Private Client Services
At RyanSharkey, we provide custom consulting for the individual and tax planning needs of executives, senior managers and high-level professionals. We work closely with these individuals to help analyze, develop and implement tax efficient strategies designed to meet their personal financial goals.
How We Can Help
With a background of over 25 years providing specialized tax and financial advice to individuals and business owners, our team has a detailed understanding of the most effective and profitable tax planning strategies. Our combination of experience, qualifications and dedication to client success means we have the proven expertise and necessary motivation to help reach your full potential. Further, we will help ensure you:
- Make informed decisions regarding future financial transactions.
- Avoid potentially adverse tax consequences.
- Take the guess work out of tax compliance and payment requirements through regular reviews and projection analysis.
Our Services
We offer a range of services to meet any of your tax and financial planning needs. Our specific offerings include:
IRA and Pension Planning
- Roth RIA conversion analysis
- Self-directed IRAs for non-standard investments
- Pre-59 1/2 withdrawal options
Planning for children’s education
- 529 Plan review
- Alternative savings and funding analysis
- Needs assessment
Planning for charitable giving
- Charitable trust and annuities consultations
- Substantiation and valuation requirement review
- Deduction limitations and carryforward utilization
Equity compensation planning
- Option exercise and sale strategies
- Tax elections for restricted stock grants
- Group presentations on equity compensation taxation
Income tax planning
- Modeling future income tax strategies
- Projections for cash flow and estimated requirements
- Planning for significant economic events
Beyond our extensive list of service offerings, we closely follow legislative and regulatory updates which may impact your personal situation. We also have the ability to work with your existing financial service provider, attorney and other professionals to ensure you receive the highest quality, most comprehensive service available.
Our Focus
RyanSharkey’s Private Client Services group maintains a strict focus on the tax and financial planning needs of executives, senior managers and high-level professionals. This allows us to concentrate our practice on individual tax planning options while helping clients meet their tax compliance requirements. We specialize in individual clients and provide year-round service to meet their needs.
