Remove Compensation Planning Remove Financial Advisor Remove Startup
article thumbnail

#FASuccess Ep 409: Adding 1,400 New Clients In A Year As An Extension Of Doing (Profitable) Student Loan Consulting At Scale, With Travis Hornsby

Nerd's Eye View

Welcome to the 409th episode of the Financial Advisor Success Podcast ! Welcome, everyone! My guest on today's podcast is Travis Hornsby. Read More.

article thumbnail

10 High-Income Tax Planning Strategies to Complete Before 2025: A Year-end Checklist

Harness Wealth

Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. Checklist: Year-end Tax Planning Strategies Review the following tax strategies with your tax advisor and/or financial advisor before the end of the year.

article thumbnail

Massachusetts ‘Millionaires’ Tax Applies to Sudden Wealth Events

Darrow Wealth Management

A tech employee at a startup has stock options. Considering tax planning strategies to reduce the impact of the new MA surtax. Here are a few to discuss with your tax and financial advisor: Rethink your MA residency. Excluding any improvements they made to the home, realtor fees, etc., the taxable gain is $1.7M.

Taxes 111