Photo of Ben Shively
Ben Shively
Principal
National Practice Leader, Executive
CFP®
ben.shively@mossadams.com
(408) 558-7527
My Profile

Industry Expertise

Private Clients

Practice Focus

Financial Planning Stock Option Planning

Biography

Ben has provided financial planning and investment management services since 2010. He works with executives and families to align their personal finances and investments with priorities around cash flow, wealth transfer, philanthropy, as well as income tax and estate tax considerations. He thoughtfully coordinates all aspect of financial planning for his clients, including the areas of investments, insurance, tax, estate, and retirement. He is a member of the firm's Investment Committee, where he has assisted in developing and monitoring the firm’s investment strategy since 2014.

Ben is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds a Series 65 securities license from the North American Securities Administrators Association.

Professional Affiliations

  • Northwest Associate Board Member, Nuestros Pequenos Hermanos (2015-2017)

Community Involvement

  • Court Appointed Special Advocate, Child Advocates of Silicon Valley (2018 – Present)
  • Middle School Baseball Coach, Town School for Boys (2018)

Education

  • BBA, finance and economics, Pacific Lutheran University

Insights from Ben Shively

Article
Considerations, Opportunities, and Impacts of Selling a Single-Family Home
Selling your single-family home or buying in this market? Explore considerations, impacts, and opportunities.
Article
Article
Tax Deadline Extensions Create Cash Management Opportunity for Californians
Tax payment deadline extensions have expanded the opportunities for Californians to be more proactive about cash management.
Article
Article
Four Examples of How a Financial Advisor Could Add Value to Your Portfolio
A financial advisor can add value with guidance in charitable giving, taxes, and stock and options planning.
Article
Webcast
What to Know About the SEC Proposed Rules on Insider Trading
The SEC proposed rules affecting 10b5-1 trading plans and share repurchase programs. Learn what this means for your company.
Webcast
Article
How to Increase the Value of Your Charitable Giving Strategies
A donor-advised fund could boost the impact of your charitable donations—and help your investment portfolio.
Article
Article
How to Mitigate Your Tax Burden with Stock Option Strategies
Your tax planning strategy for incentive stock options can have an impact on your portfolio. A financial planner can help.
Article
Article
QSBS Tax Strategies, Factors to Consider to Help Boost Your Portfolio
A financial advisor can help boost your portfolio with a trajectory for your qualified small business stock (QSBS).
Article
Article
Tax Planning Strategies for Your Estate to Help Boost Your Portfolio
When and where you realize capital gains can have a major impact on your estate and portfolio.
Article
Article
Sourcing Matters: When Stock Options and State Residency Collide
Understand how to evaluate the potential benefits of moving before exercising deferred compensation.
Article
Article
How Executives, Founders Can Prepare Their Finances for IPOs
Before pursuing an IPO or SPAC acquisition, strategic planning can help you protect your personal financial interests.
Article
Article
How the QSBS Tax Exemption Can Lead to Additional Benefits
Explore how to qualify for qualified small business stock (QSBS) tax exemptions, savings opportunities, and more.
Article
Article
Top 10 Actions Executives Can Take to Protect Their Personal Finances in the Wake of COVID-19
Check out the top 10 actions executives can take to protect their personal finances during a major market disruption.
Article
Article
How to Reduce the Tax Impact of Your Stock Options or Restricted Stock Units
With companies turning to stock options to compensate their employees and personal tax rates on the rise, understanding how they’re taxed is critical.
Article
Article
Perform Pretransaction Planning and Due Diligence to Help Meet Transition Goals
Learn how pretransition planning could improve sale conditions and help owners and executives achieve their goals.
Article
Article
Investing in Bitcoin and other Cryptocurrencies: Benefits, Risks, and Best Practices
Bitcoin could be the future of currency, or another passing trend. Understand benefits, risks, and best practices before you invest.
Article

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