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Daily Archives: May 7, 2018

How to Effectively Offset Capital Gains with Charitable Contributions

How to Effectively Offset Capital Gains with Charitable Contributions

BlogBy Infinitas TeamMay 7, 2018

As a corporate executive, your days are highly scheduled and regulated. The time you can devote to working with charities may be limited, but you can nevertheless make a substantial impact without the time commitment.

The Most Effective Incentive Stock Options Tax Strategies

The Most Effective Incentive Stock Options Tax Strategies

BlogBy Infinitas TeamMay 7, 2018

Many C-level executives find themselves with questions about the most effective incentive stock options tax strategies. However, there’s a clear gap in the wealth management marketplace: very few financial advisors or tax professionals actually discuss how to strategically optimize equity compensation planning with their clients.

This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
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