Compensation Advice
Robert H. Wyche, Partner and Managing Director, shows how we help highly compensated corporate executives and other professionals to make the most of compensation packages.
More“While we help executives at any stage of their careers, the landscape is even more complicated at retirement. When is the right time to exercise options? How do you take your deferred compensation given your tax situation? What is the right election to make for your executive pension? One client had significant philanthropic intentions at retirement, and we were able to structure his giving in the most advantageous way for both him and the charity.”
Our Advice
Waldron timed the exercise of his executive stock options and used the client’s executive compensation to fulfill his charitable intentions. The use of the asset allowed the client to fulfill his charitable wishes for less than 50 cents on the dollar out of his pocket.
We structured the payout elections of his deferred compensation to significantly lower the associated taxes, leaving more in his pocket to spend on travel all over the world.
Waldron worked on pension elections that helped the client and his spouse feel secure in their future by ensuring the right amount of consistent cash flow would be received during their lives.
John J. Waldron, CEO and Founder, highlights pre- and post-sale approaches to maximizing the selling of a business.
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Matthew Helfrich, CFP®, Partner and President, relates how Waldron helps heirs grow into responsible stewards of their family’s wealth and legacy.
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Robert H. Wyche, Partner and Managing Director, shows how we help highly compensated corporate executives and other professionals to make the most of compensation packages.
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Michael Krol, CFP®, CPA, Partner and Head of Wealth Advisors, tells how Waldron efficiently helps family offices provide expanded services for their clients.
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Robert H. Wyche, Partner and Managing Director, relates the story of a coordinated carryforward strategy.
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Chris J. Roe, CPA/PFS, Partner and Managing Director, relates how charitable intentions can be better coordinated.
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Benjamin Greenfeld, CFP®, Partner and Chief Investment Officer, illustrates the wisdom of an investment model based on needs and objectives.
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Kevin Searfoss, CFP®, CDFA™, Wealth Counselor, puts all the pieces together to show the strength of integrated services.
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