Executives and Professional Athletes

High‑net‑worth individuals often face concentrated income, variable compensation, and heightened tax exposure. Executives may earn through bonuses, equity compensation, or deferred incentive plans, while professional athletes frequently experience short peak‑earning periods and income across multiple states.

Key tax planning considerations include:

• Smoothing income over time to reduce exposure to higher marginal tax rates
• Planning ahead for bonuses, equity vesting, and contract income
• Managing multi‑state tax obligations tied to travel, competition, or remote work
• Integrating tax strategy with long‑term wealth, lifestyle, and legacy planning



Thoughtful tax planning helps ensure that high earning years translate into long‑term financial security rather than temporary success diminished by taxes.