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).

Consulting 243

Consulting Clients Financial Planning Compensation Planning 243

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?

Recruitment 52

Recruitment Compensation Planning Clients Consulting 52

Darrow Wealth Management

NOVEMBER 17, 2022

Article is a general communication only and should not be used as the basis for making any type of tax, financial, legal, or investment decision. Darrow Wealth Management doesn’t provide tax advice; consult your tax advisor to discuss your personal situation. . Recognize the gain now. About Darrow Wealth Management.

Taxes 107

Taxes Wealth Management Tax Planning Planning 107

Harness Wealth

DECEMBER 30, 2024

Choosing whether to file an 83(b) or 83(1) election involves various factors, including your financial situation, the company’s growth potential, and your long-term goals. In these cases, the taxes owed would be triggered earlier than expected, which could disrupt the employees financial planning.

Taxes 52

Taxes Compliance Compensation Planning Financial Advisor 52

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.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

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?

Taxes 52

Taxes Accounting Compensation Planning Retirement 52

Zajac Group

JANUARY 24, 2023

Keep in mind this is a guide, and you should consult your tax professional for how this may impact you. Next Steps As you can see, even a quick take on ISO tax planning yields considerable food for thought. It depends whether you’re selling your shares for above or below their FMV at exercise (or below the strike price itself).

Taxes 52

Taxes Sales Tax Planning Planning 52