Proactive Tax Planning for Sophisticated Wealth
Stock options, business income, trusts, and multiple entities may create opportunities you might miss. We help you capture them.
Tax Solutions to Support the Life You've Built
Executives & Corporate Leaders
Stock options, RSUs, deferred compensation, and performance bonuses create significant tax planning opportunities and potential pitfalls. Our team helps you time exercises, optimize vesting strategies, and minimize tax exposure while keeping your equity working toward your broader goals.
Business Owners & Entrepreneurs
Your business generates income, but it also creates unique tax considerations around entity structure, distributions, and eventual exit. We coordinate with your CPA, tax attorney, and other professionals to develop strategies that reduce your tax burden today and position you for a tax-efficient transition tomorrow.
Families Managing
Multi-Generational Wealth
Trusts, inherited assets, and family entities add layers of complexity to your tax picture. We bring the right experts together to address income, gift, and estate tax, and generation-skipping considerations while honoring your family’s legacy and values.
High-Net-Worth Couples and Individuals
Successful careers, multiple income streams, real estate, and different investment portfolios require thoughtful coordination. We help couples and individuals develop integrated tax strategies that account for personal, unique situations, from filing strategies to charitable giving approaches that reflect what is most important.
What Tax Planning Looks Like at Wescott
Proactive Tax Strategy
- Year-round tax planning (not just at filing time)
- Income timing and recognition strategies
- Executive compensation optimization
- Business income and distribution planning
- State and local tax analysis
- Roth Conversion Planning
- Required Minimum Distribution Planning
- Medicare/IRMMA planning
Investment Tax Management
- Tax-loss harvesting and gain deferral
- Asset location optimization across account types
- Tax-efficient portfolio construction
- Concentrated stock position strategies
- Alternative investment tax considerations
Wealth Transfer Tax Planning
- Gift and estate tax minimization strategies
- Trust income and distribution planning
- Charitable giving optimization
- Family entity structuring
- Generation-skipping transfer planning
Ongoing Partnership
- Regular check-ins tailored to your schedule
- Proactive adjustments as tax laws change
- Coordination with your CPA and tax attorney
- Direct Access to Your Wescott Team
- Annual review of tax return with client
- Strategic Tax Projections for current and future years
See Our Approach in Action
A dentist planning to sell her growing practice needed a tax-efficient exit strategy. Here’s how we helped her keep more of what she built.
Every Tax Decision Connects to Something Bigger
When you time a stock sale, structure a gift, or plan a business transition, you’re doing so much more than managing taxes. Our Life-Minded Wealth® approach helps to ensure your tax strategy supports your holistic financial and personal goals.
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Let’s Find the Opportunities in Your Tax Picture
Whether you’re navigating equity compensation, planning a business exit, or simplifying a multi-entity structure, our team is ready to help you see the opportunities others miss.
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