Posts Tagged ‘invest’
What Do You Value in a Company?
What Do You Value in a Company? Startup companies are a dime-a-dozen, and many of them are looking for investment help from larger companies or in most cases investment bankers, also known as venture capitalists. Venture capitalists have a lot of money at their disposal but they don’t become successful by simply tossing money at…
Read MoreHow to Invest for Your Grandkids
How to Invest for Your Grandkids Have you reached that pinnacle of life yet? Do you know the one where you’re a grandparent? Having grandkids is an amazing experience and opportunity. But with all of the fun, comes more responsibility. Now you have even more people to worry about. In fact, for some grandparents, taking…
Read MoreInvest QSBS exclusion
Invest QSBS exclusion Updated: 1/23/2013 The FTB issued Notice 2012-03 on December 21, 2012. The Notice states that the Court of Appeal’s holding in Cutler v. Franchise Tax Board (2012) 208 Cal. App. 4th 1247, that the qualified small business stock exclusion and deferral statutes determined that the qualified small business stock statues–California Revenue and…
Read MoreInvest Stock Options
Invest Stock Options “Deciding when to exercise your option can be a complex decision. Therefore, it is important to know the rules before you decide to cash in your options.” Know the Rules Employee stock options can provide you with a substantial source of deferred income and permit you to control the recognition of taxable…
Read MoreInvest Selling Gold Coins
Invest Selling Gold Coins Q: My mother-in-law wants to convert some gold coins, specifically American Gold Eagles and Canadian Gold Maple Leafs, into CDs and/or money market funds. How does one convert gold coins into cash in order to do this? What are the IRS reporting requirements? A: In an unsettled economy, investing in gold…
Read MoreHow to Choose Whom to Lend to?
How to Choose Whom to Lend to? The world runs on money, and those who have the money typically control how things are run. That’s a very broad and general statement, and of course, there are many variables but for the most part, when money talks people listen. Thus, the role of venture capitalists, banks…
Read MoreHave You Considered Art Investment Funds?
Have You Considered Art Investment Funds? What makes a piece of art truly great? Is it the art itself, or is it the artist who created it? Is art great because of its culturally iconic status, or because of what it represents? Art, after all is very subjective and what one person feels is worthy…
Read MoreShould I Invest or Pay off My Debt?
Should I Invest or Pay off My Debt? When was the last time you had a significant amount of disposable income? Maybe when you were 12 and you got a nice check from your grandparents for your birthday. Or maybe it was the last time you got a fat tax refund. For most people, disposable…
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