Yardley Wealth Management

JULY 9, 2025

appeared first on Yardley Wealth Management, LLC. This made Nasdaq more appealing to startups and other fledgling businesses, including high-tech startups like Intel in 1971, Apple in 1980, and Google in 2004. appeared first on Yardley Wealth Management, LLC.

Marketing

Darrow Wealth Management

JUNE 24, 2025

As a startup or private company employee, you may have the option to participate in a tender offer from your employer. Tax implications Interested sellers should always consult a tax professional before accepting a tender offer. There are many tax considerations and nuances which can impact the outcome. Do you have QSBS?

Taxes

The Big Picture

JANUARY 21, 2025

I’d left the journal and I was working at Citi Groupers, director of financial education for the wealth management business. And then I was approached by Citigroup about being director of financial education for this startup called MiFi. One is the idea of doing a startup within a large corporation is absolutely absurd.

Investments

Wealth Management

JULY 11, 2024

Earned Wealth, founded in 2021, offers medical professionals advice on financial planning, tax planning, wealth management and investing on one interconnected platform.

Startup

The Big Picture

JANUARY 24, 2024

At the Money: How to Pay Less Capital Gains Taxes (January 24, 2024) We’re coming up on tax season, after a banner year for stocks. Successful investors could be looking at a big tax bill from the US government. On this episode of At the Money, we look at direct indexing as a way to manage capital gains taxes.

Taxes

Abnormal Returns

APRIL 1, 2024

Podcasts Kevin Thompson, CEO of 9i Capital Group LLC, discusses the RIA industry's impact on advisors' autonomy with Josh Brown, CEO of Ritholtz Wealth Management. morningstar.com) Thomas Kopelman and Jacob Turner talk with Ankur Nagpal about tax considerations when selling a business.

Wealth Management

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

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

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

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

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

Abnormal Returns

MARCH 13, 2023

papers.ssrn.com) The biz What will become of SVB's Boston Private wealth management arm? 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.

Financial Guidance

Abnormal Returns

OCTOBER 31, 2022

(investmentnews.com) There is a rift between JP Morgan ($JPM) the private bank and wealth management arm. 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.

Wealth Management

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

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

Darrow Wealth Management

JANUARY 23, 2025

The timing of when you exercise your stock options is important as certain situations can be far more advantageous from a tax and financial standpoint than others. But before purchasing shares, startup employees need to be aware of the potential tax implications. Each has different tax implications. Taxes, for one.

Taxes

The Big Picture

MAY 10, 2023

Manhattan became dependent on its elite earners — a large share of the tax base came from a tiny proportion of the population — who were also the only group who could afford to live in its increasingly expensive neighborhoods. ( Compare New York with Houston, which remained affordable for ordinary Americans because it built aggressively.

Startup

Harness Wealth

SEPTEMBER 18, 2024

These numbers show an opportunity for tax practices to build deeper, meaningful relationships with their clients, helping them to navigate some of life’s most challenging financial decisions. And you’ll see in our Q&A below, that tax advisors can bring estate planning into the conversation early on in a client relationship.

Taxes

Abnormal Returns

SEPTEMBER 26, 2022

Podcasts Christine Benz and Jeff Ptak talk with Tim Steffen, director of tax planning for Baird. linkedin.com) Fintech Most people don't need asset management, they need paycheck management. riabiz.com) This startup wants to make it easier to borrow against whole life insurance policies. Budge looks to solve this.

Tax Planning

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

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

Darrow Wealth Management

FEBRUARY 24, 2025

If you work for a private startup, you may be able to exercise your stock options early. 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). Your state has its own tax laws.

Taxes

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. It is often structured as a performance fee, incentivizing the manager to generate higher returns for the fund’s investors. Here’s an example of how this might work.

Taxes

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

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

Harness Wealth

JUNE 9, 2023

Crafting Your Personalized Financial Plan: A Step-by-Step Guide The Role of a Wealth Manager or Financial Planner Harness Wealth Can Help What is a Financial Plan? Without effective personal financial management, you risk losing money to poor budgeting, poor tax planning, or even just to inflation.

Financial Planning

Darrow Wealth Management

JUNE 2, 2022

A simple example: a startup raises a Series B at a $30M post-money valuation and a Series C at a $20M post-money valuation. Working for a startup involves risk. Here’s what you should know if you have equity or stock options in a startup that just raised money in a down round. Startups also need cash.

Startup

Harness Wealth

APRIL 6, 2023

Qualified Small Business Stock (QSBS) is a tax incentive that could potentially save entrepreneurs, startup founders, early startup employees, and investors a significant amount of money. Because of this, QSBS shareholders can potentially reduce their overall estate tax liability by holding QSBS.

Startup

Zoe Financial

APRIL 8, 2025

This includes Incentive Stock Options (ISOs) and Non-Qualified Stock Options (NQSOs), which can have different tax treatments. Employee Stock Purchase Plans (ESPPs) : Programs that allow employees to buy company stock at a discount, with potential for favorable tax treatment. Exercising ISOs can also trigger AMT tax!).

Taxes

The Big Picture

JANUARY 30, 2024

If you’re interested in marketing, branding, asset management, how do use digital tools to not only make the process less expensive and the, in the user experience better, but just to give customers what they want? Full disclosure, my firm, OLTs Wealth Management, works with Betterment, which powers our digital investment platform.

Media

The Irrelevant Investor

JULY 24, 2017

People's view of gold is driven by who is in the White House, how much taxes you pay, whether you're employed or on government assistance, etc. There are 13,000 wealth management firms in the United States, according to RIA Database , so when the robo-advisors see charts like the one below, they must lick their chops.

Financial Advisor

Fortune Financial

AUGUST 31, 2022

Many firms and startups, whose shares can be bought and sold, are involved in green industries, such as alternative energies and materials. These bonds may also come with tax incentives, making them more attractive than traditional bonds. This type of tax incentive is typically applied to municipal bonds in the United States market.

Investments

Diamond Consultants

JUNE 28, 2023

However, more often than not, advisors discover that going independent comes with a lot of work, from the initial setup to the ongoing management of the day-to-day minutia. It’s at this juncture that these folks often get trapped by inertia—stuck by the belief that there isn’t a better option between the status quo and independence.

Recruitment

Fortune Financial

NOVEMBER 17, 2021

in September, making the year-over-year increase 4.6%,” said David Freisner, Wealth Management Advisor at Fortune Financial Advisors. Private company startups through friends and family groups. The information contained herein is based on current tax laws, which may change in the future.

Investments

Darrow Wealth Management

MAY 9, 2025

RSA grants are commonly issued by private companies, particularly early-stage startups, and may be referred to as founder’s stock or simply restricted stock grants awarded to employees. The restricted stock tax treatment, especially the ability to make an 83(b) election, is particularly important if you have RSAs.

Taxes

Darrow Wealth Management

NOVEMBER 5, 2024

If you invested in a startup or small business (founders, employee exercise of stock options, business owner), you need to know about qualified small business stock. If eligible, you may be able to exclude up to 100% of the gain from federal taxes when you sell your shares through the capital gains tax exclusion.

Taxes

Darrow Wealth Management

APRIL 15, 2025

Incentive stock options Though the post-termination exercise period may be extended after leaving the company, ISOs lose their “qualified” status and favorable tax treatment 90 days after your terminate employment (IRS rules). Exercising nonqualified stock options requires immediate tax withholding on the spread.

Taxes