Nationwide Financial

MARCH 6, 2023

While clients are thinking about 2022’s taxes, it’s a good time to discuss income, estate, and business planning opportunities for 2023. Defer income Clients may consider putting off asset sales or delaying receipt of other income until next year to reduce 2023 taxable income.

Tax Planning 78

Tax Planning Taxes Planning Distribution 78

Harness Wealth

MARCH 27, 2025

There are many reasons for LP sales, but some include an LP seeking liquidity or an exit from a fund thats underperforming. GP-led secondaries can also encompass “stapled transactions” where the sale of the existing fund interest is linked to an allocation in a new fund managed by the same GP. property interests.

Taxes 52

Taxes Tax Planning Assets Compliance 52

Nerd's Eye View

OCTOBER 2, 2023

This month's edition kicks off with the news that custodial platform Altruist is eliminating the $1 per account monthly fee for its portfolio management and reporting technology for advisors on its platform, which on the one hand suggests that the economies of scale Altruist has achieved in the wake of its move to become a fully self-clearing custodian (..)

Communication 246

Communication Portfolio Management Clients Tax Planning 246

Nerd's Eye View

OCTOBER 7, 2024

This month's edition kicks off with the news that digital estate planning platform Wealth.com has raised a whopping $30 million in Series A funding, following on the heels of Vanilla's follow-on $20M capital round just a few months ago – which on the one hand reflects the anticipated enthusiasm for solutions that can help advisors efficiently (..)

Clients 246

Clients B2B Estate Planning Planning 246

Harness Wealth

FEBRUARY 26, 2023

Cost-saving tax planning can be much more difficult to implement after your company is well-established and has reached the stage where an IPO, merger, or acquisition becomes a likely event. Sale price per share $15.00 $15.00 Sale price per share $15.00 $15.00 FMV per share at time of vesting $10.00 $10.00

Tax Planning 52

Tax Planning Startup Taxes Planning 52

Carson Wealth

JULY 3, 2024

Develop a risk management plan to implement strategies that minimize or eliminate risks, and protect your business with appropriate insurance coverage, such as liability, property and business interruption insurance. Get Help with Tax Planning Tax planning is a critical component of financial management.

Financial Planning 142

Financial Planning Planning Retirement Planning Tax Planning 142

Carson Wealth

MAY 30, 2023

By Mike Valenti, CPA, CFP ® , Director, Tax Planning Corporate executives often receive the brunt of the U.S. tax system. Typically, most or all of their income is W-2 income and subject to the higher ordinary tax rates as well as FICA taxes. The spread is taxed as ordinary wage income, subject to FICA taxes.

Executive Compensation 52

Executive Compensation Tax Planning Taxes Planning 52

Ballast Advisors

NOVEMBER 21, 2022

What are appropriate checklists for year-end tax planning? Tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Certain tax benefits may be available if you can claim an individual as a dependent. Family tax planning.

Tax Planning 52

Tax Planning Taxes Planning Retirement Planning 52

Darrow Wealth Management

AUGUST 28, 2023

The sale of a business marks a major life event. With many sellers relying on the sale to fund their retirement and lifelong financial goals, getting it right from the start is critical. Getting professional help is key here as trying to negotiate a sale directly with a buyer might be short-sighted.

Sales 91

Sales Estate Planning Wealth Advisor Taxes 91

Harness Wealth

MARCH 29, 2023

You will need to identify investment options for reinvestment of the proceeds that are similar to those you liquidate for tax purposes. Keep in mind the wash sale rule that would disallow the harvested loss if you repurchase the same investment within 30 days after the liquidation.

Tax Planning 52

Tax Planning Taxes Planning Marketing 52

Darrow Wealth Management

NOVEMBER 17, 2022

The surtax will increase the Massachusetts tax liability by $68,000 on the sale of their home. Further, both examples ignore other sources of income, such as wages, pre-tax retirement account distributions, dividends, etc., that could increase the tax due from the surtax. Consider an installment sale.

Taxes 107

Taxes Wealth Management Tax Planning Planning 107

Harness Wealth

JANUARY 29, 2025

While tax-loss harvesting can be an effective way to increase your tax breaksand balance your portfolio in the processit’s important to observe IRS regulations regarding the strategy. Defer income where possible Strategically timing your income can have a major effect on your tax liability.

