Wealth Management

NOVEMBER 26, 2024

Morningstar published its 2025 investment outlook for financial advisors. Morgan Stanley has looked to add employees of startup companies as wealth management clients in anticipation of future IPOs, reports Inc. These are among the investment must reads we found this week for wealth advisors.

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Investing Investments Wealth Advisor Startup 290

Wealth Management

OCTOBER 10, 2024

The funding round values Farther at $542 million.

Wealth Advisor 255

Wealth Advisor Startup 255

Darrow Wealth Management

JULY 30, 2024

Startup founders, early employees, executives, and other service providers can make an 83(b) election. Stock at early-stage startups usually will have a very, very low valuation, making this tax strategy possible. For fast-growing startups, this can be a big headache, especially when there isn’t a public market for the stock.

Taxes 103

Taxes Tax Planning Startup Valuation 103

Darrow Wealth Management

FEBRUARY 24, 2025

If you work for a private startup, you may be able to exercise your stock options early. So employees with equity compensation still need to earn their startup equity. It may make sense to consider exercising startup shares immediately if: Shares currently qualify for Section 1202, qualified small business stock.

Taxes 64

Taxes Startup Valuation Wealth Management 64

Darrow Wealth Management

JULY 30, 2024

Startup founders, early employees, executives, and other service providers can make an 83(b) election. Stock at early-stage startups usually will have a very, very low valuation, making this tax strategy possible. For fast-growing startups, this can be a big headache, especially when there isn’t a public market for the stock.

Taxes 52

Taxes Tax Planning Startup Valuation 52

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. If you work for a startup or private company, you might not be able to sell stock even after shares vest.

Taxes 85

Taxes Startup Wealth Management Planning 85

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. Strongly consider engaging a personal team of tax and financial advisors to help guide you through the process. The potential tax savings simply cannot be understated.

Taxes 73

Taxes Wealth Management Tax Planning Assets 73