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.

Taxes 52

Taxes Tax Planning Startup Compliance 52

Harness Wealth

APRIL 30, 2025

In this article, well examine the nature of IRS audits, the common audit red flags that result in IRS scrutiny, and how professional tax advisors can help reduce the risk of you being audited. An IRS audit is a formal review of your financial records to verify their accuracy and compliance with tax laws.

Compliance 52

Compliance Taxes Accounting Assets 52

Cornerstone Financial Advisory

DECEMBER 16, 2024

.” – Alfred, Lord Tennyson Tax Tip… Have You Created Your IRS Online Account? This information is not a substitute for individualized tax advice. Please discuss your specific tax issues with a qualified tax professional. Please consult your financial professional for additional information.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

DECEMBER 23, 2024

.” – Anas Nin Tax Tip… What is the Lifetime Learning Credit? The Lifetime Learning Credit (LLC) is a tax credit for qualified tuition and related expenses. The credit is worth up to $2,000 per tax return. This information is not a substitute for individualized tax advice.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

OCTOBER 28, 2024

Food for Thought… “ Keep your thoughts free from hate, and you need have no fear from those who hate you.” – George Washington Carver Tax Tip… Is Your Office in a Historic Building? Taxpayers use Form 3468, Investment Credit, to claim the rehabilitation tax credit.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

NOVEMBER 11, 2024

This information is not a substitute for individualized tax advice. Please discuss your specific tax issues with a qualified tax professional. Please consult your financial professional for additional information. The information in this material is not intended as tax or legal advice.

Marketing 52

Marketing Marketing Taxes Economics 52

Zoe Financial

MARCH 3, 2025

despite beating earnings expectations, showing high valuation pressure. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Nvidia: Fell 8.5%

Marketing 52

Marketing Marketing Economics Taxes 52

Darrow Wealth Management

JUNE 24, 2025

Tax implications Interested sellers should always consult a tax professional before accepting a tender offer. There are many tax considerations and nuances which can impact the outcome. But in general, the tax consequences are as follows. Speak with your tax advisor and the company to find out more.

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Taxes Numbers Sales Consulting 59

The Big Picture

JULY 1, 2025

Velina Peneva : So when I was a junior in college, I tried to get an internship and I was looking at the typical paths of consulting or banking. So how did you end up as a consultant in Boston at Bain? So Bain was the pioneer in consulting, two private equity companies focusing on strategic due diligence of m and a transactions.

Investing 144

Investing Investments Consulting Insurance 144

Cornerstone Financial Advisory

NOVEMBER 4, 2024

This also includes specific tax advice for military members on combat zone tax benefits, special extensions, and other special rules. This also includes specific tax advice for military members on combat zone tax benefits, special extensions, and other special rules.

Marketing 52

Marketing Marketing Taxes Economics 52

Zoe Financial

JANUARY 6, 2025

Will the Federal Reserve continue to lower interest rates, supporting valuations? Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Will the economy avoid a recession?

Marketing 40

Marketing Marketing Economy Taxes 40

Cornerstone Financial Advisory

NOVEMBER 18, 2024

Food for Thought… “If we all worked on the assumption that what is accepted as true were really true, there would be little hope of advance.” – Orville Wright Tax Tip… What To Do If You Get Mail From the IRS The IRS sends letters and notices for many different reasons.

Marketing 52

Marketing Marketing Economics Taxes 52

Darrow Wealth Management

JANUARY 16, 2025

A step-up in basis is a tax advantage for individuals who inherit stocks or other assets, like a home. Understanding step-up in basis at death If youve received an inheritance you may have questions about the tax treatment of certain assets. This increases the tax basis, which determines capital gains or losses when the asset is sold.

Assets 98

Assets Estate Planning Taxes Wealth Management 98

Harness Wealth

FEBRUARY 4, 2025

However, unlike stocks and bonds, alternative investments, or alts as theyre commonly known, have unique tax treatments and complex reporting requirements that investors should carefully consider before investing. Well also go into some potential strategies to optimize tax efficiency. How Are Alternative Investments Taxed?

