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#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

So, whether you're interested in learning about developing a profitable client niche, how to effectively raise fees to match the planning value being provided, or marketing strategies that can be used to rapidly gain clients within a niche, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Travis Hornsby.

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At the Money: Getting Paid in Company Stock

The Big Picture

Joey is the equity compensation expert at my firm, and he is one of my partners. What are the most common types of equity compensation plans today that companies are offering and how do these differ? In a privately traded market, essentially two things need to occur. Full disclosure. One is need to vest.

Taxes 167
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What is an 83(i) Election and How Do You You File One?

Harness Wealth

In an effort to help employees manage their tax liabilities more effectively, the Internal Revenue Code offers provisions like the 83(b) election , which allows employees to pay tax on the fair market value of restricted stock at the time of its granting as opposed to vesting. Broad-based equity plan: At least 80% of U.S.-based

Taxes 52
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83(b) Election for Stock Options and Restricted Stock

Darrow Wealth Management

When elected, recipients of restricted stock or stock options can opt to recognize income and be taxed on the difference between the fair market value of the shares when purchased and the cost to buy the stock. It’s usually a key part of pre-IPO tax planning and exit strategies. That’s where the 83(b) election comes in.

Taxes 63
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Why should you stay where you are?

Diamond Consultants

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? In a bull market like the one we have enjoyed over the past several years, growth often gets obscured.

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

Harness Wealth

Note that gifting private company stock may require a professional appraisal to establish fair market value and ensure compliance with IRS regulations. Additionally, you can claim the entire fair market value of the stock as a charitable donation instead of whatever’s left after paying the capital gains tax. million ($27.22

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Your Future, Your Way: Navigating Estate & Retirement Planning as an Investor

Zoe Financial

2025 Observations in Retirement and Estate Planning Trend Insight Increased Use of Roth Conversions More high-net-worth individuals are adopting Roth conversion strategies as part of long-term tax planning—not to time the market, but to shift assets into tax-advantaged accounts over time, especially ahead of potential future tax increases.