Clients Compensation Planning Tax 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.
Darrow Wealth Management
NOVEMBER 17, 2022
Further, both examples ignore other sources of income, such as wages, pre-tax retirement account distributions, dividends, etc., that could increase the tax due from the surtax. Considering tax planning strategies to reduce the impact of the new MA surtax. Financial decisions should be tax- conscious vs tax- driven.
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Harness Wealth
OCTOBER 8, 2024
Key Takeaways: The Harness Marketplace allows your tax firm to be paired with high-value tax clients whose unique needs align with your expertise. We built the Marketplace to help your tax practice source curated client leads, leading to increased revenue and a healthy book of business.
Harness Wealth
DECEMBER 30, 2024
Employers have the discretion to opt out of permitting 83(i) elections by declining to establish these conditions or explicitly excluding the election from equity compensation plans. This ensures employers maintain control over the application of 83(i) elections within their equity compensation plans.
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.
Prosperity Coaching
MAY 20, 2022
Financial Advisors Selling to Corporate Executives: Financial services are a diverse field because clients can range from blue-collar workers to high-income earners, all with vastly different needs. Read here: This is my 4th post in The Financial Advisor Ideal Client Blog Post Series: How to attract your ideal clients.
Cordant Wealth Partners
SEPTEMBER 27, 2021
And while these benefits can be quite valuable, in most cases, they do require a fair amount of time, planning, and intentionality to take advantage of them and incorporate them into your overall financial strategy. In this article, we’ll group your benefits at Microsoft into the following categories: Compensation : Salary, Bonus, and RSUs.
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