Compensation Planning Information Tax Planning 
Harness Wealth
NOVEMBER 12, 2024
As the year comes to a close, now is the time to review potential financial moves to help minimize your tax burden heading into 2025. Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. Being aware allows you to make informed decisions now.
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.
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Cordant Wealth Partners
NOVEMBER 20, 2020
409(a) Nonqualified Deferred Compensation Plans present one of these opportunities. You willingly forgo income today with the faith that your company will survive many years into the future to make good on this liability to you—all for a tax benefit that tips the odds in your favor. The Benefits of Deferred Compensation Plans.
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. Be specific to attract your ideal tax client: When it comes to what sets your firm apart, be very clear. Who are the members of your team?
Zajac Group
JANUARY 24, 2023
Tax Treatment of a Disqualified Sale If you sell your exercised shares before the qualifying timeframes just described, the sale is disqualified, and may be taxed as a blend of ordinary income and capital asset rates. A Note on Tax Planning: In a disqualified disposition of ISO, no income tax is withheld when you sell.
Cordant Wealth Partners
SEPTEMBER 9, 2022
Planning opportunities with RSUs: Use RSU income to maximize contributions to other benefits programs. Incorporate tax planning with your RSU vesting schedule to minimize taxes. However, this information is subject to change without notice, and we cannot guarantee its accuracy. 10 years, 15 years, etc.),
Cordant Wealth Partners
SEPTEMBER 27, 2021
Planning opportunities with RSUs: Use RSU income to maximize contributions to other benefits programs. Incorporate tax planning with your RSU vesting schedule to minimize taxes. For more balancing the risks of deferred compensation plans, see our post Three Risk Reduction Strategies for Deferred Comp Plans.
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