Were your sales numbers not up to par this year, or did your business not grow like you expected? If you find yourself in a low tax bracket this year, consider selling an asset or exercising stock options. This can accelerate this income into the current year where you will be paying a lower income tax rate. Find out how we can help you plan for even the bad years.
Author: Brett Fry
Brett is the Managing Director of our office in Dallas, TX. In his current role, Brett oversees all aspects of client relationships whether that be creating financial plans, managing investment portfolios, or coordinating tax, estate, or insurance strategies with other professionals in this network. Brett's expertise in portfolio management, planning for the sale of a business, managing concentrated stock positions and helping young professionals accumulate wealth enables him to guide clients through their continuously changing financial decisions. View all posts by Brett Fry