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. By the end of the year, you already know most of the tax inputs so your CPA and financial advisor can help in developing a tax projection.

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Taxes Tax Planning Planning Financial Advisor 59

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. By the end of the year, you already know most of the tax inputs so your CPA and financial advisor can help in developing a tax projection.

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Taxes Tax Planning Planning Financial Advisor 52

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. For instance, suppose a fund manager invests in a startup that generates $1 million in profits in 2023. K-1 forms are reported on an individual’s tax return.

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Taxes Tax Planning Startup Portfolio 52

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

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Darrow Wealth Management

MARCH 29, 2024

Article is for informational purposes only and should not be misinterpreted as personalized advice of any kind or a recommendation for any specific financial or tax strategy. This is a general communication should not be used as the basis for making any type of tax, financial, legal, or investment decision.

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Taxes Tax Planning Planning Wealth Management 52

James Hendries

DECEMBER 11, 2022

Tax Planning – Have necessary steps been taken toward filing required business and individual tax returns, so they get filed on time? The type of business will determine the tax consequence. This act is set to expire January 1, 2026. Here are five tips that may assist with organizing a strategy.

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Planning Taxes Insurance Accounting 52

WiserAdvisor

JANUARY 23, 2024

Here are five steps you can take to gauge your financial advisor’s performance: Step 1: Evaluate the performance of your investment portfolio Assessing the performance of your investment portfolio is a critical aspect of managing your financial well-being and ensuring that your money is working effectively toward your goals.

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Financial Advisor Risk Tolerance Communication Taxes 40

Cordant Wealth Partners

AUGUST 16, 2024

Other pay : Certain employees can be eligible for “pay in lieu of redeployment” (9 weeks) and an “additional separation bonus” (8 weeks) It’s important to note that severance payouts are taxed as ordinary income in the year of payout. Tax planning for a transition out of Intel is critical.

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Planning Retirement Taxes Accounting 52

Nationwide Financial

MARCH 6, 2023

Like individuals, businesses holding investments and other capital assets should consider other income, gains, and losses when determining when to sell capital assets. In 2026, the current larger exemption will be reduced from $12,920,000 in 2023 to about $6 million per person ($5 million per person adjusted for inflation).

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Tax Planning Taxes Planning Distribution 78

Darrow Wealth Management

JANUARY 30, 2023

Here are some tax planning strategies to consider when you should start drawing from your IRA. Tax planning strategies for required minimum distributions Tax planning shouldn’t stop when you retire. Retirees in a low tax bracket for the year have several planning options to consider.

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Distribution Tax Planning Retirement Taxes 103

Zajac Group

NOVEMBER 7, 2024

Creating wealth that can provide financial security for generations to come is an incredible feat, and it requires careful planning, consideration, and communication among family members. For reference, the federal estate tax exemption limit is set to revert back to $5 million (or around $7 million when adjusted for inflation).

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Harness Wealth

JULY 29, 2024

If the sunset occurs, this inflation-adjusted amount, which is currently $13,610,000 as of July 2024 , could be reduced by one-half (after inflation adjustments for 2025 and 2026) starting on January 1, 2026. Harness will continue to be in your corner with updates and tax practice management tips to help you tackle uncertainty head-on.

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Estate Planning Taxes Planning Tax Planning 59

Sara Grillo

SEPTEMBER 11, 2023

Tax questions we should ponder more deeply Advisors are working on a way that is outdated when it comes to IRMAA planning. An example is how tax planning is handled. The financial industry is geared towards helping people save as much in taxes today as humanly possible. But are taxes going up or down in the future?

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Planning Financial Advisor Taxes Retirement 111

Harness Wealth

JANUARY 28, 2025

In this guide, we’ll explore the key tax changes in effect for 2025, how theyll influence your filing status, retirement savings, investment, and estate planningand offer strategic advice to help high-income and high-net-worth individuals prepare more effectively for upcoming coming tax changes.

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Taxes Planning Retirement Estate Planning 52

Harness Wealth

APRIL 18, 2025

We also cover concerning data showing financial illiteracy cost Americans over $243 billion in 2024, and news that President Trump has signed legislation blocking an IRS cryptocurrency reporting rule previously scheduled to take effect in 2026. Harness Wealth Advisers LLC is a paid promoter, internet registered investment adviser.

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