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. Current value: $8M.
  Potential Tax hit: $2M+
• Scenario 3: You joined a startup early. Your equity stake is now worth $12M. You need to diversify.
  Potential Tax consequence: $3M+

Here’s what they all have in common the difference between planning ahead versus reacting after the fact may be significant, depending on structure, timing, and applicable tax law. Read on for more information.

(Examples are hypothetical and for educational and illustrative purposes only. Results are not guaranteed and will vary based on individual circumstances, timing, and applicable tax laws.)

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.