Tax
Tax Strategy & Coordination
Tax strategy isn't an April event. We coordinate year-round with your CPA on the seven or eight decisions that move the needle — Roth conversions, asset location, gifting, equity comp, and concentrated stock.
Practice lead
Marisol Vega, J.D., LL.M.
Practice scale
1,840 households
Minimum
All clients
What's included
The scope of work.
Year-round tax projections with quarterly updates
Roth conversion analysis and execution
Tax-loss harvesting and gain budgeting
Asset location across account types
Multi-state and residency planning
Charitable giving (DAFs, QCDs, bunching, appreciated stock)
Equity compensation: ISOs, NQSOs, RSUs, ESPPs
Coordination with your CPA on tax-return preparation
How we work
The Cascade approach.
In-house tax team
Marisol Vega leads a team of three attorneys and three EAs — embedded in every advisory relationship, not bolted on.
Direct CPA coordination
We exchange data securely with your CPA throughout the year. No more April scrambles for cost basis or 1099 questions.
Tax-aware rebalancing
Every rebalance is filtered through a tax-impact model that weighs the drift correction against realized gain cost.
Equity-comp expertise
Cascade has helped 120+ executives navigate ISO/NQSO exercises, 10b5-1 plans, and post-vest concentration strategies.