Compensation Planning Financial Advisor Tax Planning Taxes 
Darrow Wealth Management
NOVEMBER 17, 2022
In November 2022, proponents of the Massachusetts ‘millionaires’ tax (question 1) won their bid to nearly double the income tax rate on individuals with taxable income over $1M a year. As proposed, the new legislation would increase these tax rates to 9% and perhaps even 16% , respectively, starting in 2023.
Prosperity Coaching
MAY 20, 2022
Financial Advisors Selling to Corporate Executives: Financial services are a diverse field because clients can range from blue-collar workers to high-income earners, all with vastly different needs. Read here: This is my 4th post in The Financial Advisor Ideal Client Blog Post Series: How to attract your ideal clients.
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Zoe Financial
FEBRUARY 14, 2023
Zoe’s Tell-All: 2023 Tax Season Published February 14th, 2023 Reading Time: 5 minutes Written by: The Zoe Team If you’re a golfer, you know a lot goes into the brilliant game. Similarly, filing taxes includes many steps and details everyone needs to know about. Tax planning can be overwhelming , but it doesn’t have to be.
Cordant Wealth Partners
SEPTEMBER 9, 2022
Source: Levels.fyi Planning opportunities with salary: Contribute to your 401(k), HSA, and (for those Level 67+) Deferred Compensation accounts to reduce your taxes today. Microsoft Compensation: Bonuses Bonuses are paid annually in September at Microsoft and typically range from 0-40% of your base pay.
Cordant Wealth Partners
SEPTEMBER 27, 2021
Planning opportunities with salary: Contribute to your 401(k), HSA, and (for those Level 67+) Deferred Compensation accounts to reduce your taxes today. The higher your level, the higher percentage of y our total compensation this cash bonus will represent. Stock compensation at Microsoft is offered via RSUs.
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