Taxes 52

Taxes Investing Investments Startup 52

Zoe Financial

DECEMBER 9, 2024

Market Valuations : Multiples are no longer considered cheap. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. S&P 500 : Up 1% for the week and 27.7% Nasdaq : Up 3.3%

Marketing 40

Marketing Marketing Economics Taxes 40

Cornerstone Financial Advisory

DECEMBER 2, 2024

Treasury note yield is expressed in basis points. Tariff Talk Some of the post-election rally has been driven by investor expectations for less regulation and lower corporate taxes proposed by the incoming administration. This information is not a substitute for individualized tax advice.

Marketing 52

Marketing Marketing Economics Taxes 52

Wealth Management

JUNE 9, 2025

trillion and 121 million participant accounts along part of the $37 trillion overall in retirement assets, the pressure is causing many record keepers to dig deep and, for many, reinvent themselves or face exiting the market before their valuations drop even further just as it did for active asset managers years ago.

Wealth Management 147

Wealth Management Retirement Planning Assets 147

The Big Picture

APRIL 8, 2025

You know, I thought I was gonna take the high road and, and be a management consultant. Lisa Shalett : Yeah, so, you know, I, I did the consulting thing both before and after business school. That was one of the pieces of the consulting gig that appealed to me. But we think that that valuations are there.

Asset Allocation 144

Asset Allocation Wealth Management Clients Assets 144

The Big Picture

JULY 15, 2025

And so I decided I wanted to be a labor economist and got myself a job with a prestigious economic consulting firm in their labor economics department doing all kinds of government related work, private sector, but government related work. And then number three is gonna be sentiment and valuation. The third is sentiment and valuation.

Numbers 144

Numbers Investing Investments Economics 144

The Big Picture

APRIL 29, 2025

We learned everything, you know, across from accounting to auditing to, to tax and valuation. I ended up in what was called the valuation services group, where we valued real estate and businesses either for transactions or for m and a activity. You know, in those days these companies hired, you know, crops of undergrads.

Management 130

Management Assets Portfolio Insurance 130

The Big Picture

MAY 27, 2025

And I was able to tax campus co-op. I taxed the student body. And in fact, I ultimately found the job in political campaign consulting. I mean, we’ve, we’ve had valuations of 30 to $40 million of restaurant. And I came back to campus and I said, you know what? Why are we giving these guys our money?

Food 130

Food Numbers Investing Investments 130

Cornerstone Financial Advisory

DECEMBER 9, 2024

” – Helen Keller Tax Tip… Beware of the Fake Charity Scam There are so many scams out there. You can research charity organizations using the IRS Tax Exempt Organization Search toolthis will help you narrow down a list of legitimate charities. You may even be able to claim a deduction on your tax return.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

DECEMBER 30, 2024

” – Leo Tolstoy Tax Tip… Do You Have to Pay Taxes on Your Hobby? Whether you picked up embroidering, dog grooming, or making jewelry, a side hobby may or may not require paying taxes. Does your kids’ lemonade stand need to pay taxes? These factors may result in greater share price volatility.

Marketing 52

Marketing Marketing Taxes Economics 52

Trade Brains

JULY 22, 2025

Profit after tax jumped 18 percent YoY to Rs 132 crore, and EBITDA rose by 5 percent YoY to Rs 235 crore. Down the line, Motilal Oswal projects a 13 percent revenue CAGR, 16 percent EBITDA CAGR, and a 23 percent PAT CAGR from FY25 to FY27 and has said that the stock is trading at attractive valuations. percent and 12.81

Pharmaceutical 52

Pharmaceutical Electronics Valuation Retail 52

Abnormal Returns

MARCH 17, 2024

Markets Market valuations aren't that helpful in the short term. axios.com) Everybody wants simpler taxes, but it never happens. cnn.com) The management consulting business is struggling. tker.co) The U.S. yield curve has been inverted for a record amount of time. axios.com) Private equity return dispersion is a problem.

Financial Advising 288

Financial Advising Commission Valuation Media 288

Darrow Wealth Management

JULY 30, 2024

For founders, employees, and executives with stock-based compensation, an 83(b) election can be a powerful tax planning tool. When you make an 83(b) election, you’re opting to pay tax on unvested shares now, instead of when the stock vests. In tax lingo, this is known as substantial risk of forfeiture.

