Who We Serve
Equity Compensation
Many of our clients receive a portion or a majority of their compensation in the form of stock and/or stock options. We will analyze your current compensation package and develop a customized strategy for optimized outcomes that balance upside returns, risk, and taxes.
As part of our WealthCheck Planning process, we will:
- Offer education on the type of options you own and how they are taxed.
- Review the current value of your options, as well as the potential pre-tax and post-tax values of the future.
- Coordinate with your CPA/EA/tax preparer to minimize the tax impact of ordinary income, capital gains, and the Alternative Minimum Tax (AMT).
- Discuss the potential upside, risks, and tax consequences of your options.
- Develop a plan with your tax professional detailing how and when to exercise your options.
- Educate on strategies and vehicles to diversify concentrated positions in a tax efficient manner.
- And much more!
Retirement Income
The transition from collecting a consistent pay check from your business to collecting a paycheck from your retirement accounts can be confusing. Our services are designed to help you make this transition successful, and includes making sure you’re optimizing your retirement paycheck to minimize taxes and navigate volatile markets.
As part of our WealthCheck Planning process, we will:
- Offer education on the type of retirement accounts you own
- Determine the best accounts to take withdrawals from in a tax efficient manner.
- Coordinate a plan with your CPA/EA/tax preparer to minimize the tax impact of these distributions and prepare for potential tax liability down the road.
- Educate on strategies and vehicles to diversify concentrated positions in a tax efficient manner.
- Work directly with your Estate Planning Attorney and CPA to minimize the amount of taxes you pay to the assets you leave to your loved ones.
- And much more!