Cobalt

OCTOBER 11, 2024

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice.

Legal 52

Legal Liabilities Taxes Returns 52

Integrity Financial Planning

JUNE 16, 2022

Taxes could be one of your biggest expenses in retirement. But once you have an estimate for your tax burden in retirement, you can consider ways to minimize it. The first step towards creating a tax minimization strategy in retirement is looking at how your different sources of income will be taxed.

Taxes 52

Taxes Buyout Legal Accounting 52

Cobalt

OCTOBER 14, 2024

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. If this leads to outsized returns a few quarters down the road for the strategy, we still expect the quarterly consistency to remain on credit’s performance.

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Venture Capital Returns Capital Buyout 52

Cobalt

SEPTEMBER 17, 2024

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice.

Legal 52

Legal Liabilities Taxes Returns 52

Walkner Condon Financial Advisors

APRIL 27, 2023

In this blog post, we will explore the taxation of stock options and provide an overview of how it works. When an employee is granted stock options, they are not immediately taxed on the value of those options. In addition to federal taxes, stock options may also be subject to state and local taxes.

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Consultants Consulting Taxes Startups 105

Cobalt

AUGUST 9, 2024

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice.

Buyout 52

Buyout Venture Capital Investing Legal 52

Cobalt

AUGUST 6, 2024

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. The dynamic between LPs and large companies when it comes to investment horizons and ESG policies will continue to play out and have large impacts on these investments moving forward.

Investment Horizon 52

Investment Horizon Investing Legal Liabilities 52

Ballast Advisors

SEPTEMBER 22, 2023

The IRS has announced guidance for the home energy audit tax credit. Fortunately, there is a federal income tax credit available equal to 30% of the amount paid for home energy audits, up to $150 per tax year. If you claim the credit, the home energy audit should be kept as part of your tax records.

Taxes 40

Taxes Education Legal Investing 40

The Big Picture

NOVEMBER 25, 2022

That will cause a drop in property taxes and strain city budgets. How New York City Became a Free-for-All of Unlicensed Weed : Shops selling weed have proliferated since the state legalized cannabis last year, thriving in confusion over their legality and a lack of enforcement. ( The Political Economy Blog ).

Legal 125

Legal Stakes Taxes Capital 125

Cobalt

MAY 20, 2024

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice.

Legal 52

Legal Liabilities Taxes Capital 52

Cobalt

JUNE 24, 2024

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice.

Startups 52

Startups Legal Liabilities Taxes 52

Ballast Advisors

JUNE 18, 2024

Join us as we delve into the tax strategy, legal documentation, and insurance coverage considerations needed to successfully balance the ownership of multiple residences for snowbirds. Tax Considerations When it comes to tax considerations for snowbirds, there are several factors to keep in mind.

Taxes 52

Taxes Legal Liabilities Education 52

The Motley Fool

SEPTEMBER 19, 2023

Allegations that Opera's browsers were infected with Chinese spyware even drove the company to counter those claims in a blog post earlier this year. Opera pays a generous dividend Opera didn't initially pay any dividends, but it paid out its first special dividend of $0.80 per American depositary share (ADS) this February.

Investors 130

Investors Earnings Before Interest Amortization Depreciation 130

Sara Grillo

JUNE 7, 2024

Several of the wealth managers had specialists in-house such as: Chief Philanthropic Advisor, Head of Tax Planning, Family Legal Counselor, Trust Officer If you can’t hire these specialists, work out an arrangement with a close third-party with this expertise. Respond to the expectation for specialized, high touch services.

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High Net Worth Individuals Consultants Consulting Legal 52

Sara Grillo

OCTOBER 21, 2022

In this blog, I interview paraplanning professionals to get their take on what the role is, what it pays, and what it potential is for someone who wants to get a job as a financial paraplanner, possibly as a stepping stone to other wealth management jobs. For those of you who are new to my blog/podcast, my name is Sara.

Consultants 98

Consultants Consulting Legal Taxes 98

Walkner Condon Financial Advisors

FEBRUARY 21, 2023

You also may be able to make after-tax contributions into your 401k as well to get up to the limit. While they are not tax deductible, the gains in the account will be tax deferred. Check out our blog post HERE to learn more about IRA contribution limits. What do I do with my 401(k) if I change employers?

Taxes 59

Taxes Education Consultants Consulting 59

Cobalt

FEBRUARY 20, 2024

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. However, whether the bubble bursts or local and national efforts to address supply and demand reign in the values, there will always be intrinsic value in the real estate sector.

Legal 52

Legal Liabilities Taxes Investors 52

Cobalt

APRIL 19, 2024

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice.

Legal 52

Legal Liabilities Leveraging Taxes 52

Cobalt

JANUARY 26, 2024

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. On the other hand, if a more recessionary event is close, then there may be ample cheap opportunities for distressed investors to buy.

