Abnormal Returns

MARCH 24, 2025

thinkadvisor.com) How AI startup FINNY came to be. crr.bc.edu) The widow tax is real. AI Advisers are warming to AI. riabiz.com) Zocks, which is focused on advisor-client meetings, raised a Series A. citywire.com) What would an agentic AI solution look like for a financial advisor? citywire.com) Flourish is buying Sora.

Risk Tolerance 144

Risk Tolerance Startup Financial Advisor Retirement 144

Abnormal Returns

OCTOBER 24, 2024

ft.com) Startups How Indian startup Byju burned through $6 billion in capital. bonddad.blogspot.com) Tax cuts and tariffs are a recipe for inflation. (citywire.com) Finance Robinhood ($HOOD) want to increase customer 'wallet share.' barrons.com) By this measure, corporations are in good financial shape.

Investing 282

Investing Investments Startup Financial Advising 282

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

Taxes Tax Planning Startup Compliance 52

Abnormal Returns

SEPTEMBER 10, 2023

fastcompany.com) Venture capital Why VC-backed startups focused on the 'creator economy' have disappointed. nytimes.com) IRS There is no shortage of wealthy people with back taxes owed. theconversation.com) Researched show stepped up tax audits more than pay for themselves. readtrung.com) Can you merge two Apple IDs? Not easily.

Startup 273

Startup Financial Advising Economy Taxes 273

Abnormal Returns

AUGUST 5, 2022

wsj.com) Startups Y Combinator is shrinking it new class of startups. techcrunch.com) Startups are turning to the debt markets while the IPO window is shut. rajivsethi.substack.com) What would a tax on stock buybacks mean? Markets Crude oil prices are down to February levels.

Assets 244

Assets Startup Financial Advising Media 244

Harness Wealth

APRIL 17, 2025

Tax season can be overwhelming, but understanding how to leverage deductions and credits can significantly impact your bottom line. While both mechanisms help reduce what you owe, they operate in fundamentally different ways that affect your final tax bill. And tax law is not static. of your AGI. of your AGI.

Taxes 52

Taxes Tax Planning Education Medical 52

Abnormal Returns

AUGUST 4, 2024

(sherwood.news) Should a startup ever spend $1.8 papers.ssrn.com) Taxes No matter who is President in 2025, taxes will be at the top of the agenda. million on a URL? spyglass.org) Work How a national retirement savings plan would work. morningstar.com) Paid sick leave mandates help employees better maintain work-life balance.

Financial Advising 269

Financial Advising Startup Economy Taxes 269

Abnormal Returns

DECEMBER 25, 2023

investmentnews.com) Startup Arch wants to build a better private capital markets workflow. morningstar.com) Wealthy couples have some tax levers to pull in retirement. (linkedin.com) The biz Vestwell just raised a new $125 billion Series D. riabiz.com) DPL Financial Partners is seeing growth in commission-free annuity sales.

Financial Advising 284

Financial Advising Startup Commission Financial Advice 284

Abnormal Returns

MAY 21, 2023

businessinsider.com) AI is moving so fast, fintech startups are having to quickly pivot. nytimes.com) Taxes Tax filing companies are lining up against the IRS offering a free filing option. npr.org) Why the IRS is scrutinizing new claims for the employee tax retention credit.

Financial Advising 242

Financial Advising Startup Taxes Financial Services 242

Abnormal Returns

APRIL 24, 2023

thereformedbroker.com) Income tax withholdings are in decline. fastcompany.com) Startups, like Community, want to slide into your messages. (ft.com) Don't discount Apple's ($AAPL) push into financial services. macworld.com) Twitter has stopped funding VCs it has committed to. manufacturing plant. nytimes.com)

Marketing 261

Marketing Marketing Financial Advising Startup 261

Abnormal Returns

DECEMBER 19, 2023

wsj.com) EVs A slew of EV startups are running out of cash. wsj.com) Fewer EVs are going to qualify for the full tax credit in 2024. (semilshah.com) Why the SEC moved to expand central clearing of Treasury and repo trades. ft.com) UBS wants to rebuild its investment banking in the U.S.

