Sales Tax Planning Wealth Advisor 
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. Here are tips from sell-side business advisors on what to do (and not do) when selling a business. This is both good and bad news.
Harness Wealth
MARCH 29, 2023
Councilor, Buchanan & Mitchell is a full-service accounting and advisory firm in the Mid-Atlantic region in the Harness Wealth Advisor network. Below are some insights from Richard Morris, Executive Vice President and Director of Tax Services, and Alex Seleznev, Senior Investment Advisor and Chief Operating Officer of MBI, LLC.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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.
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.
Darrow Wealth Management
MAY 3, 2024
Whether the windfall was expected, perhaps from the sale of a business, or unexpected, you’ll want to make a plan for the future. To help ensure you’ll have all options available to you, try to delay any major purchases or financial commitments until after you’ve engaged a sudden wealth financial advisor.
Darrow Wealth Management
MAY 3, 2024
Whether the windfall was expected, perhaps from the sale of a business, or unexpected, you’ll want to make a plan for the future. To help ensure you’ll have all options available to you, try to delay any major purchases or financial commitments until after you’ve engaged a sudden wealth financial advisor.
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.
Expert insights. Personalized for you.
91 
Let's personalize your content