Sales Tax Planning Taxes Valuation 
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. The first three options are pass-through entities, so profits and losses are distributed to the owners who are taxed on them.
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 (..)
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Darrow Wealth Management
AUGUST 28, 2023
The sale of a business marks a major life event. With many sellers relying on the sale to fund their retirement and lifelong financial goals, getting it right from the start is critical. Getting professional help is key here as trying to negotiate a sale directly with a buyer might be short-sighted.
Darrow Wealth Management
SEPTEMBER 7, 2023
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. Unfortunately, for those tax savings to materialize, the post-IPO stock price at sale must be considerably more than the pre-IPO valuation at exercise.
Darrow Wealth Management
DECEMBER 5, 2022
Donating appreciated stock to charity can be a great way to give back and reduce your tax bill. Taxpayers who itemize get a tax deduction for the market value of the stock. Unlike regular stock sales, when giving stock, there’s no capital gain. If you want to make a gift for the 2022 tax year – act now.
Harness Wealth
MARCH 9, 2023
Reddit has its sights set on a $15 billion valuation for its IPO , but achieving that goal may prove challenging. However, Fidelity later reduced the valuation to $6.6 Another consideration is that exercising your options will come with capital gains taxes. AMT is a separate tax calculation that can result in a higher tax bill.
Bell Investment Advisors
DECEMBER 13, 2022
These programs come in several flavors, each with its own attributes, constraints, and tax implications. Step one, then, is to determine which plan or plans you have, and understand the unique features of each. These plans permit employees to purchase a specified number of shares at pre-set prices on predetermined dates.
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