2017 Compensation Planning Tax Planning 
Harness Wealth
DECEMBER 30, 2024
An 83(i) election is an IRC provision that allows certain employees of private companies who receive RSUs or NSOs to defer federal income tax on the exercise or settlement of their stock for up to 5 years. Before 2017, employees who received RSU or NSO equity compensation faced a dilemma.
Harness Wealth
MARCH 11, 2024
Additionally, if the donation consists of appreciated securities or assets, the donor can avoid capital gains taxes that would otherwise arise from selling those assets. These taxes can include state and local property taxes, income taxes, and sales taxes.
Nationwide Financial
MARCH 6, 2023
Informally fund nonqualified deferred compensation plans If the business has a nonqualified deferred compensation plan for key employees, it may make sense to informally fund that plan in 2023 to ensure the company has the cash flow to meet the future obligation. A few have already been mentioned.
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