Navigating the complexities of taxes can be overwhelming, often prompting people to delay consideration until it's too late.
Our team understands the importance of having a proactive tax plan in place to eliminate surprises and capitalize on opportunities for better decision-making, both in the short and long term.
Our collaborative approach involves periodic meetings throughout the year to analyze transactions and prepare year-end tax projections, ensuring that our clients are well-prepared and can avoid unexpected payments on April 15th.
Planning can include
- Review of RSUs (Restricted Stock Units), ISOs (Incentive Stock Options), and ESPPs (Employee Stock Purchase Plans) for optimal tax treatment
- Assessment of wealth transfer plans to ensure tax efficiency
- Evaluation of Qualified Small Business Stock (§1202) dispositions for potential tax benefits
- Cash flow planning to optimize financial strategies
- Loss harvesting to manage tax liabilities and maximize deductions