As corporate executives work for themselves and their families, we have to remember to take care of our most expensive relative, Uncle Sam. Taxes are a daily reality and the more you can minimize them, the more you can maximize for you and your loved ones. In this chapter, I will focus on the two tax topics you should be aware of even if you are relying on tax advisers. Tax advisers aren’t there every day to guide you so you should be aware of tax basics all year round so you can squeeze more value (and keep more of your money) when you do get tax guidance. The first topic is what taxes are potentially due from your investment activity and the second is tax-advantaged accounts to maximize going forward. Of course, you will discuss ...
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