Compensation arrangements for executives and highly valued employees come in assorted flavors, especially if equity is offered. We can play an integral role in reviewing your compensation plan and assist with your negotiations for a compensation package that reflects the value you provide.
As the saying goes, timing is everything. Timing your stock option exercises and elections to treat an equity interest as taxable are critical in maximizing your net worth. We will work with you to strategize a plan that will help you time the execution of your options. We can advise you of any tax changes that may impact your strategy. Poor timing can cause negative financial consequences that could impact your lifestyle for years to come.
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Not all retirement plans are created equal. Whether you are a sole proprietor, a corporate owner or an employee that has an employer sponsored plan, you want to take advantage of optimizing your annual tax-deferred retirement funds so more of your money can grow. We can guide you through the retirement plan options that will help you reach your savings goal by analyzing your choices, your level of income, and the limits applicable to each retirement vehicle as mandated by law.
