Compliance Startup Tax Planning 
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.
Harness Wealth
NOVEMBER 12, 2024
As the year comes to a close, now is the time to review potential financial moves to help minimize your tax burden heading into 2025. Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. What is the Lifetime Gift Tax Exemption? million ($27.22
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Harness Wealth
APRIL 16, 2025
Tax planning serves as the cornerstone of the entire acquisition deal, extending far beyond a simple checkbox. Every element, from structure to price negotiations, hinges on understanding tax implications for all parties involved. Get it right, and you will have set yourself up for a smooth transition and maximized returns.
Abnormal Returns
SEPTEMBER 26, 2022
Podcasts Christine Benz and Jeff Ptak talk with Tim Steffen, director of tax planning for Baird. riabiz.com) This startup wants to make it easier to borrow against whole life insurance policies. riabiz.com) Compliance Many clients want to text with their adviser. Budge looks to solve this.
Harness Wealth
APRIL 17, 2025
Understanding these limitations and planning accordingly can help maximize QBI benefits while maintaining compliance with IRS regulations. This represents a significant change from previous years’ higher percentages, making strategic timing of asset purchases increasingly important for tax planning purposes.
Harness Wealth
MARCH 27, 2025
Buyers and sellers in the secondary market often use specialized platforms to trade private company shares, whether in pre-IPO startups or private equity fund interests. These platforms centralize financial and legal details to facilitate transactions, but tax considerations remain a key factor regardless of where the sale occurs.
Harness Wealth
APRIL 17, 2025
For taxpayers facing complex situations with multiple potential deductions and credits, professional tax guidance can prove invaluable. A qualified tax professional can help navigate the intricacies of various tax benefits while ensuring compliance with IRS regulations. Managing complex taxes shouldn’t be a burden.
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