Steve Sanduski

FEBRUARY 18, 2025

How advisors can help clients properly value, insure, and document their collections The tax implications of buying, selling, and trading collectibles. Things such as valuation, insurance, storage, and the succession plan. Tom Ruggie and I discuss: The confluence of factors driving the rise in collectibles as investments.

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Financial Planning Planning Valuation Clients 52

Walkner Condon Financial Advisors

MAY 1, 2023

ISOs and NQSOs are similar in that they allow an employee to purchase the stock at an agreed-upon price (called the “exercise price” or sometimes the “strike price”, which is stated in the grant document) at some point in time before the option expires, usually after ten years. Options can be worthless.

Taxes 98

Taxes Startup Planning Valuation 98

Darrow Wealth Management

MARCH 31, 2023

But that doesn’t mean the actual assets are just split down the middle, and some assets are much more favorable from a tax perspective than others. Once the divorce is finalized, a crucial (but often overlooked) part of the process is updating estate documents and beneficiary designations. Cash assets have no tax implications.

Financial Planning 105

Financial Planning Planning Estate Planning Assets 105

Cornerstone Financial Advisory

FEBRUARY 12, 2024

Here are a few tips to help you prepare in case anything happens: Update Your Family’s Emergency Plans: Your emergency plans can include knowing where to go, where you keep all necessary documents and possessions, and what you need to be prepared for. Consult your tax, legal, and accounting professionals for more specific information.

Marketing 105

Marketing Marketing Economics Taxes 105

Zajac Group

JANUARY 24, 2025

Your first move should be simple enoughgather up all the documents and ask all the questions necessary to make an informed decision. Your advisor should be able to provide you with an updated net worth projection and tax liability projection, as well as take a look at your portfolios overall diversification.

Taxes 52

Taxes Portfolio Planning Sales 52

Darrow Wealth Management

AUGUST 28, 2023

Make your business more sellable later by getting advice now Business brokers often recommend getting a valuation done years before expecting to sell the company. Your business advisory team may consist of: a business broker or M&A advisor, accounting and tax advisors, and transaction/M&A attorney.

Sales 98

Sales Estate Planning Wealth Advisor Taxes 98

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

The Big Picture

MAY 20, 2025

And the third thing is documenting war crimes. And that’s actually something that Bridgeway Foundation knows a lot about, 00:13:33 [Speaker Changed] Documenting war crimes, 00:13:35 [Speaker Changed] Documenting. What do you do with all of that information once you’ve documented a war crime in Ukraine?

Management 130

Management Numbers Transportation Accounting 130

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

Cornerstone Financial Advisory

JANUARY 2, 2024

.” – Bertrand Russell Need Last Year’s Tax Returns? Help is available for taxpayers who need tax information for prior years but still need to keep copies of their returns. This is often the easiest way to get a copy of your tax returns. Order a tax transcript. There are ways to get the information you need.

Taxes 104

Taxes Numbers Investment Advisor Investing 104

Brown Advisory

SEPTEMBER 12, 2016

Private Credit Outshines Many High-Valuation Stocks, Bonds. With interest rates at record lows and many publicly traded bonds and stocks approaching historically high valuations, private credit has become increasingly attractive to investors because of its total return prospects, steady income and role in diversification.

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Valuation Banking Portfolio Communication 52

Cornerstone Financial Advisory

OCTOBER 9, 2023

The Internal Revenue Service (IRS) has a handy tool called the Tax Withholding Estimator, which can help you manage having too much or too little tax withheld from your wages. This information is not intended to substitute for specific individualized tax advice.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

OCTOBER 16, 2023

Here are the ten fundamental rights you have as a taxpayer when interacting with the IRS: The right to be informed: As a taxpayer, you have the right to know what is required to comply with tax laws. The right to pay no more than the correct amount of tax: You only pay what is legally due, including interest and penalties.

Marketing 105

Marketing Marketing Taxes Economics 105

Harness Wealth

MARCH 3, 2023

How do taxes work in a tender offer? A Stripe liquidity event is coming Rumors of a Stripe IPO began circling in 2021, after a $600 million Series H financing round pushed the company’s valuation to a massive $95 billion. Stripe is facing a hefty tax bill associated with the equity compensation of its many employees.

