Navigating the complexities of your company's compensation and benefit plans can be daunting. We help our clients understand the benefits being offered by their employer and make the appropriate elections.
To obtain the most economic gain from your employment situation, we help you:
- Identify an exercise strategy for your stock options that is focused on potential returns. Our recommendations are based on a thorough analysis of your current and anticipated stock option inventory and the related tax law.
- Review company target shareholding requirements and implement a strategy to meet those requirements.
- Increase your total potential benefit from compensation and retirement plans. We review your company retirement plans and suggest ways to improve your total future benefit.
- Optimize benefits from deferred compensation, through careful planning and sensible election strategies.
- Reduce the total income tax expense (employee/employer) on employee benefits through a comprehensive review of current plans and make the appropriate suggestions for changes.
- Review employment and severance agreements and provide recommendations for protecting your interests (we collaborate with Nixon Peabody attorneys to facilitate these reviews).
