FMG

OCTOBER 5, 2023

Animal Name and Raising Updates Lawrence Sprung , founder of and wealth advisor at Mitlin Financial , thinks that there are better things than just physical gifts. Barsoumian, CFP®, CRPC® , Founder and Financial Advisor at SMB Financial Strategies , sent clients puzzles last year. Melisa Joy, CFP® of Pearl Planning.

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Clients CFP Financial Advisor Wealth Advisor 52

Tobias Financial

MARCH 4, 2024

We are excited to share that our Wealth Advisor, Catalina Franco-Cicero MS, CFP®, CTS , will serve as a presenter for the FPA Latino Knowledge Circle on March 5 th at 3:00 PM. In this session, Catalina will provide financial planning tips tailored to meet the Latino community’s unique needs and cultural nuances.

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Wealth Advisor CFP Financial Planning Planning 40

Darrow Wealth Management

SEPTEMBER 7, 2023

When a pre-IPO exercise is off the table At Darrow Wealth Management, we specialize in planning for a sudden liquidity event , typically from stock options following an IPO or acquisition. For individuals expecting a sudden wealth event, sometimes the potential for tax savings causes employees to lose sight of the bigger picture.

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Wealth Management Taxes Tax Planning Valuation 85

Darrow Wealth Management

FEBRUARY 24, 2025

Incentive stock options (ISOs) At exercise Exercising ISOs is not a taxable event for federal tax purposes. 6 Tax Strategies for Incentive Stock Options and AMT At sale When you sell, it’s a taxable event as either a qualifying or disqualifying disposition. No liquidity event. Your state has its own tax laws.

Taxes 60

Taxes Startup Wealth Management Valuation 60

WiserAdvisor

AUGUST 8, 2022

Certified Private Wealth Advisor (CPWA). Chartered Wealth Manager (CWM). Certified Financial Planner (CFP). Insurance payouts given to the nominee in the case of an unfortunate event are exempt from any tax. Life events like losing a spouse, marriage, divorce, children, etc.,

Wealth Management 52

Wealth Management Financial Planning Financial Advisor Taxes 52

Darrow Wealth Management

JULY 30, 2024

Typically, equity-based compensation is subject to vesting requirements: time, performance, liquidity events, perhaps multiple factors. Regardless of how long you want to hold the stock, M&A activity, repurchase rights, and other events can interfere. Make sure you’re comfortable with the vesting requirements.

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Taxes Tax Planning Startup Valuation 52

Darrow Wealth Management

MARCH 21, 2022

This article was written by Darrow Wealth advisor Kristin McKenna, CFP® and originally appeared in Forbes. While it’s never fun to see your portfolio lose value, it’s a necessary reminder that stocks don’t only go up. Thankfully, over the long-term, the good years have far outweighed the bad ones.

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Assets Wealth Advisor Investments Investing 52

Sara Grillo

AUGUST 14, 2023

4 In any event, an adviser’s duties at common law will depend on judge-made case law emanating from the state level, including application of conflicts of law principles to determine which state’s law applies, and will be enforceable by anyone with standing to sue. She obtained her CFP designation in 2003.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Zoe Financial

JANUARY 12, 2023

When looking for a financial advisor, there are a lot of questions you have to ask and a significant amount of research you have to be confident about, to get the best advisor for you. You have events, children, grandchildren, executive meetings, and a dream retirement to think about, to name a few. 44% qualify from this filter.

Financial Advisor 40

Financial Advisor Financial Planning Education Clients 40

Darrow Wealth Management

NOVEMBER 5, 2024

Unfortunately, the Commonwealth also passed a ‘millionaire tax’, which adds a 4% surtax to taxable income over $1M , even for one-time sudden wealth events. However, to be clear, taxpayers must be able to substantiate their claim in the event of an audit. Form 8949 and Schedule D).

Taxes 71

Taxes Wealth Management Tax Planning Assets 71

Darrow Wealth Management

JANUARY 29, 2024

This article is a high-level overview of the various estate planning techniques and considerations when using revocable living trusts from the perspective of a wealth advisor (e.g. Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes. non-attorney).

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Estate Planning Distribution Taxes Assets 102

Sara Grillo

SEPTEMBER 26, 2022

In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. What do you believe the CFP Board’s role should be in the future?

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CFP Financial Advisor Financial Planner Ethics 59

Darrow Wealth Management

NOVEMBER 7, 2024

There are many ways to structure a 10b5-1 trading plan, so discuss your goals with a wealth advisor. Consider working with a financial advisor and tax professional to develop an exercise and diversification strategy that’s aligned with your entire financial situation and goals.

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Taxes Wealth Management Wealth Advisor Planning 98