Ballast Advisors

MARCH 17, 2023

The concept of your domicile is very different from that of your residency Domicile is an important concept in determining one’s residency status for tax purposes. Taxes Matter For tax purposes, an individual’s domicile is often considered to be their state of residency for tax purposes. Residing in Florida?

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Ballast Advisors

MARCH 17, 2023

Reducing your tax liability can literally save you thousands of dollars Tax season can be a stressful time for many people, especially if you’re not fully prepared. However, with some advance planning and preparation, you can take steps to reduce your tax bill for the upcoming year.

Taxes 40

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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

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.

Venture Capital 52

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

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.

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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

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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

Walkner Condon Financial Advisors

MAY 1, 2023

ISOs and NQSOs differ in how they are treated from a tax perspective at exercise and upon the disposal (sale) of the stock. RSUs are taxed as compensation income upon vesting (with one exception of deferring the taxation using an 83(i) election , if eligible to do so). Reminder: RSU is taxed as compensation income at vesting.

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Companies Taxes Liabilities Private Companies 98

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

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

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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 Finance 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

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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

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. This gives credence to the sustainability of this wave of investment — as long as dry powder reserves remain.

Legal 52

Legal Liabilities Taxes Assets 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. This gives credence to the sustainability of this wave of investment — as long as dry powder reserves remain.

Legal 52

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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

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

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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

BlueMind

NOVEMBER 24, 2022

Consequently, HNW clients usually have more than one wealth management advisor handling all of their financial concerns, be it handling their investment goals, personal liability insurance, estate taxes, or managing overseas assets. This article " How Advisors Deal With High Net Worth Clients " was first published on BlueMind Blog.

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Liabilities Assets Taxes Consulting 98

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

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Cobalt

JUNE 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 Legal Liabilities Taxes 52

Cobalt

JANUARY 10, 2023

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. The last period of high inflation in the early 1980s precedes the chart’s time range, so only time will reveal the impact of the current inflation cycle.

Buyout 52

Buyout Legal Liabilities Taxes 52

Cobalt

MAY 3, 2023

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. However, we still see strong and safe average performance from this style, implying the suppressed performance in the wake of the Great Financial Crisis may have been an anomaly.

Legal 52

Legal Liabilities Taxes Returns 52

Cobalt

NOVEMBER 2, 2022

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. One thing to keep an eye out for will be to see if the recent influx of NAV will bear out another run of substantial distributions in the years to come.

Venture Capital 52

Venture Capital Legal Liabilities Taxes 52

Cobalt

MARCH 8, 2023

This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice. Buyout has shown incredible consistency in and out of recession, and will on average yield a positive—but not highest—return.

Buyout 52

Buyout Venture Capital Investment Horizon Legal 52

Cobalt

OCTOBER 4, 2022

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 Legal Liabilities Taxes 52

Walkner Condon Financial Advisors

APRIL 26, 2024

This is especially important in states like Wisconsin, where all assets and liabilities are split 50/50 with your partner once you get married. For more on high-yield savings accounts, check out this blog post from last year by my colleague Alicia Vande Ven. This material is intended for educational purposes only.

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Finance Financing Accounting Education 103

The Motley Fool

JANUARY 25, 2024

Book value is the value of a company's total assets minus its total liabilities. Up next, Robert Brokamp and Alison Southwick are going to tackle some of those questions that you sent in about saving for kids, taxes and trading, and a little known savings account. Which shares you should sell will depend on your current tax bracket.

Investors 130

Investors Taxes Banks Education 130

Ballast Advisors

NOVEMBER 20, 2023

Roth IRAs First off, let’s clear the air about what traditional and Roth IRAs are: Traditional IRA: Think of it as a savings buddy that nudges you to save for retirement with tax perks. Contributions might lower your tax bill now, and your earnings grow tax-deferred. If married, double that! Both of these are just vessels.

Taxes 52

Taxes Bidding Education Finance 52

Integrity Financial Planning

APRIL 2, 2023

How to Make Retirement Planning Work in Your Favor Those with a high net worth have accumulated a sizeable amount of wealth, which in turn adds more risks to their plate, such as tax liability. Finding ways to minimize taxes can save thousands, if not hundreds of thousands, of dollars if you’re an HNWI.

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High Net Worth Individuals Mutual Funds Taxes Liabilities 52

Fortune Financial

JANUARY 11, 2024

Additionally, this strategy offers tangible benefits to the company, including enhanced productivity, a stronger employer brand and potential financial incentives like tax benefits. Consider offering traditional and Roth options to provide flexibility in future tax treatment.

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Education Legal Taxes Consultants 59