Tax Planning for High‑Net‑Worth Individuals
(Executives, Professional Athletes, and High Earners)
(Executives, Professional Athletes, and High Earners)
High‑net‑worth individuals often face complex tax situations due to multiple income streams, equity compensation, endorsements, or performance‑based bonuses.
Key Planning Considerations
- Income timing strategies to manage large bonuses, incentive pay, or contract income
- Equity compensation planning, including stock options and restricted stock
- Charitable giving strategies that align personal values with tax efficiency
- State and local tax exposure, especially for those earning income in multiple states
Proactive planning helps avoid surprise tax bills while ensuring wealth is preserved across career transitions and retirement.