Highly Compensated Employees

Equity, Bonuses, and Beyond: Tax Planning for High Earners 

For high-income professionals, tax planning isn’t just about compliance—it’s about maximizing compensation, minimizing liabilities, and leveraging opportunities. If your income includes stock options, RSUs, performance-based bonuses, or equity compensation, a proactive tax strategy is essential.

At HGN, we prioritize working with executives, directors, and high-level professionals whose compensation structures require more than just a standard tax return. We help you navigate the tax implications of stock options, deferred compensation plans, and multi-state earnings to ensure you’re keeping as much of your hard-earned income as possible.

How We Help High-Income Professionals

• Equity Compensation Tax Strategy – Managing ISOs, NSOs, RSUs, and ESPPs to minimize tax exposure.

• Alternative Minimum Tax (AMT) Mitigation – Identifying strategies to reduce AMT liability when exercising stock options.

• Deferred Compensation & Bonus Planning – Structuring income deferrals to optimize tax efficiency.

• Multi-State Taxation – Addressing tax obligations for executives with income sourced in multiple states.

• Proactive Tax Planning – Regular strategy sessions to adapt to evolving tax laws and compensation structures.

Hard Work

When it comes to tax planning, attention to detail and follow-through make all the difference. We don’t just file returns—we actively manage your tax strategy throughout the year, ensuring you’re making informed decisions at every stage.

Honest Words

Tax rules surrounding stock options and equity compensation are notoriously complex. We break down what you need to know so you can make the best financial choices without confusion or uncertainty.

Know-How and Technical Expertise

Sophisticated compensation structures require a tax professional who understands the nuances of executive pay. We don't just apply generic tax strategies—we develop customized solutions that align with your specific compensation and long-term financial goals.

Your compensation package was designed to reward you—let’s make sure taxes don’t take more than their fair share.