Compensation Planning, Planning and Wealth Accumulation

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

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.

Taxes

Taxes Clients Tax Planning Healthcare

Concentration Risk and Your Equity Compensation: Reasons and Rebuttals

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.

Risk Tolerance

Risk Tolerance Taxes Portfolio Planning

Financial Advisor Source

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

Concentration Risk and Your Equity Compensation: Reasons and Rebuttals

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