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High-Income Earners & Capital Gains
If you’re earning $400,000 or more annually, congratulations—you’ve achieved significant financial success. However, with that success comes a unique challenge: you’re likely paying far more in taxes than necessary, especially on your investment gains.
Designed for high-income professionals, investors, and retirees, we outline advanced, IRS-compliant strategies to help reduce or defer taxes on W-2 income, capital gains, and retirement distributions. Whether you’re navigating a major asset sale, managing equity compensation, or planning for retirement, our solutions are built to preserve your wealth, minimize your tax burden, and position you for long-term financial growth. Discover how smart structuring—like IRC Section 351 exchanges and tax-managed portfolios—can help you keep more of what you earn.
Our Tax Strategies for High Earners
1. IRC Section 351 Exchanges
Use appreciated assets to fund a custom ETF structure without triggering capital gains taxes. Keep your money growing tax-deferred.
Ideal for: Stockholders, business owners, and real estate investors.
2. Advanced Income Deferral Structures
Shift income out of high-tax years into lower-income future years or retirement—without losing access to your capital.
Ideal for: Executives, consultants, and independent professionals.
3. Capital Gains Minimization Planning
Use advanced planning to offset or eliminate gains from the sale of assets through ETF roll-ins and deferral layers.
Ideal for: Investors selling concentrated positions.
4. Retirement Income Optimization
Convert taxable retirement income streams into blended, tax-managed portfolios that reduce required minimum distributions (RMDs) and taxes in retirement.
Ideal for: High net-worth retirees and pre-retirees.
Success in Action
Client: Executive with $750K in equity and $450K/year W-2 income
Problem: Immediate sale would trigger $220K in capital gains tax.
Solution: 351 ETF strategy with deferred gains, reinvested in a long-term, growth-driven portfolio.
Result:
✅ $0 immediate tax liability
✅ Diversified into tax-managed ETF
✅ Full compliance with IRS code
Who This is For
✅ W-2 earners making $250K+
✅ Professionals with equity compensation (stock options, RSUs)
✅ High-net-worth retirees
✅ Real estate or business asset sellers
✅ Anyone facing a 6-figure capital gains tax event
Smart tax planning starts today!
Tax planning is more than just filing returns—it’s about making smart financial decisions year-round to minimize liabilities and maximize savings. At Glastonbury Tax Professionals, we use advanced strategies and our proprietary Tax Map Software to analyze your financial situation, uncover missed opportunities, and implement tax-saving solutions.
Call Us Today! 860.657.8380
