Harness Wealth

OCTOBER 5, 2024

It’s key to understand the tax implications of a secondary sale of private company stock. In some situations, transactions can trigger the higher short-term capital gains tax rate or be taxed as compensation. Understand Tax Implications Selling private company stock can have significant tax implications.

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Harness Wealth

MARCH 3, 2023

How do taxes work in a tender offer? A Stripe liquidity event is coming Rumors of a Stripe IPO began circling in 2021, after a $600 million Series H financing round pushed the company’s valuation to a massive $95 billion. Stripe is facing a hefty tax bill associated with the equity compensation of its many employees.

Taxes 52

Taxes Valuation Startup Sales 52

Darrow Wealth Management

OCTOBER 31, 2022

If you have stock or options from a company that’s about to go public, there may be a temptation to include a future sudden wealth event into current financial decisions. One of the top risks for people with incentive stock options (ISOs) is not having cash to pay the taxes due from the exercise. Risks of exercising before an IPO.

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Marketing Marketing Taxes Valuation 79

Harness Wealth

MARCH 23, 2023

In this article, we explain Restricted Stock Units (RSUs), their popularity as a form of equity compensation, and how to best minimize tax liability on any RSUs you may have now or in the future. Typically those conditions are timed based on a vesting schedule of three to four years, and may have an event-based condition as well (e.g.

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Taxes Startup Tax Planning Valuation 52

Darrow Wealth Management

SEPTEMBER 7, 2023

Pros and cons of exercising stock options in a pre-IPO window If you are new to the tax implications and basics about exercising stock options, please read this article first. Unfortunately, for those tax savings to materialize, the post-IPO stock price at sale must be considerably more than the pre-IPO valuation at exercise.

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Wealth Management Taxes Tax Planning Valuation 95

Random Roger's Retirement Planning

SEPTEMBER 28, 2024

Depending on your tax situation though, more dividends may not be better. In the mini crash at the end of 2018, FNDX and SPHQ did worse than the S&P 500, SPYV was about the same as market cap weighting and SCHD was the best performer for that event. The reader was right for ten years. This table captures ten years.

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Taxes Valuation Marketing Marketing 52

Trade Brains

SEPTEMBER 17, 2024

While investing in unlisted shares involves higher risks due to limited liquidity and transparency, they often provide more stable valuations. Additionally, we examine the impact of market trends, regulatory changes, and upcoming IPOs on these companies valuations and growth prospects. What are the tax implications for unlisted shares?

Financial Services 52

Financial Services Electronics Valuation Taxes 52

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Nvidia’s market cap rose by $277 billion on the news, pushing it to a $2 trillion valuation. ” – August Wilson Be On Alert For IRS Scams This tax season, the IRS expects an uptick in tax-related scams. Demand that you immediately pay your taxes over the phone. Take a debit or credit card number over the phone.

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Marketing Marketing Economics Taxes 105

Darrow Wealth Management

AUGUST 28, 2023

The sale of a business marks a major life event. Make your business more sellable later by getting advice now Business brokers often recommend getting a valuation done years before expecting to sell the company. Both professionals often help sellers with valuation, find/vet potential buyers, advise on deal structure/terms, etc.

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Sales Estate Planning Wealth Advisor Taxes 78

Cornerstone Financial Advisory

NOVEMBER 4, 2024

This also includes specific tax advice for military members on combat zone tax benefits, special extensions, and other special rules. This also includes specific tax advice for military members on combat zone tax benefits, special extensions, and other special rules.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

NOVEMBER 18, 2024

Food for Thought… “If we all worked on the assumption that what is accepted as true were really true, there would be little hope of advance.” – Orville Wright Tax Tip… What To Do If You Get Mail From the IRS The IRS sends letters and notices for many different reasons.

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Marketing Marketing Economics Taxes 52

Harness Wealth

MARCH 18, 2022

How much will I be able to net after taxes? For tax purposes, those initial shares have a very low value (typically a fraction of a cent). Increasing Valuation. When the company raises money, they’ll set a valuation with the investors and sell them new shares at this new price per share. . How does company equity work?

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Valuation Taxes Tax Planning Startup 52

Cornerstone Financial Advisory

OCTOBER 7, 2024

The MSCI EAFE Index, which tracks developed overseas stock markets, was a bit more unsettled by the geopolitical events, dropping 3.74 Documenting ahead of time makes it easier to claim insurance and tax benefits if a disaster strikes. This information is not a substitute for individualized tax advice. Document your valuables.

