BUSINESS EXECUTIVES

Business executives experience tremendous pressure on their time. Between travel, meetings, reports, and projects there is never enough time left for family and personal finance. Options for compensation plans coupled with the potential for deferred compensation, possible equity-based strategies like stock options, stock grants and stock purchase plans, and bonus structures, offer plenty of room for missed opportunity. White Oaks is experience in building wealth through proper tax planning, and decisions about when and how to execute the numerous strategies available.

Reaching the ranks of responsibility within an organization presents a unique opportunity to build financial security, and it takes a quality team with experienced, credentialed professionals to identify opportunities, develop strategy and assist with the proper implementation. White Oaks, as an independent advisor, has decades of experience with these issues and the complications of holding requirements, insider trading rules, and strategies to diversify the business executives portfolio intelligently, timely and within all the rules.

With offices in Minneapolis, MN and Longboat Key, FL, White Oaks stands ready to serve wherever you may be. With our solid technology and video conferencing tools, we serve business executives wherever they may be located.

Executives have clarity on their need for a solid plan with effective execution and results monitoring in their organizations. The White Oaks’ team includes Certified Financial planners, a CPA and a Chartered Financial Analyst, having the education, experience and desire to develop sound strategies for you as a busy executive to help you build wealth and realize your goals.

Tax Planning

Tax Planning

For business executives

Risk Management

Risk Management

For business executives

Financial Independence

Financial Independence

For business executives

Investment Management

Investment Management

For business executives

Case Study: Stock Options and Tax

Maggie was a highly compensated executive in a public company.Stock Options and Tax for Executives

She was pulled in a thousand different directions because her life was her work, and that’s the way she liked it. She made a name for herself as the face of international business deals, and had spent more time sleeping on an airplane in the last 3 years than in her own bed. Maggie was often highlighted on 40 under 40 lists, and was recruited by companies- private and public- constantly

Maggie had been granted employee stock options each year for the last nine years she spent in her current position. Some were incentive stock options (ISOs) and some were non-qualified stock options (NQs). Maggie’s company had been generous with ISOs in the early years and there was a considerable gain of over 300%. The stock price had appreciated considerably over time, and the first tranche of options was about to expire.

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White Paper: Three Things Execs Often Miss

By Robert Klosterman, Founder & Advisor

Waiting until expiry to exercise. Believe it or not some options that are in the money expire without being exercised. “North of 10% of valuable options expire un-exercised every year,” says Bruce Brumberg, editor of myStockOptions.com, a site devoted to options, restricted stock, and other forms of equity-based compensation

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White Paper: Tax and Financial Planning Benefit

By Robert Klosterman, Founder & Advisor

In today’s competitive world, attracting and retaining top talent for the executive ranks has never been more challenging. These top leaders are extremely valuable since they devise strategies and policies to ensure that an organiza/on meets its goals. They plan, direct, and coordinate opera/onal opera/ons both public and private, for profit and non-profit.  The top executive world is one with multiple demands on their time and attention.

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White Paper: Costs of a Second Home

By Robert Klosterman, Founder & Advisor

Many people reach a point in life where they consider purchasing a second home. They might be preparing to retire in another part of the country, hoping that the property they purchase today will become a good investment in the years to come. Other people buy a second home to enjoy right now as a place to escape the weather, to gather with friends and family, or to relax and pursue leisure activities. And then there are people who consider vacation properties to be prime investments.

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