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Half the Year Is Closed. Run the Reset Before the Fall Decisions Arrive.
A mid-year planning map for Houston energy professionals
Concentrated Stock Is a Family Question, Not a Tax Question
If you are an engineer or executive at a Houston energy company with five or ten years of tenure, there is a real chance that more than half of your family's net worth sits in one company's stock.
That can be tax-efficient, emotionally meaningful, and financially significant. It can also be the single biggest risk to the life your family is trying to build.
Deferred Compensation Is a Long-Term Decision in Disguise
Most deferred compensation elections happen in October or November. By the time the paperwork hits your inbox, you have about three weeks to make a decision that will lock in for years.
That is the wrong window for serious thinking. May is the right window. Here is why.