Taxpayer Granted Time to Make Alternate Valuation Election
Wealth Management
JUNE 18, 2025
IRS allows estate to make late alternate valuation date election due to reliance on tax professional.
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Wealth Management
JUNE 18, 2025
IRS allows estate to make late alternate valuation date election due to reliance on tax professional.
Wealth Management
JULY 18, 2025
Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo Wisconsin-based Resonant Capital and QBCo will share clients across wealth and tax in an increasingly popular service model. based QBCo Advisory.
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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.
Wealth Management
JULY 18, 2025
Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B In 2023, he launched his own firm, Park Hill Financial Planning and Investment Management. “I Resonant Capital Merges with Tax, Accounting Firm QBCo Brennan’s experience is indicative of many young advisors working in the RIA space. Related: $2.2B
Nerd's Eye View
JANUARY 31, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that following the change of administration (and a new incoming chair of the SEC), the Investment Adviser Association is seeking to find ways to help RIAs (particularly smaller firms) manage the compliance responsibilities they (..)
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?
The Big Picture
OCTOBER 30, 2024
Full transcript below. ~~~ About this week’s guest: Meb Faber is co-Founder and CIO at Cambria Investment Management, as well as research firm Idea Farm. The firm manages numerous ETFs, including those that focus on shareholder yield and is approaching 3 billion in client assets.
The Big Picture
MAY 20, 2025
The transcript from this weeks, MiB: John Montgomery, Bridgeway Capital Management , is below. 00:02:52 [Speaker Changed] Well, the statistical side definitely comes from my degree and then work as a project manager at MIT. First of all, my, some of my co-portfolio managers will bristle if you refer to us as a factor based firm.
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?
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?
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.
Cornerstone Financial Advisory
NOVEMBER 25, 2024
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? This information is not a substitute for individualized tax advice. Please discuss your specific tax issues with a qualified tax professional.
Diamond Consultants
DECEMBER 16, 2024
By Allie Brunwasser & Jason Diamond Its no secret that the wealth management industry has a major impending crisis: A shortage of quality next gen advisor talent. Said another way, if an advisor were to move to another firm or sell to a firm in the RIA space, it would create competition and likely drive up the valuation of the business.
The Big Picture
NOVEMBER 26, 2024
Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. He is the chief investment officer at Bitwise Asset Management, the firm manages over 10 billion in client assets in crypto. All of them.
Cornerstone Financial Advisory
DECEMBER 16, 2024
.” – Alfred, Lord Tennyson Tax Tip… Have You Created Your IRS Online Account? This information is not a substitute for individualized tax advice. Please discuss your specific tax issues with a qualified tax professional. Indexes do not incur management fees, costs, and expenses. stock market.
Cornerstone Financial Advisory
OCTOBER 28, 2024
This Week: Companies Reporting Earnings Monday: Waste Management, Inc. (WM) Food for Thought… “ Keep your thoughts free from hate, and you need have no fear from those who hate you.” – George Washington Carver Tax Tip… Is Your Office in a Historic Building? The forecasts also are subject to revision.
Cornerstone Financial Advisory
DECEMBER 23, 2024
.” – 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. The credit is worth up to $2,000 per tax return. This information is not a substitute for individualized tax advice. stock market.
Cornerstone Financial Advisory
NOVEMBER 11, 2024
This information is not a substitute for individualized tax advice. Please discuss your specific tax issues with a qualified tax professional. Indexes do not incur management fees, costs, and expenses. The information in this material is not intended as tax or legal advice. stock market.
WiserAdvisor
MAY 29, 2025
IRAs offer tax advantages and encourage consistent, long-term investing. The key is to evaluate whether the companys future prospects justify its current valuation. Since index funds dont try to beat the market, they come with lower management fees and typically outperform most actively managed funds over the long term.
The Big Picture
JULY 1, 2025
She runs their private internal fund, about $108 billion that she manages primarily in fixed income, private credit, a variety of other assets. So, so does that create a problem or is it, Hey, we only have so much money to, to do and this is broader than we usually like, or how, how do they manage around that? Barry Ritholtz : Really?
Darrow Wealth Management
JUNE 24, 2025
Tax implications Interested sellers should always consult a tax professional before accepting a tender offer. There are many tax considerations and nuances which can impact the outcome. But in general, the tax consequences are as follows. Speak with your tax advisor and the company to find out more.
Steve Sanduski
FEBRUARY 18, 2025
How advisors can help clients properly value, insure, and document their collections The tax implications of buying, selling, and trading collectibles. Things such as valuation, insurance, storage, and the succession plan. Tom Ruggie and I discuss: The confluence of factors driving the rise in collectibles as investments.
The Big Picture
APRIL 29, 2025
This is Masters in business with Barry Ritholtz on Bloomberg Radio 00:00:17 [Speaker Changed] This week on the podcast, Jeff Becker, chairman and CEO of Jenison Associates, they’re part of the PG Im family of Asset Managements. Jenison manages over $200 billion in assets. Tell us a little bit about that.
