Nerd's Eye View

OCTOBER 29, 2024

In this episode, we talk in-depth about how Travis originally developed his specialization of student loan planning through first correcting the misinformation given to his (now-)wife and her friends in the medical field (and realized that he could give high value to a chronically underserved population), how Travis first started his student loan consulting (..)

Consulting 243

Consulting Clients Financial Planning Compensation Planning 243

Darrow Wealth Management

NOVEMBER 17, 2022

A tech employee at a startup has stock options. If you’re selling a business and can’t close before the end of the year, consider the pros and cons of an installment sale, to spread out the taxable capital gain over a number of years (potentially staying under the surtax limit). the taxable gain is $1.7M.

Taxes 111

Taxes Wealth Management Tax Planning Planning 111

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.

Compliance 52

Compliance Recruitment Clients Compensation Planning 52

Harness Wealth

OCTOBER 8, 2024

The Harness Marketplace by the Numbers Harness attracts high-value clients with comprehensive planning needs, primarily from industries like tech, healthcare, consulting, and finance, along with business owners from various industries.

Taxes 52

Taxes Clients Tax Planning Healthcare 52

Darrow Wealth Management

MAY 9, 2025

A restricted stock award (RSA) is a form of equity compensation. RSA grants are commonly issued by private companies, particularly early-stage startups, and may be referred to as founder’s stock or simply restricted stock grants awarded to employees. In most cases, actual shares of common stock will be delivered.

Taxes 52

Taxes Startup Wealth Management Planning 52

Darrow Wealth Management

MAY 9, 2025

A restricted stock award (RSA) is a form of equity compensation. RSA grants are commonly issued by private companies, particularly early-stage startups, and may be referred to as founder’s stock or simply restricted stock grants awarded to employees. In most cases, actual shares of common stock will be delivered.

Taxes 59

Taxes Startup Wealth Management Planning 59