Walkner Condon Financial Advisors

MARCH 16, 2023

information about the Silicon Valley Bank failure could spread rapidly (via say Twitter or Facebook, two former Silicon Valley startups), the FDIC (with the backing of the treasury) basically said they would insure all deposits for the time being including those above the limit. In this case, worried that the (mis?)information

Banks 98

Banks Financial Institutions Startups Assets 98

Sara Grillo

AUGUST 26, 2024

I am an hourly consultant for those who just need one-time or recurring guidance People hire me as a ghostwriter to write content for a project fee I have a social media training program I have a book about what to say on LinkedIn messenger Just letting ya know, in case you need me at some point.

Startups 52

Startups Education Consulting Consultants 52

This is going to be BIG.

MAY 10, 2021

Property taxes. They want shootings to end, police defunded, police stepped up on their street, more mental health support, lower taxes, and don’t even get them started on school testing. She wants to wade through the nineteen different permits that it takes to open up a business here in order to get it down to one. Bike lanes.

Finance 144

Finance Financing Banks Taxes 144

Hedgestone

JUNE 17, 2024

Have you consulted with a divorce attorney to understand how these classifications apply to your situation? Consulting professionals can help ensure that the timing aligns with your overall strategic goals, maximizing benefits while minimizing risks. Consider the tax implications and seek advice from a financial expert.

Legal 52

Legal Consulting Consultants Assets 52

This is going to be BIG.

OCTOBER 12, 2020

Singleplatform was a referral from an IT consultant who was trying to sell me stuff—which was pretty much the most random source ever, and Backupify was actually my own idea built by someone far more capable than I was to see it through. I found GroupMe at the Techcrunch Disrupt Hackathon.

Funds 145

Funds Best Practices Startups Deal Flow 145

Zajac Group

JANUARY 14, 2022

If you have equity compensation and are in an abnormally high-income tax year, it often makes sense to consider how you may be able to offset that pending tax liability. One way to mitigate the tax bill might be to give to charity. Giving to charity in a high-income tax year makes sense for several reasons.

Funds 52

Funds Taxes Legal Liabilities 52

Fortune Financial

MAY 4, 2023

Venture Capital Another option is to invest in private 3D printing startups through venture capital firms. These firms provide funding to startups with promising technology and business models, often in exchange for equity in the company. The information contained herein is based on current tax laws, which may change in the future.

Due Diligence 52

Due Diligence Investing Crowdfunding Startups 52

Fortune Financial

AUGUST 31, 2022

Many firms and startups, whose shares can be bought and sold, are involved in green industries, such as alternative energies and materials. These bonds may also come with tax incentives, making them more attractive than traditional bonds. This type of tax incentive is typically applied to municipal bonds in the United States market.

Investing 52

Investing Mutual Funds Exchange-Traded Funds Taxes 52

Fortune Financial

AUGUST 7, 2023

Venture Capital Venture capital investments focus on financing startups and early-stage companies with significant growth potential. For example, real estate investments can offer rental income and potential appreciation, while private equity investments in promising startups can lead to significant returns if the companies succeed.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

Venture Capital Venture capital investments focus on financing startups and early-stage companies with significant growth potential. For example, real estate investments can offer rental income and potential appreciation, while private equity investments in promising startups can lead to significant returns if the companies succeed.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

NOVEMBER 17, 2021

Private company startups through friends and family groups. The information contained herein is based on current tax laws, which may change in the future. The information provided in these materials does not constitute any legal, tax or accounting advice. Please consult with a qualified professional for this type of advice.

Stock Market 52

Stock Market Stock Market Private Equity Firms Private Equity Firms 52

Axial

JANUARY 23, 2025

To do that, you need a succession plan that fulfills your desires and addresses all the issues of estate planning and taxes. We have experience running large teams in Fortune 100 organizations and early stage startups with less than 10 employees.”

Investment Banks 59

Investment Banks Investment Banking Banks Mergers and Acquisitions 59

The Big Picture

JUNE 11, 2024

He began as an attorney working on things like taxes and, and trusts in estates and consulting for various RIA firms when he became an RIA and eventually bought creative planning when it had, you know, a handful of, of clients and, you know, 30, $35 million. Barry Ritholtz : This week on the podcast, I have an extra special guest.

Mergers and Acquisitions 64

Mergers and Acquisitions Consulting Consultants Taxes 64

Sara Grillo

APRIL 10, 2023

The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds. This information is general in nature; for specific advice applicable to your current situation please contact a consultant or advisor.

Securities and Exchange Commission (SEC) 52

Securities and Exchange Commission (SEC) Investing Education Banks 52

Diamond Consultants

JUNE 28, 2023

Plus, they would be passing up on monetizing in the short term by eschewing a large transition package, in addition to the startup costs associated with setting up a business, leaving many advisors to conclude that independence is just a bridge too far. Yet he was unable to provide those services.

Startups 52

Startups Banks Taxes Capital 52

The Motley Fool

MAY 2, 2024

We expect operating income in the range of $35 million to $36 million, and we expect an effective tax rate of 10%. We expect an effective tax rate of 10% for 2024. Startup is using a series of enterprise summarization tools where they can look at a bunch of emails and very quickly summarize them into executive reports.

Financial Institutions 130

Financial Institutions Capital Financial Services Finance 130

Insight Partners

OCTOBER 18, 2023

Beginning October 2023, the EU’s Carbon Border Adjustment Mechanism (CBAM) will go live with reporting mandates: the world’s first climate border tax. Similarly, consultancies like Bain, BCG, and McKinsey have moved to rapidly address their customers’ climate concerns.

