Abnormal Returns

NOVEMBER 28, 2022

Podcasts Christine Benz and Jeff Ptak talk the evolution of financial advice with Preston Cherry founder and President of Concurrent Financial Planning. axios.com) Advisers Add Arta Finance to the list of tech-focused wealth startups. riabiz.com) How to build an annual planning process based on the seasons.

Wealth Management 130

Wealth Management Startup Financial Advice Medical 130

Abnormal Returns

FEBRUARY 20, 2023

onyxadvisornetwork.com) Brendan Frazier talks with Dave Yeske about the day that financial planning changed. standarddeviationspod.com) Frazier Rice talks health care planning with John Samuels, founder of Better Health Advisors. citywire.com) Why startup employees should consider 83b elections.

Startup 130

Startup Financial Planning Retail Insurance 130

Abnormal Returns

AUGUST 22, 2022

Podcasts Matt Halloran talks with Meg Bartlet of Flow Financial Planning about her content strategy. proudmouth.com) Daniel Crosby talks financial literacy with Alex Chalekian, CEO of Lake Avenue Financial. investmentnews.com) How Creative Planning came to be comfortable doing acquisitions.

Startup 130

Startup Financial Planning Insurance Valuation 130

XY Planning Network

AUGUST 14, 2023

If you’re looking to leave your existing job and start your journey to independent RIA ownership but you’re afraid to lose your paycheck or have concerns about startup capital, you’re not alone.

Startup 68

Startup Financial Planning Planning Management 68

Abnormal Returns

SEPTEMBER 26, 2022

riabiz.com) This startup wants to make it easier to borrow against whole life insurance policies. ft.com) Advisers Why checklist-style financial planning isn't all bad. kitces.com) How one firm plans to use client testimonials. linkedin.com) Fintech Most people don't need asset management, they need paycheck management.

Compliance 130

Compliance Tax Planning Startup Financial Planning 130

Nerd's Eye View

OCTOBER 2, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Holistiplan, after achieving success with its tax planning and analysis software, has announced an investment from Lead Edge Capital, signaling that it may be ready to expand into other financial planning areas beyond tax – (..)

Communication 217

Communication Portfolio Management Clients Tax Planning 217

XY Planning Network

AUGUST 14, 2023

If you’re looking to leave your existing job and start your journey to independent RIA ownership but you’re afraid to lose your paycheck or have concerns about startup capital, you’re not alone.

Startup 52

Startup Financial Planning Planning Management 52

Nerd's Eye View

JUNE 13, 2023

Welcome back to the 337th episode of the Financial Advisor Success Podcast ! Danika is the President and Founder for Xena Financial Planning, a virtual advisory firm that advises 40 client households of women in tech and supports more than $275K of ongoing revenue. My guest on today's podcast is Danika Waddell.

Financial Advisor 243

Financial Advisor Clients Startup Financial Planning 243

James Hendries

NOVEMBER 12, 2022

Financial Risks Inherent to Entrepreneurship. Even the smallest new business may require something in the way of initial startup costs. The ultimate risk of any startup venture is the loss of this initial capital, and the risk this actually poses depends on the source of this cash. Mitigating These Financial Risks.

Startup 52

Startup Business Planning Financial Planning Risk Management 52

James Hendries

FEBRUARY 23, 2023

Financial Risks Inherent to Entrepreneurship Even the smallest new business may require something in the way of initial startup costs. The ultimate risk of any startup venture is the loss of this initial capital, and the risk this actually poses depends on the source of this cash.

Startup 40

Startup Business Planning Financial Planning Risk Management 40

Harness Wealth

MAY 31, 2022

We built Equity Tax Insights to help startup employees better navigate these big choices. Making a plan. Oscar has ISO stock options in the late-stage startup where he works. His company has announced an IPO (great news) and Oscar has heard that effectively planning when to exercise his options may be a smart idea (it is).

Taxes 52

Taxes Tax Planning Startup Planning 52

Integrity Financial Planning

MARCH 19, 2023

The Series of Events Before interest rates started to rise, SVB, a large and respected bank primarily for tech companies and startups, had lots of cash on hand. Sources : [link] [link] [link] [link] [link] [link] [link] [link] [link] The post The SVB Situation and Your Financial Picture appeared first on Integrity Financial Planning, Inc.

