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.
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Brown Advisory
NOVEMBER 5, 2021
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. But, there are other considerations to keep in mind, like changes in tax exposure.
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
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.
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.
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