RSUs and tax planning in Arizona

Do I Need a Tax Strategist If I’m Just W-2 With RSUs or Bonuses?

Many high earners hesitate to say this out loud, but it’s common to think:“My taxes aren’t that complicated. I’m just W-2.” On the surface, that feels reasonable. You’re not running a business. You’re not filing multiple entities. You get a paycheck, maybe a bonus, maybe equity compensation, and your employer withholds taxes automatically. The problem is that modern W-2 compensation …

tax planning and capital gains

Capital Gains & Distribution Planning: Why Timing Matters

Why this is important now Smart planning strategies Tax efficiency isn’t about avoiding gains — it’s about aligning them with your bigger financial picture. At wealthnest®, we work with clients to build portfolios that grow while keeping tax surprises under control. Rising capital gains distributions and overlooked interest income don’t have to catch you off guard. With the right planning, …