I love helping clients reduce their tax liabilities! Some of my most successful planning engagements include: multiplying the $10M exemption for QSBS, early exercising stock options with an 83(b) election, efficient transfers of founder stock using GRATs, vertical slice transfers of carried interest, carry derivatives, deferring capital gains with QOZs, and charitable planning with low basis stock.

Curiosity. Asking thoughtful questions and having a genuine interest in building relationships is essential.

Adero’s value add is different for every relationship. Some clients need help getting their financial house in order and education about the markets, others look to us for tax expertise and proactive planning. Our Discovery Process helps us identify where we can provide the greatest impact, often in areas our clients had not previously considered.

Many years ago I was a contestant on the Wheel of Fortune gameshow. I solved two puzzles in the early rounds, won a trip to Barcelona, and made it to the bonus round. The final puzzle was worth $30,000. It was a “phrase” and I didn’t have much to work with:

_ _ _ / m _ _ / _ e _ i _

You have 10 seconds to solve it… good luck!

Playing and coaching ice hockey, spirited driving, fitness, and traveling with my wife and our two children.