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Tax Planning Strategies for Executive Compensation

Carson Wealth

By Mike Valenti, CPA, CFP ® , Director, Tax Planning Corporate executives often receive the brunt of the U.S. tax system. Typically, most or all of their income is W-2 income and subject to the higher ordinary tax rates as well as FICA taxes. However, stock compensation, large bonuses, commissions, etc.,

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How financial advisors can get family offices and high net worth individuals as clients

Sara Grillo

Several of the wealth managers had specialists in-house such as: Chief Philanthropic Advisor, Head of Tax Planning, Family Legal Counselor, Trust Officer If you can’t hire these specialists, work out an arrangement with a close third-party with this expertise. Wear a suit and present yourself conservatively.

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A Brief Guide to Equity Compensation Types

Zoe Financial

Among the essential things we tend to disregard are executive compensation types, including employee stock options. Among the essential things we tend to disregard or misunderstand is executive compensation. More specifically, equity compensation is a great tool to grow wealth.

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What Executives Need to Know About Performance Awards

Zajac Group

Also, as we’ll cover further down, delivery isn’t always when you might assume, which can impact your tax planning if you’re caught unaware. How Are Performance Shares Taxed? At that time, the value of the delivered shares is taxed as ordinary income subject to Social Security and Medicare tax.

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The State of the Firm: Walkner Condon

Walkner Condon Financial Advisors

Occasionally we like to inform our clients about what is going on at Walkner Condon, as we have some exciting updates to share with you. The Walkner Condon Team You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions.

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Walkner Condon: The State of the Firm

Walkner Condon Financial Advisors

Occasionally we like to inform our clients about what is going on at Walkner Condon, as we have some exciting updates to share with you. Nate and Clint have recorded a podcast on these items, but we also wanted to offer it in written form as well. Staff Changes We bid goodbye to Most Mico last week.

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2021 Year-End Planning Letter

Brown Advisory

It is tempting to contrast the good with the uncertainty surrounding us– the continuing pandemic, challenges to our relationship with China, supply chain disruption, fears of inflation and potential tax legislation. But, there are other considerations to keep in mind, like changes in tax exposure.