Tax Strategy

Tax Strategy

We spend substantial time with our clients to fully understand all aspects of their personal financial situations and uncover actionable opportunities to mitigate taxes, and then work with our clients’ CPA’s to ensure these tax savings are translated to tax returns.

Tax strategies like the Qualified Small Business Stock Exemption can save entrepreneurs and investors up to $10M per company in capital gains taxes.  Early exercising incentive stock options can save even more.  Bottom line:  taxes matter.