Legal 52

Legal Liabilities Taxes Financing 52

Sara Grillo

AUGUST 25, 2023

I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. Clients are given full access to our entire offering (investments, retirement, college, insurance, tax, estate, etc.) Specialties: estate planning, tax saving strategies, debt and credit management. pretty much everything, that goes into this.

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Cobalt

SEPTEMBER 14, 2023

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice.

Buyout 52

Buyout Venture Capital Legal Liabilities 52

Cobalt

MARCH 18, 2024

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. That offers LPs opportunities to invest more in the funds, potentially propping up the inflated averages so far in the 2020s.

Buyout 52

Buyout Venture Capital Legal Liabilities 52

Cobalt

NOVEMBER 14, 2023

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. However, with so many unknowns and looming issues in the macro environment, it would not be surprising to see a quicker reversal of fortune.

Buyout 52

Buyout Venture Capital Legal Liabilities 52

Cobalt

DECEMBER 12, 2023

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. For more information on PME and how Cobalt leverages it, download our white paper: Measuring Performance in Private Equity: The PME Cheat Sheet.

Legal 52

Legal Liabilities Leveraging Taxes 52

Cobalt

SEPTEMBER 12, 2023

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. D espite the risks and the tribulations of 2020 , appetite for this investment style has persisted and strengthened.

Legal 52

Legal Liabilities Taxes Assets 52

Cobalt

OCTOBER 12, 2023

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice.

Buyout 52

Buyout Venture Capital Legal Liabilities 52

Cobalt

AUGUST 11, 2023

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. D espite the risks and the tribulations of 2020 , appetite for this investment style has persisted and strengthened.

Legal 52

Legal Liabilities Taxes Assets 52

Sara Grillo

OCTOBER 31, 2022

In this blog, Scott Salaske of Firstmetric and I discuss the proper way to read a Form ADV so that you can get the information you need to make an informed choice and avoid working with a financial advisor who is a lying, deceptive grifter. Let’s get on to the blog. #1 We hope our blog on how to read Form ADV is helpful to you.

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Securities and Exchange Commission (SEC) Legal Assets Consulting 110

Integrity Financial Planning

MAY 23, 2023

An estate plan is a legal document that outlines a person’s wishes for the distribution of their assets and property after their death. Here are the basic components of an estate plan: Will : A will is a legal document that outlines how you want your assets and property to be distributed after your death.

Legal 95

Legal Assets Taxes Financing 95

Cobalt

JULY 17, 2023

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. We will publish the Cobalt Q4 benchmark data in the coming weeks, at which point we can dig deeper into the overall trends of private markets in 2023.

Legal 52

Legal Liabilities Taxes Banks 52

Cobalt

DECEMBER 6, 2022

If faith in tech big and small is restored and macro conditions improve, the drawdown could slowly reverse This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice.

Venture Capital 52

Venture Capital Hedge Funds Legal Liabilities 52

Cobalt

APRIL 4, 2023

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. LPs may likewise look to de-risk their portfolios, which may cause a shift from the riskier end of private investments.

Venture Capital 52

Venture Capital Legal Liabilities Banks 52

Integrity Financial Planning

SEPTEMBER 11, 2023

Most retirees take the standard deduction on their taxes as opposed to choosing to itemize. [1] 1] But, as of the 2017 Tax Cuts and Jobs Act, the only way to benefit tax-wise from donations is to opt to itemize. [1] This may allow your children to itemize their taxes and reduce their tax bracket beyond the standard deduction. [1]

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Taxes Best Practices Consultants Consulting 98

Walkner Condon Financial Advisors

JUNE 27, 2023

Since I’m not an expert in this area, I thought it would make sense to outsource this section of the blog to the Harvard Business Review: Reeling From a Sudden Job Loss? As a Financial Advisor I do not offer legal advice; it may make sense to hire an attorney to review a separation agreement before signing. Unemployment insurance.

Taxes 52

Taxes Legal Accounting Funds 52

Walkner Condon Financial Advisors

JUNE 27, 2023

Since I’m not an expert in this area, I thought it would make sense to outsource this section of the blog to the Harvard Business Review: Reeling From a Sudden Job Loss? As a Financial Advisor I do not offer legal advice; it may make sense to hire an attorney to review a separation agreement before signing. Unemployment insurance.

Taxes 52

Taxes Legal Accounting Funds 52

Cobalt

FEBRUARY 9, 2023

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. With Q3 data collection beginning in the coming weeks, we will share another Insight article with an early indication of what lies ahead for H2 2022 distributions.

Legal 52

Legal Liabilities Taxes Assets 52

Sara Grillo

MARCH 22, 2024

Alabama Chad Holmes [link] Flat-fee comprehensive financial planner helping baby boomers and their parents proactively minimize taxes between the two generations. Mike Powers Home Flat-fee financial planning, investment management, and tax planning helping individuals transition to retirement. Tax preparation is also available.

Legal 52

Legal Taxes Consultants Consulting 52