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Executive Compensation Planning

PSC Financial is experienced in all aspects of executive compensation and can help you work through the intricate details of your compensation package, providing insight and advising you on ways to enhance your financial gain.

Stock Option Planning

The tax implications associated with exercising stock options are complex and timing is critical to minimizing taxes on gains. A comprehensive analysis of your stock option portfolio can provide the critical information and insight you need as you explore various approaches to making the most of this important aspect of your compensation. We provide the insight and objective guidance you need to help develop short-term and long-term stock option strategies.

Non-Qualified Deferred Compensation Planning

Deferred compensation refers to any arrangement in which a portion of your income is paid out at a specific date after which the income is actually earned. Common examples of deferred compensation include stock options, pensions, and non-qualified deferred compensation retirement plans. The primary benefit of deferring compensation is the deferral of taxes on the compensation until the date you actually receive the income.

Having a plan in place to help reduce taxes on deferred compensation can be critical to helping you reap the benefits of this income source. The regulations governing when and how deferred compensation is taxed are complex and difficult to sort through. Our experienced advisors can help develop tax-efficient investment strategies tailored to your needs and situation.

Tax and legal services are not offered by LPL Financial or PSC Financial LLC. 

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Securities offered through LPL Financial, member FINRA / SIPC. Investment advice offered through PSC Financial, LLC, a Registered Investment Advisor and separate entity from LPL Financial. The RIA registration does not imply approval on the merits by the Department of Commerce.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states:
AZ, CA, CO, FL, IL, IN, MI, MN, NH, NV, OH, TX, UT, VA, WI.


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