What High Earners Should Know About Company Stock & Taxes
Автор: CapSouth Wealth Management
Загружено: 2025-12-09
Просмотров: 27
Описание:
If you have company stock that vests or you've used your brokerage account (lifestyle account) for big expenses this year, there are a few year-end tax considerations that may help you avoid unexpected tax bills.
In this video, I walk through two common situations where high earners can get caught off guard: stock compensation creating taxable income even when you don't sell, and brokerage account sales triggering capital gains taxes that compound year after year.
If you're a high earner dealing with stock compensation or planning to use your brokerage account for a major purchase, these considerations can help you plan ahead and potentially avoid costly surprises.
Allison Doty, CFP®, is a financial planner at CapSouth Wealth Management, specializing in tax planning and comprehensive wealth management for high-earning professionals. She helps clients navigate complex financial decisions involving stock compensation, brokerage accounts, and year-end tax planning.
Clarity is just a conversation away: https://capsouthwm.com/
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