Carson Wealth

JULY 19, 2022

At their most basic level, executive compensation plans are designed to attract, retain and motivate top talent and leadership. The four elements of effective executive compensation plans . Direct Compensation and Benefits . By Craig Lemoine, Director of Consumer Investment Research.

Executive Compensation 112

Executive Compensation Compensation Planning Planning Insurance 112

Walkner Condon Financial Advisors

MAY 12, 2023

We are very familiar with the Schwab platform, as about half of our assets are already there. We anticipate that the international team will be moving at some point in 2023 to an office space that better suits their virtual client meetings. We expect very limited disruption for our clients. ⭐ ⭐ ⭐ ⭐ ⭐ Rating: 5 out of 5.

Executive Compensation 52

Executive Compensation Clients Communication License 52

Walkner Condon Financial Advisors

JULY 27, 2023

We are very familiar with the Schwab platform, as about half of our assets are already there. We anticipate that the international team will be moving at some point in 2023 to an office space that better suits their virtual client meetings. We expect very limited disruption for our clients.

Executive Compensation 52

Executive Compensation Clients Communication Education 52

Cordant Wealth Partners

NOVEMBER 20, 2020

Your deferred compensation becomes just another liability. You become a creditor of your employer—and lower in priority to any creditor whose loan is secured by the company’s assets. You buy 50,000 January 2023 put options at a $25 strike for $1.27 (price as of 11.11.2020). Again, this is by IRS rules.

Compensation Planning 52

Compensation Planning Taxes Distribution Planning 52

Cordant Wealth Partners

JANUARY 28, 2021

Your deferred compensation becomes just another liability. You become a creditor of your employer—and lower in priority to any creditor whose loan is secured by the company’s assets. You buy 50,000 January 2023 put options at a $25 strike for $1.00. Again, this is by IRS rules. The pooled cash is invested in U.S.

Compensation Planning 52

Compensation Planning Taxes Planning Distribution 52

The Big Picture

APRIL 11, 2023

How important is it for a mature company to have a mature CEO to come in and maximize their assets? Even though, by the way, we’re recording this at the end of the first quarter in 2023, the stock has done very well this year. Ballpark, it’s doubled from its lows in 2023. That’s not age inappropriate.

Valuation 298

Valuation Education Numbers Government 298