Abnormal Returns

JUNE 17, 2024

riabiz.com) AI A look at some AI-powered advisory service startups. citywire.com) Advisers Compensation plans should align with your firm's overall goals. (riabiz.com) Wells Fargo ($WFC) wants in on the advisor custody business. riabiz.com) The industry's big software providers all claim trillions in AUA.

Financial Counseling 265

Financial Counseling Compensation Planning Wealth Management Startup 265

Nerd's Eye View

OCTOBER 29, 2024

Travis is the founder of Student Loan Planner, an RIA and student loan consulting company based in Chapel Hill, North Carolina that serves nearly 1,400 households with ongoing financial planning (as well as consulting with over 15,000 clients on student loan debt).

Consulting 243

Consulting Clients Financial Planning Compensation Planning 243

Harness Wealth

MARCH 11, 2024

As a company founder, early startup employee, or small business owner, you may find yourself in a higher tax bracket as your business grows or you realize gains from equity compensation. Health Savings Accounts (HSAs) HSAs are available to individuals enrolled in high-deductible health plans (HDHPs).

Startup 59

Startup Taxes Medical Retirement 59

Darrow Wealth Management

NOVEMBER 17, 2022

A tech employee at a startup has stock options. Considering tax planning strategies to reduce the impact of the new MA surtax. Further, if you weren’t planning to sell the asset, it’s usually not advisable to do so for tax reasons alone. Plan your income. the taxable gain is $1.7M.

Taxes 96

Taxes Wealth Management Tax Planning Planning 96

Harness Wealth

NOVEMBER 12, 2024

Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. Checklist: Year-end Tax Planning Strategies Review the following tax strategies with your tax advisor and/or financial advisor before the end of the year.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Harness Wealth

OCTOBER 8, 2024

Tax practices that provide comprehensive tax planning services are better positioned to gain new clients in the Harness Marketplace compared to firms that mainly focus on tax preparation. If you’ve worked with clients from large companies or leading startups, highlight those relationships in your profile to build trust with potential clients.

Taxes 52

Taxes Clients Tax Planning Healthcare 52

Diamond Consultants

JUNE 28, 2023

Plus, they would be passing up on monetizing in the short term by eschewing a large transition package, in addition to the startup costs associated with setting up a business, leaving many advisors to conclude that independence is just a bridge too far. Yet he was unable to provide those services.

Compliance 52

Compliance Recruitment Clients Compensation Planning 52