Executives

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As an executive, you’re busy running day-to-day business operations, enacting growth strategies, or seeking opportunities to further yourself professionally. Your company relies on your quick decision-making expertise.

At work you may have teams summarizing complex data sets prior to making decisions, but that often isn’t the case for your personal finances. We can help you cut through the complexity, providing foresight and objectivity, while outlining solutions that empower you to meet the needs of you and your family.

To help you make confident, smart decisions, planning opportunities related to stock options, income tax, estate planning, and wealth management will be presented in a concise, easy-to-analyze manner. Armed with the appropriate data, you’ll be able to identify opportunities that have true value—and ignore those that are just a sales pitch.

Explore how your liquidity event can amplify future wealth

Insights

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How Executives Can Prepare for IPOs
Before pursuing an IPO or SPAC acquisition, strategic planning can help you protect your personal financial interests.
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QSBS Tax Exemption Benefits
Explore how to qualify for qualified small business stock (QSBS) tax exemptions, savings opportunities, and more.
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Tax Planning for Stock Options and RSUs
With companies turning to stock options to compensate their employees and personal tax rates on the rise, understanding how they’re taxed is critical.
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Tax Planning for Executives with Stock Options
Learn how technology executives who derive a significant amount of their income from stock-based compensation can benefit from proactive tax planning.
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Investing in Cryptocurrency
Bitcoin could be the future of currency, or another passing trend. Understand benefits, risks, and best practices before you invest.
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Primary Contact

Photo of Ben Shively
Ben Shively
Principal
(408) 558-7527

Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.