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? The information contained herein is taken from sources believed to be reliable, however accuracy or completeness cannot be guaranteed.

Risk Tolerance 98

Risk Tolerance Taxes Portfolio Planning 98

Harness Wealth

NOVEMBER 12, 2024

Deferred Compensation Plans Nonqualified Deferred Compensation (NQDC) plans allow high-income earners to defer a portion of their income to a later date, such as retirement, when they may be in a lower tax bracket. Stay Informed on Tax Legislation: Potential changes to tax laws could impact carried interest taxation.

Tax Planning 52

Tax Planning Taxes Planning Estate Planning 52

Cordant Wealth Partners

SEPTEMBER 9, 2022

With all deferred compensation plans, it’s important to remember that they are unsecured liabilities and subject to the company’s credit risk. For more information on balancing the risks of deferred compensation plans, see our post, Three Risk Reduction Strategies for Deferred Comp Plans.

Engineering 52

Engineering Taxes Insurance Accounting 52

Cordant Wealth Partners

SEPTEMBER 7, 2022

Should I contribute to my Deferred Compensation Plan (DCP) or the Mega Backdoor Roth? As one of the most significant benefits available to you as a Microsoft employee, it’s worth considering the strategy as part of your overall financial planning. The Plan is subject to change by Microsoft.

Taxes 52

Taxes Accounting Compensation Planning Retirement 52

Cordant Wealth Partners

SEPTEMBER 27, 2021

With all deferred compensation plans, it’s important to keep in mind that they are unsecured liabilities and subject to the credit risk of the company. For more balancing the risks of deferred compensation plans, see our post Three Risk Reduction Strategies for Deferred Comp Plans. 10 years, 15 years, etc.),

Engineering 52

Engineering Taxes Insurance Accounting 52

Harness Wealth

OCTOBER 8, 2024

As of October 9, 2024 If your firm provides comprehensive tax planning services, you’ll be better positioned to gain new clients in the Harness Marketplace compared to firms that mainly focus on tax preparation. The form will collect detailed information about your tax practice, including: How is your firm and team structured?

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Taxes Clients Tax Planning Healthcare 52

Your Richest Life

APRIL 15, 2024

If you prefer a Roth, some 403(b) plans may also offer Roth accounts, and those contributions are tax-free when distributed. 2024 contribution limit: $23,000 457 plan – A 457(b) deferred compensation plan is available to the employees of some state and local governments and tax-exempt organizations.

Retirement Planning 52

Retirement Planning Retirement Planning Taxes 52

Cordant Wealth Partners

AUGUST 16, 2024

If you are eligible for Retirement and are over 60, or if you meet the Rule of 75, you should also consider the award dates when planning retirement as working until the vesting dates still, in most cases, get you an extra year of vesting. Information obtained herein is from sources that are believed to be reliable.

Planning 52

Planning Retirement Taxes Accounting 52

Zajac Group

JANUARY 24, 2023

This information flows through to Form 6251 to calculate any potential AMT due. Rather than try to digest it on your own, we suggest sharing the bounty with someone who specializes in equity compensation planning. Please contact your financial, tax, and legal professionals for more information specific to your situation.

Taxes 52

Taxes Sales Tax Planning Planning 52

Zajac Group

JANUARY 10, 2023

All that thinking can backfire if “TMI” (too much information) prevents you from proceeding. Can’t decide how to decide what to do with your equity compensation? Simplifying the Equity Compensation Complexities: Keep, Spend, or Save it. You may fear you’ll do something wrong and miss out. Still undecided?

Taxes 52

Taxes Planning Financial Planning Investments 52

Cordant Wealth Partners

DECEMBER 2, 2022

If you are eligible for Retirement and over 60, or if you meet Rule of 75, you should also consider the award dates when planning retirement as working until the vesting dates still, in most cases, gets you an extra year of vesting. Information obtained herein is from sources that are believed to be reliable.

Planning 52

Planning Retirement Taxes Accounting 52

Carson Wealth

MAY 4, 2023

As previous years have been relatively predictable, Liam and Dana are not concerned with tax planning. The following March, they provide their tax preparer with their tax documents, including information regarding Liam’s ISO exercises that year.

Taxes 52

Taxes Sales Planning Tax Planning 52

Cordant Wealth Partners

SEPTEMBER 8, 2022

Microsoft Technology Licensing, Undead Labs The Microsoft 401(k) plan is part of the comprehensive benefits offering that includes the Microsoft Corporation Employee Stock Purchase Plan and the Microsoft Corporation Deferred Compensation Plan. The Plan is subject to change by Microsoft.

Retirement Planning 52

Retirement Planning Retirement Planning Taxes 52

Sara Grillo

AUGUST 14, 2023

Over the last three years, he has assisted many clients with their life insurance needs, and with evaluating the value of insurance based compensation plans offered by employers for his clients. Grillo Investment Management, LLC will strive to maintain current information however it may become out of date.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Harness Wealth

MARCH 11, 2024

Negotiate deferred compensation When evaluating a job offer, and depending on your compensation package, you might consider negotiating a deferred compensation plan that would allow you to take payments over a longer period of time. Harness Wealth Advisers LLC is a paid promoter, internet registered investment adviser.

Startup 59

Startup Taxes Medical Retirement 59

Cordant Wealth Partners

NOVEMBER 12, 2021

[Editor’s note: Information contained in this post is based off information for the 2021 DCP enrollment period. In this article, we cover what you need to know about the Microsoft Deferred Compensation Plan (DCP) for the upcoming enrollment period. What’s the Risk of the Microsoft Deferred Compensation Plan?

Compensation Planning 52

Compensation Planning Planning Distribution Taxes 52

Cordant Wealth Partners

SEPTEMBER 5, 2022

Every November, the Microsoft Deferred Compensation Plan (DCP) opens for enrollment and salary deferral elections for the upcoming year. And every year, we hear similar questions from those eligible to allocate money into a deferred compensation plan. What’s the Risk of the Microsoft Deferred Compensation Plan?

Compensation Planning 52

Compensation Planning Planning Distribution Accounting 52

Cordant Wealth Partners

OCTOBER 25, 2021

[Editor’s note: Information contained in this post is current based on the 2022 guide for Intel SERPLUS open enrollment.]. 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. Your Beneficiaries. Personal Risk Factors.

Compensation Planning 52

Compensation Planning Distribution Taxes Planning 52

Nationwide Financial

MARCH 6, 2023

Informally fund nonqualified deferred compensation plans If the business has a nonqualified deferred compensation plan for key employees, it may make sense to informally fund that plan in 2023 to ensure the company has the cash flow to meet the future obligation.

Tax Planning 78

Tax Planning Taxes Planning Distribution 78

Brown Advisory

OCTOBER 6, 2020

It conducts its Community Needs Health Assessment—a study that all hospitals conduct to determine program and budget priorities—using a racial equity lens, so it can effectively incorporate underlying factors like poverty that impact children’s health into its plans.

Executive Compensation 52

Executive Compensation Education Clients Compensation Planning 52

Brown Advisory

OCTOBER 6, 2020

It conducts its Community Needs Health Assessment—a study that all hospitals conduct to determine program and budget priorities—using a racial equity lens, so it can effectively incorporate underlying factors like poverty that impact children’s health into its plans. And Part of the Problem.

Executive Compensation 52

Executive Compensation Education Clients Compensation Planning 52