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, | Wealth Planning Insights - February 27, 2018

  SUMMARY
  • It is important to optimize the value of your base, bonus and equity compensation in order to align your financial success with your goals and values.
  • Understanding the income tax consequences and non-tax considerations associated with your pay package can help you maximize your financial reward.
  • Compensation planning, as with any wealth plan, should take into consideration all of the unique aspects of your personal circumstances.

Bonuses and similar financial rewards give us occasion to step back and embrace abundance over scarcity. It is helpful to reflect on our values, ideals and the impact that we want to make. Whether you are an executive, an entrepreneur, or employee, this Wealth Planning Insights can help you understand the income tax consequences and non-tax considerations associated with your bonus and equity compensation.

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Bonus Season 2018: Funding Your Goals And Values
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