If you're an energy professional at Chevron, ExxonMobil, ConocoPhillips, or one of the independents along Houston’s Energy Corridor, you may have significant compensation in newly vested RSUs. And if you're like most professionals we work with your first instinct maybe to do nothing with them, which is understandable when you’re busy and unfamiliar with your options. Doing nothing may seem like the default, but it’s an active choice. And perhaps, not a good one.

The most effective financial planning happens when your advisory team works together, not in silos. When your financial advisor and CPA coordinate throughout the year, not just at tax time, you benefit from strategies that neither could implement alone

Tax season doesn't have to feel like a scramble. With a bit of organization now, you can transform what many families dread into a smooth process that might even reveal opportunities you hadn't considered.