Evaluating tax burdens and investments connected to stock compensation should be professionally done case by case.
Doing this important analysis on your own often results in negative tax and investment consequences. The most successful equity compensation needs a joint effort between you and our MWA planners. All decisions being made should be thoroughly investigated, thoughtful and based on decades of experience. Get the most out of your equity compensation by working with MWA – our offices serving Orinda, Lafayette and Moraga.
Marin Wealth Advisors LLC is not a CPA or tax preparation firm.
We work closely with our clients’ CPAs and tax professionals to provide the best possible financial planning and investment advice.