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Tax Strategies For Executives
Options you might want to consider


landing page Tax-Strategies-1

 

Executive compensation
can be
a whole new world.

If you're an executive looking for potentially effective tax strategies,
we invite you to learn more.


It's crucial to work with a qualified financial planner and attorney

before you enroll in a NQDC, or if you’re an employer who is planning
on setting up and managing a deferred compensation plan.

- Amy Kiiskila, JD, CFP®, CPA, CLU®
Wealth Strategist and Estate Planning Attorney


Hiring and retaining the right leaders has become a key objective for many businesses.

Executives sometimes find themselves receiving a compensation package that opens a whole new world of opportunities - and pitfalls.

Prepare by the Annex Wealth Management planning team, "3 Potentially Great Tax Strategies For Executives"
explores 3 options you may want to consider and research as you build a plan right for you.

Fill out the form below to download your copy: