From $10M Stock Positions to Tax-Free Roth Conversions

How we help clients diversify, defer, and eliminate taxes during major wealth transitions

🚨 New Video Just Dropped 🚨

From diversifying a $10M concentrated stock position to doing tax-free Roth conversions—

Here’s a look at some of the advanced tax planning we’re helping clients execute right now:

✅ Large liquidity events

✅ Low-basis, concentrated stock

✅ High W-2 or 1099 income

✅ Oversized retirement accounts that need strategic Roth conversions

If you’re navigating one of these—and want to keep more of what you’ve built—this one’s worth a listen.

Let me know what you think!