
Alerding CPA Group
mergers and acquisitions. We also have experience in Employee Stock Ownership Plans (ESOPs) and financial projections. Our team helps clients

Hakanson Anderson
40 years of experience and are 100% employee-owned through an Employee Stock Ownership Plan (ESOP). As a fully licensed and

Eastern Shore Associates Insurance Agency
neighbors. In 1991, ESA became an ESOP (Employee Stock Ownership Plan) company, having the employees own a portion of the company 2009, ESA became 100% proudly owned by its employees. Today, Eastern Shore Associates has grown into an

Westwood-Benson Business Brokers
taxes, retirement and exit planning strategies, transfers to employees including Employee Stock Ownership Plans (ESOP), business growth initiatives and planning, financing, litigation support

WaterRock Global Asset Management
. often have restricted stock grants, stock options, retirement plans (401k), and employee stock purchase plans. At WaterRock, we take the time to educate ourselves on these benefit plans they are wealth creators through deliberate planning, or have taken over due to

Water Street Associates
individuals. We specialize in stock compensation, including ISOs, NSOs, Restricted Stock Units (RSUs), Employee Stock Purchase Plans (ESPPs), AMT position, Cryptocurrency our clients, we provide personalized tax planning and preparation, year-end planning, filing amendments, IRS representation and guidance

Water Street Associates
transactions, i.e., ISOs, NSOs, Restricted Stock Units (RSUs), Employee Stock Purchase Plans (ESPPs), NQLs, Cryptocurrency, SCorps, Trust returns, US expatriate and Foreign National tax issues, including compliance. Tax planning (AMT) amend tax returns, multi-state filings and

Investor's Capital Management
, and income, as well as account for stock options and employee benefits. Our goal is to provide you expenses. We also specialize in advising on employee benefit and employee stock purchase plans. Our experienced team of financial advisors

Paulsen PC
, assemble resources, structure operations, create sales and marketing plans, and receive legal advice. Our experienced team of, buying or selling a business, setting up employee stock options and bonus plans. We strive to give our clients

SV Tax Team
specialized tax services. Our team is experienced in employee stock programs, real estate activity, and small business entities help our clients save money through efficient tax planning and filing. Our professional and knowledgeable staff is

Tax Advisors
, tax planning, and filing of returns for rental real estate, nonresident aliens, Realtors, licensed professionals, and employee stock options

Dethloff & Associates CPA
estate investments, tax-deferred exchanges, financial and estate planning, and employee stock options. We also offer advice on Quickbooks

StackedLife Financial Strategies
Financial strategies for startup employees, business owners, and real estate investors. Improve personal and business cash flow Employee stock option strategies Real estate investment Tax-free retirement income Estate planning

Complete Tax Solutions
trusted partners to our clients through offering comprehensive planning and tax advisory services. Our experts are devoted business owners, those with employee stock options or multiple real estate properties who require financial planning and tax collaboration

Sweetgrass Financial Planning
offers holistic financial planning that covers cash flow management, budgeting, taxation, employee benefits and stock options, insurance, investing, saving for college and retirement, and estate planning. Sweetgrass Financial Planning strives

Walker Estate Planning Law Firm
, GA. Our experienced attorneys offer bespoke Estate Planning and estate administration advice to transfer wealth succession planning. We solve the question of what happens when you die. We transfer ownership to daughters and sons. We assist key employees to manage the business

Pullins Law Firm
issues, copyright, trademark and intellectual property, employee and labor matters, entity formation and issues, internet issues, litigation, mechanics liens, ownership disputes, political action committees, real estateand regulations, asset protection and estate planning, civil rights and constitutional law, consumer

Creative Management Company
, from transition from developer ownership to homeowner control, to short and long term financial planning, preventative maintenance programs communities across Houston and its nearby areas. The employees of Creative Management Company are highly knowledgeable and

Leading Retirement Solutions
Administrator and Recordkeeper for company-sponsored retirement plans, such as 401(k), 403(b) consulting solutions that work well for businesses, employees, and investors, while also offering access to alternative investments including real estate, private stock, joint ventures, membership interests, hard money

Seaborn Financial
Seaborn Financial is a fiduciary financial planning and investment management company based in Austin, TX, professionals, helping them with retirement planning, tax-advantaged investments, employee benefits, stock options/purchase plans, and other financial needs. Our