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

So, whether you're interested in learning about developing a profitable client niche, how to effectively raise fees to match the planning value being provided, or marketing strategies that can be used to rapidly gain clients within a niche, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Travis Hornsby.

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. But that doesn’t mean you simply have to accept a higher tax bill.

Startup 59

Startup Taxes Medical Retirement 59

Darrow Wealth Management

NOVEMBER 17, 2022

A tech employee at a startup has stock options. Excluding any improvements they made to the home, realtor fees, etc., the taxable gain is $1.7M. The surtax will increase the Massachusetts tax liability by $68,000 on the sale of their home.

Taxes 96

Taxes Wealth Management Tax Planning Planning 96

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.

Compliance 52

Compliance Recruitment Clients Compensation Planning 52

Harness Wealth

OCTOBER 8, 2024

As of October 9, 2024 If your firm provides comprehensive tax planning services, you’ll be better positioned to gain new clients in the Harness Marketplace compared to firms that mainly focus on tax preparation.

Taxes 52

Taxes Clients Tax Planning Healthcare 52

Harness Wealth

NOVEMBER 12, 2024

Deferred Compensation Plans Nonqualified Deferred Compensation (NQDC) plans allow high-income earners to defer a portion of their income to a later date, such as retirement, when they may be in a lower tax bracket.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52