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 …

Guide to Discussing Finances with your Partner

Talking openly and honestly with your partner about finances can help deepen your connection and get you both on the same page. This guide features a series of prompts and questions to get a conversation started about you and your partner’s money habits, beliefs and fears.

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 can I protect myself with the recent bank collapses? (Question of the Quarter)

We have received many questions and concerns since the bank collapses last month and we think it’s more important than ever to share how you can protect yourself. As a reminder, the Silicon Valley Bank was a unique bank and its failure did not impact the average banking customer. We do not …

6 Things to Teach Kids About Money

Becoming hyper-focused on only one aspect of a problem is pretty much never a good approach. A racecar driver who only focuses on speed and ignores strategy won’t win races, at least not many of them. A carpenter who only hammers in nails won’t build strong structures. 

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, “ …

8 Legitimate Tax Loopholes You May Be Missing

3 Methods to Not Run Out of Money

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