Your Equity Comp Could Be
a Tax Time Bomb. Let’s Defuse It.
Your Equity Comp Could Be a Tax Time Bomb. Let’s Defuse It.
RSUs, stock options, and a fast-rising income create tax decisions most people don’t see coming — until it’s too late to fix. At Endeavor Advisors, we help executives, tech professionals, and pre-retirees plan ahead, so you keep more of what you’ve earned.
RSUs, stock options, and a fast-rising income create tax decisions most people don’t see coming — until it’s too late to fix. At Endeavor Advisors, we help executives, tech professionals, and pre-retirees plan ahead, so you keep more of what you’ve earned.
WHO WE HELP
WHO WE HELP
Built for People With Complex Compensation
Built for People With Complex Compensation
If your income looks nothing like a simple paycheck, generic tax advice doesn’t cut it. We specialize in three groups:
If your income looks nothing like a simple paycheck, generic tax advice doesn’t cut it. We specialize in three groups:
Tech Professionals
Engineers, PMs, and early employees navigating RSUs, ISOs, ESPP, and the AMT surprises that come with them.
Corporate Executives
Leaders managing concentrated stock, deferred compensation, and vesting schedules that drive big swings in taxable income.
Pre-Retirees
Those within sight of retirement who want to convert a lifetime of savings into income without an avoidable tax hit.
Tech Professionals
Engineers, PMs, and early employees navigating RSUs, ISOs, ESPP, and the AMT surprises that come with them.
Corporate Executives
Leaders managing concentrated stock, deferred compensation, and vesting schedules that drive big swings in taxable income.
Pre-Retirees
Those within sight of retirement who want to convert a lifetime of savings into income without an avoidable tax hit.
THE DIFFERENCE
THE DIFFERENCE
Your CPA Looks Backward.
We Look Forward.
Your CPA Looks Backward.
We Look Forward.
Tax planning is the proactive, year-round work of structuring your income, equity, and savings so that next year’s tax bill — and every year after — is as low as legally possible.
Tax planning is the proactive, year-round work of structuring your income, equity, and savings so that next year’s tax bill — and every year after — is as low as legally possible.
TAX PREPARATION
Reporting last year
Reporting last year
Your CPA does a great job reporting what already happened. But by the time your return is filed, the chance to plan around a vesting event or exercise window is gone.
Your CPA does a great job reporting what already happened. But by the time your return is filed, the chance to plan around a vesting event or exercise window is gone.
TAX PLANNING
Shaping next year
Shaping next year
We work ahead of every deadline and every vest, structuring decisions throughout the year so your future tax bills are as small as the law allows.
We work ahead of every deadline and every vest, structuring decisions throughout the year so your future tax bills are as small as the law allows.
WHAT WE DO
WHAT WE DO
A Smarter Strategy for Every Dollar and Every Share
A Smarter Strategy for Every Dollar and Every Share
We build a forward-looking tax strategy around your whole financial picture. Depending on your situation, that can include:
We build a forward-looking tax strategy around your whole financial picture. Depending on your situation, that can include:
1
Equity Comp Strategy
Coordinating the timing of RSU vests, option exercises, and ESPP enrollment around your overall tax picture.
2
ISO & AMT Planning
Modeling incentive stock option exercises to navigate the alternative minimum tax instead of stumbling into it.
3
Concentrated Stock
Thoughtful approaches to diversifying a large position in a single company without an unnecessary tax bill.
4
Roth Conversion Analysis
Deciding whether, when, and how much to convert — often most powerful in lower-income gap years.
5
Withdrawal Sequencing
Drawing from the right accounts in the right order to stretch retirement income and smooth your brackets.
6
Capital Gains & Charitable Giving
Coordinating gains, loss harvesting, and giving strategies so generosity and growth work in your favor.
1
Equity Comp Strategy
Coordinating the timing of RSU vests, option exercises, and ESPP enrollment around your overall tax picture.
2
ISO & AMT Planning
Modeling incentive stock option exercises to navigate the alternative minimum tax instead of stumbling into it.
3
Concentrated Stock
Thoughtful approaches to diversifying a large position in a single company without an unnecessary tax bill.
4
Roth Conversion Analysis
Deciding whether, when, and how much to convert — often most powerful in lower-income gap years.
5
Withdrawal Sequencing
Drawing from the right accounts in the right order to stretch retirement income and smooth your brackets.
6
Capital Gains & Charitable Giving
Coordinating gains, loss harvesting, and giving strategies so generosity and growth work in your favor.
