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
Consulting with a tax advisor from Harness can help you understand the complexities and implications of an 83(i) election in-depth, and can help you make the right decision for your specific needs. Its important to consult with both your employer and a tax advisor to confirm eligibility before attempting to file an 83(i) election.
Darrow Wealth Management
NOVEMBER 17, 2022
Darrow Wealth Management doesn’t provide tax advice; consult your tax advisor to discuss your personal situation. . Taxpayers considering this approach are strongly advised to consult a CPA or tax attorney. The MA ‘millionaire’ surtax will apply to one-time sudden wealth events. Recognize the gain now.
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. Registration does not imply a certain level of skill or training.
Harness Wealth
OCTOBER 8, 2024
The Harness Marketplace attracts employees, founders, and investors in tech, healthcare, management consulting, and other high-earning industries who need help managing complex tax needs. Please consult a tax and/or legal professional for advice specific to your individual circumstances. This article is a product of Harness Tax LLC.
Cordant Wealth Partners
SEPTEMBER 7, 2022
Please note that converting existing after-tax dollars to Roth could result in taxes being due, so please consult with your tax professional before making this request to understand the magnitude.) Should I contribute to my Deferred Compensation Plan (DCP) or the Mega Backdoor Roth?
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