Taxes 103

Taxes Tax Planning Startup Valuation 103

The Big Picture

FEBRUARY 27, 2023

equity valuations: “Baby-boomers’ huge flow of 401K plan contributions helped to drive equities higher; now that ~70 million Boomers are retiring, when do demographics flip this from a huge positive to a net drag?” This demographic cohort is simply not a seller due to retirement – the tax expenses would be too great.

Distribution 322

Distribution Retirement Retirement Planning Taxes 322

Carson Wealth

OCTOBER 7, 2024

Carson Wealth’s Thom Hall CFP®️, ChFC ®️, CExP , CEPA Managing Director, Partner & Wealth Advisor and Rick Krebs CPA, CEPA discuss the importance of an accurate valuation when considering a business exit.  For a comprehensive review of your personal situation, always consult with a tax or legal advisor.

Valuation 52

Valuation Wealth Advisor CFP Taxes 52

Darrow Wealth Management

JULY 30, 2024

For founders, employees, and executives with stock-based compensation, an 83(b) election can be a powerful tax planning tool. When you make an 83(b) election, you’re opting to pay tax on unvested shares now, instead of when the stock vests. In tax lingo, this is known as substantial risk of forfeiture.

Taxes 52

Taxes Tax Planning Startup Valuation 52

Darrow Wealth Management

OCTOBER 31, 2022

Due to tax implications, liquidity issues, and periods of heightened market volatility, exercising options before an anticipated initial public offering may not be worth the risk. One of the top risks for people with incentive stock options (ISOs) is not having cash to pay the taxes due from the exercise. Instacart isn’t alone.

Marketing 104

Marketing Marketing Taxes Valuation 104

Diamond Consultants

JUNE 1, 2023

Here are 3 valuation scenarios to address that curiosity. Focus Financial Partners, the largest investor in the independent space, is being taken private at a $7B valuation. Prolific RIA acquirer CI Financial recently monetized a stake in their business at a $5B valuation. Those are some eye-popping numbers.

Valuation 98

Valuation Recruitment Retirement Distribution 98

Darrow Wealth Management

NOVEMBER 14, 2024

Tax implications of exercising and selling stock options If you have stock options as a large part of your income, taxes are especially important. How stock options are taxed depends on the type of options you have and your sale and exercise strategy. However, that doesn’t mean you won’t need to pay taxes!

Taxes 54

Taxes Sales Wealth Management Planning 54

Darrow Wealth Management

OCTOBER 21, 2024

When unexercised ISOs are cashed out at closing, it’s considered a cancellation of stock options for tax purposes, not a disqualifying disposition. This is important, as the former will be subject to payroll tax. Should the deal not go through, you may be left with a large tax bill and no liquidity to pay it.

Taxes 116

Taxes Wealth Management Planning Media 116

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Nvidia’s market cap rose by $277 billion on the news, pushing it to a $2 trillion valuation. ” – August Wilson Be On Alert For IRS Scams This tax season, the IRS expects an uptick in tax-related scams. Demand that you immediately pay your taxes over the phone. Take a debit or credit card number over the phone.

Marketing 105

Marketing Marketing Economics Taxes 105

Carson Wealth

JANUARY 25, 2024

By Ryan Egolf, EA, Senior Tax Planner If you or your children are in the college hunt, the prospect of paying for school could be disheartening given its alarming price tag. That could lead to less aid if your business has a high valuation. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

Taxes 97

Taxes Consulting Education Assets 97

Darrow Wealth Management

MARCH 24, 2024

6 tax strategies for incentive stock options and AMT Triggering the alternative minimum tax isn’t the end of the world, but you don’t want to do it by accident. Exercise ISOs early in the year to manage or avoid AMT To get long-term capital gains tax treatment, you need to hold ISOs through the end of the year of exercise.

Taxes 59

Taxes Tax Planning Planning Sales 59

Harness Wealth

MAY 9, 2025

Successful tax advisory practices dont happen by chancetheyre the result of many years’ worth of hard work. Most importantly, tax practices are built on strong client relationships and specialized knowledge. Succession planning for tax practices, therefore, is as delicate a process as it is important.

Taxes 52

Taxes Planning Accounting Clients 52