Harness Wealth

FEBRUARY 27, 2023

Traditional IPO: Valuation, Lockup Period, and Employee Equity Founders have more options for reducing the tax consequences of an acquisition Founders are generally in the best position to engage in tax planning and limit the taxable consequences associated with an acquisition.

Tax Planning 52

Tax Planning Startup Taxes Planning 52

WiserAdvisor

FEBRUARY 29, 2024

They help you optimize tax planning Tax planning is an important aspect of financial planning that can significantly impact your long-term wealth accumulation. It helps you strategically minimize the amount you pay in taxes and maximize your investment returns to preserve more of your hard-earned money.

Financial Advisor 45

Financial Advisor Retirement Asset Allocation Risk Tolerance 45

The Big Picture

AUGUST 15, 2023

SEIDES: But market returns across — RITHOLTZ: The past decade, 2010 to 2020, we were what? So I think that argument is very valid in those couple of years, 2009, 2010 probably, maybe 2011, which was a tough year for hedge funds. It’s part of their own tax planning. RITHOLTZ: Oh no, it’s much worse.

Management 130

Management Investing Investments Government 130

Calculated Risk

MAY 22, 2023

While the magnitudes of future federal unified budget surpluses are uncertain, they are highly likely to remain sizable for some time. [C]urrent C]urrent forecasts suggest that under a reasonably wide variety of possible tax and spending policies, the resulting surpluses will allow the Treasury debt held by the public to be paid off.

Budgeting 363

Budgeting Taxes Economy Economics 363

Calculated Risk

MAY 21, 2024

While the magnitudes of future federal unified budget surpluses are uncertain, they are highly likely to remain sizable for some time. [C]urrent C]urrent forecasts suggest that under a reasonably wide variety of possible tax and spending policies, the resulting surpluses will allow the Treasury debt held by the public to be paid off.

Taxes 321

Taxes Budgeting Economy Economics 321