Weekend Reading For Financial Planners (June 28–29)
Nerd's Eye View
JUNE 27, 2025
Which could ultimately lead to a virtuous cycle of attracting more new clients as well as talented advisors who seek to work at growing firms.
Information Taxes Valuation 
The 2025 Alternative Investment Tax Guide for High-Income Filers
Harness Wealth
JULY 14, 2025
These alternative investments can offer distinct advantages in the shape of portfolio diversification and the potential for higher returns, but they can come with equally distinct tax complications that need to be carefully planned for. What are the key tax strategies for alternative investments in 2025?
Taxes 
52
52 Join 36,000+
Insiders
Sign Up for our Newsletter
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Trending Sources
Exit Planning for Founders: How to Minimize Taxes in an Acquisition
Harness Wealth
APRIL 30, 2025
Without proper planning, taxes can unexpectedly take a large bite out of the proceeds, potentially reducing financial security and the legacy. When you understand various exit strategies and their tax implications early, you position yourself to make informed decisions that maximize after-tax value while ensuring a smooth transition.
Taxes 52
52 
The Ultimate Guide to Taxes on Secondaries
Harness Wealth
MARCH 27, 2025
As dynamic as the secondary market may be, secondaries come with complex tax implications that can significantly impact returns if not properly managed. What are the tax implications of secondary transactions? What are the tax challenges in secondary transactions? What tax strategies optimize secondary investments?
Taxes 52
52 
Weekly Market Insights: November 25th, 2024
Cornerstone Financial Advisory
NOVEMBER 25, 2024
The content is developed from sources believed to be providing accurate information. Companies mentioned are for informational purposes only. 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?
Marketing 52
52 
83(b) Election for Stock Options and Restricted Stock
Darrow Wealth Management
APRIL 23, 2025
For individuals with stock-based compensation, an 83(b) election has the potential to greatly reduce taxes on stock options or restricted stock. Section 83(b) of the tax code gives individuals the ability to accelerate the taxation of their unvested equity grant. What is an 83(b) election?
Taxes 62
62 
Understanding the Tax Implications of Acquisitions
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
52 
Weekly Market Insights | December 16th, 2024
Cornerstone Financial Advisory
DECEMBER 16, 2024
The content is developed from sources believed to be providing accurate information. Companies mentioned are for informational purposes only. ” – Alfred, Lord Tennyson Tax Tip… Have You Created Your IRS Online Account? This information is not a substitute for individualized tax advice.
Marketing 52
52 
What Triggers an IRS Audit?
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
52 
Weekly Market Insights | December 23rd, 2024
Cornerstone Financial Advisory
DECEMBER 23, 2024
The content is developed from sources believed to be providing accurate information. Companies mentioned are for informational purposes only. .” ” – 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.
Marketing 52
52 
Weekly Market Insights | October 28th, 2024
Cornerstone Financial Advisory
OCTOBER 28, 2024
The content is developed from sources believed to be providing accurate information. BRK.B), Exxon Mobil Corporation (XOM), Chevron Corporation (CVX) Source: Zacks, October 25, 2024 Companies mentioned are for informational purposes only. Taxpayers use Form 3468, Investment Credit, to claim the rehabilitation tax credit.
Marketing 52
52 
10 Biggest Ideas in “How NOT to Invest”
The Big Picture
MARCH 18, 2025
It is about the art of using imperfect information to make probabilistic assessments about an inherently unknowable future. 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.
Investing 316
316 
Weekly Market Insights: November 11th, 2024
Cornerstone Financial Advisory
NOVEMBER 11, 2024
The content is developed from sources believed to be providing accurate information. Companies mentioned are for informational purposes only. This information is not a substitute for individualized tax advice. Please discuss your specific tax issues with a qualified tax professional.
Marketing 52
52 
Market Drama
Zoe Financial
MARCH 3, 2025
despite beating earnings expectations, showing high valuation pressure. Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation.
Marketing 52
52 
Tips to Build Wealth with Patience and Time
WiserAdvisor
MAY 29, 2025
Achieving this goal requires making smart, informed decisions from the start. IRAs offer tax advantages and encourage consistent, long-term investing. The key is to evaluate whether the companys future prospects justify its current valuation. Even $1,000 can set a strong financial foundation and grow significantly over time.
Accounting 59
59 
Weekly Market Insights | November 4th, 2024
Cornerstone Financial Advisory
NOVEMBER 4, 2024
The content is developed from sources believed to be providing accurate information. Companies mentioned are for informational purposes only. This also includes specific tax advice for military members on combat zone tax benefits, special extensions, and other special rules. The forecasts also are subject to revision.
