Clients Economics Executive Compensation Taxes 
Brown Advisory
OCTOBER 6, 2020
Matters of racial and environmental justice are important to us and to our clients, and we have always considered these factors as part of our ESG research and our process for evaluating investments. Its management and executive compensation plans are also tied to factors related to racial equity.
Brown Advisory
OCTOBER 6, 2020
Our firm has intentionally expanded its focus on sustainable investing over the past decade—in part because we believe it helps us make better investment decisions, and in part because we believe it helps our clients make a positive impact on the world with their capital. The specific issues we seek to investigate vary by municipal sector.
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Cordant Wealth Partners
NOVEMBER 20, 2020
409(a) Nonqualified Deferred Compensation Plans present one of these opportunities. You willingly forgo income today with the faith that your company will survive many years into the future to make good on this liability to you—all for a tax benefit that tips the odds in your favor. Behold the power of compounded tax-free gains!
Cordant Wealth Partners
JANUARY 28, 2021
Siemens offers eligible employees a 409(a) Nonqualified Deferred Compensation Plan (DCP) which provides those employees with a fairly straightforward opportunity: willingly forgo income today for a tax benefit. Benefits of the Siemens DCP include tax benefits and the benefit of a company match. Tax Benefits.
Sara Grillo
SEPTEMBER 12, 2022
” It brings to light the fundamental question of the role that institutions play in client outcomes, whether those institutions are truly putting the interests of the retail investor over those of their members, and the delicate balance between governance standards and the oppression of individual autonomy. Thanks for reading.
The Big Picture
APRIL 11, 2023
RITHOLTZ: So that’s really interesting because what I wrote down was tax efficiency is one of the drivers. DAMODARAN: If I can throw this out to my class, and the first thing they come up with is it more tax-efficient to do buybacks than dividends? DAMODARAN: Capital gains then were taxed with 28 percent. DAMODARAN: Right.
Brown Advisory
APRIL 22, 2021
This article explores some ways ARPA impacts our clients' lives and interests. Tax credits, including an expansion of child tax credits, are the second-largest provision in ARPA and account for $338B over the next ten years. ARPA may impact our clients as investors. According to the Bureau of Economic Analysis, the $1.9
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