Was 2021 a great rebound year for your income?  If so, consider deferring some of your income to help avoid paying taxes at a higher rate.  This could include delaying the sale of an asset or holding off on exercising stock options.  Find out how we could help you defer your income and lower your taxes. 

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.

Alert: There have been numerous phone outages in the building of our NY offices. If you have trouble reaching us, please email and we will get back to you as soon as possible.

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