Unlock maximum tax-savings on your
capital gains
,
stock comps
and
business sales.
Client Login
Home
Solutions
Tax Aware
About Us
Blogs
Contact Us
Model Portfolio
Client Login
Menu
Home
Solutions
Tax Aware
About Us
Blogs
Model Portfolio
TLH tool
Contact Us
Client Login
Traditional Investments
OaXys
Day 1
Initial Account Balance
$1,000,000
Both portfolios start with same capital allocation.
Year 2
Identical pre-tax growth.
+$160,000
Both portfolios compound at a similar rate.
Year X
Life demands cash.
Cash is expensive, and comes with tax ramifications.
-$250,000
Buying a house
Primary or second home
Upgrading the house
Home projects & renovations
Kids & education
Sending kids to school
Need to be funded by
1
Vested Stocks Sale
2
Concentrated Holding
(NVDA/PLTR +420% Gain)
3
Business Sale
Year X
Different taxes due.
-$8,488
Paid to IRS**
Tax Neutralized
+$8,488
Used towards your life goals
The Verdict
Propelling you closer towards your goals.