Harness Wealth

NOVEMBER 12, 2024

As the year comes to a close, now is the time to review potential financial moves to help minimize your tax burden heading into 2025. Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. In 2025, the lifetime gift tax exclusion will rise to $13.99 million ($27.22

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Cordant Wealth Partners

OCTOBER 25, 2021

Bonus : 1–75% of Bonus and Commission Income (APB, ICAP bonus, commissions). It must be at least three years in the future, so 2025 or later for this year’s elections. The first year available is 2025. The first year available is 2025. What’s the Risk of the Intel SERPLUS Plan? Salary : 1–60% of Regular pay.

Compensation Planning 52

Compensation Planning Distribution Taxes Planning 52

Cordant Wealth Partners

SEPTEMBER 8, 2022

Microsoft Technology Licensing, Undead Labs The Microsoft 401(k) plan is part of the comprehensive benefits offering that includes the Microsoft Corporation Employee Stock Purchase Plan and the Microsoft Corporation Deferred Compensation Plan. There is also an option to invest in Microsoft Stock.

Retirement Planning 52

Retirement Planning Retirement Planning Taxes 52