Marketing 52

Marketing Marketing Taxes Economics 52

Walkner Condon Financial Advisors

MAY 1, 2023

ISOs and NQSOs differ in how they are treated from a tax perspective at exercise and upon the disposal (sale) of the stock. RSUs are taxed as compensation income upon vesting (with one exception of deferring the taxation using an 83(i) election , if eligible to do so). Options can be worthless.

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Taxes Startup Planning Valuation 98

Zajac Group

JULY 8, 2024

Even the basics can be encumbered by jargon, legal rules, and potential tax traps associated with each type. Taxes : When will the value of your equity be taxed, and what might the taxable impact be under various projections and scenarios? The critical difference between the two is how they are taxed, particularly at exercise.

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Taxes Numbers Wealth Accumulation Planning 52

Harness Wealth

APRIL 17, 2023

In this guide, we’ll explore the ins and outs of tender offers, discuss their associated tax implications, and give you the information you need to plan ahead for any tender offers in your future. Do You Owe Taxes In A Tender Offer? Twitter) to fundraising events (i.e., Do You Owe Taxes In A Tender Offer?

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Startup Taxes Risk Tolerance Sales 52

Cornerstone Financial Advisory

OCTOBER 21, 2024

.” – Mae Jemison Tax Tip… Tax Incentives Can Help You Further Your Education Tax credits help with the cost of higher education by managing the income tax you may need to pay. The two tax credits available are the American Opportunity Tax Credit and the Lifetime Learning Credit.

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Marketing Marketing Taxes Education 52

Cornerstone Financial Advisory

SEPTEMBER 9, 2024

” – Henry Wadsworth Longfellow Tax Tip… Tax Tips on Identity Theft Here are a few things that may help you against identity thieves: The Internal Revenue Service (IRS) never will contact you via email or phone to request personal information. This information is not a substitute for individualized tax advice.

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Marketing Marketing Economics Taxes 90

Cornerstone Financial Advisory

OCTOBER 28, 2024

Food for Thought… “ Keep your thoughts free from hate, and you need have no fear from those who hate you.” – George Washington Carver Tax Tip… Is Your Office in a Historic Building? Taxpayers use Form 3468, Investment Credit, to claim the rehabilitation tax credit.

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Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

OCTOBER 14, 2024

.” – Colin Powell Tax Tip… Passport Power Did you know that the IRS can revoke your passport if you owe the Internal Revenue Service $62,000 or more? Notably, if you’re currently paying off the debt or are contesting a tax bill in court, you should not be affected.

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Marketing Marketing Food Taxes 52

Brown Advisory

SEPTEMBER 12, 2016

Proposed Tax Law Changes Prompt Estate Planning Review achen Mon, 09/12/2016 - 06:00 A plan to maximize a family’s financial legacy usually saves the most tax by leveraging the longterm compounding of investments outside of the taxable estate. Of course this is not the first time that a change in the law has spurred action.

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Estate Planning Taxes Planning Clients 52

Brown Advisory

SEPTEMBER 12, 2016

Proposed Tax Law Changes Prompt Estate Planning Review. A plan to maximize a family’s financial legacy usually saves the most tax by leveraging the longterm compounding of investments outside of the taxable estate. We undertook productive planning in 2012 when it appeared that gift and estate tax exemptions were about to shrink.

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Estate Planning Taxes Planning Clients 52

Brown Advisory

NOVEMBER 1, 2023

This Present is Accounted For: An Overview of Low-Basis Gifting Strategies achen Wed, 11/01/2023 - 11:20 After spending a career helping clients with tax and estate advice, I often see reminders and lessons about my job in the unlikeliest places. That was not the most interesting angle of the story for many readers.

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Accounting Taxes Assets Clients 52

Harness Wealth

MARCH 9, 2023

If you hold shares of Reddit as part of your equity compensation, here’s how you can start planning ahead for a liquidity event. Reddit has its sights set on a $15 billion valuation for its IPO , but achieving that goal may prove challenging. However, Fidelity later reduced the valuation to $6.6 How does Reddit make money?

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Planning Taxes Advertising Tax Planning 52

Brown Advisory

SEPTEMBER 12, 2016

Private Credit Outshines Many High-Valuation Stocks, Bonds. With interest rates at record lows and many publicly traded bonds and stocks approaching historically high valuations, private credit has become increasingly attractive to investors because of its total return prospects, steady income and role in diversification.

