Executive Assignment Group

Protecting what’s important to those at the top of their game

For Senior Level Executives & Their Families

Clark Schaefer Hackett’s Executive Assignment Group (“EAG”) acts as your “personal CFO” – a highly skilled, objective advisor who minds the financial and tax details of your life. While you are focusing on the needs of your company, we act as your alternate in evaluating personal financial and tax decisions.

The EAG customizes the services provided to the needs of each executive and his or her family. In addition to compliance services such as preparation of individual, corporate, foundation, and gift tax returns, our group can clarify your current financial situation; develop a tax minimization and estate planning strategy; perform portfolio analysis; and evaluate complex financial instruments. Our team supports senior executives as their lives and careers evolve. The EAG includes certified public accountants and attorneys with unique qualifications and designations that can help you through challenging life choices.

Discretion and integrity are the watchwords of our practice. We are available to meet and provide services at the times and places that are most convenient for the schedules of our clients and their families. Our clientele include the top executives of the leading public companies as well as business owners of many of the largest privately-held companies in the region.

Clark Schaefer Hackett founded the Executive Assignment Group as a specialty practice focused on serving the tax and financial planning needs of senior executives of publicly traded companies.

The goal of the EAG team is to work in collaboration with your advisors – assessing the merit of opportunities presented to you, making recommendations, and negotiating the best possible terms on actionable items in collaboration with your attorney, banker and investment professionals. In short, we give executives “peace of mind” that you and your family are protected and on track to meet your life goals.

The team includes attorneys and CPAs who can represent you in tax controversies; certified financial planners who can assist in wealth accumulation and transition to life after your career; and certified divorce financial analysts who can help you forecast the affects of a change in marital state. Within our firm, the team can call upon certified valuation analysts, certified fraud examiners and a plethora of CPAs with focuses in areas such as international tax, state and local tax as well as inpatriate/expatriate issues.

Services

  • Compensation Planning

    Stock Options, Restricted Stock, Restricted Stock Units, Funding Options, Monetization, Diversification, Liquidation, 10(b)5 Plans, Derivatives, Non-qualified preferred compensation, IRC Section 409A, Timing, Cash Flow, Diversification, Corporate Benefits, Qualified Preferred Compensation, Net Unrealized Appreciation (NUA).

  • Wealth Accumulation Planning

    Tax Efficiency, Risk Reduction, Retention Agreements, SEC Reporting, Collars, Pre-paid Forwards, Exchange Funds.

  • Retirement

    Cash Flow, Diversification, Risk Reduction, Residency, Multi-State Tax Exposure, Tax Efficiency, Coordination of All Benefits

  • Wealth Transfer Planning

    Lifetime Transfers, Annual Exclusion, Unified Credit, Grantor Retained Annuity Trust, Intentionally Defective Trust, Family Limited Partnership, Dynasty Trust, Probate Planning

  • Charitable Planning

    Appreciated Securities, Donor-Advised Funds, Private Foundations, Charitable Remainder Trusts, Charitable Lead Trusts

  • Tax Compliance and Planning

    Federal, Multi-State, International, Domestic Payroll, Self-Employment, Estates, Gift, Trust, Foreign Tax Credits

How Can We Help You?

With a vast array of solutions to meet the needs of growing businesses, individuals and families, the question isn’t if we can help but how.

Executive Assignment Group

We offer best-in-class technical expertise and services, but it’s the quality of our professionals that set us apart. At CSH, relationships matter, and we believe creating supportive, helpful, working relationships is perhaps the most valuable talent we offer. How can we support you? Contact one of our team members below or explore our searchable page of all firm professionals.