Harness Wealth

OCTOBER 8, 2024

The Harness Marketplace attracts employees, founders, and investors in tech, healthcare, management consulting, and other high-earning industries who need help managing complex tax needs. Key Takeaways: The Harness Marketplace allows your tax firm to be paired with high-value tax clients whose unique needs align with your expertise.

Taxes 52

Taxes Clients Tax Planning Healthcare 52

Cordant Wealth Partners

SEPTEMBER 27, 2021

And while these benefits can be quite valuable, in most cases, they do require a fair amount of time, planning, and intentionality to take advantage of them and incorporate them into your overall financial strategy. But, if you need any help, you can schedule a free consultation here. Insurance & Health Benefits.

Engineering 52

Engineering Taxes Insurance Compensation Planning 52

Cordant Wealth Partners

SEPTEMBER 7, 2022

The Microsoft Mega Backdoor Roth 401(k) is a feature within the 401(k) plan that allows you to: Save additional money each year on an after-tax basis into your 401(k) and Convert those dollars into a tax-free Roth subaccount. At Microsoft, under the “ROTH IN PLAN CONVERSION” section, you will select the option to “Convert After-tax to Roth.”

Taxes 52

Taxes Accounting Compensation Planning Retirement 52

Zoe Financial

FEBRUARY 14, 2023

However, once you get into the best practices, you can plan ahead and maximize your tools in preparation for every tax season. However, once you get into the best practices, you can plan ahead and maximize your tools in preparation for every tax season. Tax planning can be overwhelming , but it doesn’t have to be.

Taxes 52

Taxes Tax Planning Financial Advisor Planning 52

Carson Wealth

MAY 4, 2023

In practice, ISOs create complex tax compliance and planning issues for both employers and employees. Depending on the plan agreement, there are several ways to “pay” for the stock at the strike price. As such, it is necessary to factor in AMT when planning for ISOs.

Taxes 52

Taxes Sales Planning Tax Planning 52

Zajac Group

JANUARY 24, 2023

This is important from a year-end planning perspective, particularly if you e xercise ISO early in the calendar year at one price, and the stock price by year-end is significantly lower. A Note on Tax Planning: In a disqualified disposition of ISO, no income tax is withheld when you sell.

Taxes 52

Taxes Sales Tax Planning Planning 52

Harness Wealth

MARCH 11, 2024

Retirement contributions Individuals can take advantage of various tax-related retirement planning strategies to reduce their taxable income today and post-retirement. Health Savings Accounts (HSAs) HSAs are available to individuals enrolled in high-deductible health plans (HDHPs).

Startup 59

Startup Taxes Medical Retirement 59

Zoe Financial

MARCH 22, 2023

Considering your retirement lifestyle plans and associated costs, it’s important to consider inflation. Avoid Dependency Other sources of income that some people receive include a pension, deferred compensation plan, or the sale of a business. There are going to be investment events that you must also plan for.

Retirement 40

Retirement CFP Taxes Accounting 40

Sara Grillo

AUGUST 14, 2023

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. The Institute exists to preserve, protect and defend fiduciary principles in investment advice, wealth management and financial planning. Lee holds a Ph.D. 2017, January 18 th ).

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Darrow Wealth Management

MAY 9, 2025

Unlike stock options or employee stock purchase plans (ESPPs), with restricted stock awards, the employee usually doesn’t have to buy the shares as they’re often granted at no cost. Key features of a restricted stock grant Review your grant agreement and the stock plan documents and look for the key terms below.

Taxes 85

Taxes Startup Wealth Management Planning 85

Zajac Group

MAY 20, 2025

If youre offered incentive stock options (ISOs) as part of your compensation package, you have an exciting opportunity ahead to build significant wealth. The key is to know what, exactly, youre being given, when your tax bill may be impacted, and how to incorporate your equity comp into your greater financial plan.

Taxes 52

Taxes Sales Portfolio Compensation Planning 52

Darrow Wealth Management

MAY 9, 2025

Unlike stock options or employee stock purchase plans (ESPPs), with restricted stock awards, the employee usually doesn’t have to buy the shares as they’re often granted at no cost. Key features of a restricted stock grant Review your grant agreement and the stock plan documents and look for the key terms below.

Taxes 62

Taxes Startup Wealth Management Planning 62