Category: Foster Group
How do you ensure that you are making a good recommendation for your client, especially when you are putting your reputation on the line?
Executives often have a significant portion of their wealth in their company stock. For retiring or retired executives, or those who have more than their holding requirements, we work to determine how much, if any, they should continue to hold and how to tax-efficiently decrease their exposure as needed.
Are you making the most of the rewards for your hard work? Your organization benefits from your time, effort, and management skills, but does your family get the most from all that effort?