Remove Executive Compensation Remove Marketing Remove Taxes
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Tax Planning Strategies for Executive Compensation

Carson Wealth

By Mike Valenti, CPA, CFP ® , Director, Tax Planning Corporate executives often receive the brunt of the U.S. tax system. Typically, most or all of their income is W-2 income and subject to the higher ordinary tax rates as well as FICA taxes. However, stock compensation, large bonuses, commissions, etc.,

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How financial advisors can get family offices and high net worth individuals as clients

Sara Grillo

Several of the wealth managers had specialists in-house such as: Chief Philanthropic Advisor, Head of Tax Planning, Family Legal Counselor, Trust Officer If you can’t hire these specialists, work out an arrangement with a close third-party with this expertise. BOOM – there you go, today’s marketing tip for ya!

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A Brief Guide to Equity Compensation Types

Zoe Financial

Among the essential things we tend to disregard are executive compensation types, including employee stock options. Among the essential things we tend to disregard or misunderstand is executive compensation. More specifically, equity compensation is a great tool to grow wealth.

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2021 Year-End Planning Letter

Brown Advisory

It is tempting to contrast the good with the uncertainty surrounding us– the continuing pandemic, challenges to our relationship with China, supply chain disruption, fears of inflation and potential tax legislation. For example: Over the last five years, global equity markets have posted annualized returns above 10%.

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The State of the Firm: Walkner Condon

Walkner Condon Financial Advisors

Amber Schmechel is joining our team with 15 years of experience in communications and marketing. Most recently she was the Communications and Marketing Manager at Saris Cycling Group. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost.

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Intel SERPLUS Elections 2020: 4 Steps to Consider Given the Recent Company Uncertainty

Cordant Wealth Partners

409(a) Nonqualified Deferred Compensation Plans present one of these opportunities. You willingly forgo income today with the faith that your company will survive many years into the future to make good on this liability to you—all for a tax benefit that tips the odds in your favor. Behold the power of compounded tax-free gains!

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What Equity Compensation Shares Are the Best to Contribute to a Donor Advised Fund? Part 2

Zajac Group

Welcome back to our two-part series on how to use equity compensation to optimize your charitable contributions to a Donor Advised Fund (DAF). In Part 1, we covered two ways to maximize both your tax benefits, as well as the gift value for your intended recipients. After-Tax Value. Tax Benefit. Donation Type. Gift Value.

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