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.

Sales 98

Sales Estate Planning Wealth Advisor Taxes 98

Cornerstone Financial Advisory

NOVEMBER 25, 2024

New Home Sales. Pending Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. 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? FOMC Minutes. Durable Goods.

Marketing 52

Marketing Marketing Taxes Economics 52

Zoe Financial

MARCH 3, 2025

despite beating earnings expectations, showing high valuation pressure. Economic Update: Retail Sales: Weaker than expected in January. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Nvidia: Fell 8.5%

Marketing 52

Marketing Marketing Economics Taxes 52

Cornerstone Financial Advisory

DECEMBER 16, 2024

Retail Sales. Existing Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. ” – Alfred, Lord Tennyson Tax Tip… Have You Created Your IRS Online Account? This information is not a substitute for individualized tax advice. Industrial Production.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

OCTOBER 28, 2024

Markets fell Wednesday morning with news that existing home sales fell to a 14-year low in October; still slowed by higher interest rates, sales are on track for their worst year since 1995. Pending Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. Consumer Confidence.

Marketing 52

Marketing Marketing Taxes Economics 52

Darrow Wealth Management

NOVEMBER 14, 2024

Tax implications of exercising and selling stock options If you have stock options as a large part of your income, taxes are especially important. How stock options are taxed depends on the type of options you have and your sale and exercise strategy. However, that doesn’t mean you won’t need to pay taxes!

Taxes 56

Taxes Sales Wealth Management Planning 56

Cornerstone Financial Advisory

DECEMBER 23, 2024

New Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. ” – 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. Tuesday: Durable Goods. Fed Balance Sheet.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

NOVEMBER 11, 2024

Friday: Retail Sales. It should not be considered a solicitation for the purchase or sale of the securities. This information is not a substitute for individualized tax advice. Please discuss your specific tax issues with a qualified tax professional. Treasury Buyback Announcement. Thursday: Producer Price Index.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

NOVEMBER 4, 2024

This Week: Key Economic Data Monday: Motor Vehicle Sales. It should not be considered a solicitation for the purchase or sale of the securities. This also includes specific tax advice for military members on combat zone tax benefits, special extensions, and other special rules. Factory Orders. Tuesday: Election Day.

Marketing 52

Marketing Marketing Taxes Economics 52

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.

Taxes 105

Taxes CFP Wealth Management Valuation 105

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.

Taxes 52

Taxes Portfolio Investments Investing 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. In tax lingo, this is known as substantial risk of forfeiture.

Taxes 52

Taxes Tax Planning Startup Valuation 52

Trade Brains

APRIL 9, 2023

We will cover different types of ratios like valuation ratios, profitability ratios, liquidity ratios, efficiency ratios, and debt ratios. Valuation ratios are relative and are generally more helpful in comparing the companies in the same sector (apple to apple comparison). EV/EBITDA This is a turnover valuation ratio.

Valuation 98

Valuation Assets Sales Numbers 98

Cornerstone Financial Advisory

NOVEMBER 18, 2024

4,5 Stocks dropped again on Friday as strong October retail sales seemed to reinforce Powell’s comments about Fed rate adjustments. Ironically, strong retail sales numbers—while a sign of a strong economy—send a mixed message to investors. Thursday: Existing Home Sales. 6 Source: YCharts.com, November 16, 2024.

Marketing 52

Marketing Marketing Economics Taxes 52

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).

Portfolio 52

Portfolio Sales Investments Investing 52

Harness Wealth

OCTOBER 5, 2024

Key Takeaways: A secondary sale allows private company shareholders, such as employees or early investors, to sell their shares to third-party buyers. It’s key to understand the tax implications of a secondary sale of private company stock. Table of Contents: What Is a Secondary Sale? How Does a Secondary Sale Work?

Startup 52

Startup Sales Taxes Consulting 52

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. Tuesday: Motor Vehicle Sales. This information is not a substitute for individualized tax advice.

Marketing 52

Marketing Marketing Economics Taxes 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. Exercise ISOs early in the year to manage or avoid AMT To get long-term capital gains tax treatment, you need to hold ISOs through the end of the year of exercise.

Taxes 59

Taxes Tax Planning Planning Financial Advisor 59

Cornerstone Financial Advisory

DECEMBER 30, 2024

Holiday cheer won out despite news of declining consumer confidence in December, a drop in durable goods, and new home sales reporting below expectations. 6 This Week: Key Economic Data Monday: Pending Home Sales. Friday: Motor Vehicle Sales. It should not be considered a solicitation for the purchase or sale of the securities.

Marketing 52

Marketing Marketing Taxes Economics 52

Diamond Consultants

JUNE 1, 2023

Here are 3 valuation scenarios to address that curiosity. Focus Financial Partners, the largest investor in the independent space, is being taken private at a $7B valuation. Prolific RIA acquirer CI Financial recently monetized a stake in their business at a $5B valuation. Those are some eye-popping numbers.

