Nerd's Eye View
OCTOBER 29, 2024
Travis is the founder of Student Loan Planner, an RIA and student loan consulting company based in Chapel Hill, North Carolina that serves nearly 1,400 households with ongoing financial planning (as well as consulting with over 15,000 clients on student loan debt).
Nerd's Eye View
JANUARY 21, 2025
In this episode, we talk in-depth about why Daniel decided to outsource tax return preparation (rather than hire someone to do it in-house) to be able to access the expertise of the CPAs his firm uses (particularly for clients with complicated equity compensation plans), how Daniel views these CPA relationships as mutually beneficial from a financial (..)
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Diamond Consultants
JANUARY 21, 2025
But this question is a fair one, especially in light of the recent compensation plan announcement from UBS: Are the big firms delivering value commensurate with what they are charging? They may have the financial planning tools they need to service their mass affluent clients but not their HNW clients.
Yardley Wealth Management
FEBRUARY 4, 2025
Key deductions include: Mortgage interest payments on primary and secondary residences Property tax deductions (subject to SALT limitations) Home office deductions for qualifying spaces Maximizing Retirement Account Benefits Take full advantage of tax-advantaged retirement accounts to reduce your current tax burden: Contribute the maximum allowed to (..)
Zoe Financial
JUNE 20, 2025
FAQs: Understanding the Basics How much should I contribute to my retirement plan? It depends on your income, timeline, and broader financial picture. High earners often use multiple vehicles, like IRAs, taxable accounts, or deferred compensation plans. When should I start thinking about retirement? The sooner the better.
Darrow Wealth Management
NOVEMBER 17, 2022
Some examples include: timing stock option exercises and sales (particularly around year-end), an 83(b) election, increasing pre-tax contributions to a retirement plan, evaluating a non-qualified deferred compensation plan , charitable endeavors, timing of withdrawals from an inherited IRA , alternate tax filing status, and so on.
Harness Wealth
DECEMBER 30, 2024
In these cases, the taxes owed would be triggered earlier than expected, which could disrupt the employees financial planning. Employers have the discretion to opt out of permitting 83(i) elections by declining to establish these conditions or explicitly excluding the election from equity compensation plans.
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