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P&G Employees

Client Centered

As former Procter & Gamble employees ourselves, our goal is to help you maximize your benefits now and when you leave the company. We can analyze your stock options, PST withdrawal, and other company benefits to help you get the most out of your years of work.

Our team has special expertise with a method for saving money on taxes in your PST called net unrealized appreciation (NUA). The IRS rules make proper execution a bit complicated, so please get professional help from a financial advisor or CPA with plenty of experience executing NUA.

Talk to our experts about NUA