Financial Advising 283

Financial Advising Startup Media Economy 283

Abnormal Returns

JULY 25, 2023

(institutionalinvestor.com) Mutual funds Do mutual funds overvalue their stakes in startups? morningstar.com) How much are lower interest and tax expenses account for faster earnings growth? papers.ssrn.com) How disappointment drives a lot of fund outflows. ofdollarsanddata.com) Indices have gotten more concentrated over time.

Startup 246

Startup Valuation Accounting Taxes 246

Harness Wealth

APRIL 17, 2025

Tax deductions can save you thousands annually by reducing your taxable income through legitimate business expenses. Understanding these deductions is more critical than ever as tax laws evolve, presenting new opportunities for savings. Understanding this distinction is crucial for maximizing your tax benefits effectively.

Taxes 52

Taxes Tax Planning Professional Services Planning 52

Darrow Wealth Management

FEBRUARY 20, 2023

Working for a startup can pay off big financially, but a lot must go right along the way. 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 some considerations for how to negotiate equity in a private company or startup.

Startup 105

Startup Taxes Wealth Management Tax Planning 105

Harness Wealth

APRIL 17, 2025

Donor-advised funds (DAFs) have emerged as powerful tools that deliver this exact combination, providing immediate tax advantages while offering flexibility to recommend grants to qualified organizations over time. DAFs also introduce welcome simplification at tax time by consolidating multiple charitable activities under a single receipt.

Taxes 52

Taxes Tax Planning Distribution Assets 52

Cordant Wealth Partners

NOVEMBER 18, 2024

We also get you up to speed on the tax benefits of using a DAF. If you've heard of a DAF and are curious about incorporating it into your giving and tax planning strategy, this article is for you. Key Takeaways: Contributions to a donor-advised fund reduce your tax bill in the year your contribution is made.

Taxes 52

Taxes Tax Planning Nonprofit Accounting 52

Abnormal Returns

APRIL 19, 2023

oaktreecapital.com) Startup Tellus is not a bank. abnormalreturns.com) Just in time for tax day, a custom indexing linkfest! (nytimes.com) Finance How boring should banks be? semafor.com) How exposed are regional banks to problematic commercial real estate loans? ft.com) Rising CRE loan defaults could spook markets.

Financial Advising 242

Financial Advising Startup Banking Media 242

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 104

Taxes Tax Planning Startup Valuation 104

Abnormal Returns

DECEMBER 5, 2022

cnbc.com) Startup 401(k) provider Blooom has abruptly closed its doors. advisorperspectives.com) IRAs Why asset location matters from a tax-perspective. (investmentnews.com) Donor advised fund reform isn't happening this year. investmentnews.com) 401(k) plans Auto-enrollment helps boost 401(k) participation rates, the most for men.

Financial Planner 246

Financial Planner Estate Planning Startup Communication 246

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

Taxes Tax Planning Assets Compliance 52

Abnormal Returns

APRIL 1, 2024

morningstar.com) Thomas Kopelman and Jacob Turner talk with Ankur Nagpal about tax considerations when selling a business. riabiz.com) Fintech More startups are claiming they can use AI to serve more clients, more efficiently. podcasts.apple.com) Jordan Haynes talks with Justin Castelli about the important role of life planning.

Wealth Management 255

Wealth Management Math Retirement Retirement Planning 255

Harness Wealth

MARCH 6, 2025

As is traditional, the 2025 IRS tax filing deadline is April 15th. In this guide, well explore the 2025 tax extension process, the reasons for requesting an extension, and how a tax advisor from Harness can help you. Table of Contents What is a tax extension? Why do I need a tax extension? This is not the case.

Taxes 52

Taxes Tax Planning Consulting Electronics 52

Nerd's Eye View

NOVEMBER 15, 2023

One of these was the Employee Retention Credit (ERC), a tax credit that eligible small businesses could take against their employment taxes. To stave off a wave of business closures and a subsequent surge in unemployment, the U.S.

