Walkner Condon Financial Advisors

MAY 12, 2023

Our Future Location Plans We opened Walkner Condon the last few days of December in 2011 on Monroe Street in Madison, WI. Rest assured – we are not planning on moving from Monroe Street for our in-person meetings for our local clients!

Executive Compensation 52

Executive Compensation Clients Communication License 52

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. Tax Benefits.

Compensation Planning 52

Compensation Planning Taxes Planning Distribution 52

Cordant Wealth Partners

NOVEMBER 20, 2020

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. The Benefits of Deferred Compensation Plans.

Compensation Planning 52

Compensation Planning Taxes Distribution Retirement 52

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.

Taxes 52

Taxes Sales Executive Compensation Investing 52

Yardley Wealth Management

MARCH 1, 2022

The post Part 3: Tax-Wise Financial Planning appeared first on Yardley Wealth Management, LLC. Part 3: Tax-Wise Financial Planning In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. Life happens. You buy a business.

Financial Planning 52

Financial Planning Taxes Planning Tax Planning 52

Yardley Wealth Management

MARCH 1, 2022

The post Part 3: Tax-Wise Financial Planning appeared first on Yardley Wealth Management, LLC. Part 3: Tax-Wise Financial Planning. In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. . Tax-Planning Possibilities.

Financial Planning 52

Financial Planning Taxes Planning Tax Planning 52

Brown Advisory

OCTOBER 6, 2020

Further, its bonds are backed by all property taxes within the district, which means that disadvantaged neighborhoods should receive priority attention from the District, while the costs of those projects are borne by the District’s strong and diverse overall economy.

Executive Compensation 52

Executive Compensation Education Clients Compensation Planning 52

Brown Advisory

OCTOBER 6, 2020

Further, its bonds are backed by all property taxes within the district, which means that disadvantaged neighborhoods should receive priority attention from the District, while the costs of those projects are borne by the District’s strong and diverse overall economy. And Part of the Problem.

Executive Compensation 52

Executive Compensation Education Clients Compensation Planning 52

Brown Advisory

SEPTEMBER 12, 2016

In July, they each gained validation for their success—their share prices surged by double digits—after Softbank announced a plan to buy ARM Holdings and Danone said it will acquire WhiteWave. On July 18, 2016, Softbank announced plans to buy the company at a 43% premium to the prior day’s closing price. annually for U.S. economy.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Brown Advisory

SEPTEMBER 12, 2016

In July, they each gained validation for their success—their share prices surged by double digits—after Softbank announced a plan to buy ARM Holdings and Danone said it will acquire WhiteWave. On July 18, 2016, Softbank announced plans to buy the company at a 43% premium to the prior day’s closing price. annually for U.S. economy.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Sara Grillo

SEPTEMBER 12, 2022

John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. The CFP Board’s long, uninterrupted history of putting its own interests ahead of the consumers makes it decidedly unqualified to govern the financial planning profession. Robert will be on the “for” team. JR will be on the “against” team.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

APRIL 11, 2023

RITHOLTZ: So that’s really interesting because what I wrote down was tax efficiency is one of the drivers. RITHOLTZ: And then we could talk about stock option plans and what is and isn’t above the line deducted. And in a sense, it is, but it’s actually less tax-efficient now than it was in 1981. They match up.

Valuation 289

Valuation Education Government Numbers 289

Brown Advisory

APRIL 22, 2021

Tax credits, including an expansion of child tax credits, are the second-largest provision in ARPA and account for $338B over the next ten years. These challenges may signal future challenges in passing other parts of President Biden’s agenda, especially tax increases. Business Tax Provisions.

Clients 52

Clients Planning Taxes Executive Compensation 52

Brown Advisory

APRIL 22, 2021

The American Rescue Plan Act: Potential Consequences for Clients. Tax credits, including an expansion of child tax credits, are the second-largest provision in ARPA and account for $338B over the next ten years. Business Tax Provisions. Enhanced Limits on Deductions for Executive Compensation.

Clients 52

Clients Planning Taxes Executive Compensation 52