Harness Wealth

APRIL 30, 2025

The IRS carefully scrutinizes these deductions to ensure compliance with strict valuation and documentation requirements. Charitable donations Overstating the value of donated items, failing to properly document non-cash contributions, or claiming deductions for ineligible organizations can trigger an audit.

Compliance 52

Compliance Taxes Accounting Assets 52

Darrow Wealth Management

JANUARY 16, 2025

Similarly, interests in a closely-held business will also need a professional valuation. This can get very tricky so it’s important to work with the estate planning attorney settling the estate. Explaining the double step-up Yes, depending on how your estate plan is structured. Can stocks get stepped up twice?

Assets 98

Assets Estate Planning Taxes Wealth Management 98

Harness Wealth

FEBRUARY 4, 2025

Risks: Illiquidity, subjective valuation, authenticity risks, fraud risks, market demand fluctuations, and high transaction costs. Net Investment Income Tax (NIIT): Investors earning passive income from hedge funds may be subject to an additional 3.8% What Are the Tax Strategies for Alternative Investments?

Taxes 52

Taxes Investing Investments Startup 52

Abnormal Returns

SEPTEMBER 8, 2024

(awealthofcommonsense.com) Early in retirement is the time to do some tax planning. worksinprogress.co) Good luck trying to time the stock market using valuation metrics. whitecoatinvestor.com) Three reasons to buy Josh Brown's new book "You Weren’t Supposed To See That." ritholtz.com) How pour-over coffee got so good.

Tax Planning 298

Tax Planning Valuation Retirement Taxes 298

Nerd's Eye View

MAY 12, 2023

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that a recent study found that clients of advisors providing comprehensive planning services are significantly more satisfied than those receiving a lower tier of service.

Financial Planner 246

Financial Planner Clients Tax Planning Food 246

Nerd's Eye View

JULY 7, 2023

Also in industry news this week: A recent survey indicates that a strong majority of financial advisory clients have maintained their trust in their advisors despite the investment market setbacks experienced last year A report from the SEC shows that a majority RIAs have mandatory arbitration clauses in their client agreements, a practice that has (..)

Financial Planner 246

Financial Planner Tax Planning Clients Valuation 246

Harness Wealth

FEBRUARY 26, 2023

Cost-saving tax planning can be much more difficult to implement after your company is well-established and has reached the stage where an IPO, merger, or acquisition becomes a likely event. This type of stock option is only taxed upon the sale of the stock, and the valuation requirements are less stringent.

Tax Planning 52

Tax Planning Startup Taxes Planning 52

Darrow Wealth Management

JULY 30, 2024

For founders, employees, and executives with stock-based compensation, an 83(b) election can be a powerful tax planning tool. When you make an 83(b) election, you’re opting to pay tax on unvested shares now, instead of when the stock vests. It can also preclude some tax planning strategies down the road.

Taxes 103

Taxes Tax Planning Startup Valuation 103

Harness Wealth

FEBRUARY 27, 2023

Founders, board members, and employees of startups that get acquired can experience tax consequences as a result of a liquidity event. It’s imperative to plan for the tax implications so you can be prepared to pay what you owe the IRS.

Tax Planning 52

Tax Planning Startup Taxes Planning 52

Darrow Wealth Management

SEPTEMBER 7, 2023

So the choice ultimately has to be an educated guess in consideration with other key factors about your equity, post-IPO plans, and financial situation. Pros and cons of exercising stock options in a pre-IPO window If you are new to the tax implications and basics about exercising stock options, please read this article first.

Wealth Management 85

Wealth Management Taxes Tax Planning Valuation 85

Brown Advisory

APRIL 1, 2020

Strategic Planning in Volatile Markets ajackson Wed, 04/01/2020 - 09:31 Our conversations with clients usually cover topics that range beyond investment and financial affairs. Possible future increases in income and wealth transfer taxes, including the potential reversion of certain elements of the U.S. tax code that are not permanent.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Brown Advisory

APRIL 1, 2020

Strategic Planning in Volatile Markets. Of course, given the market volatility that has accompanied this outbreak, we are also reviewing where we stand in relation to the goals we are helping you pursue and the plans we have helped you implement. tax code that are not permanent. Wed, 04/01/2020 - 09:31.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Brown Advisory

DECEMBER 4, 2017

2017 Year-End Planning Letter. presidential election, we have grappled with the lack of clarity regarding the details of new tax legislation. The outcome of the tax reform debate is likely to impact how we advise clients on tax planning, estate planning and a host of other topics. Mon, 12/04/2017 - 13:10.

