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Executives Planning for executives continues to get more and more complex. As tax laws change, this forces change upon compensation packages resulting in potential adverse changes to the individual plans and tax considerations of executives and their families. Executives are often dealing with a large number of shares in a single company, usually after years of employment. Frequently emotions play a powerful role in deciding how to handle these assets. We have consistently been able to satisfy our executive clients by being knowledgeable in areas of planning that are unique to them. Through our years of experience we have learned how to craft creative solutions which allow our executive clients to reduce their downside risk and potentially lessen their tax burden. We are familiar with all types of executive compensation packages as well as working within the restrictions which are placed upon executives at publicly traded companies. For more details on how we have helped our Executive clients, please contact us. *CEG Worldwide survey of 2,094 financial advisors released 2/11/2009 |