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For today’s Advisor Website Showcase, we are joined by Letizia Carlisto of Navis WealthAdvisors. Making use of FMG’s website engine, Navis WealthAdvisor took aim at creating a website themed around its logo – the compass. Modernize Your Website.
For founders, employees, and executives with stock-based compensation, an 83(b) election can be a powerful taxplanning 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 taxplanning strategies down the road.
Klingman & Associates is a wealth management firm based in New York, most recently being named among America’s Top WealthAdvisors by Forbes for 2024. Q: How can taxadvisors align with the work of wealthadvisors? Unlike an endowment, taxes really matter. That’s our business.
For founders, employees, and executives with stock-based compensation, an 83(b) election can be a powerful taxplanning 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 taxplanning strategies down the road.
Getting the right financial advisor: Financial planning for high-net-worth individuals can include taxplanning, managing philanthropic activities like charity, asset protection, estate and succession planning, and risk management, among several other things. Certified Private WealthAdvisor (CPWA).
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 taxplanning. Why Pursue a Career as a Financial Advisor?
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.
Well, first of all, we work with financial advisors of all types in the industry, non-Vanguard financial advisors, so you’ve got broker-dealers, independent registered investment advisors, RIAs and bank wealthadvisors. They’ll do taxplanning, right? And they bring a lot of value, right?
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