company founder, early startup employee, or small business owner, you may find yourself in a higher tax bracket as your business grows or you realize gains from equity compensation. Income can be from wages and salaries, investment income, business transactions, and more.

Startup

Darrow Wealth Management

NOVEMBER 17, 2022

Article is a general communication only and should not be used as the basis for making any type of tax, financial, legal, or investment decision. A tech employee at a startup has stock options. The ink is hardly dry, so new details will likely emerge about the practical application of the surtax and potential planning opportunities.

Taxes

Diamond Consultants

JUNE 28, 2023

Plus, they would be passing up on monetizing in the short term by eschewing a large transition package, in addition to the startup costs associated with setting up a business, leaving many advisors to conclude that independence is just a bridge too far. Yet he was unable to provide those services.

Compliance

Harness Wealth

OCTOBER 8, 2024

As of October 9, 2024 If your firm provides comprehensive tax planning services, you’ll be better positioned to gain new clients in the Harness Marketplace compared to firms that mainly focus on tax preparation. Registration does not imply a certain level of skill or training.

Taxes