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Incorporating Equity Compensation into a Multi-Generational Wealth Transfer Plan

Zajac Group

In the chart below, you’ll see how much tax liability your estate may incur if it exceeds the federal exemption limit. Note that there is both a base tax charge and a marginal tax rate, which combined create your estate’s total tax liability. What About State Estate Taxes? Every year, you are given an annual gifting exclusion.

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Measuring Momentary Impacts of Latin America Presidential Elections on Public and Private Markets Copy

Cobalt

Q4 2016 – Q1 2017 saw significant contributions, and Q1 2023 saw significant distributions. The information contained in this blog post is not legal, tax, or investment advice. As the four largest economies in Latin America, they comprise the majority of private investment interest within our dataset.

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Measuring Momentary Impacts of Latin America Presidential Elections on Public and Private Markets

Cobalt

Q4 2016 – Q1 2017 saw significant contributions, and Q1 2023 saw significant distributions. The information contained in this blog post is not legal, tax, or investment advice. As the four largest economies in Latin America, they comprise the majority of private investment interest within our dataset.

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Chart of the Month: March 2024

Cobalt

Surprisingly, the largest LP commitment sizes by investment type swapped, with credit having the larger average for nearly a decade between 2007 and 2017. The information contained in this blog post is not legal, tax, or investment advice. This blog post is for informational purposes only.

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Navigating Tax Time: Tips for Filing Your K-1 Form

Zajac Group

Rather than the business or partnership being responsible for paying taxes as an entity, the tax liability is split among the partners or shareholders. The information provided on a K-1 form will be used to either increase your tax liability (if additional income is reported) or potentially reduce it (if losses or deductions are reported).

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Equity Compensation for a Private (or “pre-IPO”) Company

Walkner Condon Financial Advisors

Back to the example a few sentences above: To actually realize the $150,000 profit while the company is still private, you would have to find a buyer where you are able to legally transfer the stock under a securities law exemption. The RSUs can be withheld and/or sold to cover some or all of the tax liability.

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Are Insurance Companies Safe?

Tucker Advisors

Safeguarding against a potential failure is the Insurance Guarantee Fund, which every insurance company is legally required to pay into, and which is also managed by state-sanctioned insurance guaranty associations. They are legal entities backed by the insurance commissioner in every U.S. 4, 2017 [link]. 23, 2015 [link].