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.
Nerd's Eye View
JULY 11, 2023
Thor is the Owner of McIlrath & Eck, an independent RIA based in Arlington, Washington, that oversees more than $610 million in assets under management for 970 client households. My guest on today's podcast is Thor McIlrath.
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Carson Wealth
APRIL 18, 2023
The deal will provide the firm with enhanced capabilities to better serve clients and grow its wealth management practice, which currently has $400 million in assets under management, and serves more than 250 families in 30 states. Over the last four decades, those same principles have been the driving force of the firm’s growth.
Harness Wealth
MARCH 6, 2025
Office supplies: Expenses for items like paper, pens, software, and other necessary office equipment Marketing and advertising: Costs incurred for promoting your freelance services, including website development, social media advertising, and business cards. Keep all receipts, invoices, bank statements, and other documentation.
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. However, this route can be challenging.
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. Otherwise, what’s all that hard work — and AUM — really for?
Harness Wealth
FEBRUARY 27, 2023
Founders and investors can qualify for this tax exclusion if: The company is organized as a C-corporation The C-corporation is a domestic company They’ve held their stock for more than five years The stock was issued after September 27, 2010 in order to be eligible for the full $10 million exclusion or was issued after August 10, 1993 to be eligible (..)
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