Nerd's Eye View

JULY 27, 2023

These firm owners may opt to take a backseat role in running the firm, yet must still entrust client relationships and firm management to their advisors and support team. through training and development opportunities and even potential equity ownership), will increase the probability that the firm will sustain and grow over time.

Clients 181

Clients Communication Management Business Planning 181

Nerd's Eye View

AUGUST 8, 2023

Lori is the CEO of LVW Advisors, an independent RIA based in Pittsford, New York, that oversees more than $2 billion in assets under management for over 450 small-to-mid-sized institutions and ultra-high-net-worth families. My guest on today's podcast is Lori Van Dusen.

Investing 199

Investing Investments Financial Advisor Compensation Planning 199

Nerd's Eye View

OCTOBER 19, 2023

Much of the marketing and practice management advice in the financial advisory space comes back to 1 recommendation: Specialize in a niche. tech employees who need help managing equity compensation options), stage of life (e.g., Most commonly, niches present as particular needs of a firm's clients.

Clients 186

Clients Financial Advisor Financial Advice Financial Services 186

Nerd's Eye View

SEPTEMBER 28, 2022

Joe is a Partner and Head of Goldman Sachs Personal Financial Management, a national wealth management firm within Goldman Sachs which oversees more than $100 billion in assets under advisement for tens of thousands of client households. Read More.

Financial Advisor 130

Financial Advisor Executive Compensation Wealth Management Recruitment 130

Carson Wealth

MAY 30, 2023

The second issue with executive compensation packages is how taxes are required to be withheld. Many front-line through middle-management employees receiving annual bonuses that are a small percentage of their salary will see the bonus included in the regular payroll one week and withheld at a higher tax rate than normal.

Executive Compensation 52

Executive Compensation Tax Planning Taxes Planning 52

Nerd's Eye View

MARCH 8, 2023

A stock’s ‘beta’ – generally speaking, its riskiness compared to the overall market – was considered a key driver of its future performance.

Investing 171

Investing Investments Portfolio Economics 171

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

Darrow Wealth Management

SEPTEMBER 25, 2023

While continuing to build equity in your home can be advantageous financially, navigating a construction project isn’t easy. But you should also ask about workers’ compensation insurance and auto insurance, including rented equipment. More homeowners have been renovating their homes instead of buying due to housing prices.

Insurance 83

Insurance Insurance Coverage Certification Wealth Management 83

Nerd's Eye View

FEBRUARY 14, 2023

Jim is the CEO and Founder of Sanctuary Wealth, an RIA platform with 80 partner firms in 29 states that collectively oversee nearly $25 billion in assets under management. Read More.

Compliance 130

Compliance Financial Advisor Management Clients 130

Darrow Wealth Management

SEPTEMBER 7, 2023

So the choice ultimately has to be an educated guess in consideration with other key factors about your equity, post-IPO plans, and financial situation. When a pre-IPO exercise is off the table At Darrow Wealth Management, we specialize in planning for a sudden liquidity event , typically from stock options following an IPO or acquisition.

Wealth Management 94

Wealth Management Taxes Tax Planning Valuation 94

Darrow Wealth Management

JUNE 14, 2023

Managing sudden wealth paid in cash after the sale of a business or winning the lottery also requires planning, but perhaps with a bit less to unpack in the beginning. Sudden wealth events rarely happen more than once during someone’s lifetime (if at all), so proper financial management is essential. What is sudden wealth?

Management 82

Management Wealth Management Wealth Advisor Taxes 82

Zoe Financial

FEBRUARY 6, 2023

That’s why Zoe’s extensive vetting process qualifies only the top 5% of managers in the United States. We believe financial advice should come from unbiased and certified professionals.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Random Roger's Retirement Planning

FEBRUARY 6, 2024

For many years, more than 10 years, was that the yields were not enough compensation for the the risk if yields were to ever normalize. If duration is meant to diversify equity exposure but correlations go up, then duration starts to lose it's appeal. I think managed futures are pretty good at this as just one example.

