Tax obligations and investment decisions regarding stock compensation packages need professional advice and analysis.
Analyzing stock compensation without professional advice often results in negative tax burdens and unfortunate investment turns. Equity compensation requires a team effort between you, our experienced planners and your tax professional. These decisions need to be well researched, thoughtful and based on a broad pool of experience. Oakland, Berkeley and all East Bay expert stock compensation advisors to help you maximize your equity compensation and tax efficiencies.
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.