Abnormal Returns

JUNE 17, 2024

kitces.com) Amy Arnott and Christine Benz talk with Andrew Blake who is associate director of wealth management for Cerulli Associates about the upcoming wave of adviser retirements. riabiz.com) AI A look at some AI-powered advisory service startups. riabiz.com) Wells Fargo ($WFC) wants in on the advisor custody business.

Financial Counseling 261

Financial Counseling Compensation Planning Wealth Management Startup 261

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 63

Taxes Startup Compensation Planning Sales 63

Darrow Wealth Management

NOVEMBER 17, 2022

Darrow Wealth Management doesn’t provide tax advice; consult your tax advisor to discuss your personal situation. . The MA ‘millionaire’ surtax will apply to one-time sudden wealth events. A tech employee at a startup has stock options. About Darrow Wealth Management.

Taxes 111

Taxes Wealth Management Tax Planning Planning 111

Diamond Consultants

JUNE 28, 2023

However, more often than not, advisors discover that going independent comes with a lot of work, from the initial setup to the ongoing management of the day-to-day minutia. Jake landed on a “middle ground” option, choosing to go to RBC to monetize his life’s work and recoup some of his deferred compensation.

Compliance 52

Compliance Recruitment Clients Compensation 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. Darrow Wealth Management specializes instock options and equity compensation.

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. Darrow Wealth Management specializes instock options and equity compensation.

Taxes 59

Taxes Startup Wealth Management Planning 59