Remove Communication Remove Tax Planning Remove Wealth Advisor
article thumbnail

Financial Advisor Website Showcase: Navis Wealth Advisors

FMG

For today’s Advisor Website Showcase, we are joined by Letizia Carlisto of Navis Wealth Advisors. Making use of FMG’s website engine, Navis Wealth Advisor took aim at creating a website themed around its logo – the compass. Modernize Your Website.

article thumbnail

83(b) Election: Tax Strategies for Unvested Company Stock

Darrow Wealth Management

For founders, employees, and executives with stock-based compensation, an 83(b) election can be a powerful tax planning tool. When you make an 83(b) election, you’re opting to pay tax on unvested shares now, instead of when the stock vests. It can also preclude some tax planning strategies down the road.

Taxes 103
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Q&A: How Tax Practices Can Work with Wealth Managers to Grow Client Relationships

Harness Wealth

Klingman & Associates is a wealth management firm based in New York, most recently being named among America’s Top Wealth Advisors by Forbes for 2024. Q: How can tax advisors align with the work of wealth advisors? Unlike an endowment, taxes really matter. That’s our business.

article thumbnail

83(b) Election: Tax Strategies for Unvested Company Stock

Darrow Wealth Management

For founders, employees, and executives with stock-based compensation, an 83(b) election can be a powerful tax planning tool. When you make an 83(b) election, you’re opting to pay tax on unvested shares now, instead of when the stock vests. It can also preclude some tax planning strategies down the road.

Taxes 52
article thumbnail

4 Financial Concerns High-Net-Worth Individuals Face

WiserAdvisor

Getting the right financial advisor: Financial planning for high-net-worth individuals can include tax planning, managing philanthropic activities like charity, asset protection, estate and succession planning, and risk management, among several other things. Certified Private Wealth Advisor (CPWA).

article thumbnail

Provide Clients with Financial Peace of Mind: Pursue a Certified Financial Planner® Certification

International College of Financial Planning

Investment Mastery: Financial advisors are adept at channelling their clients’ resources into various asset classes, ensuring growth and security. They’re well-versed in recommending vital products like life insurance and are wizards at tax planning. Why Pursue a Career as a Financial Advisor?

article thumbnail

Qualified Small Business Stock (QSBS): Explaining the Gain Exclusion

Darrow Wealth Management

Unfortunately, the Commonwealth also passed a ‘millionaire tax’, which adds a 4% surtax to taxable income over $1M , even for one-time sudden wealth events. To expand the tax benefits past the 10x/$10M limits, consider planning strategies such as gifting stock to family members.

Taxes 73