Clients Executive Compensation Planning Taxes 
Sara Grillo
JUNE 7, 2024
“I want to upgrade my client base and work with ultra high net worth individuals and Family Office clients. It depends on how high you go, but in some cases these types of clients function more as institutions than an as individuals – and their needs reflect that. How do I meet them?” That is the first step.
Brown Advisory
NOVEMBER 5, 2021
2021 Year-End Planning Letter. It is tempting to contrast the good with the uncertainty surrounding us– the continuing pandemic, challenges to our relationship with China, supply chain disruption, fears of inflation and potential tax legislation. How does all of this impact your thoughts on longer term planning and even legacy?
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Walkner Condon Financial Advisors
JULY 27, 2023
Occasionally we like to inform our clients about what is going on at Walkner Condon, as we have some exciting updates to share with you. She gave us plenty of notice so that we could locate and train her eventual replacement in order to maintain client service levels. We expect very limited disruption for our clients.
Walkner Condon Financial Advisors
MAY 12, 2023
Occasionally we like to inform our clients about what is going on at Walkner Condon, as we have some exciting updates to share with you. She gave us plenty of notice so that we could locate and train her eventual replacement in order to maintain client service levels. We expect very limited disruption for our clients.
Zajac Group
MARCH 3, 2023
Also, as we’ll cover further down, delivery isn’t always when you might assume, which can impact your tax planning if you’re caught unaware. The more deliberately a company can structure its executives’ performance share metrics, the better it can align executive incentives with its particular values and vision.
Cordant Wealth Partners
JANUARY 28, 2021
Employees of what was formerly Mentor Graphics, now Siemens, may find that they are eligible for Siemens’ Deferred Compensation Plan (DCP) and wonder if they should defer their salary and/or bonus into the plan. The Benefits of Deferred Compensation. The Risks of Deferred Compensation Plans. Tax Benefits.
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. The Benefits of Deferred Compensation Plans.
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