Remove Communication Remove Executive Compensation Remove Taxes
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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. 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.,

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

Sara Grillo

Several of the wealth managers had specialists in-house such as: Chief Philanthropic Advisor, Head of Tax Planning, Family Legal Counselor, Trust Officer If you can’t hire these specialists, work out an arrangement with a close third-party with this expertise. Wear a suit and present yourself conservatively.

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The State of the Firm: Walkner Condon

Walkner Condon Financial Advisors

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. She also carries the benefits of being licensed, which will allow for her to perform higher level tasks such as trading.

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Walkner Condon: The State of the Firm

Walkner Condon Financial Advisors

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. She also carries the benefits of being licensed, which will allow for her to perform higher level tasks such as trading.

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Diving Deep: Achieving Outperformance By Using Environmental Research

Brown Advisory

This helps us to spot companies that face ESG risks, such as labor-management tensions, excessive vulnerability to commodity prices or inappropriate incentives for executive compensation. This communication and any accompanying documents are confidential and privileged. They are intended for the sole use of the addressee.

Food 52
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Diving Deep: Achieving Outperformance By Using Environmental Research

Brown Advisory

This helps us to spot companies that face ESG risks, such as labor-management tensions, excessive vulnerability to commodity prices or inappropriate incentives for executive compensation. This communication and any accompanying documents are confidential and privileged. They are intended for the sole use of the addressee.

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

Brown Advisory

Tax credits, including an expansion of child tax credits, are the second-largest provision in ARPA and account for $338B over the next ten years. These challenges may signal future challenges in passing other parts of President Biden’s agenda, especially tax increases. Business Tax Provisions.

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