The Big Picture

JANUARY 24, 2024

At the Money: How to Pay Less Capital Gains Taxes (January 24, 2024) We’re coming up on tax season, after a banner year for stocks. Successful investors could be looking at a big tax bill from the US government. On this episode of At the Money, we look at direct indexing as a way to manage capital gains taxes.

Taxes 98

Taxes Mutual Funds Capital Asset Management 98

Fortune Financial

NOVEMBER 17, 2021

The number of public companies you can invest in is less than half where it was 25 years ago,” said Freisner. Private company startups through friends and family groups. The information contained herein is based on current tax laws, which may change in the future. Since 1996, the number of firms listed on the U.S.

Stock Market 52

Stock Market Stock Market Private Equity Firms Private Equity Firms 52

The Big Picture

MAY 7, 2024

She’s also involved with wealth.com, and I could, I could give you a long list of all the things she’s, she’s done Kahoot, super telly, just all, all these really fascinating startups. So I, you know, I, I learned so much and Microsoft was like a startup inside of a big company for me. Yeah, amazing.

Startups 59

Startups Finance Financing Debt 59

The Big Picture

NOVEMBER 21, 2023

Brad Gerstner is a founder and investor in technology startups. They invest primarily in private and public companies. Pete Legal, had built an RV company called Cobra, sold it or partnered with private equity, had a bad experience, left that, and said, I’m gonna do it over again. How do you think about that?

Hedge Funds 98

Hedge Funds Venture Capital Startups Capital 98

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

The Big Picture

JANUARY 30, 2024

You’re also, you’re a public company, you’re living quarter to quarter and the considerations are different 00:17:02 [Speaker Changed] To say, to say the, the very least. And the rest of the pack includes Vanguard as well as a bunch of other much smaller clean sheet startups in, in the space.

Startups 59

Startups Public Companies Assets Companies 59

The Big Picture

JANUARY 9, 2024

I published what’s called a comment, so like a very short one about this great tax law case with this guy who like won the lottery and then wanted to get his lottery winnings treated as capital gains. You know, it was all this like structuring and like tax and legal and accounting stuff. Matt Levine : 00:03:44 You know, I did.

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Finance 52