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#FASuccess Ep 426: Rolling Out An Equity Compensation Plan To Align The Entire Team On Client Service And Profitable Growth, With Jennifer des Groseilliers

Nerd's Eye View

Jennifer is the CEO of The Mather Group, an RIA based in Chicago, Illinois, that oversees $15 billion in combined assets under management and advisement for approximately 4,400 client households.

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83(b) Election for Stock Options and Restricted Stock

Darrow Wealth Management

An 83(b) tax election can also help ensure eligibility is met for tax-free sales under qualified small business stock (Section 1202). Therefore, there is no spread for alternative minimum taxable income The section 83(b) election starts the clock for qualifying incentive stock option sales.

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

Harness Wealth

While it’s not always advisable to sell investments at a loss, it may make sense in your situation to consider selling underperforming assets, especially if you’re willing to invest in alternative assets that provide similar exposure without triggering a wash sale.

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Tax Strategies for High-Income Earners 2025

Yardley Wealth Management

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 (..)

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What Happens to Your Equity Compensation if Your Company Is Acquired?

Zajac Group

In terms of equity compensation planning, it’s important to remember that the transaction could involve two public companies, a public company acquiring a private one, or a private firm buying either a public company or another private entity. How Acquisitions Work Put simply, an acquisition occurs when one company purchases another.

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

Zoe Financial

FAQs: Understanding the Basics How much should I contribute to my retirement plan? High earners often use multiple vehicles, like IRAs, taxable accounts, or deferred compensation plans. It depends on your income, timeline, and broader financial picture. When should I start thinking about retirement? The sooner the better.

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UBS at a Crossroads: Strength, Uncertainty, and the Advisors Caught in the Middle

Diamond Consultants

Its internal retirement program (ALFA) and competitive payout structure continue to appeal to seasoned advisors, even despite some significant changes to the 2025 compensation plan. And for a time, UBS was a recruiting powerhouse—thanks in large part to an unusually rich, fully guaranteed transition package.