Investment decisions and tax situations per stock compensation packages require professional advice and analysis for the best outcomes.
Analyzing stock compensation without professional advice may result in negative tax burdens and disappointing investment consequences. Equity compensation requires experienced professional option planners working with you and your tax professional. These decisions need to be well researched, thoughtful and based on a deep pool of experience. Expert San Rafael and Novato stock compensation equity advisors – optimize your compensation and tax efficiencies by working with us. Call today.
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.