The Tax Playbook for Professional Athletes
Here is an overview of the major tax issues professional athletes face and why they require a coordinated, year-round approach.
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Tax Planning Services
Income, equity, trust, and cross-border tax planning for individuals and families with complex financial lives.
Tax planning for high-net-worth individuals is not a once-a-year event. The financial decisions you make throughout the year, how you hold assets, when you exercise options, how you structure charitable giving, whether you have family members or entities in multiple jurisdictions, all carry tax implications that compound over time.
Without a proactive strategy that accounts for your full financial picture, opportunities to reduce your liability can pass quietly, and surprises tend to arrive in April.
BPM’s Tax Planning Services are built around year-round engagements. Our professionals get to know your situation in depth, monitor legislative and regulatory changes on your behalf, and bring recommendations to you before decisions need to be made. The result is a tax strategy that works in coordination with your broader financial life, instead of in reaction to it.
Tax Planning Services Tailored to Your Needs
Our professionals get to know your situation in depth, monitor legislative and regulatory changes on your behalf, and bring recommendations to you before decisions need to be made. The result is a tax strategy that works in coordination with your broader financial life, instead of in reaction to it.
We work with clients on income tax projections and multi-year planning, state and local tax exposure, the tax treatment of investment portfolios, planning around major liquidity events, and the coordination of charitable strategies with estate plans.
CONNECT WITH A TAX PLANNING PROFESSIONAL
High-Net-Worth Tax Planning
Proactive, year-round income tax planning and compliance for individuals and families with complex financial profiles and significant assets.
Multinational Family Tax Planning
Integrated tax planning for families with assets, entities, or family members across multiple countries, including U.S. and foreign compliance obligations.
Stock Option Planning
Strategic planning around equity compensation, including ISOs, NSOs, and RSUs, with attention to timing, alternative minimum tax exposure, and liquidity events.
A Proactive Approach to Reducing Tax Liability
Effective tax planning at the individual level spans a wide range of considerations. We work with clients on income tax projections and multi-year planning, state and local tax exposure, the tax treatment of investment portfolios, planning around major liquidity events, and the coordination of charitable strategies with estate plans. For executives and founders, we pay close attention to equity compensation timing and the specific windows that open around transactions and public offerings.
Where your situation involves cross-border complexity, including assets, family members, or business interests in multiple countries, we bring the international knowledge to address U.S. and foreign tax obligations in an integrated way. And when disputes arise with the IRS or state taxing authorities, we provide representation and work to reach the most favorable resolution.
Meet our Private Client Services Leaders
Sandy Murray
Partner, Tax
Private Client Services Tax Leader
Chair, BPM Board of Directors
Meredith Johnson
Partner, Tax
Private Client Services Tax Leader
Tony Gales
Partner, Tax
Tax Practice Group Leader
BPM Board of Directors
Karla Luna
Partner, Tax
Estate & Trust Tax Leader
Sachiko K. Danish
Partner, Tax
Estate & Trust Tax Leader
James Elliott
Partner, Tax
Managing Partner – North Valley Region
Tami McInerney
Partner, Tax
Nonprofit Tax Leader
Rich McDonnell
Partner, Tax
Community Outreach Liaison Leader
Kyle Bybee
Partner, Tax
Managing Partner – South Coast Region
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Looking for a team who understands where you’re headed and how to help you get there? Whether you’re building something new, managing growth or preserving success, let’s talk.