Tax Alpha Solutions: Effective Tax Management Strategies for High-Net-Worth Investors

Today's financial industry caters to mainstream, middle income earners. And that's exactly why high-income taxpayers aren't always aware of their options. In his book, financial expert Matthew Chancey explains that certain products are only available to those who meet the established criteria for income and net worth. If you're a higher earner, you'll find there is much you can do--starting now--to plan for taxes and manage wealth over the long-term. In these pages, Chancey spells out terms including accredited investor, qualified investor, and qualified purchaser. He shares approaches that can be taken if a business or real estate is sold. He lists considerations to make for stock options, Roth conversions, capital gains, and international situations, along with tax planning opportunities that could lead to additional savings and benefits. Altogether readers will find eye-opening techniques that can change the trajectory of their wealth.