Executive Financial Counseling
WTAS provides comprehensive and objective tax and financial counseling services to executives of public and private companies.
As an independent firm, unaffiliated with any financial institution or audit practice, WTAS is not subject to conflict-of-interest or regulatory restraints. Our objective is to allow executives to focus their attention on company business, while ensuring they are making sound personal financial decisions to attain their long-term financial goals.
We achieve our objective by providing executive financial counseling services that:
- Ensure proper tax compliance by executives
- Maximize tax efficiencies while addressing issues such as the Alternative Minimum Tax
- Optimize compensation and benefits
- Coordinate tax and financial strategies
- Integrate the services of outside advisors into one cohesive approach
- Proactively implement an effective wealth management plan, with ongoing counseling
Specifically, our methodology is based on close coordination among our executive financial counseling professionals and our other specialists to provide services such as:
- Individual income tax planning and compliance
- Estate and gift tax planning and compliance
- Charitable giving strategies
- Assistance with IRS or state tax audits
- Compensation and benefits planning, including deferred compensation strategies and IRC Sec. 409A implications, as well as stock option strategies
- International tax and estate planning for expatriate U.S. citizens and foreign nationals
- Family office and private accounting services
- Insurance planning and risk management, including split-dollar arrangements
- Investment planning, including diversification strategies, and ongoing investment advisory services
- Cash-flow management
- Retirement planning
We can work with executives individually or as part of a company-sponsored program. Our advisors can help HR and benefits professionals design a cost-effective program that best meets the needs of your company.