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Strategic Tax Planning for High-Net-Worth Individuals, Paper I: Maximizing Equity Liquidity

Major RSU/PSU vesting events often create unexpected tax exposure due to insufficient withholding, rapidly escalating AGI and pushing clients into top marginal brackets. This paper examines the strategic use of Donor-Advised Funds (DAFs) and Private Foundations (PFs), which can serve both as short term tax shields and long term estate planning tools. If you have any questions, please email us at tax@unityinvestments.com.

3 days ago

Portfolio Interest Exemption (PIE) Structuring and Compliance Overview ((IRC §871(h) and §881(c))

At Unity Tax, we are firm believers in maximizing post-tax income. To that point, we will publish a series of memos on the most-relevant, high-impact tax issues. Below is our first memo on the Portfolio Interest Exemption. If you have any questions, please email us at tax@unityinvestments.com Read our article by clicking the PDF below.

Nov 9