Compensation Planning Compliance Financial Advisor 
Nerd's Eye View
OCTOBER 29, 2024
Welcome to the 409th episode of the Financial Advisor Success Podcast ! Welcome, everyone! My guest on today's podcast is Travis Hornsby. Read More.
Nerd's Eye View
SEPTEMBER 23, 2022
While the new rule allows financial advisors to proactively use testimonials (from clients), endorsements (from non-clients), and highlight their own ratings on various third-party websites, the SEC’s warning suggests that advisory firms will want to take care to abide by the compliance requirements linked to the new rule.
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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? Harness makes it easy to find tax and financial advisors best suited to your needs.
Harness Wealth
NOVEMBER 12, 2024
Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. Checklist: Year-end Tax Planning Strategies Review the following tax strategies with your tax advisor and/or financial advisor before the end of the year. million ($27.22 million in 2023.
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