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Tax Planning Strategies for Executive Compensation

Carson Wealth

By Mike Valenti, CPA, CFP ® , Director, Tax Planning Corporate executives often receive the brunt of the U.S. The second issue with executive compensation packages is how taxes are required to be withheld. The post Tax Planning Strategies for Executive Compensation appeared first on Carson Wealth.

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A Brief Guide to Equity Compensation Types

Zoe Financial

A Brief Guide to Equity Compensation Published January 27th, 2023 Reading Time: 8 minutes Written by: Paul Horn, CFP® , CPWA® Zoe Network Advisor A Brief Guide to Equity Compensation Types Published January 27th, 2023 Reading Time: 8 minutes Written by: Paul Horn, CFP® , CPWA® Zoe Network Advisor We live in a world that admires hard workers.

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Should you cancel your CFP designation?

Sara Grillo

A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. There are more than 92,000 CFP® certificants, as per the CFP Board’s 2022 measure. Is it time to say “FU” to your CFP designation? Are they getting a raw deal?

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