Executives

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.

Insights


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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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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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Bitcoin could be the future of currency, or another passing trend. Understand benefits, risks, and best practices before you invest.

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Learn about the various IRS reporting requirements and federal tax implications of buying, selling, or trading cryptocurrency.

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Learn about the top 10 challenges for wine executives and how to proactively address them to create positive change.

National Practice Leader