Planning 52

Planning Taxes Clients Tax Planning 52

Darrow Wealth Management

JULY 30, 2024

For founders, employees, and executives with stock-based compensation, an 83(b) election can be a powerful tax planning tool. When you make an 83(b) election, you’re opting to pay tax on unvested shares now, instead of when the stock vests. It can also preclude some tax planning strategies down the road.

Taxes 52

Taxes Tax Planning Startup Valuation 52

Harness Wealth

MARCH 9, 2023

Reddit is planning an IPO for the second half of 2023. But between subpar macroeconomic conditions and a lackluster IPO market, the plans were soon put back on the shelf. But between subpar macroeconomic conditions and a lackluster IPO market, the plans were soon put back on the shelf. How does Reddit make money?

Planning 52

Planning Taxes Advertising Tax Planning 52

Carson Wealth

JULY 26, 2023

By Odaro Aisueni, CFP ® , Wealth Planning Administrator As a small business owner, you’re likely so immersed in the routine functions of your business that you haven’t yet put much thought into the day you leave it behind. Yet while succession planning is often overlooked, it holds immense significance for your future well-being.

Planning 52

Planning Retirement Taxes Financial Planner 52

Darrow Wealth Management

FEBRUARY 20, 2023

If you are considering taking a job at a startup or private company with plans for an exit, there’s a lot to consider before accepting an offer. Here are key provisions to gather: What type of equity is being offered and how many shares Strike or purchase price for the equity Current 409a valuation Vesting schedule Warning!

Startup 105

Startup Taxes Wealth Management Tax Planning 105

Bell Investment Advisors

DECEMBER 13, 2022

If your employment compensation includes employee stock plans, this is quite the stroke of luck. The rewards you reap can vary greatly depending on how well you manage your plans. Step one, then, is to determine which plan or plans you have, and understand the unique features of each. Restricted Stock Units (RSUs.)

Planning 52

Planning Taxes Risk Tolerance Sales 52

Darrow Wealth Management

AUGUST 28, 2023

Make your business more sellable later by getting advice now Business brokers often recommend getting a valuation done years before expecting to sell the company. Exit planning is not time to DIY — assemble your team of advisors When selling a company, gathering your team of advisors early on is key to getting a successful outcome.

Sales 98

Sales Estate Planning Wealth Advisor Taxes 98

Harness Wealth

MAY 9, 2025

Most importantly, tax practices are built on strong client relationships and specialized knowledge. Succession planning for tax practices, therefore, is as delicate a process as it is important. Table of Contents Why is succession planning so vital for tax advisory practices?

Taxes 52

Taxes Planning Accounting Clients 52

Darrow Wealth Management

MARCH 24, 2024

6 tax strategies for incentive stock options and AMT Triggering the alternative minimum tax isn’t the end of the world, but you don’t want to do it by accident. If the stock drops significantly during the year and you keep holding the shares, you could still trigger the AMT at the old, much higher, valuation.

Taxes 59

Taxes Tax Planning Planning Sales 59

Darrow Wealth Management

DECEMBER 5, 2022

If you itemize your deductions, you can take a charitable deduction for the fair market value of the asset, up to 30% of adjusted gross income (AGI) for federal taxes. Speak with your tax advisor about state tax implications and potential planning opportunities. Consider these other tax-saving gifting strategies.

Taxes 105

Taxes CFP Wealth Management Valuation 105

Harness Wealth

MARCH 18, 2022

For tax purposes, those initial shares have a very low value (typically a fraction of a cent). Increasing Valuation. When the company raises money, they’ll set a valuation with the investors and sell them new shares at this new price per share. . New valuation = (Existing shares + New shares being sold) x New price per share.

Valuation 52

Valuation Tax Planning Taxes Startup 52

Darrow Wealth Management

MARCH 24, 2024

6 tax strategies for incentive stock options and AMT Triggering the alternative minimum tax isn’t the end of the world, but you don’t want to do it by accident. If the stock drops significantly during the year and you keep holding the shares, you could still trigger the AMT at the old, much higher, valuation.

Taxes 52

Taxes Tax Planning Planning Sales 52

International College of Financial Planning

NOVEMBER 10, 2021

If you are planning your career in this direction, it is the right time to take the plunge in this trade. In this course program, you’d be trained in concepts such as capital budgeting, risk management, and option valuation to name a few. Retirement Planning Course – Retirement planning is gaining huge popularity among Indians.

