Sara Grillo

JUNE 7, 2024

“I want to upgrade my client base and work with ultra high net worth individuals and Family Office clients. It depends on how high you go, but in some cases these types of clients function more as institutions than an as individuals – and their needs reflect that. How do I meet them?” That is the first step.

Financial Advisor 52

Financial Advisor Clients Executive Compensation Compliance 52

Brown Advisory

NOVEMBER 5, 2021

We recognize these factors are creating concern for many of our clients and, in some cases, a feeling that it is imperative to act before December 31. The disruption caused by the coronavirus led (in some cases, forced) some clients to make meaningful changes in their living and working arrangements.

Planning 52

Planning Tax Planning Taxes Clients 52

Zajac Group

MARCH 3, 2023

Also, as we’ll cover further down, delivery isn’t always when you might assume, which can impact your tax planning if you’re caught unaware. The more deliberately a company can structure its executives’ performance share metrics, the better it can align executive incentives with its particular values and vision.

Taxes 52

Taxes Tax Planning Planning Financial Planning 52

Cordant Wealth Partners

NOVEMBER 20, 2020

Today, these plans’ main benefit is the tax deferral feature—the ability to invest your money pre-tax and have it grow untaxed until the money is paid out. These final three decisions we cover more in-depth here: The Four Factors to Consider When Making Your SERPLUS Elections. This is, without a doubt, a lot to factor in.

Compensation Planning 52

Compensation Planning Taxes Distribution Planning 52