2010 Tax Planning Taxes 
Harness Wealth
APRIL 16, 2025
Tax planning serves as the cornerstone of the entire acquisition deal, extending far beyond a simple checkbox. Every element, from structure to price negotiations, hinges on understanding tax implications for all parties involved. Get it right, and you will have set yourself up for a smooth transition and maximized returns.
Nerd's Eye View
NOVEMBER 1, 2023
There are many tax planning strategies that allow financial advisors to demonstrate the ongoing value they provide to clients in exchange for the fees they charge. Part of this value is understanding the detailed nuances that make a strategy effective and implementing it correctly, avoiding issues with the IRS down the line.
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Walkner Condon Financial Advisors
MAY 31, 2024
Breathe Easier Next Tax Season with These Planning Strategies Every year, most of us smile when we see April 15th in the rearview mirror. The completion of our tax returns being filed marks the beginning of a nine month period where we don’t need to think about funny acronyms and form numbers.
Harness Wealth
FEBRUARY 27, 2023
Founders, board members, and employees of startups that get acquired can experience tax consequences as a result of a liquidity event. It’s imperative to plan for the tax implications so you can be prepared to pay what you owe the IRS. For example: How much do you need to budget for taxes?
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.
The Big Picture
AUGUST 15, 2023
SEIDES: But market returns across — RITHOLTZ: The past decade, 2010 to 2020, we were what? So for a taxable investor, hedge funds generally aren’t tax efficient. 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 lower.
Darrow Wealth Management
NOVEMBER 5, 2024
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. The potential tax savings simply cannot be understated. Using IRS Section 1202, taxpayers can sell stock potentially free of federal capital gains taxes if the requirements are met.
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