Valuation 98

Valuation Recruitment Retirement Distribution 98

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Nvidia’s market cap rose by $277 billion on the news, pushing it to a $2 trillion valuation. It should not be considered a solicitation for the purchase or sale of any company connected with AI. 3,4 This Week: Key Economic Data Monday: New Home Sales. Demand that you immediately pay your taxes over the phone.

Marketing 105

Marketing Marketing Economics Taxes 105

Harness Wealth

MAY 9, 2025

Successful tax advisory practices dont happen by chancetheyre the result of many years’ worth of hard work. 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.

Taxes 52

Taxes Planning Accounting Clients 52

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.

Tax Planning 52

Tax Planning Startup Taxes Planning 52

Diamond Consultants

DECEMBER 16, 2024

As a result, its often incumbent upon the retiring advisor to either accept a discounted valuation for the book and/or show a great deal of flexibility in how their next gen ultimately takes the reigns of the business. But is that fair? After all, shouldnt the retiring advisors be compensated fairly for their lifes work?

Wealth Management 52

Wealth Management Recruitment Retirement Valuation 52

Darrow Wealth Management

OCTOBER 21, 2024

Here’s more on what happens to employees with equity after a merger, acquisition, or sale of a company. When unexercised ISOs are cashed out at closing, it’s considered a cancellation of stock options for tax purposes, not a disqualifying disposition. This is important, as the former will be subject to payroll tax.

Taxes 116

Taxes Wealth Management Planning Media 116

Cornerstone Financial Advisory

OCTOBER 23, 2023

Despite worries of a struggling consumer, consumers increased their spending as retail sales rose 0.7% Existing home sales were weak, falling 2.0% Existing home sales are on track to record their slowest year since 2011. Wednesday: New Home Sales. in September–well above the forecast of a 0.3% Housing starts rebounded 7.0%

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 18, 2024

Retail sales, also reported on Thursday, were disappointing, rising less than expected and adding to the inflation angst. Existing Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. Consult a qualified tax expert for help. in February, more than the expected 0.3%

Marketing 105

Marketing Marketing Taxes Economics 105

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.

Wealth Management 85

Wealth Management Taxes Tax Planning Valuation 85

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. Exercise ISOs early in the year to manage or avoid AMT To get long-term capital gains tax treatment, you need to hold ISOs through the end of the year of exercise.

Taxes 52

Taxes Tax Planning Planning Financial Advisor 52

Cornerstone Financial Advisory

FEBRUARY 19, 2024

But stocks regained some momentum on Wednesday and rallied Thursday despite disappointing reports on both retail sales and industrial production for January. Existing Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. 4 This Week: Key Economic Data Tuesday: Leading Indicators.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

DECEMBER 9, 2024

It should not be considered a solicitation for the purchase or sale of the securities. ” – 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. This information is not a substitute for individualized tax advice.

Marketing 52

Marketing Marketing Taxes Economics 52

Darrow Wealth Management

FEBRUARY 24, 2025

In the right situations, early exercising stock options can reduce tax with an 83(b) election, and in the case of incentive stock options, potentially avoid the alternative minimum tax (AMT). Employees with stock options often focus on one thing: taxes. In the typical scenario, there are no tax implications at grant or vesting.

Taxes 67

Taxes Startup Wealth Management Valuation 67

Cornerstone Financial Advisory

DECEMBER 18, 2023

A solid retail sales number, which reflected a strong consumer and supported the soft landing thesis, also boosted enthusiasm. Existing Home Sales. New Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. increase over October and a year-over-year increase of 3.1%.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

SEPTEMBER 25, 2023

New Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. Some taxpayers may itemize their deductions to manage their adjusted gross income. Taxpayers can subtract tax credits from the total amount of tax they owe. in the fourth quarter, down from June’s 3.9%

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

OCTOBER 16, 2023

5 This Week: Key Economic Data Tuesday: Retail Sales. Thursday: Existing Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. The right to pay no more than the correct amount of tax: You only pay what is legally due, including interest and penalties. Industrial Production.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 25, 2024

The rally continued through Thursday, boosted further by news that existing home sales rose 9.5 4,5 This Week: Key Economic Data Monday: New Home Sales. Pending Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. percent in February. Tuesday: Durable Goods Orders.

Marketing 105

Marketing Marketing Taxes Economics 105

Mr. Money Mustache

FEBRUARY 25, 2025

If the average sale price of rental houses in your area goes up but the tenant keeps paying you the same amount forever, it may look good on paper but it doesnt really mean anything unless you sell the house. . Later, reality sunk in that this was just a fad and Peloton sales returned back to normal levels, and so did the stock.

Marketing 66

Marketing Marketing Sales Portfolio 66