Mergers and Acquisitions 52

Mergers and Acquisitions Consulting Consultants Investors 52

The Big Picture

JULY 2, 2024

I think a lot of startup founders are actually the opposite, where it’s like we choose to go to the moon, not because it’s easy, but because we think it’s going to be easy. And I always wondered why huge bureaucracies could sometimes lose to startups. That’s pretty rapid growth for a a startup.

Legal 59

Legal Hedge Funds Finance Financing 59

The Big Picture

NOVEMBER 8, 2022

I then was doing journalism for Breakingviews, which was the sort of dot-com startup, FX FT people known by Reuters, and started doing some — and then I did some research for Crispin Odey, London hedge fund guy. RITHOLTZ: He’s a consultant. CHANCELLOR: He’s consultant. They consult. RITHOLTZ: Right.

Finance 59

Finance Financing Banks Hedge Funds 59

The Big Picture

OCTOBER 15, 2024

And you know, originally my friends and I, we were wondering why California was taxing us so much and where they were spending the money. They have to pay their IT consultants, huge amounts of monies to do a report. He is the co-founder of Palantir, as well as a number of other finance and technology related startups.

Venture Capital 59

Venture Capital Private Companies Hedge Funds Capital 59

The Big Picture

SEPTEMBER 19, 2023

After three years I decided I don’t love payments enough to continue to do consulting and m and a and payments. But I do think that you can outsource certain functions of it or you can have a consultant assist with the risk management. In fact, state revenues were often at all time highs from taxes when this happened.

Asset Management 59

Asset Management Assets Pension Funds Hedge Funds 59

The Big Picture

OCTOBER 19, 2022

It was a startup. It felt like a startup. I mean, it wasn’t quite a startup. So it was really, really fun startup, very collaborative, felt like a family. They’ll do tax planning, right? RAMPULLA: Yeah. We probably had 700 employees at that time, but only about $30 billion in assets under management.

Mutual Funds 114

Mutual Funds Taxes Education Startups 114

The Big Picture

APRIL 25, 2023

How did you come across the synergy of combining a law firm with a consultancy that specialized in compliance and regulatory supervision? With us, the law firm is basically a customer of MarketCounsel for a lot of our startup work. For most of the clients that come to us for startup work, right? HAMBURGER: Well, yes and no.

Legal 64

Legal Law Firms Consulting Consultants 64

Insight Partners

DECEMBER 17, 2024

User-in-the-loop: Developers working closely with users across the full agentic lifecycle For Agents to move beyond experiments, developers are taking a consultative approach to iterating with users on design, deployment, and scaling in production environments. We share two key learnings and design tradeoffs from our conversations below: 1.

Startups 116

Startups Consulting Consultants Leveraging 116

Pension Pulse

NOVEMBER 25, 2024

A dilemma that these ambitious newcomers are facing is that from the get-go, they had to announce very large-scale plans in order to be attractive for financiers,” said Robert Heiler, senior manager at Porsche Consulting, part of the sportscar unit of Volkswagen, Northvolt’s top investor. billion in tax revenue. Under the U.S.

Pension Funds 59

Pension Funds Funds Finance Financing 59

The Motley Fool

MARCH 5, 2025

The main two differences obviously are taxes and then SBC, stock-based comp. I believe you called out positive momentum in a variety of products, including Site Connect, Study Startup, RTSM, eCOA. And we have our consulting team. Brian Van Wagener -- Chief Financial Officer Hey, Ken. Thanks for taking my questions.

Leveraging 130

Leveraging Consulting Consultants Companies 130

The Big Picture

DECEMBER 10, 2024

Much more involved than a consulting firm. And they’re not, again, they’re not just consultants. You begin at a few tech startups, you found Dex, which eventually gets acquired by Lotus. What was the startup process like? That’s a very different relationship than paying a consultant.

Consulting 52

Consulting Consultants Private Equity Firms Private Equity Firms 52

Pension Pulse

DECEMBER 17, 2024

During the development of regulatory amendments, the federal government will consult with provinces on the treatment of provincially regulated pension plans. Additionally, the government announced it is currently consulting on potential regulations to increase transparency for large federally regulated pensions.

Pension Funds 59

Pension Funds Investing Venture Capital Consulting 59

The Big Picture

APRIL 11, 2023

RITHOLTZ: So that’s really interesting because what I wrote down was tax efficiency is one of the drivers. DAMODARAN: If I can throw this out to my class, and the first thing they come up with is it more tax-efficient to do buybacks than dividends? DAMODARAN: Capital gains then were taxed with 28 percent. DAMODARAN: Right.

Education 119

Education Finance Financing Taxes 119

The Big Picture

SEPTEMBER 26, 2022

? ?. The transcript from this week’s, MiB: Steve Case on AOL, Startups & Venture , is below. And if you are at all interested in technology, venture, startups, entrepreneurship, I suspect you will also. And in our early days, we really just tried to figure out like many startups get noticed to stay alive.

Startups 69

Startups Venture Capital Crowdfunding Mergers and Acquisitions 69

The Motley Fool

FEBRUARY 27, 2025

Fourth quarter 2024 results also reflect pre-tax costs associated with the extinguishment of debt of approximately $1.3 million in pre-tax employee restructuring expenses. Our effective tax rate for the fourth quarter of 2024 was approximately 40%. million and approximately $2.1 per diluted share.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Legal Debt Capital 130