Problem 2:You don’t set aside funds to pay for your tax
Because you don't plan out your tax each year, you don't put aside or provision money for your future tax. Therefore, you sell shares, which creates more tax for the next year and you are now on a treadmill of lumpy tax and cash flow payments
Solutions:
- Provide clarity with a cash flow plan
- Be clear on the amount of money you need to set aside for your tax
- Have confidence you will never have another tax surprise
As your financial partners, I’ll bring to the table a clear vision and inside experience of how to ensure you never have another tax surprise.
Get StartedOther Problems I Solve
1
You don't plan out your tax each year
You always have a tax surprise at the end of the year. You know it must be because of your ESS or ESPP but that doesn't stop the frustration you feel
More3
You don't know which parcel of shares to sell for the best tax result
If you do need or want to sell your shares, you don't know which parcel of shares to sell for the best tax result. Selling the wrong parcel could make your tax position worse
MoreDon’t miss the opportunity to gain access to Chris’s next event
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