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Exit Planning for Founders: How to Minimize Taxes in an Acquisition

Harness Wealth

Key takeaways Begin exit planning 23 years prior to the intended sale to implement optimal tax strategies and structural changes that can save millions through proper entity selection, transaction timing, and specialized approaches. This is often preferred by buyers because it minimizes their exposure to existing liabilities.

Taxes 52
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Client Accounting Services: A Guide for CPAs

Harness Wealth

Core components of CAS involve bookkeeping, payroll, tax planning & compliance services customized for each client. Client Accounting Services are a comprehensive set of offerings provided by accounting firms to assist both individual and business clients in both compliance matters and day-to-day financial management.

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Understanding Limited Liability Company (LLC) Taxes: An Overview

Harness Wealth

However, navigating the tax landscape for an LLC can be complex, as it involves various filing requirements, tax benefits, and strategic planning opportunities. Understanding these requirements is essential to maintaining compliance and avoiding penalties.

Taxes 52
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Understanding Limited Liability Company (LLC) Taxes: An Overview

Harness Wealth

However, navigating the tax landscape for an LLC can be complex, as it involves various filing requirements, tax benefits, and strategic planning opportunities. Understanding these requirements is essential to maintaining compliance and avoiding penalties.

Taxes 52
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Accounting Advisory Services: A Comprehensive Guide for CPAs

Harness Wealth

Accounting advisory services are a suite of strategic planning offerings that extend beyond the realm of traditional tax return preparation and filing. While there may be some overlap, accounting advisory services should not be mistaken for traditional financial planning or for Client Accounting Services (CAS).

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How to Develop a Winning Financial Marketing Advisor Plan

Midstream Marketing

Because of new rules and compliance needs, financial advisors must make sure their marketing activities meet industry standards. It helps them talk to clients, share useful info, and increase sales. To succeed in financial marketing, focus on strategic planning and keep improving. They also need to see good results.

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Transcript: Mike Green, Simplify Asset Management

The Big Picture

We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments. And so that then led to the sale of that business in the late 1990s to Credit Suisse. So any compliance people listening, I’m just spitballing here. That’s Barry saying it.

Assets 170