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Valuation Banking Portfolio Communication 52

Cornerstone Financial Advisory

FEBRUARY 19, 2024

Here’s How It May Affect Your Taxes Taxpayers who work in the gig economy may benefit from a better understanding of how their work affects their taxes. Taxpayers who work in the gig economy may benefit from a better understanding of how their work affects their taxes.

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Marketing Marketing Taxes Economics 105

Brown Advisory

NOVEMBER 28, 2022

2022 Year-End Planning Letter: Reflections and Perspectives ajackson Mon, 11/28/2022 - 11:10 The end of the calendar year is traditionally a time of reflection, and for us it is a chance to sit with clients, review progress, discuss the events shaping the investment landscape, and revisit goals for both the near term and the long term.

Planning 52

Planning Taxes Clients Strategic Planning 52

Brown Advisory

NOVEMBER 28, 2022

The end of the calendar year is traditionally a time of reflection, and for us it is a chance to sit with clients, review progress, discuss the events shaping the investment landscape, and revisit goals for both the near term and the long term. With that backdrop, we highlight several positive factors: Income Tax. Tax Loss Harvesting.

Planning 52

Planning Taxes Clients Strategic Planning 52

Truemind Capital

JULY 19, 2024

Several factors were common between the two markets: robust corporate earnings growth, expected cuts in interest rates and a shift in investor expectations from a valuation-led phase to an earnings-led phase. We continue to hold 7-10% exposure to Southeast Asian markets due to attractive valuations and improving growth prospects.

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Financial Market Asset Allocation Marketing Marketing 52

Cornerstone Financial Advisory

SEPTEMBER 16, 2024

.” – Marilyn Monroe Tax Tip… Check Your Withholding Status Online The Withholding Calculator can help you determine whether you should submit a new W-4 to your employer, and you also can use the results to adjust your income tax withholding. This information is not a substitute for individualized tax advice.

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Marketing Marketing Taxes Economics 52

Nationwide Financial

NOVEMBER 29, 2022

Succession planning is much more than just the act of selling your practice; there are many items to consider when planning the successful transition of your firm, like finding the right successor, client/relationship communications, receiving the proper value, and reducing taxes on the sale of your firm. Obtain a Valuation.

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Financial Advisor Planning Valuation Communication 52

Cornerstone Financial Advisory

DECEMBER 26, 2023

” – Langston Hughes Tax Tips For Those In The Military The Internal Revenue Service has certain special tax breaks and programs for members of the U.S. Having it may boost your earned income tax credit, meaning you may owe less tax and could get a larger refund. Armed Forces.

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Taxes Investment Advisor Sales Investments 105

Cornerstone Financial Advisory

JANUARY 2, 2024

” – Bertrand Russell Need Last Year’s Tax Returns? Help is available for taxpayers who need tax information for prior years but still need to keep copies of their returns. This is often the easiest way to get a copy of your tax returns. Order a tax transcript. “To conquer fear is the beginning of wisdom.”

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Taxes Investment Advisor Numbers Investments 104

Darrow Wealth Management

JUNE 2, 2022

Quite simply, a down round is when a company raises money at a lower valuation per share relative to earlier financing rounds. A simple example: a startup raises a Series B at a $30M post-money valuation and a Series C at a $20M post-money valuation. With rates rising, unrealistic valuations are getting cut.

Startup 52

Startup Valuation Taxes Wealth Management 52

Cornerstone Financial Advisory

JANUARY 16, 2024

Married filing jointly: Taxpayers who are married can file a joint tax return with their spouse. Married filing separately: Married couples can choose to file separate tax returns when doing so results in a smaller tax burden than filing a joint tax return. Other conditions also apply.

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Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

OCTOBER 9, 2023

The Internal Revenue Service (IRS) has a handy tool called the Tax Withholding Estimator, which can help you manage having too much or too little tax withheld from your wages. This information is not intended to substitute for specific individualized tax advice.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

MARCH 18, 2024

You must include all capital gains in your income, and you may be subject to the Net Investment Income Tax if your income is above certain amounts. Consult a qualified tax expert for help. If your total net capital loss is more than the limit you can deduct, you can carry it over to next year’s tax return.

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Marketing Marketing Taxes Economics 105