Cornerstone Financial Advisory

NOVEMBER 25, 2024

Food for Thought… “Keep some room in your heart for the unimaginable.” – Mary Oliver Tax Tip… Did You Know That You Have the Right to Challenge the IRS? This information is not a substitute for individualized tax advice. Please discuss your specific tax issues with a qualified tax professional.

Marketing 52

Marketing Marketing Economics Taxes 52

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

The Big Picture

MARCH 18, 2025

We are too often swayed by recent events. We view valuation as a snapshot in time instead of recognizing how it evolves over a cycle, driven primarily by changes in investor psychology. Be tax-aware. It boils down to context. We overlook what is invisible yet significant. We struggle to grasp compounding its not instinctive.

Investing 314

Investing Investments Math Media 314

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 Consulting 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. The information in this material is not intended as tax or legal advice.

Marketing 52

Marketing Marketing Taxes Economics 52

Diamond Consultants

DECEMBER 16, 2024

As a result, its often incumbent upon the retiring advisor to either accept a discounted valuation for the book and/or show a great deal of flexibility in how their next gen ultimately takes the reigns of the business. Plus, they may get a second bite of the apple down the line when the buyer has a liquidity event. But is that fair?

Wealth Management 52

Wealth Management Recruitment Retirement Valuation 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

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.

Taxes 59

Taxes Numbers Sales Consulting 59

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. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

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% Economies and markets fluctuate.

Marketing 52

Marketing Marketing Economics Taxes 52

The Big Picture

JULY 1, 2025

So every time you open the paper and there’s a big event, you should think of Swiss Re really and what the impact is. All of these macro big events ultimately hit reinsurance. Or if there’s a big pandemic and the, the Tokyo Olympics are delayed, that is a reinsurance level event. 00:31:51 [Speaker Changed] Wow.

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

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

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

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

Carson Wealth

APRIL 7, 2025

But what we do know is that with every decline, more risk has already been priced in and stock valuations have become cheaper compared to their longer-term earnings potential. A 40% tariff on their $10 of exports to the US would be $4, although US importers pay the tax.) This brings up an important point. Thats not the case today.

Marketing 95

Marketing Marketing Investing Investments 95

The Big Picture

MAY 27, 2025

And I was able to tax campus co-op. I taxed the student body. And, and so my point to you is, is once we define the categories, dominance matters, somebody will own the reason the, the, the market is paying upwards of, has been paying upwards of $15 billion a valuation on kava. Why are we giving these guys our money? I built it.

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?

Marketing 52

Marketing Marketing Taxes Economics 52

Abnormal Returns

APRIL 28, 2024

(scienceblog.com) What are to make of the big, and persistent, valuation disparities between large and small caps. kk.org) A look at how geopolitical events affect the stock market. carsongroup.com) How much do higher taxes prompt millionaires to relocate?

Valuation 306

Valuation Taxes Marketing Marketing 306

Nerd's Eye View

OCTOBER 4, 2023

In reality, though, the economy is a complex web of interdependent factors where events often make sense only in hindsight – and sometimes, not at all. The expectations for the future economic outlook also appear in the valuations of equities, which tend to reflect how markets anticipate that corporate earnings will grow in the future.

Valuation 246

Valuation Economics Economy Marketing 246

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

Darrow Wealth Management

OCTOBER 31, 2022

If you have stock or options from a company that’s about to go public, there may be a temptation to include a future sudden wealth event into current financial decisions. One of the top risks for people with incentive stock options (ISOs) is not having cash to pay the taxes due from the exercise. Risks of exercising before an IPO.

Marketing 104

Marketing Marketing Taxes Valuation 104

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

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

Harness Wealth

FEBRUARY 26, 2023

Cost-saving tax planning can be much more difficult to implement after your company is well-established and has reached the stage where an IPO, merger, or acquisition becomes a likely event. The first three options are pass-through entities, so profits and losses are distributed to the owners who are taxed on them.

Tax Planning 52

Tax Planning Startup Taxes Planning 52

Darrow Wealth Management

SEPTEMBER 7, 2023

Pros and cons of exercising stock options in a pre-IPO window If you are new to the tax implications and basics about exercising stock options, please read this article first. Unfortunately, for those tax savings to materialize, the post-IPO stock price at sale must be considerably more than the pre-IPO valuation at exercise.

Wealth Management 85

Wealth Management Taxes Tax Planning Valuation 85

Darrow Wealth Management

AUGUST 28, 2023

The sale of a business marks a major life event. 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. Both professionals often help sellers with valuation, find/vet potential buyers, advise on deal structure/terms, etc.

Sales 98

Sales Estate Planning Wealth Advisor Taxes 98

Harness Wealth

FEBRUARY 27, 2023

Founders, board members, and employees of startups that get acquired can experience tax consequences as a result of a liquidity event. It’s imperative to plan for the tax implications so you can be prepared to pay what you owe the IRS. When your shares are converted, this may be a taxable event.

Tax Planning 52

Tax Planning Startup Taxes Planning 52

Walkner Condon Financial Advisors

MAY 1, 2023

ISOs and NQSOs differ in how they are treated from a tax perspective at exercise and upon the disposal (sale) of the stock. RSUs are taxed as compensation income upon vesting (with one exception of deferring the taxation using an 83(i) election , if eligible to do so). Options can be worthless.

Taxes 98

Taxes Startup Planning Valuation 98

Darrow Wealth Management

FEBRUARY 24, 2025

In the right situations, early exercising stock options can reduce tax with an 83(b) election, and in the case of incentive stock options, potentially avoid the alternative minimum tax (AMT). Employees with stock options often focus on one thing: taxes. In the typical scenario, there are no tax implications at grant or vesting.

Taxes 64

Taxes Startup Valuation Wealth Management 64

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.

Valuation 52

Valuation Banking Portfolio Communication 52

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