Wealth Management Issue

Executive Compensation

Possible Objectives or Goals for this Topic

Executive Compensation

  • 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.

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