CFP Events Tax Planning 
Darrow Wealth Management
JULY 30, 2024
For founders, employees, and executives with stock-based compensation, an 83(b) election can be a powerful tax planning tool. When you make an 83(b) election, you’re opting to pay tax on unvested shares now, instead of when the stock vests. It can also preclude some tax planning strategies down the road.
Carson Wealth
MAY 30, 2023
By Mike Valenti, CPA, CFP ® , Director, Tax Planning Corporate executives often receive the brunt of the U.S. tax system. Typically, most or all of their income is W-2 income and subject to the higher ordinary tax rates as well as FICA taxes.
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Darrow Wealth Management
SEPTEMBER 7, 2023
When a pre-IPO exercise is off the table At Darrow Wealth Management, we specialize in planning for a sudden liquidity event , typically from stock options following an IPO or acquisition. For individuals expecting a sudden wealth event, sometimes the potential for tax savings causes employees to lose sight of the bigger picture.
Darrow Wealth Management
JULY 30, 2024
For founders, employees, and executives with stock-based compensation, an 83(b) election can be a powerful tax planning tool. When you make an 83(b) election, you’re opting to pay tax on unvested shares now, instead of when the stock vests. It can also preclude some tax planning strategies down the road.
International College of Financial Planning
OCTOBER 17, 2023
Tax Planning in Real Time Gone are the days when tax planning was an annual event. With financial planning tools available in real-time, CFP s can assist clients with efficient tax planning strategies throughout the year.
Darrow Wealth Management
NOVEMBER 20, 2023
Aside from the tax bill, you’ll want to have enough cash or resources to live on to minimize your taxable income in the year of conversion. As you consider your cash runway and resources, remember to consult your financial and tax advisors to discuss taxes, penalties, and distribution rules.
FMG
FEBRUARY 22, 2023
As a refresher, some of the most popular forms of marketing include: Events Webinars Social Media Email Marketing SEO/Website Traffic Podcasts Video/YouTube PPC Read on to see real-life examples of financial advisors using some of these marketing tactics and how they worked for them. Looking to start planning events for your firm?
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