Assets Compensation Planning Financial Planning 
Nerd's Eye View
JANUARY 21, 2025
Daniel is the CEO of WMGNA, a hybrid advisory firm based in Farmington, Connecticut, that oversees approximately $270 million in assets under management for 200 client households. My guest on today's podcast is Daniel Friedman.
Carson Wealth
JULY 19, 2022
At their most basic level, executive compensation plans are designed to attract, retain and motivate top talent and leadership. But truly successful plans are designed to be much more than providing a high salary to a key employee – they support the business’s philosophies, values, and mission. .
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Diamond Consultants
JANUARY 21, 2025
And to be fair, the wirehouses absolutely provide a great degree of support and service (think about the various costs they bear on your behalf, such as asset custody, branding, technology, HR, compliance, investment products, etc.). For most advisors, the answer is not black and white.
Darrow Wealth Management
NOVEMBER 17, 2022
With so little time until the end of the year, it may not be feasible to sell a home, business, or other assets unless it was already in the works. Further, if you weren’t planning to sell the asset, it’s usually not advisable to do so for tax reasons alone. Recognize the gain now.
Harness Wealth
NOVEMBER 12, 2024
While it’s not always advisable to sell investments at a loss, it may make sense in your situation to consider selling underperforming assets, especially if you’re willing to invest in alternative assets that provide similar exposure without triggering a wash sale. Find your next tax advisor at Harness today.
Harness Wealth
DECEMBER 30, 2024
The key differences between 83(i) and 83(b) elections While both the 83(b) and 83(i) elections are tools for managing tax liabilities on equity compensation, they serve different purposes and have distinct rules. In these cases, the taxes owed would be triggered earlier than expected, which could disrupt the employees financial planning.
Zajac Group
MARCH 20, 2023
For others, concentration might feel suitable if they have significant other assets and/or if they have a high risk tolerance or high risk capacity. As you can see, there are plenty of reasons equity compensation recipients can point to, for remaining overly concentrated in their company account. Proceed more gradually?
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