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6 pages (10 min. read)

A Long-Term Tax-Efficient Roadmap

Strategies for taking the tax bite out of RSU income

The three common tax traps we see people overlook

RESTRICTED STOCK can be a great investment with excellent earnings potential, but the IRS has 3 Tax Traps investors fall into every day. This 6-page report will teach you how to avoid costly tax mistakes that you could make with your restricted stock units. 

Dave Alison is an accomplished financial, tax, and investment advisor with a passion to help individuals achieve financial freedom. His professional capabilities to engineer advanced financial, tax, investment, insurance and estate planning needs into one holistic plan led him to found Alison Wealth Management, which serves clients across the United States.

To validate his commitment to furthering his education and competency in the advice he provides, Dave has earned a Bachelor of Science in Finance, the CERTIFIED FINANCIAL PLANNER™ designation, Enrolled Agent, Certified Financial Fiduciary® designation, Series 65 - Uniform Investment Adviser Law Examination, as well as the Life, Health, and Variable Annuity licenses.

In addition to Alison Wealth Management, Dave is the founding partner of a financial services company with a vision to help financial advisors across the United States deliver a better financial planning & investment experience to their clients. Under his leadership over the last 9 years, that company has grown into a highly respected enterprise of companies including an SEC Registered Investment Advisor Firm managing over $900,000,000 of client assets, an institutional asset management firm, a financial planning coaching and training organization, and an insurance agency supporting hundreds of financial planners across the United States.  

Dave currently serves as a mentor and trainer to hundreds of financial planners, CPAs and estate planning attorneys as well as a frequent speaker at industry conferences through the United States. 

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Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This brochure is limited to the dissemination of general information pertaining to its investment advisory/management services. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Alison Wealth Management and PCA are separate, non-affiliated entities. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money. © 2018 Alison Wealth Management 2016-2018 Alison Wealth Management.

As a financial planning firm, at Alison Wealth Management we help you answer all the difficult questions. We specialize in providing comprehensive holistic planning  to professionals across the country. We will work to bring the pieces of your financial life together so you don't have to spend the time trying to figure it out yourself, including (but not limited to):

  • Comprehensive financial planning
  • Time-segmented goals-based planning (home purchase, business acquisitions, college funding solutions)
  • Compensation and cash flow planning
  • 10b5-1 trading plans
  • Highly-concentrated stock & stock option planning
  • Risk management & hedging strategies
  • Mortgage, student loan, & debt reconstruction planning
  • Household budgeting and financial management
  • Data-driven evidence-based investment management
  • Tax planning & tax management
  • Coordinated estate planning* (services provided by independent attorney)
  • Income tax reduction & diversification strategies
  • Charitable giving
  • Retirement income planning
  • Comprehensive insurance evaluation and planning

ABOUT THE AUTHOR

Don't Lose Your RSU Earnings to Tax Traps!

Dave Alison

CERTIFIED FINANCIAL PLANNER™ & EA

Alison Wealth Management
530 Lytton Ave, Fl 2
Palo Alto, CA 94301
650-617-3402650-617-3402

Learn the 3 Tax Traps for RSUs and how to easily avoid them. Reading this FREE REPORT could significantly improve your wealth.

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