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).
Nerd's Eye View
JANUARY 21, 2025
In this episode, we talk in-depth about why Daniel decided to outsource tax return preparation (rather than hire someone to do it in-house) to be able to access the expertise of the CPAs his firm uses (particularly for clients with complicated equity compensation plans), how Daniel views these CPA relationships as mutually beneficial from a financial (..)
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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. .
Diamond Consultants
JANUARY 21, 2025
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? They may have the financial planning tools they need to service their mass affluent clients but not their HNW clients.
Darrow Wealth Management
NOVEMBER 17, 2022
Some examples include: timing stock option exercises and sales (particularly around year-end), an 83(b) election, increasing pre-tax contributions to a retirement plan, evaluating a non-qualified deferred compensation plan , charitable endeavors, timing of withdrawals from an inherited IRA , alternate tax filing status, and so on.
Harness Wealth
DECEMBER 30, 2024
In these cases, the taxes owed would be triggered earlier than expected, which could disrupt the employees financial planning. 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.
Zajac Group
MARCH 20, 2023
While tax aware decision-making is an important part of equity compensation planning, you may have to decide which is more important to you: deferring or avoiding taxes, or reducing concentration risk? Or, you may seek to optimize tax via an exercise and hold of incentive stock options (or exercise NQSOs early and file an 83(b) ).
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