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$2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo

Wealth Management

Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo Wisconsin-based Resonant Capital and QBCo will share clients across wealth and tax in an increasingly popular service model. Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B

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83(b) Election for Stock Options and Restricted Stock

Darrow Wealth Management

The 83(b) election has the potential to significantly reduce the overall tax liability, especially for startup founders and employees who receive stock-based compensation. It’s usually a key part of pre-IPO tax planning and exit strategies. Ensure your employer has a copy of the election also.

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What is a Stepped Up Basis? Cost Basis of Inherited Stock and Other Assets

Darrow Wealth Management

You’ll need to fill out paperwork with the custodian if there isn’t a financial advisor managing the accounts. Similarly, interests in a closely-held business will also need a professional valuation. Darrow Wealth Management does not provide tax or legal advice. The post What is a Stepped Up Basis?

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83(b) Election: Tax Strategies for Unvested Company Stock

Darrow Wealth Management

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. It can also preclude some tax planning strategies down the road.

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Should You Exercise Stock Options During a Pre-IPO Window?

Darrow Wealth Management

The upside of a well-timed exercise is clear: potential for significant tax savings and reducing the time you need to hold the stock to qualify for long-term capital gains tax rates. 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.

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83(b) Election: Tax Strategies for Unvested Company Stock

Darrow Wealth Management

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. It can also preclude some tax planning strategies down the road.

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Donating Stock to Charity

Darrow Wealth Management

Donor-advised funds charge fees and privately held assets require a valuation. Consider these other tax-saving gifting strategies. The post Donating Stock to Charity appeared first on Darrow Wealth Management. Consider the cost of giving appreciated securities versus other approaches. Give wisely.

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