by mdean | Feb 2, 2026 | Uncategorized
THREE DIFFERENT STORIES, SAME SOLUTION Keeping more of what you’ve built The traditional answer is “Pay your taxes and move on”. The strategic answer is “Position your wealth to offset those gains before they’re...
by mdean | Feb 2, 2026 | Uncategorized
THE CONCENTRATED POSITION PROBLEM Your financial advisor keeps saying: “You need to diversify.” You know they’re right. But every scenario you run shows a significant tax bill just to de-risk your portfolio. Investors who plan head can discover that...
by mdean | Feb 2, 2026 | Uncategorized
THE UNIVERSAL TAX PROBLEM Three Different Paths. One Expensive Problem. Scenario 1: You’ve built a $15M business over 20 years. Sale closes next year. Potential Tax bill: $4M+ Scenario 2: You’re a tech executive. Your stock options vest in 18 months....
by mdean | Feb 2, 2026 | Uncategorized
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...
by mdean | Feb 2, 2026 | Uncategorized
THE DIVERSIFICATION DILEMMA There are planning approaches that allow you to diversify while actively managing the tax impact—not just accepting it. This matters if you: Hold stock representing 30%+ of your net worth Are an executive with concentrated...