4
Roth Conversion Analysis
Deciding whether, when, and how much to convert — often most powerful in lower-income gap years.
5
Withdrawal Sequencing
Drawing from the right accounts in the right order to stretch retirement income and smooth your brackets.
6
Capital Gains & Charitable Giving
Coordinating gains, loss harvesting, and giving strategies so generosity and growth work in your favor.
1
Equity Comp Strategy
Coordinating the timing of RSU vests, option exercises, and ESPP enrollment around your overall tax picture.
2
ISO & AMT Planning
Modeling incentive stock option exercises to navigate the alternative minimum tax instead of stumbling into it.
3
Concentrated Stock
Thoughtful approaches to diversifying a large position in a single company without an unnecessary tax bill.
ONE COORDINATED TEAM
ONE COORDINATED TEAM
Planning and Filing.
Finally on the Same Team
Planning and Filing.
Finally on the Same Team
Meet Endeavor Tax Partners
Meet Endeavor Tax Partners
Through our sister firm, your tax return can be prepared and filed by a team that already knows your plan — and the nuances of equity compensation — inside and out. No re-explaining your situation. No disconnect between the strategy and the paperwork.
Through our sister firm, your tax return can be prepared and filed by a team that already knows your plan — and the nuances of equity compensation — inside and out. No re-explaining your situation. No disconnect between the strategy and the paperwork.
Please note: Tax preparation and filing through Endeavor Tax Partners is available exclusively to active Endeavor Advisors clients, and is focused on individual and equity-compensation returns. It’s a benefit of the ongoing planning relationship, not a standalone service.
HOW IT WORKS
Getting Started Is Simple
Getting Started Is Simple
01
Book an Explore Call
A free, no-pressure conversation to understand your situation and make sure we’re a good fit.
01
Book an Explore Call
A free, no-pressure conversation to understand your situation and make sure we’re a good fit.
01
Book an Explore Call
A free, no-pressure conversation to understand your situation and make sure we’re a good fit.
02
Build Your Plan
Once you’re a client, we map out a personalized, year-round tax strategy alongside your broader financial plan.
02
Build Your Plan
Once you’re a client, we map out a personalized, year-round tax strategy alongside your broader financial plan.
02
Build Your Plan
Once you’re a client, we map out a personalized, year-round tax strategy alongside your broader financial plan.
03
Execute & File Together
We help you put the strategy in motion, and when it’s time, Endeavor Tax Partners can handle the filing.
03
Execute & File Together
We help you put the strategy in motion, and when it’s time, Endeavor Tax Partners can handle the filing.
03
Execute & File Together
We help you put the strategy in motion, and when it’s time, Endeavor Tax Partners can handle the filing.
WHY ENDEAVOR
Why Choose Us?
Advice You Can Trust.
No Hidden Agenda.
Fee Only & Fiduciary
We’re paid by you, not by commissions or kickbacks. Our only incentive is your outcome.
Fee Only & Fiduciary
We’re paid by you, not by commissions or kickbacks. Our only incentive is your outcome.
Fee Only & Fiduciary
We’re paid by you, not by commissions or kickbacks. Our only incentive is your outcome.
EXEPRIENCE
20+ YEARS
CLIENTS
500+
CERTIFICATIONS
CFP®, JD, EA
LEGAL DUTY
FIDUCIARY
EXPERIENCE
20+ YEARS
CLIENTS
500+
CERTIFICATION
CFP®, JD, EA
LEGAL DUTY
FIDUCIARY
Let's Talk
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2801 E Camelback Rd,
Suite 202
Phoenix, AZ 85016
25 S Arizona Pl
5th Floor,
Chandler, AZ 85225
3655 Torrance Blvd
3rd floor,
Torrance, CA 90503
Let's Talk
See how we can help you live your best life in retirement
Subscribe to our Newsletter
Get real financial advice and real talk in your inbox every week just to help you figure things out.
2801 E Camelback Rd,
Suite 202
Phoenix, AZ 85016
25 S Arizona Pl
5th Floor,
Chandler, AZ 85225
3655 Torrance Blvd
3rd floor,
Torrance, CA 90503
Let's Talk
See how we can help you live your best life in retirement
Subscribe to our Newsletter
Get real financial advice and real talk in your inbox every week just to help you figure things out.
2801 E Camelback Rd,
Suite 202
Phoenix, AZ 85016
25 S Arizona Pl
5th Floor,
Chandler, AZ 85225
3655 Torrance Blvd
3rd floor,
Torrance, CA 90503