Harness Wealth

DECEMBER 30, 2024

In this article, well examine the 83(i) election, its benefits and drawbacks, and whether its the right choice for you. As a result, they were left holding valuable stock certificates that came with a sizable tax bill they couldnt pay. This article is a product of Harness Tax LLC. Table of Contents What is an 83(i) election?

Taxes 52

Taxes Compliance Compensation Planning Financial Advisor 52

Harness Wealth

OCTOBER 8, 2024

In the remainder of this article, we’ll share the types of tax clients in the Harness Marketplace and tips for building a Marketplace profile that stands out. Section 4: Advisors The Advisors section shows your firm’s advisors’ headshots, LinkedIn profiles, certifications, and years of experience.

Taxes 52

Taxes Clients Tax Planning Healthcare 52

Sara Grillo

AUGUST 14, 2023

Rostad is the author of articles, papers regulatory comment letters and a frequent contributor to Advisor Perspectives Magazine. Over the last three years, he has assisted many clients with their life insurance needs, and with evaluating the value of insurance based compensation plans offered by employers for his clients.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52