Nerd's Eye View
FEBRUARY 25, 2025
Jennifer is the CEO of The Mather Group, an RIA based in Chicago, Illinois, that oversees $15 billion in combined assets under management and advisement for approximately 4,400 client households.
Carson Wealth
JULY 19, 2022
At their most basic level, executive compensation plans are designed to attract, retain and motivate top talent and leadership. But truly successful plans are designed to be much more than providing a high salary to a key employee – they support the business’s philosophies, values, and mission. .
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Nerd's Eye View
SEPTEMBER 23, 2022
A new designation is available for advisors looking to serve clients with nonqualified deferred compensation plans. How advisors can pull off an event that can increase client loyalty and attract new prospects. How DPL Financial Partners’ growth is a sign of advisor interest in fee-based annuities.
Darrow Wealth Management
NOVEMBER 17, 2022
The ‘millionaires’ tax will also ensnare taxpayers who exceed the $1M limit after selling a home, business, stock options, or other types of one-time events. The MA ‘millionaire’ surtax will apply to one-time sudden wealth events. Importantly, this new surtax won’t just apply to perennial high earners.
Harness Wealth
DECEMBER 30, 2024
Employers have the discretion to opt out of permitting 83(i) elections by declining to establish these conditions or explicitly excluding the election from equity compensation plans. This ensures employers maintain control over the application of 83(i) elections within their equity compensation plans.
Cordant Wealth Partners
OCTOBER 25, 2021
What’s the Risk of the Intel SERPLUS Plan? As a non-qualified deferred compensation plan, your SERPLUS account is, by rule, an unsecured liability of Intel. This is the primary risk and the main drawback of participating in the deferred compensation plan. Your investment allocation in the SERPLUS account.
Zajac Group
JANUARY 24, 2023
There is a reportable event, however, for figuring the AMT. For an Exercise and Hold of ISO (no sale): You should receive a Form 3921 from your employer, which you’ll use to report the event in the calendar year you exercise your options. For a Qualified Sale: Report the event in the calendar year of the sale.
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