Assets Compensation Planning Financial Planning 
Nerd's Eye View
JANUARY 21, 2025
Daniel is the CEO of WMGNA, a hybrid advisory firm based in Farmington, Connecticut, that oversees approximately $270 million in assets under management for 200 client households. My guest on today's podcast is Daniel Friedman.
Diamond Consultants
JANUARY 21, 2025
And to be fair, the wirehouses absolutely provide a great degree of support and service (think about the various costs they bear on your behalf, such as asset custody, branding, technology, HR, compliance, investment products, etc.). For most advisors, the answer is not black and white.
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Harness Wealth
DECEMBER 30, 2024
The key differences between 83(i) and 83(b) elections While both the 83(b) and 83(i) elections are tools for managing tax liabilities on equity compensation, they serve different purposes and have distinct rules. In these cases, the taxes owed would be triggered earlier than expected, which could disrupt the employees financial planning.
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. Find your next tax advisor at Harness today.
Zoe Financial
JUNE 20, 2025
Individual results will vary based on specific financial circumstances. FAQs: Understanding the Basics How much should I contribute to my retirement plan? It depends on your income, timeline, and broader financial picture. High earners often use multiple vehicles, like IRAs, taxable accounts, or deferred compensation plans.
Yardley Wealth Management
FEBRUARY 4, 2025
Key deductions include: Mortgage interest payments on primary and secondary residences Property tax deductions (subject to SALT limitations) Home office deductions for qualifying spaces Maximizing Retirement Account Benefits Take full advantage of tax-advantaged retirement accounts to reduce your current tax burden: Contribute the maximum allowed to (..)
Darrow Wealth Management
NOVEMBER 17, 2022
With so little time until the end of the year, it may not be feasible to sell a home, business, or other assets unless it was already in the works. Further, if you weren’t planning to sell the asset, it’s usually not advisable to do so for tax reasons alone. Recognize the gain now.
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