Clients Compensation Planning Taxes 
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.
Nerd's Eye View
MARCH 13, 2024
Most of the time, people are subject to state taxes in the states where they live and/or earn their income. So when moving to a lower-tax state or another, their income tax burden likewise shifts to the new state along with them.
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Darrow Wealth Management
NOVEMBER 17, 2022
In November 2022, proponents of the Massachusetts ‘millionaires’ tax (question 1) won their bid to nearly double the income tax rate on individuals with taxable income over $1M a year. As proposed, the new legislation would increase these tax rates to 9% and perhaps even 16% , respectively, starting in 2023.
Harness Wealth
DECEMBER 30, 2024
However, as appealing as these forms of compensation may be, they can result in sizable and unexpected tax bills. Along with the 83(b) election, there is a less well-known provisionthe 83(i) election that offers other tax advantages to certain types of employees. Table of Contents What is an 83(i) election?
Harness Wealth
OCTOBER 8, 2024
Key Takeaways: The Harness Marketplace allows your tax firm to be paired with high-value tax clients whose unique needs align with your expertise. We built the Marketplace to help your tax practice source curated client leads, leading to increased revenue and a healthy book of business. Interested in learning more?
Random Roger's Retirement Planning
JULY 1, 2025
Disclosure that I know Eric personally and have owned BLNDX since day one personally and bought it shortly thereafter for clients. It's a deferred compensation plan on what would have been a $5 million salary in 1999. It was 90 minutes and had a lot of meat on the bone. We're just going to hit a couple of points.
Zoe Financial
JUNE 20, 2025
Getting Started: What First-Time Planners Should Know Even for seasoned investors, key decisions around taxes, estate structure, and long-term income planning can carry significant implications. She wants to minimize taxes while aligning her legacy with charitable values.
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