Steve Sanduski

AUGUST 14, 2024

Guest: Erin Scannell , Chief Executive Officer of Heritage Wealth Advisors. In a Nutshell: When I talked to Erin Scannell in 2020, he was directing 50 team members, 18 advisors, and about $2 billion in AUM. Erin Scannell and I discuss: How Erin built out his events and marketing teams to pursue organic growth.

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Advertising Marketing Marketing Clients 105

Darrow Wealth Management

OCTOBER 28, 2024

A strategy for managing your investments is also key: understanding your risk capacity vs appetite, balancing a need for a current income stream and future growth, and ways to be more tax efficient in taxable accounts. With the help of a financial advisor , cash proceeds from the sale of your business can be invested in the financial markets.

Sales 104

Sales Taxes Estate Planning Planning 104

Steve Sanduski

APRIL 8, 2025

Guests: Bill Keen, Founder and CEO, and Matt Wilson, Chief Investment Officer and President, of Keen Wealth Advisors , a billion-dollar-plus RIA in Overland Park, Kansas. Bill Keen, Matt Wilson, and I discuss: How Bill’s experiences at big brokerage firms informed his vision for Keen Wealth. Do you have an estate plan?

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Engineering Communication Financial Planning Clients 52

Harness Wealth

MAY 18, 2023

Is the Tax Industry in an Unprecedented Era? Like the partners of the major investment banks when they had their initial public offerings (IPOs) or were acquired, these events are great news for the senior partners of these firms given the liquidity events that they will experience. A New Era for the Entrepreneurial Tax Advisor?

Taxes 52

Taxes Wealth Advisor Marketing Marketing 52

Darrow Wealth Management

AUGUST 28, 2023

The sale of a business marks a major life event. Your team of business and personal advisors will be instrumental in getting the deal over the finish line. Your business advisory team may consist of: a business broker or M&A advisor, accounting and tax advisors, and transaction/M&A attorney.

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Sales Estate Planning Wealth Advisor Taxes 97

Darrow Wealth Management

JULY 30, 2024

For founders, employees, and executives with stock-based compensation, an 83(b) election can be a powerful tax planning tool. When you make an 83(b) election, you’re opting to pay tax on unvested shares now, instead of when the stock vests. In tax lingo, this is known as substantial risk of forfeiture.

Taxes 52

Taxes Tax Planning Startup 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.

Wealth Management 85

Wealth Management Taxes Tax Planning Valuation 85

Tobias Financial

OCTOBER 13, 2024

We are excited to announce that our Wealth Advisor, Franklin Gay , CFP®, EA, will be a keynote speaker at the 19th Annual Financial Planning Association (FPA) Miami Symposium! As keynote speaker for Concurrent Session 2, Franklin will provide actionable strategies for working with allied professionals like accountants and tax advisors.

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WiserAdvisor

OCTOBER 4, 2022

There are multiple factors to weigh in, right from healthcare and inflation to estate planning, business succession planning, tax planning, and more. Some states have higher taxes than others. You may pick one where you have minimal tax liabilities and the standard of living is low. Retirement planning can be a bit complex.

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Budgeting Retirement Healthcare Food 102

Darrow Wealth Management

MAY 3, 2024

First Steps in Managing a Windfall: Delay major purchases until you have a plan Partner with a sudden wealth management advisor Develop your financial, tax, and estate plan Managing a Large Financial Windfall A sudden wealth event changes your life. One-time cash needs Lay out any one-time potential cash needs.

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Darrow Wealth Management

MAY 3, 2024

First Steps in Managing a Windfall: Delay major purchases until you have a plan Partner with a sudden wealth management advisor Develop your financial, tax, and estate plan Managing a Large Financial Windfall A sudden wealth event changes your life. One-time cash needs Lay out any one-time potential cash needs.

Wealth Management 52

Wealth Management Wealth Advisor Financial Planning Financial Advisor 52

WiserAdvisor

AUGUST 31, 2023

A financial advisor can help with maximizing your retirement income through tax planning After retirement, your income sources may become limited to pensions, Social Security benefits, and investment income. A financial advisor can craft tax-efficient withdrawal strategies to minimize the tax burden on your retirement income.

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Financial Advisor Retirement Risk Tolerance Estate Planning 90

Diamond Consultants

DECEMBER 16, 2024

A strategic buyer is a buyer, like an RIA or other established wealth management firm, that also runs a wealth management business, meaning they would presumably recognize significant cost and operational synergies from the transaction. Examples include Creative Planning, Mariner Wealth Advisors, and Beacon Pointe.

Wealth Management 52

Wealth Management Recruitment Retirement Valuation 52

Darrow Wealth Management

MARCH 17, 2025

Even though interest rates have risen in the last few years, over time, holding cash will yield a real negative return after inflation and taxes. Whether you have recently experienced a liquidity event from a windfall or have just been saving, holding too much cash can hurt you. appeared first on Darrow Wealth Management.

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Darrow Wealth Management

FEBRUARY 24, 2025

In the right situations, early exercising stock options can reduce tax with an 83(b) election, and in the case of incentive stock options, potentially avoid the alternative minimum tax (AMT). Employees with stock options often focus on one thing: taxes. In the typical scenario, there are no tax implications at grant or vesting.

