How to navigate taxes on a ‘big money event’
The goal of financial planning is to build and optimize wealth. Too often, we see people worry about their financial wins, like selling a business or cashing out of a profitable investment, instead of celebrating them. This hesitation is nearly always tied to taxes: How much of my potential profit will I owe to Uncle Sam? Are there strings attached to this windfall? What’s the catch?
Build the Best Financial Team
There are many areas of your finances that we can handle, from a holistic financial plan to investment management, tax optimization, and life insurance. But there are some aspects, like contracts, that require outside experts.