Clients 246

Clients Taxes Government Startup 246

Harness Wealth

NOVEMBER 12, 2024

As the year comes to a close, now is the time to review potential financial moves to help minimize your tax burden heading into 2025. Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. Find your next tax advisor at Harness today. Starting at $2,500.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Abnormal Returns

APRIL 11, 2023

axios.com) Venture capital VC funding has not dried up yet for crypto startups. nytimes.com) Real after-tax mortgage rates are at their highest level in years. (cnbc.com) Finance The majority of commercial real estate loans aren't owned by banks. semafor.com) Office building vacancy rates are at a new high.

Financial Advising 243

Financial Advising Startup Food Economy 243

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 63

Taxes Startup Compensation Planning Sales 63

Abnormal Returns

APRIL 20, 2023

abnormalreturns.com) Just in time for tax day, a custom indexing linkfest! nextbigideaclub.com) Every startup needs an AI strategy. (abnormalreturns.com) What you missed in our Wednesday linkfest. abnormalreturns.com) Personal finance links: a regretful life. abnormalreturns.com) Ramit Sethi teaches you how to spend money.

Financial Advising 246

Financial Advising Startup Media Portfolio 246

Nerd's Eye View

NOVEMBER 23, 2022

Among the several different types of retirement plans that are available to self-employed workers, solo 401(k) plans can offer the most flexibility and the ability to contribute the highest amount of tax-advantaged savings.

Planning 246

Planning Distribution Assets Retirement Planning 246

Darrow Wealth Management

NOVEMBER 17, 2022

In November 2022, proponents of the Massachusetts ‘millionaires’ tax (question 1) won their bid to nearly double the income tax rate on individuals with taxable income over $1M a year. As proposed, the new legislation would increase these tax rates to 9% and perhaps even 16% , respectively, starting in 2023.

Taxes 111

Taxes Wealth Management Tax Planning Planning 111

MazumaBusinessAccounting

JUNE 4, 2021

Whether you know it or not, you could be leaving hundreds—even thousands—of dollars on the table by missing a few lesser-known small business tax deductions. Avoid overpaying taxes this year by making sure you’ve reviewed all small business deductions to see if you qualify. Startup Costs. Sure, $0.57 Reach out to us today!

Taxes 98

Taxes Startup Accounting Clients 98

Abnormal Returns

JUNE 7, 2025

msn.com) Everybody loves geothermal, but will tax credits survive the budget process? statnews.com) Food Some new niche food delivery startups are gaining ground. (fastcompany.com) Energy In the South, solar power pays better than timber. wsj.com) On the pros and cons of floating solar panels. cnn.com) Eat more fiber!

Medicine 175

Medicine Recruitment Food Math 175

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

Nerd's Eye View

OCTOBER 2, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Holistiplan, after achieving success with its tax planning and analysis software, has announced an investment from Lead Edge Capital, signaling that it may be ready to expand into other financial planning areas beyond tax – (..)

Communication 246

Communication Portfolio Management Clients Tax Planning 246

Abnormal Returns

SEPTEMBER 25, 2023

(thereformedbroker.com) Startups Allocate raised a new round of capital to help bring VC investments to advisory clients. riaintel.com) Startup Alix is trying to streamline the estate administration process. thinkadvisor.com) XYPN is winding down its tax services.

Startup 144

Startup Planning Clients Taxes 144

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. For example: How much do you need to budget for taxes?

Tax Planning 52

Tax Planning Startup Taxes Planning 52

Nerd's Eye View

APRIL 1, 2024

GRATs, SLATs, CRUTs, and ILITs) to show the impact of the advisor’s advice (at least for those clients who still have Federal estate tax exposure). Advyzon and Panoramix competing against Orion)… with the question of whether they, too, will someday raise their prices as they gain traction as well?

Estate Planning 242

Estate Planning Financial Advisor Clients Startup 242

Brown Advisory

OCTOBER 12, 2021

The QSBS Tax Exemption: A Valuable Benefit for Startup Founders and Builders ajackson Tue, 10/12/2021 - 08:00 The Qualified Small Business Stock (QSBS) tax exemption may allow you to avoid 100% of the capital gains taxes incurred when you sell a stake in a startup or small business.

Startup 52

Startup Taxes Clients Planning 52