Harness Wealth

DECEMBER 30, 2024

Before 2017, employees who received RSU or NSO equity compensation faced a dilemma. Consequently, it wasnt unheard of for employees to decline equity compensation altogether because the tax risk was too great. The 83(i) election was introduced as part of the Tax Cuts and Jobs Act of 2017 to address this issue.

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Taxes Compliance Compensation Planning Financial Advisor 52

Harness Wealth

MARCH 11, 2024

Donors who contribute to a DAF can deposit cash, securities, or other assets into the fund. The donor relinquishes ownership of the assets but retains advisory privileges over how the contributions are invested and how grants are distributed to charities.

Startup 59

Startup Taxes Medical Retirement 59

Sara Grillo

AUGUST 14, 2023

That lead him to start Quest Asset Management, with the novel idea of putting investor interests first as a fiduciary, which was practically unheard of at the time. Dr. Jay is passionate about tax efficient wealth management and retirement planning, and is currently working towards setting up his financial planning and advisory practice.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Cordant Wealth Partners

SEPTEMBER 5, 2022

Every November, the Microsoft Deferred Compensation Plan (DCP) opens for enrollment and salary deferral elections for the upcoming year. And every year, we hear similar questions from those eligible to allocate money into a deferred compensation plan. What’s the Risk of the Microsoft Deferred Compensation Plan?

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Compensation Planning Planning Distribution Accounting 52

Cordant Wealth Partners

NOVEMBER 12, 2021

In this article, we cover what you need to know about the Microsoft Deferred Compensation Plan (DCP) for the upcoming enrollment period. Every November, the Microsoft deferred compensation plan opens for enrollment and salary deferral elections for the upcoming year. Next, let’s take a look at how to quantify that risk.

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Compensation Planning Planning Distribution Taxes 52

Nationwide Financial

MARCH 6, 2023

Like individuals, businesses holding investments and other capital assets should consider other income, gains, and losses when determining when to sell capital assets. Defer income Clients may consider putting off asset sales or delaying receipt of other income until next year to reduce 2023 taxable income.

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Tax Planning Taxes Planning Distribution 78