Remove Communication Remove Consulting Remove Valuation
article thumbnail

What to Do When a Parent Dies and You’re the Executor

Darrow Wealth Management

Later in the process you’ll work with the attorney to discuss what assets may potentially need a valuation. Consult your attorney to find out. Consult the attorney for guidance as needed. Gather tax documents and consult a CPA for help. The funeral home typically notifies the Social Security Administration.

article thumbnail

83(b) Election: Tax Strategies for Unvested Company Stock

Darrow Wealth Management

Stock at early-stage startups usually will have a very, very low valuation, making this tax strategy possible. Before making the election, consult your tax and financial advisor to understand the impact on your tax situation and make an informed decision. Current valuation = $0.1 Your shares still need to vest.

Taxes 92
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Weekly Market Insights – February 26, 2024

Cornerstone Financial Advisory

Nvidia’s market cap rose by $277 billion on the news, pushing it to a $2 trillion valuation. WDAY), Zoom Video Communications, Inc. (ZM) Please consult your financial professional for additional information. Please consult legal or tax professionals for specific information regarding your individual situation.

Marketing 105
article thumbnail

Transcript: Graham Weaver

The Big Picture

I really didn’t know the difference between private equity or consulting, or anything. WEAVER: Well, thankfully, we were — I really communicated a lot with Doug and Tom, and they understood. We hired a consulting and coaching firm for our whole organization. They could have been in consulting firm.

article thumbnail

Weekly Market Insights – February 5, 2024

Cornerstone Financial Advisory

Consult your tax, legal, and accounting professionals for more specific information. Your mental health influences how you communicate with others, perform at work, and feel about yourself. Please consult your financial professional for additional information. These factors may result in greater share price volatility.

Marketing 104
article thumbnail

A Complete Guide to RIA Succession Planning with Paul Blease

Steve Sanduski

Guest: Paul Blease , Strategic Consultant, Invesco Global Consulting at Invesco Global Consulting. Paul and I discuss: Why prospective buyers and sellers shouldn’t be relying on “industry standard” valuation metrics alone when considering an acquisition.

article thumbnail

Weekly Market Insights – October 23, 2023

Cornerstone Financial Advisory

This Week: Companies Reporting Earnings Tuesday: Microsoft Corporation (MSFT), General Electric Company (GE), Verizon Communications, Inc. (VZ), Please consult your financial professional for additional information. Please consult legal or tax professionals for specific information regarding your individual situation.

Marketing 105