Filing a return records what happened. Planning changes what happens. The gap between the two is where most high earners quietly overpay for years, because the person managing the money and the person filing the return have never spoken.
A return looks at a year in isolation. A plan looks at the next decade and asks which year each dollar of income should land in. Those are different questions and they produce different answers.
The years between a career ending and required distributions starting are often the lowest-tax years someone will ever have. They are also easy to spend without noticing they were an opportunity.
Vesting schedules, exercise timing and the tax bill attached to each. Frequently the largest single number in a household's plan, and the one people have thought least about.
Appreciated shares, bunching, donor-advised funds. If giving is happening anyway, the structure of it is worth getting right.
The portfolio decisions and the tax decisions are the same decisions viewed from different sides. Split across two firms, each optimises its own half and the household loses.
Triton Lee, CPA leads the tax work from inside the firm. Nothing has to be translated between organisations that have no reason to talk.
If you have an accountant or an attorney you trust, we work with them. The point is that somebody is looking at the whole thing.
Cannon Capital Management, Inc. is a Registered Investment Adviser. This page is for informational purposes and is not investment, tax, or legal advice. Nothing here is a recommendation for your situation, which we would need to know before making one.
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