Insurance 97

Insurance Insurance Coverage Banking Accounting 97

International College of Financial Planning

MARCH 31, 2023

Technology and Innovation in Finance: The rise of fintech startups has disrupted the traditional banking industry, with many new players emerging to offer innovative financial services. One is that traditional banking institution will continue to lose market share to fintech startups and other new players.

Startup 52

Startup Financial Services Banking Compliance 52

James Hendries

FEBRUARY 23, 2023

Create a Financial Plan Your company should have, at a minimum, a balance sheet, an income statement, and a cash flow statement. These documents give a snapshot of your business’s financial health and help you identify areas for improvement or impending future expenses.

Financial Planning 40

Financial Planning Startup Planning Budgeting 40

Harness Wealth

MAY 25, 2023

Keep in mind that many financial advisor certifications and distinctions, including the Certified Financial Planner (CFP) , uphold strict ethical standards, and require their financial advisors to act as a fiduciary, meaning that they must put the needs and best interests of the clients ahead of their own.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Harness Wealth

MAY 31, 2022

It’s nearly impossible to make the most profitable investment and financial planning decisions without having a comprehensive view of your assets and liabilities. To find the path to your best financial future, you need to see everything in one place. That’s why we developed the Personal Balance Sheet.

Startup 52

Startup Asset Allocation Taxes Accounting 52

Carson Wealth

JANUARY 4, 2024

Look for startups and opportunities that will let you grow and flourish. If you have student, personal or car loans, credit card debt or a mortgage, you need to have a plan on how to pay them off – and which ones to tackle first. Set aside time for financial planning to help you feel more confident about how you’re managing your money.

Financial Planning 96

Financial Planning Planning Retirement Estate Planning 96

Harness Wealth

DECEMBER 14, 2022

As an experienced executive and entrepreneur, Stephany has spent the last decade building technology to optimize financial outcomes for individuals – first at LearnVest where she holds patents for the design of its financial planning software, and now at Orum, a B2B Fintech company that is powering faster payments.

Certified Financial Planner 52

Certified Financial Planner Tax Planning Taxes B2B 52

Harness Wealth

MARCH 24, 2023

In this article, we’ll define some of the most common forms of equity compensation issued by startups and established companies alike, including RSUs, ISOs, NSOs, and more. Harness Wealth specializes in working with startup employees, founders, and other modern workers on unique tax and financial planning strategies for the long term.

Taxes 52

Taxes Startup Wealth Advisor Financial Advisor 52

Harness Wealth

MARCH 10, 2023

For instance, suppose a fund manager invests in a startup that generates $1 million in profits in 2023. Let’s say that an angel investor invests $100,000 in a startup. The startup is set up as an LLC, and the angel investor receives a 20% ownership stake in the company. Here’s an example of how this might work.

Taxes 52

Taxes Tax Planning Startup Portfolio 52

Darrow Wealth Management

NOVEMBER 17, 2022

A tech employee at a startup has stock options. Darrow Wealth Management is a financial fiduciary and fee-only registered investment advisor in Boston and Needham, MA. We specialize in financial planning for an IPO, acquisition, or sale of a private business. the taxable gain is $1.7M. About Darrow Wealth Management.

Taxes 95

Taxes Wealth Management Tax Planning Planning 95

Sara Grillo

APRIL 10, 2023

I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” Josh has over a decade of experience crafting, implementing, and monitoring financial plans for affluent households and small- to medium-sized businesses. So please subscribe!

Investing 52

Investing Investments CFP Financial Advisor 52

Harness Wealth

APRIL 28, 2023

Quarterly Taxes By Income Source Equity Compensation If you’re a startup employee who has received equity compensation in the form of stock options, Restricted Stock Units (RSUs) , you may need to pay quarterly estimated taxes on any gains realized when you exercise or sell your shares. Tax services provided through Harness Tax LLC.

Taxes 52

Taxes Distribution Startup Assets 52

Walkner Condon Financial Advisors

MAY 1, 2023

According to Aileen Lee of Cowboy Ventures, only 0.14% of tech startups reach “unicorn” status (billion dollar market valuation), and of those, only 39% IPO or get acquired. That is about 1 out of every 2,000 startups. I’m also here to provide some insight into how unlikely it is that an IPO occurs.

Taxes 98

Taxes Startup Planning Valuation 98

The Big Picture

MAY 7, 2024

She’s also involved with wealth.com, and I could, I could give you a long list of all the things she’s, she’s done Kahoot, super telly, just all, all these really fascinating startups. So I, you know, I, I learned so much and Microsoft was like a startup inside of a big company for me. Like that was the hot thing.

