Compensation Planning Healthcare Planning 
Yardley Wealth Management
FEBRUARY 4, 2025
From maximizing deductions to managing capital gains, we’ll cover everything you need to know about smart tax planning. In this comprehensive guide, we’ll explore proven strategies to help you minimize tax liability while staying compliant with current regulations. Click here and contact us for more information.
Harness Wealth
NOVEMBER 12, 2024
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. For 2024, the FSA contribution limit is $3,200.
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Cordant Wealth Partners
AUGUST 16, 2024
Most recently, Intel announced layoffs impacting 15% of the workforce with a plan to cut $10 billion in total costs. Tax planning for a transition out of Intel is critical. 18 months of coverage is being offered for COBRA plus a $20k Healthcare bonus. Please check with your HR for the most up-to-date plan information.
Zajac Group
MARCH 20, 2023
One strategy to consider particularly for those with significant wealth or instant wealth could be a 10b5-1 plan. Reason #5 – Tax Tradeoffs: So much of equity compensation and the decision to sell (or not sell) is tied to income tax. Or, as an executive, you may be subject to pre-clearance, section 16 reporting, or restrictions.
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.
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.
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). of your adjusted gross income (AGI).
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