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. However, stock compensation, large bonuses, commissions, etc.,

Executive Compensation 52

Executive Compensation Tax Planning Taxes Planning 52

Cordant Wealth Partners

JANUARY 28, 2021

Siemens offers eligible employees a 409(a) Nonqualified Deferred Compensation Plan (DCP) which provides those employees with a fairly straightforward opportunity: willingly forgo income today for a tax benefit. Benefits of the Siemens DCP include tax benefits and the benefit of a company match. Tax Benefits.

Compensation Planning 52

Compensation Planning Taxes Planning Distribution 52

Sara Grillo

SEPTEMBER 12, 2022

The CFP Board promotes a faux fiduciary standard that does not require its members to disclose potential conflicts of interest in writing and that does not require them disclose the percentage or amount of commission its members may receive from the sale of insurance products with opaque commissions.

CFP 80

CFP Financial Planner Ethics Financial Planning 80