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Our Clients > Tax Planning
With highly valued stock options, this client needed help understanding how to exercise her options to protect her wealth. We helped her with the requirements of exercising and then holding the stock for the required periods. She benefited from long-term capital gains treatment and avoided the Alternative Minimum Tax. We completed and filed her tax returns for her and then moved on to build an investment plan that would protect her “sudden wealth” and give her the flexibility to navigate the next stage of her
professional career.
| Wellesley, MA |
Palo Alto, CA |
New York, NY |
©2010 GW & Wade |
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