Abnormal Returns

SEPTEMBER 26, 2022

Podcasts Christine Benz and Jeff Ptak talk with Tim Steffen, director of tax planning for Baird. 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. Budge looks to solve this.

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 – (..)

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Communication Portfolio Management Clients Tax Planning 217

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. One of the unique characteristics of carried interest is that it is taxed as a capital gain rather than ordinary income. K-1 forms are reported on an individual’s tax return.

Taxes 52

Taxes Tax Planning Startup Portfolio 52

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

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. Table of Contents What Are Estimated Quarterly Taxes?

Taxes 52

Taxes Distribution Startup Assets 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. Additionally, because the shares are not your property until the vesting date, no taxes are owed until the vesting date. How are RSUs taxed?

Taxes 52

Taxes Startup Wealth Advisor Financial Advisor 52

Harness Wealth

MAY 25, 2023

Investing in financial guidance is an investment in your future. The right advisor can help manage your wealth, plan for retirement, navigate tax implications, and more. Here’s a deep dive into the average fees of financial advisors, in 2023. But understanding the costs associated with these services can be complex.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Harness Wealth

MARCH 9, 2023

Each type of equity has its own tax implications, which we’ll explain below: ISOs and NSOs If you have ISOs or NSOs, exercising your options before the IPO date can provide many tax benefits. Another consideration is that exercising your options will come with capital gains taxes.

Planning 52

Planning Taxes Advertising Tax Planning 52

WiserAdvisor

SEPTEMBER 8, 2023

Moving can be expensive, and it is essential to understand the financial implications involved. It is important to have a clear understanding of your budget post-retirement, factoring in housing costs, property taxes, and maintenance expenses. Different states have different rules when it comes to income taxes.

Retirement 59

Retirement Retirement Planning Financial Advisor Budgeting 59

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. So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll do tax planning, right?

Financial Advisor 274

Financial Advisor Clients Taxes Investing 274

Harness Wealth

MARCH 3, 2023

How do taxes work in a tender offer? Stripe is facing a hefty tax bill associated with the equity compensation of its many employees. If a Stripe IPO were to happen before then, employees would sell their shares and use some of the proceeds to cover their own personal taxes. How do taxes work in a tender offer?

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Taxes Valuation Startup Sales 52