Taxes 52

Taxes Medical Distribution Tax Planning 52

Carson Wealth

FEBRUARY 6, 2025

Charitable Giving and Tax Planning The tax rules continue to encourage generosity. This means that in those years, you can contribute and deduct a total of $34,750, helping you to save more for retirement and save even more in taxes! These 2025 updates provide fresh chances to protect and grow your wealth.

Taxes 64

Taxes Retirement Tax Planning Planning 64

James Hendries

SEPTEMBER 20, 2022

Although there are a number of ways to accomplish a shifting of income, the following methods are most popular: employing family members, family partnerships, interest-free and below-market loans, gifting, sale- or gift-leaseback, trusts, and life insurance/annuities. Timing the receipt of your income can also help you lower your taxes.

Tax Planning 52

Tax Planning Taxes Planning Accounting 52

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. It can also preclude some tax planning strategies down the road.

Taxes 92

Taxes Tax Planning Startup Valuation 92

Harness Wealth

JANUARY 29, 2025

In this comprehensive guide, well examine tax-loss harvesting in depth, looking at its benefits, drawbacks, mechanics, and suitability for different types of investors. Table of Contents What is tax-loss harvesting? How does tax-loss harvesting work? What is the wash-sale rule? When should you avoid tax-loss harvesting?

Taxes 52

Taxes Assets Sales Portfolio 52

Darrow Wealth Management

JULY 1, 2024

This tax benefit is scheduled to sunset at the end of 2026. Tax planning for 2026 Depending on your situation, income, and goals, your planning options will vary. As with anything in tax planning, it’s important not to let the tax-tail wag the dog.

Taxes 101

Taxes Tax Planning Planning Estate Planning 101

Harness Wealth

OCTOBER 5, 2023

From quarterly estimated tax planning to equity compensation and crypto tax planning, diversifying your service offerings can not only set you apart from the competition, it can also help you significantly grow your revenue and retain clients.

Taxes 59

Taxes Tax Planning Accounting Clients 59

Harness Wealth

OCTOBER 5, 2024

Key Takeaways: A secondary sale allows private company shareholders, such as employees or early investors, to sell their shares to third-party buyers. It’s key to understand the tax implications of a secondary sale of private company stock. Table of Contents: What Is a Secondary Sale? How Does a Secondary Sale Work?

Startup 52

Startup Sales Taxes Consulting 52

Darrow Wealth Management

MARCH 24, 2024

6 tax strategies for incentive stock options and AMT Triggering the alternative minimum tax isn’t the end of the world, but you don’t want to do it by accident. You’d have liquidity from the sale to pay any tax due in April. The cash crunch is quick to rain on a potential tax planning parade.

Taxes 59

Taxes Tax Planning Planning Financial Advisor 59

Darrow Wealth Management

MARCH 29, 2024

Early sales of ISOs are taxed in the regular tax system. There are two AMT tax rates: 26% and 28%. AMT credits can only be used in years when not subject to the alternative minimum tax. At the end of the day, all of the tax planning opportunities with ISOs involve risks.

Taxes 96

Taxes Tax Planning Planning Wealth Management 96

Fortune Financial

JULY 28, 2022

Let’s look at two examples of NUA taxation based on the sale of employer securities post-NUA transfer date. These two examples result in separate taxation rules based on their dates of sale and highlight the need to incorporate tax planning in NUA decisions. Watch to Learn More About Selecting Specific Lots for NUA.

Taxes 98

Taxes Planning Retirement Planning Distribution 98

Yardley Wealth Management

MARCH 1, 2022

Part 3: Tax-Wise Financial Planning In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. But tax planning isn’t just for your investments. But we can weave each event into the tax-planning fabric of your financial life.

Financial Planning 52

Financial Planning Taxes Planning Tax Planning 52

Yardley Wealth Management

MARCH 1, 2022

Part 3: Tax-Wise Financial Planning. In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. . But tax planning isn’t just for your investments. Each can translate into tax-planning challenges and opportunities: .

Financial Planning 52

Financial Planning Taxes Planning Tax Planning 52

Sara Grillo

NOVEMBER 11, 2024

It’s a masked sales call. Instead of coming to them with a sales pitch, come to them as an advocate. I just wanted to come in and do a seminar about how to do tax planning in XYZ County. Treating the gatekeeper cold will cause you to lose sales. We have to get what I call “the second wave.” Take a longer term view.

