Compensation Planning, Healthcare and Wealth Accumulation

Concentration Risk and Your Equity Compensation: Reasons and Rebuttals

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) ).

Risk Tolerance

Risk Tolerance Taxes Portfolio Planning

How Tax Practices Can Stand Out in the Harness Marketplace to Attract New Tax Clients

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. Many clients are in the wealth accumulation phase of life and need help setting a foundation to successfully manage their finances for years to come.

Taxes

Taxes Clients Tax Planning Healthcare

Financial Advisor Source

Concentration Risk and Your Equity Compensation: Reasons and Rebuttals

How Tax Practices Can Stand Out in the Harness Marketplace to Attract New Tax Clients

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