Article Compensation Planning Tax Planning 
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.
Darrow Wealth Management
NOVEMBER 17, 2022
The ‘millionaires’ tax will also ensnare taxpayers who exceed the $1M limit after selling a home, business, stock options, or other types of one-time events. Article is a general communication only and should not be used as the basis for making any type of tax, financial, legal, or investment decision.
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Harness Wealth
DECEMBER 30, 2024
In an effort to help employees manage their tax liabilities more effectively, the Internal Revenue Code offers provisions like the 83(b) election , which allows employees to pay tax on the fair market value of restricted stock at the time of its granting as opposed to vesting. This article is a product of Harness Tax LLC.
Cordant Wealth Partners
NOVEMBER 20, 2020
409(a) Nonqualified Deferred Compensation Plans present one of these opportunities. You willingly forgo income today with the faith that your company will survive many years into the future to make good on this liability to you—all for a tax benefit that tips the odds in your favor. The Benefits of Deferred Compensation Plans.
Harness Wealth
OCTOBER 8, 2024
The Harness Marketplace attracts employees, founders, and investors in tech, healthcare, management consulting, and other high-earning industries who need help managing complex tax needs. Be specific to attract your ideal tax client: When it comes to what sets your firm apart, be very clear.
Cordant Wealth Partners
SEPTEMBER 27, 2021
In this article, we cover how compensation at Microsoft works and how you can maximize your benefits. Like any major corporation, Microsoft offers a host of compensation programs and benefits to its employees. Savings Opportunities : 401(k), the Mega Backdoor Roth 401(k), ESPP, and Deferred Compensation.
Cordant Wealth Partners
SEPTEMBER 9, 2022
And while the Microsoft benefits package can be quite valuable, in most cases, it does require a fair amount of time, planning, and intentionality to take advantage of them and incorporate them into your overall financial strategy. Planning opportunities with RSUs: Use RSU income to maximize contributions to other benefits programs.
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