Tax-Aware Planning
Roth conversions, equity compensation and charitable giving, coordinated with your CPA
Included in ongoing planning, or $1,200 as a project.
Led by Ren Asakawa
What’s included
A tax projection every fall, before the year closes
Roth conversion analysis for the gap years
RSU, stock option and ESPP sale plans
Charitable giving through donor-advised funds or QCDs
Also handled
Asset location across taxable and retirement accounts
Required minimum distribution planning
Health savings account strategy
Selected client plans
Ren reads my return before my CPA files it. The conversion plan changed how I think about the next ten years.
Physician in Durham, client since 2022
