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Tax Strategies

As a high-income earner, one of the biggest challenges you face is taxes. We help you implement strategies to minimize your tax burden.

We measure the tax impact of planning strategies and portfolio decisions. We evaluate portfolio turnover, capital gain consequences, low-cost basis stock.

If you’re self-employed, we may discuss 401(k)s, SEP IRAs, cash balance plans and other options that can help you secure your retirement while saving on taxes.

If you’re a high-income-earning employee, we may look into stock option and restricted stock unit tax minimization strategies, reducing current taxable income through workplace plan deferrals and strategies for dealing with low-cost basis stock.