Nerd's Eye View
FEBRUARY 25, 2025
Jennifer is the CEO of The Mather Group, an RIA based in Chicago, Illinois, that oversees $15 billion in combined assets under management and advisement for approximately 4,400 client households.
Nerd's Eye View
AUGUST 8, 2023
And be certain to listen to the end, where Lori shares why, even though she has experienced turmoil in her business, she tries to maintain a positive outlook because without these experiences, she would not have developed the specific expertise or become the advisory firm owner she is today, why, after dealing with a personal tragedy and not coming (..)
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Darrow Wealth Management
NOVEMBER 17, 2022
The surtax will increase the Massachusetts tax liability by $68,000 on the sale of their home. Further, if you weren’t planning to sell the asset, it’s usually not advisable to do so for tax reasons alone. But if a sale is in process, wrapping it up before 12/31 would be advantageous (all else equal).
Harness Wealth
NOVEMBER 12, 2024
While it’s not always advisable to sell investments at a loss, it may make sense in your situation to consider selling underperforming assets, especially if you’re willing to invest in alternative assets that provide similar exposure without triggering a wash sale.
Cordant Wealth Partners
JANUARY 28, 2021
Employees of what was formerly Mentor Graphics, now Siemens, may find that they are eligible for Siemens’ Deferred Compensation Plan (DCP) and wonder if they should defer their salary and/or bonus into the plan. The Benefits of Deferred Compensation. The Risks of Deferred Compensation Plans. Let’s dive in.
Zajac Group
JANUARY 24, 2023
While AMT and holding periods for qualified sales may be important from a tax-reporting standpoint, they may be irrelevant if you simply exercise and sell your ISOs in a cashless transaction. When you do, the sale is either a qualified or disqualified sale, and is taxed accordingly.
Carson Wealth
MAY 4, 2023
At this point, the value of the spread/stock proceeds is taxable as ordinary income, often as W-2 wages. The employee may or may not decide to sell the newly acquired shares, but the difference between the market price at exercise and the sales price is taxed as a capital gain or loss.
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