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Exit Planning for Founders: How to Minimize Taxes in an Acquisition

Harness Wealth

Employee Stock Ownership Plans (ESOPs) An ESOP allows owners to gradually sell their shares to employees through a qualified retirement plan. Strategic planning around holding periods becomes essential, as assets held for longer than one year qualify for preferential long-term capital gains rates.

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Weekend Reading For Financial Planners (September 2-3)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Massachusetts Supreme Judicial Court ruled that the state's fiduciary rule for broker-dealers can stand, potentially opening the door for other states to impose similar standards that exceed the requirements of the Securities (..)

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Weekend Reading For Financial Planners (Sept 3-4)

Nerd's Eye View

We also have a number of articles on retirement planning: New research suggests that while the average senior will amass hundreds of thousands of dollars in health care expenses in retirement, the net cost they have to pay is not nearly as high.

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Strategizing Success: The CFP® Blueprint for Indians

International College of Financial Planning

Embarking on a journey to become a Certified Financial Planner® professional is a commendable decision that can profoundly impact your career in the finance industry. By understanding these facets, aspirants can navigate their way to achieving this prestigious certification, synonymous with excellence in financial planning.

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