by mdean | Feb 2, 2026 | Tax
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 | Tax
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 | Tax
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 | Tax
UNDERSTANDING THE APPROACH How Long/Short Tax Aware Equity Strategies Work UNDERSTANDING THE APPROACH How does a “long/short tax-aware” equity strategy work? The Core Concept Traditional investing involves buying stocks you believe will go up...
