Sarah’s Tech Triumph

Sarah, a software engineer in New Orleans, saw her income jump to $750,000 after a promotion and stock option grant. While excited about the opportunity, she was overwhelmed by the tax implications. Does this sound familiar?

 

Barr Advanced Tax Solutions worked with Sarah to:

– Develop a strategy for exercising her stock options in the most tax-efficient manner

– Implement a backdoor Roth IRA strategy

– Create a giving plan that aligned with her values and provided tax benefits

 

Now, Sarah keeps more of her hard-earned money and feels confident about her financial decisions. She’s even planning to buy her dream home next year.

Let's talk about your unique situation.

Want to turn your career success into lasting financial security like Sarah?

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