Compensation Planning Estate Planning Startup 
Harness Wealth
MARCH 11, 2024
As a company founder, early startup employee, or small business owner, you may find yourself in a higher tax bracket as your business grows or you realize gains from equity compensation. But that doesn’t mean you simply have to accept a higher tax bill. Second homes used as residences may also qualify for environmental tax credits.
Harness Wealth
NOVEMBER 12, 2024
Frontloading 529 Contributions Contributions to 529 plans can also be frontloaded or “superfunded”, allowing you to make up to five years’ worth of contributions in a single year without incurring gift taxes. Review Your Estate Planning The end of the year can also be a practical time to take stock of your long-term estate planning.
Diamond Consultants
JUNE 28, 2023
Plus, they would be passing up on monetizing in the short term by eschewing a large transition package, in addition to the startup costs associated with setting up a business, leaving many advisors to conclude that independence is just a bridge too far. Yet he was unable to provide those services.
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