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Taxes Startup Wealth Management Valuation 61

Tobias Financial

SEPTEMBER 29, 2022

September is Life Insurance Awareness Month, and at Tobias Financial Advisors one of our goals is to educate our clients on the importance of Life Insurance and the role it can play in protecting their family’s financial security. . Consider life events. Cash value grows tax-deferred. When and Why May You Need it.

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Insurance Financial Planning Wealth Advisor Financial Advisor 52

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.

Taxes 52

Taxes Startup Tax Planning Valuation 52

Harness Wealth

MARCH 24, 2023

Additionally, because the shares are not your property until the vesting date, no taxes are owed until the vesting date. But depending on the value of your shares, and the growth of the company you work for, you could be on the road to a rather hefty tax bill. How are RSUs taxed? How are RSAs taxed? How are ISOs taxed?

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Taxes Startup Wealth Advisor Financial Advisor 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?

Startup 52

Startup Taxes Risk Tolerance Sales 52

Zoe Financial

NOVEMBER 20, 2023

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Actual economic or market events may turn out differently than anticipated. Economies and markets fluctuate.

Marketing 52

Marketing Marketing Wealth Management Financial Advisor 52

Zoe Financial

NOVEMBER 6, 2023

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Actual economic or market events may turn out differently than anticipated. Economies and markets fluctuate.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

WiserAdvisor

AUGUST 8, 2022

It also requires a good understanding of tax policies, laws, market sentiment, etc. Secondly, when hiring a financial advisor, look for their certifications to establish more faith. Certified Private Wealth Advisor (CPWA). Chartered Wealth Manager (CWM). However, there are some tax savings strategies that can help.

Wealth Management 52

Wealth Management Financial Planning Financial Advisor Taxes 52

Zoe Financial

NOVEMBER 27, 2023

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Actual economic or market events may turn out differently than anticipated. Economies and markets fluctuate.

Marketing 52

Marketing Marketing Wealth Management Financial Advisor 52

Zoe Financial

OCTOBER 23, 2023

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Actual economic or market events may turn out differently than anticipated. Economies and markets fluctuate.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

OCTOBER 16, 2023

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Actual economic or market events may turn out differently than anticipated. Economies and markets fluctuate.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

NOVEMBER 13, 2023

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Actual economic or market events may turn out differently than anticipated. Economies and markets fluctuate.

Marketing 52

Marketing Marketing Wealth Management Financial Advisor 52

Zoe Financial

OCTOBER 30, 2023

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Actual economic or market events may turn out differently than anticipated. Economies and markets fluctuate.

Marketing 52

Marketing Marketing Financial Advisor Wealth Advisor 52

Zoe Financial

OCTOBER 9, 2023

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Actual economic or market events may turn out differently than anticipated. Economies and markets fluctuate.

Marketing 52

Marketing Marketing Financial Advisor Economics 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. Each type of equity has its own tax implications, which we’ll explain below: ISOs and NSOs If you have ISOs or NSOs, exercising your options before the IPO date can provide many tax benefits.

Planning 52

Planning Taxes Advertising Commission 52

WiserAdvisor

JANUARY 27, 2023

In general terms, a high-net-worth individual is someone with substantial wealth and a mix of liquid assets, such as cash, stocks, and bonds, as well as non-liquid assets, such as real estate and privately-held businesses. Consider consulting with a wealth advisor who can guide you on how to preserve as well as increase your wealth in 2023.

Wealth Management 52

Wealth Management Taxes Financial Planner Assets 52

Zoe Financial

DECEMBER 12, 2022

The biggest event of the week is on Wednesday when the Federal Reserve will announce how much they are raising interest rates. Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors.

Marketing 52

Marketing Marketing Financial Advisor Retail 52

Zoe Financial

NOVEMBER 13, 2023

Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Actual economic or market events may turn out differently than anticipated. Economies and markets fluctuate.

Wealth Management 40

Wealth Management Management Financial Advisor Taxes 40

WiserAdvisor

SEPTEMBER 8, 2022

If you wish to learn about different kinds of risks that can affect your investments and how you can mitigate them, consult with a professional financial advisor who can guide you on the same. Typically, risk refers to any threat or an unlikely event that can lead to failure. Keep reading to find out more. What is portfolio risk?

Risk Management 52

Risk Management Portfolio Management Asset Allocation 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. Ready to Grow Your Wealth?

Financial Advisor 40

Financial Advisor Education Financial Planning Clients 40

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. Scott has been serving families for 29 years in the financial services space.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

The Big Picture

MAY 9, 2023

So how do you then go from tax and audit practice to finance and investing? I mean, it was an existential event. But in some ways, those events, and we saw it again in March of 2020, we saw it again around where you see these big moments where it draws people together. And then you see some surprise events.

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Darrow Wealth Management

NOVEMBER 5, 2024

If eligible, you may be able to exclude up to 100% of the gain from federal taxes when you sell your shares through the capital gains tax exclusion. The potential tax savings simply cannot be understated. Using IRS Section 1202, taxpayers can sell stock potentially free of federal capital gains taxes if the requirements are met.

Taxes 71

Taxes Wealth Management Tax Planning Assets 71