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Making Sense Of Tax Challenges

After experiencing a large liquidity event, a client was recommended to us by his CPA. Having burned the candle at both ends during his prime earning years, he wanted to know what options were available to him moving forward. The problem was, his CPA, Registered Investment Advisor and attorney weren’t working together as a team. As a result, the client was facing considerable tax consequences. With the blending of our cross-functional talents, Cornerstone was able to take a 360 degree view of the client’s assets. We recommended and established a donor advised fund. Our actions resulted in tangible savings of $50,000 in the first year alone.

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