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3 Methods to Not Run Out of Money
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Tax Planning Strategies for Executive Compensation
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. W-2 employees currently are unable to deduct home …
Tax Planning for Executive Compensation
Tax planning for executive compensation doesn’t have to be confusing. Watch our webinar: Tax Planning for Executive Compensation with Carson’s Director, Tax Planning Mike Valenti and Wealth Planner Michael Gruidel, now available on-demand.
Executive Compensation Plans: Common Elements
Executive compensation plans can be used to attract, retain and reward high value employees. We’ve put together helpful information to know if you’re ever offered one of these plans through your employer. Download the checklist today to get started.
Stock Options, Explained: Incentive Stock Options vs. Non-Qualified Stock Options
Companies may grant employees stock options as a form of noncash compensation. This allows the employees to purchase shares of the employer’s stock at a given price after a predetermined period of time has passed. The intent of stock option compensation is to align the interests of the empl …
6 Tips to Create a Healthier Relationship With Money
Does the word “sale” send you running to your wallet? How many half-priced clothes hang in your closet with the tag still on? How many uncomfortable shoes did you buy solely because they were on sale? When thinking about money, do you feel stressed? Tense? Controlling? Confused? Like you ha …
Every Penny Counts: A Money Management Worksheet for Teens
Encourage wise spending and savings habits by helping your child learn to manage their money mindfully. This worksheet will show them how. Download the guide today to get started.
Investing in Your Child’s Financial Future: Helping Kids Develop Strong Money Management Skills
Gaining financial literacy at a young age is a vital key to finding financial freedom later in life. Give your kids the lessons they need now to make better decisions about money in the future.
How to Plan When You’re Too Busy to Plan
Your daily responsibilities as a successful business owner can make planning for a successful future seem impossible. But with the right process, you may find that this planning is both achievable and a means to give you even more time to do what you want. Read More
How to Plan Like a Thoroughbred
This article explains the importance of planning for retirement before exhaustion makes it too challenging. Read More
What Documents You Should Provide to Your Tax Preparer
Mike Valenti, CPA, CFP®, Director of Tax Planning Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner It’s January, so it’s officially tax season! One of the most common client questions heard by tax preparers is, “So, what do you need from me?” The short answer to that question is often, “ …