Portfolio 62

Portfolio Math Management Investing 62

Zoe Financial

JANUARY 30, 2023

That’s why Zoe’s extensive vetting process qualifies only the top 5% of managers in the United States. Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. We believe financial advice should come from unbiased and certified professionals.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Walkner Condon Financial Advisors

JUNE 27, 2023

Deferred compensation plans. If you have elected to defer part of your compensation via a Nonqualified Deferred Compensation plan (NQDC), your payout will still follow your initial election unless the plan has a provision of early termination. Equity compensation. I’ve written several blogs on this topic.

Insurance 52

Insurance Insurance Coverage Compensation Planning Financial Advisor 52

Walkner Condon Financial Advisors

JUNE 27, 2023

Deferred compensation plans. If you have elected to defer part of your compensation via a Nonqualified Deferred Compensation plan (NQDC), your payout will still follow your initial election unless the plan has a provision of early termination. Equity compensation. I’ve written several blogs on this topic.

Insurance 52

Insurance Insurance Coverage Compensation Planning Financial Advisor 52

Harness Wealth

DECEMBER 19, 2022

As you wrap up 2022 and look ahead to the new year, consider how to get an early start on understanding your finances and how to manage your tax liability, especially if you experienced any changes in equity compensation or made or sold an investment. Find the right strategy for your equity holdings.

Taxes 52

Taxes Insurance Coverage Assets Financial Planning 52

Validea

JUNE 27, 2023

Shareholder yield includes things that increase a company’s value to equity holders, such as buybacks and debt pay downs. Shareholder yield is important because it helps investors avoid companies that uses stock-based compensation and accrue significant debt, often for stock buybacks. And while Altria does return about $9.7

Pharmaceutical 52

Pharmaceutical Valuation Numbers Management 52

Harness Wealth

FEBRUARY 13, 2023

When it comes to taxes on equity compensation, there’s a lot to navigate. 1:1 Equity Planning Session HARNESS TAX EXCLUSIVE Comprehensive Tax Planning Annual Tax Filing Type of engagement One-time, one hour Annual, as needed Annual, as needed Purpose A personalized virtual meeting with a CPA experienced in working with equity.

Taxes 52

Taxes Tax Planning Planning Consulting 52

Darrow Wealth Management

NOVEMBER 17, 2022

Darrow Wealth Management doesn’t provide tax advice; consult your tax advisor to discuss your personal situation. . For taxpayers with equity compensation or high-income individuals, consider working with your advisory team annually to discuss a strategy. About Darrow Wealth Management.

Taxes 95

Taxes Wealth Management Tax Planning Compensation Planning 95

Harness Wealth

MAY 31, 2022

Using Equity Tax Insights from Harness Wealth. With company equity, the tax treatment of those profits can be radically different. We built Equity Tax Insights to help startup employees better navigate these big choices. Let’s use an illustrative client situation to show how equity tax insights make a difference.

Taxes 52

Taxes Tax Planning Startup Planning 52

Trade Brains

DECEMBER 24, 2023

It also receives compensation against a property. The management makes use of fundamental analysis and an in-house technical analysis model to achieve consistent returns. has a low debt-to-equity ratio of 0.37 RoE 14.75% RoCE 14.00% Promoter Holding (%) 51.00% Public Holding (%) 49.00% Debt to Equity 0.37 10 Cr in FY22.

Manufacturing 96

Manufacturing Commission Portfolio Sales 96

Harness Wealth

MAY 31, 2022

Management guru Peter Drucker is often cited for advocating that “you can’t improve what you don’t measure.” It’s a one-stop shop to see all your finances, including your startup equity and crypto. Meet Mary — she’s an Engineer Manager at a Series D technology company. She also holds equity from a previous company.

Startup 52

Startup Asset Allocation Taxes Accounting 52

Diamond Consultants

APRIL 18, 2023

Cerulli Associates projects that by 2025, more than a quarter of the industry’s assets will be managed by advisors in RIA channels. That’s because strategies for well-run RIAs to scale their service model and enhance growth most often include the centralization of investment management and standardized processes.

Clients 52

Clients Recruitment Economics Estate Planning 52

Harness Wealth

SEPTEMBER 18, 2023

On average, accounting firms spend around 25% of all revenue on operational and administrative expenses, leaving less money for compensation. While you will gain the autonomy to set your own rates, choose your own clients, and manage your work on your own terms, you will lose the backing and stability of a larger firm.

