·       Given our background in income tax preparation, all our advice is filtered through the lens of tax efficiency.

·       All clients receive a tax projection as part of the Year End Financial Planning Meeting, as a way of guiding decisions to make them as tax-efficient as possible.

·       In addition, we frequently consider multiple facets of tax planning, which other financial advisors may not be equipped to understand:

·       Tax planning over multiple years to ensure lifetime optimization​

·       Trade offs between planning for income tax vs. gift and estate tax

·       Build out a tracking model, covering: vesting dates, options expiration dates, cost bases of previously exercised shares, etc.

·       Model alternate scenarios to optimize exercise and sale decisions around cash flow needs, long-term goals and tax minimization

•  Analyzing and optimizing tax residency

• Tracking assets in and income from multiple countries

• Analyzing foreign tax liabilities and planning opportunities

• Coordination with foreign tax professionals to mitigate any double taxation

• Optimizing taxes on US side by strategic use of Foreign Earned Income and Housing Exclusions, Foreign Tax Credits, and/or Income Tax Treaties

• Comprehensive tax planning frequently requires consideration beyond the individual client.  Based on your individual circumstances, we may need to consider inter-generational gift or estate tax implications.

• Alternately, we may recommend the use of a Trust, and can advise on the income and estate tax implications of different types of Trusts.

• As part of this planning, we can also offer advanced guidance on the proper selection of assets to donate for charitable purposes, as well as the most tax-efficient vehicle that aligns with your goals and cash flow needs, such as a Donor Advised Fund, a Charitable Remainder or Lead Trust, or even a Private Foundation.