Compensation Planning Planning 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.
Nationwide Financial
MARCH 6, 2023
For example, they could make most of their charitable contributions and medical expenditures in a year they plan to itemize. Tax season has begun, and it’s not too early to think about planning for the 2023 tax year. These contributions are made with pretax money, lowering the client’s overall tax bill for the year.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Cordant Wealth Partners
AUGUST 16, 2024
Most recently, Intel announced layoffs impacting 15% of the workforce with a plan to cut $10 billion in total costs. So, if you separate from the company near the end of the year, earning a full year of salary plus severance payouts, you could be pushed into a higher tax bracket. Tax planning for a transition out of Intel is critical.
Darrow Wealth Management
NOVEMBER 17, 2022
Further, both examples ignore other sources of income, such as wages, pre-tax retirement account distributions, dividends, etc., that could increase the tax due from the surtax. Considering tax planning strategies to reduce the impact of the new MA surtax. Plan your income. About Darrow Wealth Management.
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.
Cordant Wealth Partners
DECEMBER 2, 2022
Most recently, Intel announced layoffs impacting 11% of the workforce in the fall of 2022 with a plan to cut $3 billion in costs over the next year. So, if you separate from the company near the end of the year, earning both a full year of salary plus severance payouts, you could be pushed into a higher tax bracket.
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.
Expert insights. Personalized for you.
52 
Let's personalize your content