Deploy your GROSS earnings instead of your net when you experience a large liquidity event

• Income taxes are a big obstacle for wealth creation
• When you experience a large liquidity event like:

1) Sale of a closely held business

2) Large taxable law settlement

3) Sale of a concentrated position in a single security

• Instead of investing the net after-tax proceeds we can suggest a way to restore the pre-sale value and diversify your holdings between taxable and tax-free investments

Contact our office if you have any questions or need further assistance.