Taxes 59

Taxes Accounting Clients Management 59

Carson Wealth

JULY 26, 2023

Compensation: This refers to how you intend to be compensated for the business. Many owners choose to sell the business outright to a family member, an executive or a third party; while others prefer deferred compensation as they stay involved.

Planning 52

Planning Taxes Retirement Financial Advisor 52

Darrow Wealth Management

JUNE 2, 2022

Employees with equity or stock options are participants in the ups – and downs – along the way. Here’s what you should know if you have equity or stock options in a startup that just raised money in a down round. For employees with stock options or equity, a down round can have significant implications.

Startup 52

Startup Valuation Taxes Wealth Management 52

Cordant Wealth Partners

SEPTEMBER 6, 2022

Restricted Stock Units (RSUs) are a popular form of equity compensation at many companies, including Microsoft. RSUs are a form of compensation similar to your salary or a cash bonus. The two critical dates associated with RSU compensation are the grant date and the vesting date. She sells her RSUs, netting her $75,000.

Taxes 52

Taxes Medical Engineering Accounting 52

Zajac Group

JULY 14, 2022

If there’s such a thing as a match made in philanthropic heaven, it may be the ability to donate a portion of your equity compensation shares to a Donor Advised Fund (DAF). DAFs are relatively easy to fund, easy to manage, and they ensure that you get a tax deduction for the full, appreciated value of your donated stock.

Taxes 52

Taxes Investing Investments Financial Advisor 52

Harness Wealth

FEBRUARY 7, 2023

If you’re a startup employee, chances are you earn stock options or grants as part of your compensation package. Do you get to keep all your equity, or will you have to leave it all on the table? The Harness Wealth Equity Tax Insights tool will run those numbers for you. Tax services provided through Harness Tax LLC.

Startup 52

Startup Taxes Tax Planning Commission 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. Use Form 1040-ES to calculate and pay estimated taxes on any equity compensation or sales.

Taxes 52

Taxes Distribution Startup Assets 52

Good Financial Cents

JANUARY 11, 2023

You can find these jobs in financial institutions such as banks, investment banks, hedge funds, and private equity firms. The banking industry includes banks, investment banks, commercial banking, personal banking, hedge funds, financial planning, and private equity firms. Financial Manager. Portfolio Manager.

Banking 95

Banking Budgeting Portfolio Management Recruitment 95

Diamond Consultants

JUNE 28, 2023

However, more often than not, advisors discover that going independent comes with a lot of work, from the initial setup to the ongoing management of the day-to-day minutia. That is, each of the three partners has equal equity in the business they created and their own “roles and responsibilities” with equal say in their vision for the future.

Compliance 52

Compliance Recruitment Compensation Planning Clients 52

Harness Wealth

NOVEMBER 30, 2023

At Harness, we believe we can fix this problem for tax advisors by building an accounting practice management platform that offers in-house support staff to help manage administrative and client servicing needs and a marketplace to help accountants find the right clients for them and their business goals. Schedule your free demo today.

Accounting 52

Accounting Taxes Clients Compliance 52

Trade Brains

FEBRUARY 14, 2023

They are the folks who understand and effectively use financial skills to manage their money. Professionals (called fund managers) invest these funds and pass on the returns to investors. The asset management company charges a fee in the form of an expense ratio to compensate them. 1-yr Return 0.14% Expense Ratio 0.44

Healthcare 59

Healthcare Retirement Investing Investments 59

Harness Wealth

MARCH 10, 2023

Whether you’re in venture capital, private equity, or angel investing, it’s important to understand the tax implications of your investment income. It is often structured as a performance fee, incentivizing the manager to generate higher returns for the fund’s investors.

Taxes 52

Taxes Tax Planning Startup Portfolio 52

Darrow Wealth Management

DECEMBER 5, 2022

Stock from vested restricted stock units/awards, or shares from an exercise of non-qualified stock options held for over one year provide the greatest tax benefits when donated to charity over other forms of equity compensation. The post Donating Stock to Charity appeared first on Darrow Wealth Management.

Taxes 83

Taxes Wealth Management CFP Valuation 83