Taxes 52

Taxes Valuation Startup Sales 52

Good Financial Cents

APRIL 5, 2023

Few things get a car dealer to behave more than recognized third-party documentation. At the same time, be aware that valuations on used cars – which is what your trade-in will be – are more subjective. When you go on the valuation sites, be as objective as possible about this. Be prepared use it as a negotiating tool.

Insurance 111

Insurance Sales Banking Taxes 111

Cornerstone Financial Advisory

OCTOBER 7, 2024

.” – Bo Diddley Tax Tip… Protect Your Financial Safety in Case of a Natural Disaster No matter where you live, you should be aware of possible natural disasters in your area and plan accordingly by considering the following tax tips: Update your emergency plan. Create electronic copies of all important documents.

Marketing 52

Marketing Marketing Taxes Economics 52

Brown Advisory

DECEMBER 2, 2015

This helps to meet your immediate needs and instill discipline in a longterm context, averting excessive spending when valuations are rising. There are three fundamental variables to monitor in portfolio management: market performance, changes in tax policy and a portfolio’s rate of drawdown (expenses and spending).

Taxes 52

Taxes Clients Estate Planning Portfolio 52

Mr. Money Mustache

FEBRUARY 25, 2025

They may actually be right: You can now do things like feed in an entire novel or legal document or piece of code and ask the AI to answer detailed questions about the characters, or identify loopholes in the contract, or even find and fix bugs for you.

Marketing 66

Marketing Marketing Sales Portfolio 66

Cornerstone Financial Advisory

MAY 8, 2023

.” – Charlotte Brontë Need Last Year’s Tax Returns? Help is available for taxpayers who need tax information for prior years but who did not keep copies of their returns. This is often the easiest way to get a copy of your tax returns. Order a tax transcript. There are ways to get the information you need.

Marketing 59

Marketing Marketing Taxes Economics 59

Brown Advisory

MARCH 1, 2016

Less than two years later, Palo Alto Networks purchased the company for $200 million—a more than 25-fold surge in valuation. In November 2015, Square, a San Francisco-based creator of mobile payment technology, went public at $9 per share and immediately rocketed 45% to a valuation of more than $4 billion. million pre-money valuation.

Valuation 52

Valuation Clients Communication Investing 52

Harness Wealth

MARCH 9, 2023

Reddit has its sights set on a $15 billion valuation for its IPO , but achieving that goal may prove challenging. However, Fidelity later reduced the valuation to $6.6 Another consideration is that exercising your options will come with capital gains taxes. AMT is a separate tax calculation that can result in a higher tax bill.

Planning 52

Planning Taxes Advertising Tax Planning 52

Brown Advisory

NOVEMBER 12, 2015

As 2015 comes to a close, we remind our clients and friends of how important it is take time to review new tax rules, consider tax-saving opportunities and review investment and asset-protection plans before year’s end. In this letter, we outline a number of tax-saving and other opportunities to consider before the close of the year.

Planning 52

Planning Taxes Distribution Medical 52

Harness Wealth

APRIL 17, 2023

In this guide, we’ll explore the ins and outs of tender offers, discuss their associated tax implications, and give you the information you need to plan ahead for any tender offers in your future. Do You Owe Taxes In A Tender Offer? Do You Owe Taxes In A Tender Offer? Table of Contents: What Is A Tender Offer?

Startup 52

Startup Taxes Risk Tolerance Sales 52

Cornerstone Financial Advisory

JULY 18, 2022

Recovering Documents Following a Natural Disaster. If you live in an area that’s prone to natural disasters, it’s important to be prepared by knowing how to manage your important documents and paperwork, and by knowing what to do if those materials are lost. This document also covers the assistance available to victims.

Marketing 52

Marketing Marketing Economics Taxes 52

Brown Advisory

DECEMBER 4, 2017

presidential election, we have grappled with the lack of clarity regarding the details of new tax legislation. The outcome of the tax reform debate is likely to impact how we advise clients on tax planning, estate planning and a host of other topics. The estate tax exemption rose slightly to $5.49 Since last year’s U.S.