Zajac Group
JANUARY 24, 2025
Your advisor should be able to provide you with an updated net worth projection and tax liability projection, as well as take a look at your portfolios overall diversification. The potential tax consequences of selling your shares. Selling during a tender offer may be less tax-efficient, depending on a few key factors.
Cornerstone Financial Advisory
NOVEMBER 4, 2024
This Week: Companies Reporting Earnings Monday: Vertex Pharmaceuticals Incorporated (VRTX) Tuesday: Apollo Global Management Inc. This also includes specific tax advice for military members on combat zone tax benefits, special extensions, and other special rules. Indexes do not incur management fees, costs, and expenses.
Validea
MARCH 7, 2025
Key Criteria for Stock Selection To find small, fast-growing companies, this strategy evaluates stocks based on a diverse set of fundamental metrics: Profit Margins A minimum after-tax profit margin of 7% is required, ensuring the company maintains strong profitability within its industry. annual return (477% cumulative).
Truemind Capital
JULY 18, 2025
Monetary and fiscal policies decisions in the form of the recent rate cuts and budget tax breaks can lift household consumption, especially in the festive season ahead. Elevated valuations on the back of a rebound in investor sentiment also make the market more sensitive to negative surprises. Overall supply is up sharply.
The Big Picture
MAY 22, 2025
Each week, At the Money discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work. And at that point, forget the spreadsheets, forget the like the valuation comps. That is all hard at that point.
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.
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?
Cornerstone Financial Advisory
NOVEMBER 18, 2024
For the past couple of years, inflation has been the focus of the Fed’s efforts to manage rising prices by tightening the money supply. Confident consumers tend to spend money, which may take some pressure off the Fed as it looks to manage economic activity. Indexes do not incur management fees, costs, and expenses.
The Big Picture
JANUARY 21, 2025
The second highest paying job he was offered at 700 pounds a year was as a management trainee for Shell Oil. Barry Ritholtz : You go from Forbes pretty much during the golden era of, of mutual funds and star managers like the eighties and nineties, that was Peak mutual fund. And it was very formulaic.
Mr. Money Mustache
FEBRUARY 25, 2025
But if you manage to convince someone to hand over $480,000 for that same house, youve sold at a P/E of 20. For example, if the house brings in $2000 per month ($24,000 each year) and the sale price is $240,000, the next investor is buying a business with a price-to-earnings ratio of 10, because 240k/24k=10.
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. This article is an excerpt from a previously released Sidoxia Capital Management complimentary newsletter (December 2, 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. This information is not a substitute for individualized tax advice. stock market.
Random Roger's Retirement Planning
NOVEMBER 26, 2024
Krane Shares partnered with Hedgeye Asset Management to list yet another hedged S&P 500 ETF with symbol KSPY. Valuation as a tool for timing anything has a lousy track record. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.
Wealth Management
JUNE 9, 2025
trillion and 121 million participant accounts along part of the $37 trillion overall in retirement assets, the pressure is causing many record keepers to dig deep and, for many, reinvent themselves or face exiting the market before their valuations drop even further just as it did for active asset managers years ago.
The Big Picture
APRIL 8, 2025
She was CIO at Merrill Lynch Asset Management, and now CIO at both Morgan Stanley Wealth Management and runs their asset allocation models and their outsourced chief investment officer models. She, she absolutely has a unique background and a unique perch on, on wealth management and what’s going on in the world.
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.
The Big Picture
JULY 15, 2025
Just an incredibly storied career who has managed to put together such a straightforward and intelligent way to approach asset management. And in it was the headhunter letter to the hiring manager. It was, I was, I was, it was like switching managers type thing, and somehow it got, it got put into the wrong file.
The Big Picture
MAY 27, 2025
And I found over the years that, that when I was doing business, I brought a strategic or political context to it when I was doing politics or political campaign management. And I was able to tax campus co-op. I taxed the student body. I learned, I was a district manager. It was a business. The election day. I built it.
The Big Picture
FEBRUARY 4, 2025
I found this to be absolutely fascinating and I think you also, with no further ado, my discussion with Apollo Global managements to in Slack. That’s why marginal tax rates in Denmark are 55%. Barry Ritholtz : But you left before you had to pay those 55% tax rates. Barry Ritholtz : That’s right.
Validea
MARCH 21, 2025
This Weeks Featured Strategy: Martin Zweig Growth Investor Model This week, we spotlight the Martin Zweig Growth Investor Model , a strategy that seeks to balance the aggressive pursuit of growth with a conservative attention to risk management. The top performing Zweig-inspired portfolio on Validea is the 20 stock, tax efficient portfolio.
The Big Picture
MARCH 25, 2025
O’Shaughnessy Asset Management, became a leader in direct indexing, eventually was bought by Franklin Templeton, leading him to launch O’Shaughnessy Ventures, O’Shaughnessy Fellowships, infinite Loops podcast, just so many different things. Valuations tended to crash and burn very, very cheap valuations tended to do well.
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