Clients 59

Clients Financial Advisor Marketing Marketing 59

Darrow Wealth Management

MARCH 24, 2024

6 tax strategies for incentive stock options and AMT Triggering the alternative minimum tax isn’t the end of the world, but you don’t want to do it by accident. You’d have liquidity from the sale to pay any tax due in April. The cash crunch is quick to rain on a potential tax planning parade.

Taxes 52

Taxes Tax Planning Planning Financial Advisor 52

Carson Wealth

JANUARY 25, 2023

Mike Valenti, CPA, CFP ® , Director of Tax Planning Tom Fridrich, JD, CLU, ChFC ® , Senior Wealth Planner It’s January, so it’s officially tax season! One of the most common client questions heard by tax preparers is, “So, what do you need from me?” The short answer to that question is often, “Everything.”

Taxes 98

Taxes Medical Distribution Accounting 98

Darrow Wealth Management

SEPTEMBER 7, 2023

The upside of a well-timed exercise is clear: potential for significant tax savings and reducing the time you need to hold the stock to qualify for long-term capital gains tax rates. 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 82

Wealth Management Taxes Tax Planning Valuation 82

Yardley Wealth Management

FEBRUARY 15, 2022

The post Part 2: Tax-Wise Investment Techniques appeared first on Yardley Wealth Management, LLC. Part 2: Tax-Wise Investment Techniques In our last piece, we introduced some of the tools of the tax-planning trade. In other words, your tax-planning techniques matter at least as much as the tools.

Taxes 52

Taxes Investments Investing Tax Planning 52

Yardley Wealth Management

FEBRUARY 15, 2022

The post Part 2: Tax-Wise Investment Techniques appeared first on Yardley Wealth Management, LLC. Part 2: Tax-Wise Investment Techniques. In our last piece, we introduced some of the tools of the tax-planning trade. In other words, your tax-planning techniques matter at least as much as the tools.

Taxes 52

Taxes Investments Investing Tax Planning 52

Harness Wealth

FEBRUARY 4, 2025

Real Estate Investment Taxation Real estate investments have the potential to generate rental income, appreciation, and tax benefits, but tax treatment varies depending on how the property is used. Rental Income: Taxed as ordinary income, but depreciation deductions can reduce taxable income.

Taxes 52

Taxes Investments Investing Startup 52

Walkner Condon Financial Advisors

MAY 31, 2024

A little bit of effort and forward thinking during our summer and fall months will lead to a much more palatable and, potentially, financially advantageous tax season the following year. The reason for this is quite simple – tax planning requires actual planning.

Taxes 105

Taxes Financial Advisor Tax Planning Distribution 105

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. It can also preclude some tax planning strategies down the road.

Taxes 52

Taxes Tax Planning Startup Valuation 52

Harness Wealth

MARCH 6, 2025

A good rule of thumb is to set aside at least 30% of every payment you receive to cover your estimated tax obligationshowever, this percentage may need to be adjusted based on your individual tax bracket. On the whole, its advisable to consult a tax adviso r to develop a dependable tax plan.

Taxes 52

Taxes Consulting Professional Services Tax Planning 52

Trade Brains

OCTOBER 16, 2024

Their funds include Active funds, Absolute Funds, Liquid Funds, Overnight Funds, Gilt Funds, Tax Plans, Large Cap, Dynamic Asset Allocation Funds, and others. 26,644 crore, Quant ELSS Tax Saver Fund’s AUM of around Rs. 9,500 crore, Quant Tax Plan AUM is around Rs. It’s Sales declined by 6.89 3,936 crore.

Manufacturing 52

Manufacturing Tax Planning Sales Distribution 52

Zajac Group

JANUARY 24, 2023

If so, you’ve probably read about the alternative minimum tax (AMT), and qualifying and disqualifying dispositions. While AMT and holding periods for qualified sales may be important from a tax-reporting standpoint, they may be irrelevant if you simply exercise and sell your ISOs in a cashless transaction.

Taxes 52

Taxes Sales Tax Planning Planning 52

Darrow Wealth Management

NOVEMBER 5, 2024

Video: Qualified Small Business Stock (QSBS) Explained QSBS tax benefits: excluding capital gains taxes If you have Section 1202 shares, the gain you’re able to exclude from federal long term capital gains tax at sale depends on your gain and the date the stock was acquired.

Taxes 62

Taxes Wealth Management Tax Planning Assets 62