Brown Advisory

OCTOBER 12, 2021

The QSBS Tax Exemption: A Valuable Benefit for Startup Founders and Builders. 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. Tue, 10/12/2021 - 08:00. you are a non-corporate taxpayer.

Startup 52

Startup Taxes Clients Planning 52

Harness Wealth

APRIL 17, 2023

Equity compensation is a popular strategy used by startups to attract and retain top talent, and it can sometimes result in significant financial rewards for founders and employees alike. Do You Owe Taxes In A Tender Offer? Do You Owe Taxes In A Tender Offer? Table of Contents: What Is A Tender Offer? How Do Tender Offers Work?

Startup 52

Startup Taxes Risk Tolerance Consulting 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 240

Startup Financial Advising Taxes Economy 240

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 261

Financial Advising Startup Financial Advice Commission 261

Harness Wealth

MARCH 5, 2024

Tax advisors, and other tax professionals , offer services from preparing and filing annual tax returns to comprehensive tax strategies that help minimize taxes and preserve wealth over time. In this guide, we’ll explore the average fees of tax advisors in the US for 2024.

Taxes 52

Taxes Tax Planning Ethics Education 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 204

Wealth Management Math Financial Advising Retirement 204

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

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 95

Taxes Wealth Management Tax Planning Planning 95

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 202

Assets Startup Financial Advising Media 202

Harness Wealth

MAY 31, 2022

Using Equity Tax Insights from Harness Wealth. Whether you’re making $50,000 or $5,000,000 of W-2 income, there are only so many actions you can take to dramatically change your tax burden. With company equity, the tax treatment of those profits can be radically different. Minimizing Regular Taxes. Making a plan.

Taxes 52

Taxes Tax Planning Startup Planning 52

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

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 220

Startup Valuation Taxes Accounting 220

Harness Wealth

FEBRUARY 20, 2024

In this guide, we explore the four main types of tax professionals and the benefits of working with a tax advisor to help navigate challenging tax scenarios. We’ll dive into what a tax advisor does, and help you make an informed decision about which type of tax professional is right for you.

Taxes 52

Taxes License Education Tax Planning 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 226

Clients Taxes Government Startup 226

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 195

Financial Advising Startup Taxes Financial Services 195

Harness Wealth

MARCH 10, 2023

Whether you’re in venture capital, private equity, or angel investing, it’s important to understand the tax implications of your investment income. One of the unique characteristics of carried interest is that it is taxed as a capital gain rather than ordinary income. K-1 forms are reported on an individual’s tax return.

Taxes 52

Taxes Tax Planning Startup Portfolio 52

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 239

Marketing Marketing Financial Advising Startup 239

Harness Wealth

OCTOBER 5, 2023

From quarterly estimated tax planning to equity compensation and crypto tax planning, diversifying your service offerings can not only set you apart from the competition, it can also help you significantly grow your revenue and retain clients.

Taxes 59

Taxes Tax Planning Accounting Clients 59

Abnormal Returns

FEBRUARY 27, 2023

wsj.com) Taxes on share buybacks are a speed bump. capitalgains.thediff.co) Startups How increased regulatory risk is affecting startup valuations. theinformation.com) What makes for a great startup name. (msn.com) S&P 500 companies could do $1 trillion in buybacks in 2023.

Startup 130

Startup Financial Advising Valuation Economy 130

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 194

Financial Advising Startup Banking Media 194

Abnormal Returns

DECEMBER 12, 2022

investmentnews.com) Tax planning Why financial advisers need to be careful when offering tax advice. kitces.com) Tax planning is an ongoing process. thinkadvisor.com) Startup Ocho wants to make it easier for business owners to have a solo 401(k). And I don’t think there’s anything wrong with that."

Tax Planning 130

Tax Planning Financial Advising Advertising Startup 130

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 220

Financial Planner Estate Planning Startup Communication 220

Harness Wealth

APRIL 28, 2023

If you earn income from various sources throughout the year, such as equity windfalls, venture capital fund distributions, crypto investments, and sales, or small business income, you will need to pay estimated quarterly taxes. Table of Contents What Are Estimated Quarterly Taxes?

