Tax Planning for Executives Earning $300K+

Once income crosses $300K, taxes often become one of the largest controllable expenses. At that level, several things begin to change: • deductions phase out • equity compensation adds complexity • timing decisions matter more We recently recorded a discussion covering several of these considerations. If you'd like to discuss your situation: Set Time on Our Calendar We're also hosting a live Zoom session covering our views on recent market developments. To sign up, click the link below: https://tinyurl.com/ReserveYourPlaceforMarch31 No Client or potential client should assume that any information presented or made available on or through this video should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. Additional information about Left Brain is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary (Form CRS), which are available online via the SEC's Investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov/firm/summary/170348.