Wealth Management Issue
Possible Objectives or Goals for this Topic
- Analyzing stock options (and the tax impact).
- Investment selection and portfolio construction of Retirement Savings Plans.
- Researching various NQDC plans and their impact on the personal and business level.
- Developing an Exercise plan for various ISO and NQ Stock Option Plan.
- Working with Company Leadership to structure a benefits plan for employees.
- Monitoring Income tax brackets and Executive Compensations to maximize payout and reduce tax footprint.