Carson Wealth

MAY 30, 2023

The second issue with executive compensation packages is how taxes are required to be withheld. However, stock compensation, large bonuses, commissions, etc., Supplemental compensation paid outside the salary payment is subject to a statutory federal withholding rate of 22%.

Executive Compensation 52

Executive Compensation Tax Planning Taxes Planning 52

Cordant Wealth Partners

JANUARY 28, 2021

During a recession, this number obviously goes up (136 and 210 filed for bankruptcy protection in 2008 and 2009, respectively) but drops in times of economic expansion (58 and 64 filed in 2018 and 2019, respectively). Up to 50% of Sales Commissions/Sales Bonus earned in 2021. The “Grey Zone” is a score between 1.81

Compensation Planning 52

Compensation Planning Taxes Planning Distribution 52

Sara Grillo

SEPTEMBER 12, 2022

The CFP Board promotes a faux fiduciary standard that does not require its members to disclose potential conflicts of interest in writing and that does not require them disclose the percentage or amount of commission its members may receive from the sale of insurance products with opaque commissions.

CFP 80

CFP Financial Planner Ethics Financial Planning 80