30 minutes
As President of Guide My Finances, Jackie specializes in working with clients with complex needs including:
• Tax strategizing & positioning for sale (Business Owners)
• Minimizing the tax impact of stock compensation (RSU, ISO, NQ, ESPP)
• Tax-efficient retirement saving & distribution planning
• Analysis of current & future real estate investments
• Divorce financial planning
• Tax-efficient wealth transferring
• Investment management and portfolio construction