WHEN SHOULD I START THINKING ABOUT THE TAX IMPLICATIONS?

This is the question we get from:

• Business owners starting the exit process
• Executives watching their equity grow
• Early employees sitting on concentrated stock positions

Here’s the uncomfortable answer: 12-18 months before the taxable event.

After the transaction closes you can still plan, but the range of options narrows and you’ve probably already left money on the table.

Disclosures

This material is for educational purposes only. All examples are hypothetical and are not guarantees of future outcomes. Investing involves risk, including possible loss of principal. Tax outcomes depend on individual circumstances and may change based on tax law. This material does not provide tax, legal, or investment advice.

Investment Advisory Services are offered through Mariner Platform Solutions (MPS), an SEC Registered Investment Adviser. KinneyMunro Wealth Advisors and MPS are not affiliated entities. Registration of an investment adviser does not imply a certain level of skill or training.

Call us at KinneyMunro Wealth Advisors. We can help.