Investment Advisor 52

Investment Advisor Investing Investments Certified Financial Planner 52

Harness Wealth

MARCH 3, 2023

A Stripe liquidity event is coming Rumors of a Stripe IPO began circling in 2021, after a $600 million Series H financing round pushed the company’s valuation to a massive $95 billion. Since then, in the midst of a sleepy IPO market and macroeconomic headwinds, Stripe’s plans have evolved. tender offer). tender offer).

Taxes 52

Taxes Valuation Startup Sales 52

Harness Wealth

MARCH 23, 2023

Private company RSUs If you have RSUs in a private company, the value of your shares is based on the current 409A valuation. A 409A valuation is an appraisal that must be produced by an independent third-party, and is meant to reflect the current fair market value of the company. What are double-trigger RSUs?

Taxes 52

Taxes Startup Tax Planning Valuation 52

Zoe Financial

FEBRUARY 21, 2023

Dear Zoe Experts, I’ve been looking for tax planning guidance and am deciding whether to hire a financial advisor or an accountant. Additionally, financial advisors focus on helping you achieve long-term goals like retirement planning. You’re on the right track! Both seem to be similar and help in their unique ways.

Financial Advisor 40

Financial Advisor Accounting Certified Financial Planner Certification 40

Darrow Wealth Management

NOVEMBER 14, 2024

Sale : When you sell the company stock, the gain or loss is taxed as a short or long-term capital gain or loss depending on how long you held the shares after the exercise date Tax withholding at exercise and sale: There is no employer requirement to withhold federal taxes when you exercise ISOs (and buy company stock) or sell the shares.

Taxes 54

Taxes Sales Wealth Management Planning 54

Harness Wealth

APRIL 17, 2023

However, realizing the value of equity can be rare, particularly when the company has no immediate plans to go public. In this guide, we’ll explore the ins and outs of tender offers, discuss their associated tax implications, and give you the information you need to plan ahead for any tender offers in your future.

Startup 52

Startup Taxes Risk Tolerance Sales 52

Zajac Group

JULY 8, 2024

Even the basics can be encumbered by jargon, legal rules, and potential tax traps associated with each type. The complications can become exponential when you combine multiple forms into a single plan. The value is taxed as ordinary income. There are usually limits on how much you can contribute to the plan.

Taxes 52

Taxes Numbers Wealth Accumulation Valuation 52

Harness Wealth

OCTOBER 5, 2024

This arises when the per-share purchase price in a secondary sale exceeds other measures of the private company stock’s fair market value, such as the company’s option price or a recent 409A valuation. From comprehensive planning to tax preparation, our experts are here every step of the way.

Startup 52

Startup Sales Taxes Consulting 52

The Big Picture

AUGUST 15, 2023

Was that the plan or was he just going to announce it? That was never part of the plan, didn’t happen. It’s part of their own tax planning. What’s the valuation? ” One about five years ago, I’m planning a trip to Silicon Valley. SEIDES: I was independent. SEIDES: Oh no.

Management 130

Management Investing Investments Government 130

Ballast Advisors

SEPTEMBER 5, 2024

Navigating the complexities of estate planning can often feel like charting through uncharted waters, especially when it comes to handling assets, taxes, and ensuring one’s legacy is preserved according to their wishes.

Estate Planning 40

Estate Planning Taxes Planning Tax Planning 40

Brown Advisory

AUGUST 1, 2019

The Long Game: Roth Conversions & Legacy Planning ajackson Thu, 08/01/2019 - 14:51 Legacy planning is all about transferring wealth to descendants as efficiently as possible. Roth and traditional IRAs both provide tax-free growth on invested assets to account owners, but the two options also differ in a variety of ways.

Planning 52

Planning Distribution Taxes Accounting 52

Brown Advisory

AUGUST 1, 2019

The Long Game: Roth Conversions & Legacy Planning. Legacy planning is all about transferring wealth to descendants as efficiently as possible. Roth and traditional IRAs both provide tax-free growth on invested assets to account owners, but the two options also differ in a variety of ways. Thu, 08/01/2019 - 14:51. Background.

Planning 52

Planning Distribution Taxes Accounting 52

The Irrelevant Investor

JANUARY 2, 2021

If Biden has it his way, corporations will pay more taxes than they have in the recent past. Cembalest notes, "In aggregate, Biden’s corporate tax plans would raise $2.2 trillion compared to corporate tax cuts of $740 billion provided by Trump’s 2017 bill. multiplier effects)." multiplier effects)."

Taxes 52

Taxes Assets Government Tax Planning 52