We provide comprehensive tax and financial planning for executives of public and private companies. Our clients count on us to skillfully handle the complex interactions that take place within their business activities, family dynamics, and personal financial needs. You can rest assured that your financial needs are being addressed, allowing you to focus on enhancing your business while securing your family’s future.
We understand that each executive’s situation is unique, which is why we create a customized approach that effectively integrates your team of trusted advisors. In that regard, we are able to act as a central touch-point for execution within the team on your behalf.
You can rest assured that your financial needs are being addressed, allowing you to focus on enhancing your business while securing your family’s future.
- Taxation of Executive Compensation (NQSO & RSUs)
- Option Exercise Planning
- IRC Section 161 Bonus Plans
- SEC Restrictions
- Split-Dollar Executive Benefits
- Specialty Insurance Plans
- Estate & Gift Planning
- Multi-State Issues
- Philanthropic Strategies
Contact us to see how we can address the tax, financial and business challenges facing you, your family, and your closely-held business.