
PCS for executives
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.
Our services
- Taxation of executive compensation (NQSO & RSUs)
- Option exercise planning
- ESOPS
- 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.