Carson Wealth
JULY 19, 2022
At their most basic level, executive compensation plans are designed to attract, retain and motivate top talent and leadership. But truly successful plans are designed to be much more than providing a high salary to a key employee – they support the business’s philosophies, values, and mission. .
Nerd's Eye View
AUGUST 8, 2023
And be certain to listen to the end, where Lori shares why, even though she has experienced turmoil in her business, she tries to maintain a positive outlook because without these experiences, she would not have developed the specific expertise or become the advisory firm owner she is today, why, after dealing with a personal tragedy and not coming (..)
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Darrow Wealth Management
NOVEMBER 17, 2022
The surtax will increase the Massachusetts tax liability by $68,000 on the sale of their home. Further, if you weren’t planning to sell the asset, it’s usually not advisable to do so for tax reasons alone. But if a sale is in process, wrapping it up before 12/31 would be advantageous (all else equal).
Cordant Wealth Partners
JANUARY 28, 2021
Employees of what was formerly Mentor Graphics, now Siemens, may find that they are eligible for Siemens’ Deferred Compensation Plan (DCP) and wonder if they should defer their salary and/or bonus into the plan. The Benefits of Deferred Compensation. The Risks of Deferred Compensation Plans. Let’s dive in.
Zoe Financial
MARCH 22, 2023
Avoid Dependency Other sources of income that some people receive include a pension, deferred compensation plan, or the sale of a business. Not only do you get an increased benefit, but you also get the annual cost of living adjustments that social security provides on the increased benefit amount for the rest of your life.
Sara Grillo
AUGUST 14, 2023
The standard, however, is often used haphazardly, invoked as a sales tool by dual-registered advisors who want to virtue signal, only to be abandoned in a legal context by those same advisors who backpedal into being “just a salesperson.” Let’s talk about it. It’s about how you behave and the operational standards you follow.
Zajac Group
JANUARY 24, 2023
While AMT and holding periods for qualified sales may be important from a tax-reporting standpoint, they may be irrelevant if you simply exercise and sell your ISOs in a cashless transaction. When you do, the sale is either a qualified or disqualified sale, and is taxed accordingly.
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