TAX PLANNING

For executives:

White Oaks recognizes that tax planning is very different than tax preparation and focuses on effectively managing current and future tax events. White Oaks has a deep understanding of various stock-based compensation plans such as qualified and non-qualified stock options, restricted stock, deferred compensation, stock thrift plans, and 401(K) options.

Compensation planning and tax effectiveness are critical issues in a comprehensive wealth management strategy. Having the proper strategy and implementation can make a huge difference in wealth created.  With White Oaks, tax optimization focuses on making sound decisions that will provide an optimum wealth management solution based on sound, proven tax strategies.

The White Oaks’ team, comprised of CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, Certified Public Accountant (CPA) and Chartered Financial Analyst® (CFA®).  White Oaks is happy to work in cooperation with existing advisors and agents to develop and implement a cogent plan to manage taxes effectively; both for the short and long term. We also have a strong team of external professionals in areas of global tax, legal and specific areas of expertise such as take overs, buy-outs etc. and compensation negotiation.

White Oaks serves as a trusted advisor to clients across the country from our offices in the Minneapolis-St. Paul, MN metro area and the Sarasota, FL metro area. In today’s world of instant communication, globally via phone, video conference or in person meetings, White Oaks has all the tools to operate competently, ethically and with a high level of expertise.

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