Tax Solutions for High-Income Individuals
Specialized strategies for W-2 professionals, partners with K-1 income, and investors with significant realized gains who want measurable tax reduction without complexity.
Who This Is For
W-2 professionals, partners with K-1 income, and investors with significant realized gains who want measurable tax reduction without complexity.
Typical Pain Points
Common challenges we see among high-income individuals and how our strategies address them.
High Effective Rate
Limited deductions available despite high income levels
One-Time Liquidity Events
Timing risk from stock sales, bonuses, or asset dispositions
Charitable Intent Without Structure
Desire to give back but no organized tax-efficient plan
Reactive CPA Approach
Solid CPA but limited time for proactive planning
How We Help
Our comprehensive approach addresses each pain point with proven, compliant strategies.
Multi-Year Charitable Architecture
Including DAFs, CRTs, and our Charitable Impact Framework when appropriate
Income Timing & Deduction Bunching
AGI cap management and strategic timing of income and deductions
Passive Loss Planning
Basis tracking and carryforward orchestration for optimal tax efficiency
Advisor Coordination
Seamless integration with your existing CPA and wealth advisor
What You Can Expect
Clear, actionable plans with full documentation and ongoing support.
What We Need to Begin
Simple documentation to understand your situation and identify the best opportunities.
Ready to Optimize Your Tax Strategy?
Join hundreds of high-income professionals who have reduced their tax liability while maintaining full compliance and supporting meaningful causes.
Disclosure: Stonebridge Tax Advisors LLC provides strategic tax planning and coordination. We do not provide legal or investment advice. Strategies are subject to IRS rules and individual eligibility.