Startup 143

Startup Advertising Engineering Numbers 143

Carson Wealth

DECEMBER 27, 2022

For small businesses with up to 50 employees, the new bill allows for a start-up tax credit up to 100% of startup administrative costs for the first three years that a plan is established. Previously, this credit was paid at 50% of startup costs. This is capped at $5,000 per year.

Retirement 98

Retirement Retirement Planning Distribution Taxes 98

Harness Wealth

MARCH 5, 2024

A CPA may charge $1,250 for a household’s tax return with two W2s, startup equity income, and investment transactions. A small business tax advisor may charge $2,000 to prepare and file taxes for a newly created startup that qualifies for a range of tax deductions and credits.

Taxes 52

Taxes Tax Planning Ethics Education 52

WiserAdvisor

SEPTEMBER 8, 2023

You may need to adjust your financial plans repeatedly, which can be stressful and challenging to manage. By delaying your business startup until retirement, you can better assess and manage these risks without putting your retirement funds on the line. The risk of failure is very high in the initial stages of a business.

Retirement 59

Retirement Retirement Planning Financial Advisor Budgeting 59

Good Financial Cents

AUGUST 12, 2023

Whether it’s investment in different market sectors, rental properties across various locations, or a mix of bonds and stocks, diversification is a fundamental risk management strategy in financial planning. Potential Long-Term Growth Some passive income sources offer potential for substantial long-term growth.

Risk Tolerance 58

Risk Tolerance Taxes Compliance Retirement 58

Harness Wealth

MARCH 9, 2023

Work with a Harness Wealth Advisor If you hold pre-IPO equity in Reddit or any other companies, Harness Wealth can match you with an experienced tax and financial advisor whose goal is to help you make the most of your equity compensation.

Planning 52

Planning Taxes Advertising Tax Planning 52

The Big Picture

OCTOBER 19, 2022

It was a startup. It felt like a startup. I mean, it wasn’t quite a startup. So it was really, really fun startup, very collaborative, felt like a family. They’ll do tax planning, right? We’ll do estate planning and other complex financial planning. RAMPULLA: Yeah.

Financial Advisor 277

Financial Advisor Clients Taxes Investing 277

Harness Wealth

MARCH 3, 2023

As previously mentioned, there are a growing number of secondary share marketplaces popping up where startup employees can find buyers for shares, cashing out when they choose and on their terms. If you’re one of the many Stripe employees with RSUs, now is the time to start planning ahead for a tender offer.

Taxes 52

Taxes Valuation Startup Sales 52

James Hendries

FEBRUARY 23, 2023

The nights of self–reflection during the early startup phase always give rise to a lot of our own demons and make us realize how little we know. But a big outcome of those conversations will be the realization that companies and startups are essentially a reflection of a founder. This is particularly important for startups.

Planning 40

Planning Startup Taxes Clients 40

Fortune Financial

AUGUST 7, 2023

Venture Capital Venture capital investments focus on financing startups and early-stage companies with significant growth potential. For example, real estate investments can offer rental income and potential appreciation, while private equity investments in promising startups can lead to significant returns if the companies succeed.

Portfolio 52

Portfolio Investing Investments Risk Tolerance 52

Fortune Financial

AUGUST 7, 2023

Venture Capital Venture capital investments focus on financing startups and early-stage companies with significant growth potential. For example, real estate investments can offer rental income and potential appreciation, while private equity investments in promising startups can lead to significant returns if the companies succeed.

Portfolio 52

Portfolio Investing Investments Risk Tolerance 52

Zajac Group

JANUARY 14, 2022

Once you put an asset into your DAF, you can’t get it back out, so it’s essential to carefully consider how your contributions and choices will impact your overall financial plan. Let’s assume that you are a startup founder who has approximately $3 million worth of Restricted Stock. Comparing Stock and Cash Contributions.

Taxes 52

Taxes Assets Financial Planning Financial Advisor 52

Bell Investment Advisors

JUNE 29, 2023

That just sparked an immediate run on their bank. 06:52 All these startups pulled money out because they were uninsured, for the most part. And then Silicon Valley Bank actually had to put out an announcement that they had to issue new stock to replenish their depleted capital from losses on their portfolio.

Marketing 52

Marketing Marketing Banking Numbers 52