Taxes 52

Taxes Distribution Startup Assets 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 198

Financial Advising Startup Food Economy 198

Abnormal Returns

AUGUST 6, 2023

michaelparekh.substack.com) Venture capital Q2 2023 startup data from AngelList show median valuations back to pre-pandemic levels. wsj.com) Starting next year, most US taxpayers will be able to file their taxes completely paperless with the IRS. angellist.com) The tidal wave of down rounds is here.

Financial Advising 238

Financial Advising Startup Economics Valuation 238

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 217

Financial Advising Startup Media Portfolio 217

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 219

Communication Portfolio Management Clients Tax Planning 219

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 167

Estate Planning Financial Advisor Startup Clients 167

Abnormal Returns

MARCH 13, 2023

riabiz.com) Wealth management startup Masttro raised $43 million to address family offices. wealthmanagement.com) Advisers Why you should review client tax returns every year. (hbr.org) A lot of participants would use a retirement bridging to delay Social Security claiming.

Financial Guidance 130

Financial Guidance Wealth Management Financial Advising Startup 130

Abnormal Returns

OCTOBER 31, 2022

ft.com) Advisers Why marginal tax rates are the key to calculating Roth IRA conversions. advisorperspectives.com) The Coterie gives its users -- mostly startup founders -- investment access to venture funds. (investmentnews.com) There is a rift between JP Morgan ($JPM) the private bank and wealth management arm.

Wealth Management 130

Wealth Management Startup Planning Retirement 130

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 216

Planning Distribution Assets Retirement Planning 216

Abnormal Returns

SEPTEMBER 26, 2022

Podcasts Christine Benz and Jeff Ptak talk with Tim Steffen, director of tax planning for Baird. riabiz.com) This startup wants to make it easier to borrow against whole life insurance policies. morningstar.com) Michael Kitces and Carl Richards talk about repurposing lessons from clients for content. Budge looks to solve this.

Compliance 130

Compliance Tax Planning Startup Financial Planning 130

Abnormal Returns

JULY 18, 2022

protocol.com) The rapid grocery startup space is in full retreat. bonddad.blogspot.com) Earlier on Abnormal Returns Adviser links: estate tax intricacies. (avc.com) Some VCs are taking extended vacations amid the carnage. theinformation.com) Giving out stock-based compensation is tougher when stock prices are in free fall.

Financial Advising 220

Financial Advising Startup Economy Portfolio 220

Abnormal Returns

AUGUST 12, 2022

theverge.com) Which companies might get hit by a global minimum tax. washingtonpost.com) Miami What does it mean to be a startup hub, like Miami, in a remote work world? (cnbc.com) Why time isn't on Elon Musk's side when it comes to Twitter ($TWTR). news.crunchbase.com) Corporate lawyers are flocking to Miami.

Marketing 130

Marketing Marketing Financial Advising Startup 130

Walkner Condon Financial Advisors

APRIL 27, 2023

Stock options are a common form of compensation for employees, particularly in startup companies. When an employee is granted stock options, they are not immediately taxed on the value of those options. In addition to federal taxes, stock options may also be subject to state and local taxes.

Taxes 105

Taxes Consulting Financial Advisor Startup 105

Harness Wealth

MARCH 11, 2024

As a company founder, early startup employee, or small business owner, you may find yourself in a higher tax bracket as your business grows or you realize gains from equity compensation. But that doesn’t mean you simply have to accept a higher tax bill.

Startup 59

Startup Taxes Medical Retirement 59

Harness Wealth

AUGUST 22, 2023

From incorporation fees to purchasing tax and accounting software to optimizing your human capital (time), we’ll explore the many costs associated with starting an accounting firm and the operational expenses you should anticipate as you grow your new business. At Harness Tax , there’s no need to manage lots of subscriptions.

Accounting 52

Accounting Taxes Insurance Startup 52