Marketing 52
52 
Tender Offers and Your Equity Comp: What to Consider if Your Private Company Presents a Liquidity Event
Zajac Group
JANUARY 24, 2025
Your first move should be simple enoughgather up all the documents and ask all the questions necessary to make an informed decision. With this information, you may next want to reach out to your advisor. The potential tax consequences of selling your shares. How much is the offeror willing to pay per share?
Taxes 52
52 
Transcript: Velina Peneva, Swiss Re Chief Investment Officer
The Big Picture
JULY 1, 2025
So of course, what the Fed will do impacts markets, impacts valuations, impacts interest rates. 00:46:16 [Speaker Changed] I mean, if you look at the, the valuations, if you look at the fundamentals, it is, it’s surprising, right? So there’s still a pretty big valuation gap. So of course we follow it.
Investing 146
146 
Should I Accept a Tender Offer For My Stock Options?
Darrow Wealth Management
JUNE 24, 2025
Tender offer rules If you’re approached with a tender offer of your company’s stock, you’ll be given some standard information: Seller eligibility. Tax implications Interested sellers should always consult a tax professional before accepting a tender offer. But in general, the tax consequences are as follows.
Taxes 59
59 
Market Drama
Zoe Financial
JANUARY 6, 2025
Will the Federal Reserve continue to lower interest rates, supporting valuations? Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation.
Marketing 40
40 
Market Commentary: Some Favorite Charts from 2024 and a New Congress Is Sworn In
Carson Wealth
JANUARY 6, 2025
Another theme we hear is that stock gains have been driven by valuations (multiples growth) where investors are simply willing to pay more for a dollar of profits. Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.
Marketing 64
64 
Market Commentary: Swift Election Results Boost Investors’ Confidence
Carson Wealth
NOVEMBER 11, 2024
Stocks Loved the News Optimism over lower taxes, deregulation, animal spirits and improved small business confidence all sparked a huge stock rally the day after the election, with the Dow up more than 1,500 points for the fourth-largest point gain ever, while the 3.6% gain was the best in exactly two years.
Marketing 95
95 
Weekly Market Insights: November 18th, 2024
Cornerstone Financial Advisory
NOVEMBER 18, 2024
The content is developed from sources believed to be providing accurate information. Companies mentioned are for informational purposes only. Some letters need a response or action item, while some are to keep you informed. Please discuss your specific tax issues with a qualified tax professional.
Marketing 52
52 
At the Money: Morgan Housel on The Art of Spending Money
The Big Picture
MAY 22, 2025
From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work. But we’re, this is just information gathering. And at that point, forget the spreadsheets, forget the like the valuation comps. It arrives in October, where he discusses just that.
Food 146
146 
Weekly Market Insights: December 2nd, 2024
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. The content is developed from sources believed to be providing accurate information.
Marketing 52
52 
What is a Stepped Up Basis? Cost Basis of Inherited Stock and Other Assets
Darrow Wealth Management
JANUARY 16, 2025
A step-up in basis is a tax advantage for individuals who inherit stocks or other assets, like a home. Understanding step-up in basis at death If youve received an inheritance you may have questions about the tax treatment of certain assets. This increases the tax basis, which determines capital gains or losses when the asset is sold.
Assets 98
98 
Alternative Investments Explained: What Are They, And How Are They Taxed?
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
52 
Market Drama
Zoe Financial
DECEMBER 9, 2024
Market Valuations : Multiples are no longer considered cheap. Andres Disclosure: This material provided by Zoe Financial is for informational purposes only. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation.
Marketing 40
40 
Wow, have you seen the stock market lately?
Mr. Money Mustache
FEBRUARY 25, 2025
I decided to try this for precisely the reasoning above: by allocating money across more categories than just US stocks and automatically rebalancing, we should be able to see slightly higher returns with slightly lower volatility, and some tax advantages as well.
Marketing 66
66 
Transcript: Jonathan Clements
The Big Picture
JANUARY 21, 2025
Tell us a little bit about why you did that, which turned out to be the right call, and how you shared that information with your readers. I think it’s very hard to say stocks are objectively cheap because all of these valuation metrics have, have become unreliable over the decades as the nature of the stock market has changed.
Investments 146
146 
Hedged Equity ETFs? We're Just Getting Started
Random Roger's Retirement Planning
NOVEMBER 26, 2024
Valuation as a tool for timing anything has a lousy track record. The information, analysis and opinions expressed herein reflect our judgment and opinions as of the date of writing and are subject to change at any time without notice. I saw a reference to HELO being identical to Simplify Hedged Equity (HEQT).
