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With over 60% of 2024 behind us, if you are like many of your colleagues and peers in Silicon Valley in the 37% tax bracket, you have growing concerns over:

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• Accruing 2024 tax liabilities on your household's salary, equity award and bonus income, capital gains, dividends and interest, and, if relevant, income from K-1s, real estate and business ownership,

• The tax implications of 3rd and 4th quarter decisions and initiatives you are contemplating, and

• The tax implications of 3rd and 4th quarter RSUs / GSUs vesting

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And you want:

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• Clear insight into the tax cash outflows, tax outcomes and effective atx rates for multiple decision-sets you are contemplating to identify the best path forward to minimize taxes, and

• To execute forward decisions with confidence and clarity

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Fortunately, Tax Laws, Strategies and Opportunities Exist

for High-income Earners that Plan Ahead

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Those that wait until November or December are often out of luck. This is because they own the tax consequences of decisions made over the prior eleven (11) months - and financial decisions can rarely, if ever, be reversed.

 

Laws, strategies and opportunities we find executives and professionals often overlook include:

 

• Strategies to deferring capital gains tax - for qualifying individuals,

• Strategies to offset, defer and/or minimize taxable income,

• Opportunities to avoid capital gains tax from and intended sell of appreciated stock to raise funds for an upcoming cash outflow event,​ and​

• Strategies for investing in rental real estate, investing in or launching a business, a career change within the household, California exit planning, and other common interests

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If You Don't Know or are Not Confident​ 

the 2024 projected tax cash outflows, tax outcomes and effective tax rates​

you are currently on-track to achieve are the best outcomes attainable

 

Reach Out to Get our Conversation Started

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​How We Can Help

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We will perform a mid-year review, discuss Q3 and Q4 2024 quarter plans and initiatives you are contemplating, and provide professional insight and perspective.

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We will discuss your current approach to minimizing taxes, and gaps between where you are today and where you want to go. 

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We will provide an estimate of what any gaps may be costing you, and steps you will want to take to get from where you are headed to where you want to go.

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Give our office a call or provide your information below.

 

Share details important for us to know, and a few dates and times you are available.

Let us know if you prefer meeting in-person, over zoom or an initial call. 

 

We'll review our calendar and confirm one or your preferences or send a few alternate options.