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Tax Planning for When Your Startup is Going Through an Acquisition

Harness Wealth

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.

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Implement Digital Documentation for Client’s Onboarding

BlueMind

As is the case with all professional service providers, one of the most daunting and demanding tasks for financial advisors is staying on top of the paperwork when initiating a relationship with their new clients. This isn’t even close to being the complete list.