Financial Advisor, Professional Services and Tax Planning

The Future Of Financial Advice: How Tech and Approaches In 2030 Will Differ From Today

Nerd's Eye View

JANUARY 8, 2024

Professional service industries tend to evolve over time as the regulatory environment evolves and new technologies emerge. For instance, the financial advice industry has seen many changes to regulations (for both advisors and their clients), advisor business models, and the advisor technology landscape.

Financial Advice

Financial Advice Medicine Financial Planning Estate Planning

Tax Planning for When Your Startup is Going Through an Acquisition

Harness Wealth

FEBRUARY 27, 2023

Traditional IPO: Valuation, Lockup Period, and Employee Equity Founders have more options for reducing the tax consequences of an acquisition Founders are generally in the best position to engage in tax planning and limit the taxable consequences associated with an acquisition.

Tax Planning

Tax Planning Startup Taxes Planning

Financial Advisor Source

The Future Of Financial Advice: How Tech and Approaches In 2030 Will Differ From Today

Tax Planning for When Your Startup is Going Through an Acquisition

Webinars

Stay Connected