PUBLIC/PRIVATE COMPANY EXECUTIVES
We help public/private company executives understand:
- Equity-Based Compensation- Net Unrealized Appreciation
- Pension Maximization
- Concentrated Positions
- Tax Efficient Strategies
- Consolidation of old qualified plans
BUSINESS OWNERS & ENTREPRENEURS
We help business owners & entrepreneurs with:
- Traditional Group Benefits- Life, Disability, Health and Retirement Plans
- Non-Qualified Deferred Comp Plans
- Executive Carve-Outs
- Key Person & Continuity Planning
- Succession & Exit Planning
- Liquidity Events
- Tax Efficient Strategies for Gain Exposure
FAMILIES WITH CHILDREN WITH SPECIAL NEEDS
We help families with children with special needs obtain:
- Coordination of Benefits- Trust & Beneficiary Planning
- Estate Equalization
- 529 ABLE
PRE-RETIREES & RETIREES
We help pre-retirees & retirees with:
- Tax Efficient Strategies- Retirement Income Planning
- Portfolio Risk Management
- Social Security Planning
- Long-Term Care Planning
- Asset Location
- RMD Planning
- Generational Wealth Transfer
Financial representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.