Executive Compensation Numbers Sales Taxes 
Carson Wealth
MAY 30, 2023
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.,
Zajac Group
JULY 27, 2022
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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Zajac Group
MARCH 3, 2023
And PSAs may require you to meet or exceed specific business targets, such as Total Shareholder Return, EBITDA, EPS, sales, revenue, explicit industry or peer benchmarks, etc. Also, as we’ll cover further down, delivery isn’t always when you might assume, which can impact your tax planning if you’re caught unaware.
Cordant Wealth Partners
JANUARY 28, 2021
Siemens offers eligible employees a 409(a) Nonqualified Deferred Compensation Plan (DCP) which provides those employees with a fairly straightforward opportunity: willingly forgo income today for a tax benefit. Benefits of the Siemens DCP include tax benefits and the benefit of a company match. Tax Benefits.
Sara Grillo
SEPTEMBER 12, 2022
The CFP Board promotes a faux fiduciary standard that does not require its members to disclose potential conflicts of interest in writing and that does not require them disclose the percentage or amount of commission its members may receive from the sale of insurance products with opaque commissions.
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