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Tax Planning Strategies for Executive Compensation

Carson Wealth

The second issue with executive compensation packages is how taxes are required to be withheld. Common Forms of Executive Compensation Before discussing planning strategies, let’s review some common forms of executive compensation. Cash Bonus Just as the name implies, these are bonuses paid in cash.

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How financial advisors can get family offices and high net worth individuals as clients

Sara Grillo

Sara G Grillo Investment Management, LLC will strive to maintain current information however it may become out of date. Grillo Investment Management, LLC is under no obligation to advise users of subsequent changes to statements or information contained herein.

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Walkner Condon: The State of the Firm

Walkner Condon Financial Advisors

Occasionally we like to inform our clients about what is going on at Walkner Condon, as we have some exciting updates to share with you. Amber Schmechel is joining our team with 15 years of experience in communications and marketing. Most recently she was the Communications and Marketing Manager at Saris Cycling Group.

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The State of the Firm: Walkner Condon

Walkner Condon Financial Advisors

Occasionally we like to inform our clients about what is going on at Walkner Condon, as we have some exciting updates to share with you. Amber Schmechel is joining our team with 15 years of experience in communications and marketing. Most recently she was the Communications and Marketing Manager at Saris Cycling Group.

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Diving Deep: Achieving Outperformance By Using Environmental Research

Brown Advisory

Through original sustainability research into stocks and fixed income securities—including diligence into government databases, company transcripts and interviews with executives— we find strengths that are not apparent in standard company reports. This communication and any accompanying documents are confidential and privileged.

Food 52
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Diving Deep: Achieving Outperformance By Using Environmental Research

Brown Advisory

Through original sustainability research into stocks and fixed income securities—including diligence into government databases, company transcripts and interviews with executives— we find strengths that are not apparent in standard company reports. This communication and any accompanying documents are confidential and privileged.

Food 52
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The American Rescue Plan Act: Potential Consequences for Clients

Brown Advisory

Enhanced Limits on Deductions for Executive Compensation. ARPA expands the number of employees covered by the limitations on deductions for executive compensation above $1 million. The limits will apply to compensation paid to 10 highly compensated employees rather than five as under previous law.

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