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Financial Report

Strategic Tax Planning
for
Professionals & Executives

The Tax Code Has Changed. The Stakes Are Higher.

 

At Cobalt PacWest, we provide specialized strategic tax planning for professionals and executives

with and without equity compensation to reduce tax exposure, minimize tax cash outflows,

preserve wealth and avoid expensive, year-end tax surprises.

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The 2025 OBBBA Tax Act ushers in transformative changes for high-income professionals and executives.

Now is the time to understand your options and seize strategic opportunities to maximize tax savings - while the opportunities are available. â€‹
 

Work with Us and Benefit in the Following Ways

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  • Multi-year and multi-case tax planning and projections to identify the best path forward

  • Modeling income, strategies and opportunities to minimize effective tax rates for all tax brackets

  • ISO, NSO, RSU and ESPP equity compensation tax strategies

• Coordinating household income streams for optimal tax efficiency

  • Lowering modified adjusted gross income (MAGI) to unlock key deductions and credits

• Maximizing the SALT deduction following the new 2025 OBBBA rules

  • Maximizing single and multi-state deductions and credits

  • Optimizing residency and domicile status when relocating

• Minimizing NIIT and AMT Tax
• Increasing real estate and investment financial and tax efficiencies

• Designing layered retirement plans to optimize tax-deductible contributions
• Structuring a private practice or side business to optimize tax outcomes and the benefits

of full-time practice and/or side business ownership

• Coordinating student loan repayment with long-term financial goals
• Aligning tax strategy with you custom-tailored CPA-led comprehensive financial plan​​

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📞 Schedule a complimentary consultation today.

 

 

 

We’ll get to know you, review your situation, provide professional insight, let you know how we can help you save taxes - reduce stress and provide peace of mind. 

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Clarity. Confidence. Care. 

Experience the Cobalt PacWest Difference.

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Do you feel uneasy about the tax implications of financial decisions

you are making throughout the year?

 

Concerned there is more you could (and should) be doing to reduce current and future year tax liabilities? 

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Overpay taxes in 2024 (ask us)?

Are you on-track to overpay taxes in 2025 and 2026 (ask us)? 

 

Would you like to know how much can we save you (ask us)? 
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Let’s Talk.

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