If you fall into this category, you may be an executive at a large corporation, be employed as a healthcare professional, or work in technology at a company like Microsoft or Amazon. Your complex compensation plan includes things like:
Luckily, our team has years of experience working with highly compensated employees. We have several strategies we can use to help you maximize your savings and minimize taxes, including taking advantage of employer sponsored retirement plans, Roth conversions, diversifying your portfolio with stock proceeds, exercising restricted stock and stock options, recognizing deferred compensation, utilizing executive expense reimbursements, and more.
Want to learn more about how our services can enrich your life? Schedule your free consultation now.