Assets 52
52 
No Market Misgiving on This Thanksgiving
Investing Caffeine
DECEMBER 2, 2024
For starters, we are coming off a fresh election last month, and the majority of Americans decided to vote for the new administration that has promised additional stimulative tax cuts, and deregulation. If these promises come to fruition, these changes could augur well for corporate profits and a rising stock market. Time will tell.
Marketing 52
52 
Market Commentary: Investment Takeaways as Tariffs Take Their Toll on Markets
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
95 
Transcript: Lisa Shalett, CIO Morgan Stanley
The Big Picture
APRIL 8, 2025
And then the next step up seems to be full on wealth management, where you’re dealing with philanthropy, generational wealth transfer, a lot of bells and whistles including estate planning tax. It’s one thing to have a policy and say, okay, we’re deregulating X or here’s the new tax policy for the next four years.
Asset Allocation 146
146 
Transcript: Richard Bernstein, CEO / CIO of RBA
The Big Picture
JULY 15, 2025
And then number three is gonna be sentiment and valuation. Now, sometimes people say sentiment and valuation, why are they together? My answer is that valuation is a reflection of sentiment 00:30:11 [Speaker Changed] Has to be, 00:30:12 [Speaker Changed] Yeah. So, so valuation is going to reflect sentiment.
Numbers 146
146 
Transcript: Jeffrey Becker, Jennison Associates Chair/CEO
The Big Picture
APRIL 29, 2025
We learned everything, you know, across from accounting to auditing to, to tax and valuation. I ended up in what was called the valuation services group, where we valued real estate and businesses either for transactions or for m and a activity. You know, in those days these companies hired, you know, crops of undergrads.
Management 130
130 
Transcript: John Montgomery, Bridgeway Capital Management
The Big Picture
MAY 20, 2025
What do you do with all of that information once you’ve documented a war crime in Ukraine? It’s been helpful for the after-tax return of the shareholders. I mean, and I immediately got the 80 20 rule. 00:04:40 [Speaker Changed] So you’ve previously discussed the epiphany you had at Harvard Business School.
Management 130
130 
Transcript: Apollo’s Torsten Slok
The Big Picture
FEBRUARY 4, 2025
That’s why marginal tax rates in Denmark are 55%. Barry Ritholtz : But you left before you had to pay those 55% tax rates. I think everybody who’s listening is probably familiar with the Daily Spark, which is sort of your chart of the day, which is always fascinating and niche and chockfull of information.
Economy 255
255 
Weekly Market Insights | December 9th, 2024
Cornerstone Financial Advisory
DECEMBER 9, 2024
The content is developed from sources believed to be providing accurate information. Companies mentioned are for informational purposes only. ” – Helen Keller Tax Tip… Beware of the Fake Charity Scam There are so many scams out there. You may even be able to claim a deduction on your tax return.
Marketing 52
52 
Transcript: Ron Shaich, Au Bon Pain, Panera Bread & CAVA
The Big Picture
MAY 27, 2025
And I was able to tax campus co-op. I taxed the student body. But it was a paradigm that informed a whole new category when people said you couldn’t do this. I mean, we’ve, we’ve had valuations of 30 to $40 million of restaurant. And I came back to campus and I said, you know what? I built it.
Food 130
130 
A Tough Way To Make A Living
Random Roger's Retirement Planning
JULY 11, 2025
The valuation of CRCL might be a little bit stretched, it's also more than 20x revenue. The information, analysis and opinions expressed herein reflect our judgment and opinions as of the date of writing and are subject to change at any time without notice. Its stablecoin is USDC which is the second largest after Tether.
Valuation 45
45 
Weekly Market Insights | December 30th, 2024
Cornerstone Financial Advisory
DECEMBER 30, 2024
The content is developed from sources believed to be providing accurate information. Companies mentioned are for informational purposes only. ” – Leo Tolstoy Tax Tip… Do You Have to Pay Taxes on Your Hobby? Does your kids’ lemonade stand need to pay taxes?
Marketing 52
52 
Transcript: Jim O’Shaughnessy on Infinite Wisdom
The Big Picture
MARCH 25, 2025
Valuations tended to crash and burn very, very cheap valuations tended to do well. And then when we saw that the customization that the tax management, that all of that would be really appealing to not only our advisors but to our advisors clients. The, the tax side of it was a game changer. Right, right.
Management 146
146 
#FA Success Ep 333: Scaling A Small-Business-Owner Boutique To A $31M Retainer-Based Valuation, With Jim Dew
Nerd's Eye View
MAY 16, 2023
What's unique about Jim, though, is how he has scaled his retainer-based boutique firm to more than $7 million in revenue, a $31 million enterprise valuation, and is growing organically at a 40% growth rate, by providing a high-touch comprehensive advice offering for his business owner niche clientele.
Valuation 246
246 
Let's personalize your content