Executive Assignment Group
When you’ve reached a certain point in your career, you need the insights of a trusted advisor who focuses on financial planning.
Discretion and integrity are the watchwords of our practice.
Our Executive Assignment Group advisors focus on tax and financial planning for executives. Our clientele include the top executives of leading local public companies, as well as owners of many of the largest privately-held companies in the region.
In addition to services like tax return preparation, our executive financial planning advisors can clarify your current financial situation, develop a tax minimization and estate planning strategy, perform portfolio analysis, and evaluate complex financial instruments. We support you as your life and career evolve.
Our advisors work in collaboration with your attorney, banker and investment professionals – assessing the merit of opportunities presented to you, making recommendations and negotiating the best possible terms. In short, we give executives peace of mind that you and your family are protected and on track to meet your life goals.
Tailored Executive Financial Planning Solutions
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, 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
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
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
Ready to start a conversation?