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Tax Strategy

The goal should be to improve your long-term after-tax wealth, not necessarily to minimize current year taxes.

Being one of the only two things in life that are certain, we have to deal with taxes. Taxes are complicated. Unfortunately for most executives, the majority of the time and energy they spend on taxes revolves around simply filing their income tax returns.

But there is so much more that can be done.

Through careful and proactive tax planning, executives may be able to significantly improve their ability to create long term after-tax wealth. Our tax planning work is not necessarily focused on current year income and deductions. Rather, we focus on long term tax planning strategies by seamlessly integrating the impact of taxes into all aspects of the planning process.

Tax planning is truly “the tie that binds.”

We believe this can allow us to consider income shifting strategies designed to level your effective tax rate and help reduce the total taxes you pay over your lifetime, thereby increasing your potential after-tax wealth.

Tax Strategies for Equity Compensation

  • 83(b) election for restricted stock grants
  • Tax-wise migration out of concentrated employer stock positions
  • Stock option exercise strategies that may reduce tax liability
  • Convert ordinary income to capital gains on 401k assets

General Tax Planning Strategies

  • Determine the most appropriate mix of tax free, tax deferred, and fully taxable accounts
  • Utilizing 72t distributions with the goal to efficiently fund early retirement
  • Incorporate tax reduction techniques into investment portfolio construction
  • Tax effective ways to make charitable gifts
  • If, when, and how to properly convert tax deferred assets to tax free assets

In the midst of all of the drudgery associated with annual tax return filings, there is much reason for optimism. Wealth creation opportunities may abound for those who employ thoughtful long-term tax planning.


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