Episode #12
High Net Worth Tax Strategies
04.14.2023
Are you an executive with a significant concentration in your company’s stock but are reluctant to sell because the capital gains tax will be too crushing? This week Drew explores some powerful strategies and private wealth solutions that can be used to de-risk your over-centration while mitigating if not largely eliminating excessive capital gains liability. Drew also tackles impactful tax strategies that are applicable to most investors with a particular focus on lowering not just short run tax burdens but longer run tax burdens. Topics include: Roth vs traditional, conversions, mega backdoor Roth, estate taxes, tax loss harvesting, etc.
