facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck


Tech Executive

What’s on your radar?

Diversify concentrated position in employer stock
Reduce capital gains from sale of employer stock
Tax planning that I don’t have time to focus on
As a permanent resident, non-citizen help with understanding U.S. Social Security, Medicare and other programs

With deep tax and planning expertise we provide bespoke solutions to your concerns:

Alternative investments to defer and reduce capital gains
Use of Net Unrealized Appreciation (NUA) techniques for reducing capital gains on sale of highly appreciated employer stock
Hedging employer stock in lieu of selling
Financial planning sensitivity analysis to test likelihood of success of financial plan
Incorporating home country investments for holistic picture of financial position

Learn More