Corporate Executive Services
Our Corporate Executive Services
Group is a multi-disciplined practice focused on supporting the
unique personal tax, financial planning and wealth management and
advisory needs of corporate executives. The services are tailored
to the specific needs of the corporate executive or, in the case
of group services, the sponsoring corporation. These services may
be provided by Margolis & Company P.C. or Margolis Financial
Services, L.L.C., our in-house wealth management and advisory practice,
which allows for the convenience of dealing with one team of professionals
for all of an executive's personal financial needs. All services
are provided by experienced professionals who are able to provide
comprehensive knowledge and insight to assist corporate executives
in achieving their financial goals.
Individual Tax Planning & Compliance
for Corporate Executives
The experienced Tax Advisory Services Group of Margolis & Company
assists corporate executives with all of their tax planning and
compliance needs. Examples of the services that we provide include:
- Preparation of domestic and foreign federal, state and local
individual income tax returns
- Preparation of personal tax projections and the identification
of tax minimization strategies
- Strategies related to the exercise of stock options
- Specialized domestic and international tax planning for executives
on assignment in foreign countries including the preparation
of tax equalization computations
- Representation before federal, state and local taxing agencies
Jeff Winkleman, CPA is the Director of Margolis & Company’s Tax Advisory Services Group. You can contact Jeff at jwinkleman@marg.com
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Personal Financial Planning & Estate
Planning for Corporate Executives
We provide all aspects of personal financial planning for key
executives of large private and public companies. We help our clients
develop customized personal financial plans and/or estate plans
to meet their needs and lifestyle. Our professionals offer comprehensive
financial planning designed for executives who desire advice in
a wide array of planning areas, which may include:
- Net worth analysis
- Personal cash flow planning and budgeting
- Income tax planning and projections
- Retirement planning *
- Estate and gift planning
- Wealth transfer analysis
- Family business transition analysis
- Investment plan review *
- Asset allocation assistance *
- Education funding *
- Goal planning
- Stock option planning
- Executive compensation and benefits planning
- Personal risk management and insurance review (disability,
life and long-term care insurance)
- Property risk management (homeowners, auto, liability and asset
protection)
- Philanthropic gift strategies
* Represents services provided exclusively by Margolis Financial
Services, L.L.C. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.
Modular planning is available and is designed to focus on a particular
area (s) of concern.
Our planning services are available on an on-going basis so that
the financial plan is closely monitored, and appropriate modifications
are made as circumstances or needs change.
Certain of the foregoing services and following services are available
as a result of our in house advisory practice, Margolis Financial
Services, LLC, which allows for the convenience of dealing with
one team of professionals for all of an executive’s personal
financial needs.
To reach one of our Managing Directors, please contact Gerald A. Shantzer, CPA, Financial Planner at jshantzer@marg.com or Lawrence S. Simon, CPA, Financial Planner at lsimon@marg.com
The services of Margolis & Company P.C. are not affiliated with Raymond James Financial Services.
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Wealth Management & Advisory
Services for Corporate Executives
Margolis Financial Services, L.L.C., an independent wealth management
and advisory firm, offers securities through Raymond James Financial
Services, Inc. member NASD/SIPC, a registered broker/dealer for
independent financial planners and brokers. Margolis Financial
Services, L.L.C. offers a wide array of wealth management and advisory
services, including:
- Fee based asset management
- Research
- Cash management
- Insurance & annuities
- Mutual funds
- Banking services & lending programs
- Asset allocation
- Retirement plans
- College planning
- Personal trust services
- Investment banking
- Stocks and bonds
- Certificates of deposit
- Fee-based accounts
- Trust services
All securities transactions will be cleared through Raymond James & Associates,
a New York Stock Exchange member firm and affiliate of Raymond
James Financial Services.
To reach one of our Managing Directors, please contact Gerald A. Shantzer, CPA, Financial Planner at jshantzer@marg.com or Lawrence S. Simon, CPA, Financial Planner at lsimon@marg.com
The services of Margolis & Company P.C. are not affiliated with Raymond James Financial Services.
This site is published for residents of the United States only. Raymond James' Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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