Compensation Planning Compliance Consulting 
Nerd's Eye View
OCTOBER 29, 2024
Travis is the founder of Student Loan Planner, an RIA and student loan consulting company based in Chapel Hill, North Carolina that serves nearly 1,400 households with ongoing financial planning (as well as consulting with over 15,000 clients on student loan debt). My guest on today's podcast is Travis Hornsby.
Diamond Consultants
JANUARY 21, 2025
Advisors regularly get calls from recruiters, consultants, branch managers, complex directors, business development officersthe list goes on and on. But this question is a fair one, especially in light of the recent compensation plan announcement from UBS: Are the big firms delivering value commensurate with what they are charging?
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Harness Wealth
DECEMBER 30, 2024
The key differences between 83(i) and 83(b) elections The benefits and risks of an 83(i) election The eligibility criteria for an 83(i) election How to file an 83(i) election 83(i) compliance requirements for companies Is an 83(i) election right for you? What is an 83(i) election?
Harness Wealth
NOVEMBER 12, 2024
However, for individuals who generate 1099 income from consulting, a small business, or other professional activities can capture tax savings from contributing significant portions of their net profits to tax-advantaged retirement accounts such as SEP IRAs or Solo 401(k)s. What is the Lifetime Gift Tax Exemption? million ($27.22
Carson Wealth
MAY 4, 2023
In practice, ISOs create complex tax compliance and planning issues for both employers and employees. Liam and Dana were not planning on owing taxes that year and are forced to tap into their emergency savings to cover the tax liability. A qualified stock option is traditionally referred to as an Incentive Stock Option (ISO).
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