Yardley Wealth Management

DECEMBER 3, 2024

This choice affects taxes, liability, management, and operational flexibility. Income and losses are reported on the owner’s personal tax return. Offers flexible tax treatment and operational control. Double Taxation: Corporations face taxes at both corporate and shareholder levels.

Compliance 40

Compliance Financial Planner Taxes Wealth Management 40

Harness Wealth

SEPTEMBER 18, 2024

These numbers show an opportunity for tax practices to build deeper, meaningful relationships with their clients, helping them to navigate some of life’s most challenging financial decisions. And you’ll see in our Q&A below, that tax advisors can bring estate planning into the conversation early on in a client relationship.

Taxes 52

Taxes Clients Planning Estate Planning 52

Harness Wealth

MAY 2, 2025

Understanding the tax implications is crucial when considering the best business structure for your venture. However, navigating the tax landscape for an LLC can be complex, as it involves various filing requirements, tax benefits, and strategic planning opportunities. Table of Contents What Is a Limited Liability Company (LLC)?

Taxes 52

Taxes Tax Planning Compliance Strategic Planning 52

Harness Wealth

MAY 2, 2025

Understanding the tax implications is crucial when considering the best business structure for your venture. However, navigating the tax landscape for an LLC can be complex, as it involves various filing requirements, tax benefits, and strategic planning opportunities. Table of Contents What Is a Limited Liability Company (LLC)?

Taxes 52

Taxes Tax Planning Compliance Strategic Planning 52

Harness Wealth

OCTOBER 5, 2023

From quarterly estimated tax planning to equity compensation and crypto tax planning, diversifying your service offerings can not only set you apart from the competition, it can also help you significantly grow your revenue and retain clients.

Taxes 59

Taxes Tax Planning Accounting Clients 59

Harness Wealth

FEBRUARY 20, 2024

In this guide, we explore the four main types of tax professionals and the benefits of working with a tax advisor to help navigate challenging tax scenarios. We’ll dive into what a tax advisor does, and help you make an informed decision about which type of tax professional is right for you.

Taxes 52

Taxes License Education Tax Planning 52

Harness Wealth

APRIL 28, 2023

If you earn income from various sources throughout the year, such as equity windfalls, venture capital fund distributions, crypto investments, and sales, or small business income, you will need to pay estimated quarterly taxes. Table of Contents What Are Estimated Quarterly Taxes?

Taxes 52

Taxes Distribution Startup Assets 52

Harness Wealth

NOVEMBER 27, 2023

Within the accounting profession, Client Accounting Services (CAS) has emerged as a pivotal offering for entrepreneurial CPAs wishing to help their clients with more than just annual tax filings. Core components of CAS involve bookkeeping, payroll, tax planning & compliance services customized for each client.

Accounting 59

Accounting Clients Compliance Taxes 59

Harness Wealth

SEPTEMBER 3, 2024

FOR IMMEDIATE RELEASE NEW YORK, NY — September 3, 2024: Harness , a New York-based fintech startup that seeks to make bespoke tax & financial advice accessible to more households, is excited to announce the appointment of Will Bressman to its Board of Directors.

Financial Services 52

Financial Services Financial Advice Startup Compliance 52

MazumaBusinessAccounting

NOVEMBER 1, 2022

A business plan will also help you stay organized throughout the entire startup process. Consider Your Accounting and Taxes Once you figure out how you will finance your small business, you should also consider how to handle your small business accounting and taxes. Starting a small business takes time and is a big commitment.

Business Planning 52

Business Planning Accounting Startup Taxes 52

MazumaBusinessAccounting

NOVEMBER 2, 2022

A business plan will also help you stay organized throughout the entire startup process. Consider Your Accounting and Taxes. Once you figure out how you will finance your small business, you should also consider how to handle your small business accounting and taxes. Determine Your Financial Strategy. Mazuma Wants to Help.

Business Planning 52

Business Planning Accounting Startup Taxes 52

Diamond Consultants

JUNE 28, 2023

They want to have a sense of ownership over how they run their practice—including the ability to hire and fire team members, distinguish themselves from their colleagues by marketing their business creatively, and be allowed to run their practice without as much interference from compliance. To him, all employee firms were the same.

Compliance 52

Compliance Recruitment Clients Compensation Planning 52

Harness Wealth

FEBRUARY 4, 2025

Alternative investments offer investors access to startups, real estate, and other non-traditional opportunities beyond stocks and bonds. In this article, well explore all the details of alternative investments, the reasons behind their growth as an investment choice, and how their tax treatment differs from traditional assets.