Planning 52

Planning Taxes Clients Tax Planning 52

Steve Feinberg

JULY 12, 2022

Commuting valuation – Determine the value of a vehicle by multiplying each one-way commute by $1.50, based on the Employer’s Tax Guide to Fringe Benefits. General valuation. There are different ways to determine the value of the vehicle’s personal use considering it an employee’s fringe benefit. .

Valuation 52

Valuation Transportation Consulting Taxes 52

Steve Feinberg

JULY 12, 2022

Commuting valuation – Determine the value of a vehicle by multiplying each one-way commute by $1.50, based on the Employer’s Tax Guide to Fringe Benefits. General valuation. There are different ways to determine the value of the vehicle’s personal use considering it an employee’s fringe benefit. .

Valuation 52

Valuation Transportation Consulting Taxes 52

Cornerstone Financial Advisory

DECEMBER 19, 2022

Well-organized recordkeeping makes it easier to prepare your tax return and provide evidence of tax deductions. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax professional. How To Start Journaling.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

APRIL 17, 2023

As a business owner, you will need to keep track of supporting documents such as: Purchases Sales Payroll Sales slips Paid bills Invoices Receipts Deposit slips Canceled checks Travel, transportation, entertainment, and gift expenses Assets Keeping your records well-organized will save you time, effort, and money.

Marketing 59

Marketing Marketing Medical Economics 59

Trade Brains

SEPTEMBER 26, 2024

Disclaimer: EBITDA has been calculated using Profit before tax and adding back depreciation and amortization, interest, and deducting other income. In the wake of SEBI’s probe, NSE withdrew its IPO documentation in 2019. The market valuation of NSE might be between ₹2.1 The market valuation of NSE might be between ₹2.1

Compliance 90

Compliance Banking Management Assets 90

ClearMoney

DECEMBER 5, 2021

The information in this document is provided in good faith without any warranty and is intended for the recipient’s background information only. Unauthorized copying, reproducing, duplicating, or transmitting of this document are strictly prohibited. There is no assurance that any investment strategy will be successful.

Commission 52

Commission Retail Sales Distribution 52

Brown Advisory

JUNE 2, 2016

They should exercise caution when reaching for yield—valuations of some high-dividend, low-growth stocks already look excessive in our view. This communication and any accompanying documents are confidential and privileged. We cannot predict with certainty the ultimate impact of negative rates on the economy or financial markets.

Banking 52

Banking Economics Communication Assets 52

Brown Advisory

MARCH 18, 2022

CIO Perspectives Webinar, 2022 Asset Allocation Outlook mhannan Fri, 03/18/2022 - 06:42 Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. Brown Advisory does not render legal or tax advice. The war in Ukraine is causing even more uncertainty.

Asset Allocation 52

Asset Allocation Assets License Government 52

Brown Advisory

MARCH 18, 2022

Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. Any business or tax discussion contained in this communication is not intended as a thorough, in-depth analysis of specific issues. Brown Advisory does not render legal or tax advice.

Asset Allocation 52

Asset Allocation Assets License Government 52

Good Financial Cents

DECEMBER 14, 2022

After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. This is referred to as financial statement analysis: a comprehensive review of key financial documents to assess a company’s effectiveness. One industry that tends to be recession-resistant is finance.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

Brown Advisory

SEPTEMBER 12, 2016

We look for fundamental strengths, attractive valuations and what we call Sustainable Business Advantage (SBA). They then construct their portfolios by using traditional measures for valuation and performance. This communication and any accompanying documents are confidential and privileged.

Food 52

Food Executive Compensation Portfolio Management Communication 52

Brown Advisory

SEPTEMBER 12, 2016

We look for fundamental strengths, attractive valuations and what we call Sustainable Business Advantage (SBA). They then construct their portfolios by using traditional measures for valuation and performance. This communication and any accompanying documents are confidential and privileged.

Food 52

Food Executive Compensation Portfolio Management Communication 52