At Charpentier Wealth Strategies we work very closely with many oil company executives, managers and employees in Bakersfield, providing you with very detailed comprehensive plans to help you achieve your financial goals. We utilize strategies such as Net Unrealized Appreciation (NUA) to reduce futureincome taxes on retirement plan and deferred compensation plan assets, potentially resulting in significant tax reduction. In addition, we can determine your existing estate tax liability and design a plan to minimize your potential estate taxes, now as well as 30 years in the future.
We analyze your investments/holdings and develop an overall asset allocation model based on your risk tolerance, income needs, taxes, time horizon, concentrated stock positions, etc. We analyze your employee stock option grants with respect to factors like systematic exercising, tax implications, hold vs. sell, cashless exercise vs. cash purchase, hold vs. borrow to purchase, hold vs. sell to cover and selling covered calls strategies.
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