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#FA Success Ep 345: Differentiating With Institutions And Ultra-High-Net-Worth Investors As A Serious Investment Firm, With Lori Van Dusen

Nerd's Eye View

And be certain to listen to the end, where Lori shares why, even though she has experienced turmoil in her business, she tries to maintain a positive outlook because without these experiences, she would not have developed the specific expertise or become the advisory firm owner she is today, why, after dealing with a personal tragedy and not coming (..)

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UBS Advisors: What to Know BEFORE You Sign ALFA

Diamond Consultants

That includes changes to compensation plans—which the firm is likely to make in the future. Many parent/child teams choose to forgo ALFA because the retiring advisor (the parent) presumably cares greatly for the well-being of their inheritor and knows that the “strings attached” are not necessarily worth the economic gain.

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83(b) Election for Stock Options and Restricted Stock

Darrow Wealth Management

The 83(b) election has the potential to significantly reduce the overall tax liability, especially for startup founders and employees who receive stock-based compensation. It’s usually a key part of pre-IPO tax planning and exit strategies. If you plan on leaving the company before vesting, this is likely not a good strategy.

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Intel SERPLUS Elections 2020: 4 Steps to Consider Given the Recent Company Uncertainty

Cordant Wealth Partners

409(a) Nonqualified Deferred Compensation Plans present one of these opportunities. As a participant in your company’s deferred compensation plan, you’ve become an unsecured creditor of your company. This framework is specific to the Intel SERPLUS fund but can be generalized to any deferred compensation decision.

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Siemens Deferred Compensation Elections for Former Employees of Mentor Graphics: 4 Steps to Consider

Cordant Wealth Partners

Employees of what was formerly Mentor Graphics, now Siemens, may find that they are eligible for Siemens’ Deferred Compensation Plan (DCP) and wonder if they should defer their salary and/or bonus into the plan. The Benefits of Deferred Compensation. The Risks of Deferred Compensation Plans. Tax Benefits.

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Restrictive Covenants in Employment and Related Contracts

Ballast Advisors

It’s common for businesses to court talented executives with a variety of perks, including signing bonuses, stock options, and nonqualified deferred compensation plans to supplement regular pensions and retirement savings. For example, one could assume that, after one year, any marketing plan would be less useful to a competitor.

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20 Ways to Reduce Your Taxes in 2024: A Guide for Founders, Startup Employees, and Executives

Harness Wealth

Retirement contributions Individuals can take advantage of various tax-related retirement planning strategies to reduce their taxable income today and post-retirement. Qualified opportunity zone investments Qualified Opportunity Zones (QOZs) are economically distressed communities designated for investment to spur economic growth.

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