Compensation Planning Planning Wealth Accumulation 
Zajac Group
MARCH 20, 2023
One strategy to consider particularly for those with significant wealth or instant wealth could be a 10b5-1 plan. Reason #5 – Tax Tradeoffs: So much of equity compensation and the decision to sell (or not sell) is tied to income tax. Some of the reasons are quite valid, such as a blackout period.
Harness Wealth
OCTOBER 8, 2024
Tax practices that provide comprehensive tax planning services are better positioned to gain new clients in the Harness Marketplace compared to firms that mainly focus on tax preparation. 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.
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