Taxes 52

Taxes Investments Investing Startup 52

SEI

SEPTEMBER 6, 2022

The space is still relatively nascent, terminology is still enigmatic at times, and there remains a large degree of uncertainly and opaqueness with regulatory and tax compliance, which hinders broader institutional adoption. .

Assets 52

Assets Investments Investing Government 52

The Big Picture

APRIL 25, 2023

Brian Hamburger has been one of the leading authorities in the world of registered investment advisories, broker-dealers, SEC regulatory compliance. And I would constantly hear them frustrated by the compliance department. HAMBURGER: They were just blaming compliance for everything they couldn’t do. RITHOLTZ: Right.

Compliance 162

Compliance Clients Wealth Management Management 162

The Big Picture

JANUARY 21, 2025

And then I was approached by Citigroup about being director of financial education for this startup called MiFi. One is the idea of doing a startup within a large corporation is absolutely absurd. So what do you discuss with your wife and kids about taxes? That was the notion, lovely notion, but two things went wrong.

Investing 147

Investing Investments Management Retirement 147

Good Financial Cents

AUGUST 12, 2023

READ MORE: How to Make $1,000 Per Month in Dividends Tax Considerations Tax implications for passive income differ from those of active income. Passive income may qualify for different tax rates or deductions, depending on jurisdiction and the type of income. You can read more about here about how passive income is taxed.

Risk Tolerance 58

Risk Tolerance Taxes Compliance Retirement 58

The Big Picture

SEPTEMBER 5, 2023

And even before the pandemic, we had changes in laws like the mansion tax, the rent law changed so that conversions of existing buildings are almost impossible. RITHOLTZ: More than that, double, and it’s no bargain in terms of real estate taxes. Florida real estate taxes are like New York real estate taxes.

Sales 130

Sales Numbers Marketing Marketing 130

The Big Picture

JANUARY 24, 2023

I mean, if we really stretched 10 times net income, I think if we find the hot buyer, we can get the 10 times, you know, with no adjustments, no trickery after tax net income, that would be a great price for most businesses. RITHOLTZ: So this is in pouring money into startups like venture does.

Investments 263

Investments Investing Numbers Banking 263

Harness Wealth

JANUARY 17, 2025

Tax season brings challenges for many, especially those with complex financial situations like equity compensation, multiple income streams, or significant investments. From identifying deductions to ensuring compliance, navigating tax complexities can quickly become overwhelming. However, not all tax advisors are the same.

Taxes 52

Taxes Certification Ethics Communication 52

Harness Wealth

APRIL 29, 2025

The structure of your tax firm is one of the most consequential decisions you will make as a business owner. The implications ripple through every aspect of your practice, from how you are protected against potential lawsuits to the way you handle tax season for your own business.

Taxes 52

Taxes Compliance Distribution License 52

Harness Wealth

APRIL 29, 2025

Alternative investments offer exciting opportunities to diversify portfolios and pursue higher returns, but state-specific tax regulations create a complex maze that impacts the bottom line. The variation in how states approach investment income, capital gains, and special provisions can dramatically affect after-tax returns.

Taxes 52

Taxes Investments Investing Compliance 52

The Big Picture

OCTOBER 5, 2024

And then when I got to Capital Group, obviously I was under compliance, they were like, you really can’t be talking about stocks online. And I joined a tech startup called OnDeck and built out their investment education arm. That’s like not cool. And I was like, okay, fine. 00:06:47 [Speaker Changed] Yeah.

Economy 162

Economy Education Insurance Economics 162

The Big Picture

DECEMBER 10, 2024

You begin at a few tech startups, you found Dex, which eventually gets acquired by Lotus. What was the startup process like? The second issue is, could anyone figure out a way to, at the time, Seagate owned some shares and other software companies and it wasn’t clear to the market how they could sell those in a tax efficient way.

Engineering 130

Engineering Consulting Manufacturing Investments 130

The Big Picture

MAY 16, 2023

So the smartest thing I ever did in this where Social Leverage started is I took everything I made and just redistributed it to everybody I saw doing a startup around … RITHOLTZ: Just every company. Um, case anybody that says anything, non-compliant, compliance tracks that also the watch list is just sort of fun. LINDZON: Yes.

Media 290

Media Investments Investing Valuation 290