Nerd's Eye View

MARCH 18, 2024

Soft asstets are talent, interst, and skills that are not directly related to one's professional field. And the financial advisor who can find an overlap between their soft assets and the interests of a COI they'd like to connect with is much more likely to be successful in their outreach efforts.

Assets 246

Assets Media Professional Services Financial Advisor 246

Harness Wealth

FEBRUARY 27, 2023

It’s imperative to plan for the tax implications so you can be prepared to pay what you owe the IRS. Employees with equity face complicated tax planning questions The acquisition of a company can leave employees facing choices about what to do with shares or facing varying tax consequences depending upon their individual situations.

Tax Planning 52

Tax Planning Startup Taxes Planning 52

Harness Wealth

MARCH 6, 2025

On the whole, its advisable to consult a tax adviso r to develop a dependable tax plan. Professional services: Fees paid to accountants, lawyers, consultants, or other professionals for business-related advice. Depreciation: You can deduct the depreciation of business assets over their useful life.

Taxes 52

Taxes Consulting Professional Services Tax Planning 52

Steve Sanduski

AUGUST 21, 2024

Guests: Susie Cranston , President and Chief Operating Officer of Cresset , a family office RIA firm with more than $50 billion in assets under management. Susie oversees Cresset’s Wealth Advisors, Client Service, Operations and Compliance. But what differentiates a lot of firms is the service that’s provided on top of that.”

Clients 59

Clients Banking Accounting Professional Services 59

Inside Information

APRIL 26, 2024

I’m in the early stages of writing a book about my experiences over 40+ years in the financial planning profession (is anybody going to want to read it?). There is certainly nothing wrong with being good at the metrics of managing an RIA as a business, but what does that have to do with professionalism?

Fee Only 40

Fee Only Professional Services Clients Management 40

Darrow Wealth Management

NOVEMBER 5, 2024

Shares must be exchanged for money, property (other than stock), or compensation for services performed for the issuing corporation. At any time before and right after issuance, the company’s aggregate gross assets were less than or equal to $50 million ¹. Hold the stock for at least five years.

Taxes 62

Taxes Wealth Management Tax Planning Assets 62