Strategic Tax Planning for High-Net-Worth Individuals, Paper I: Maximizing Equity Liquidity
- Unity Investments
- 4 days ago
- 1 min read
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.
Read our article by clicking the PDF below.
