Decisions on tax and investments involving stock compensation should be carefully analyzed case by case.
Analyzing stock compensation on your own often results in negative tax and investment consequences. 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 wealth of experience. Stock compensation advisors for San Francisco – maximize your equity compensation and tax efficiencies. Call us soon.
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.