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How High-Income Professionals Can Avoid Tax Surprises, Coordinate Compensation and Keep More of What They Earn Annually
A practical framework for coordinating income, bonuses, equity, and taxes – so April stops being a surprise and decisions feel intentional, not reactive.
Make Sure To Watch This Video First
What You're Going To Learn In This Workshop:
Income Timing & Coordination
Why salary, bonuses, RSUs, and side income must be planned together – and how poor timing causes tax shocks even for high earners doing everything “right.”
Equity Without Guesswork
How to manage RSUs and stock awards intentionally, reduce concentration risk, and make confident sell-or-hold decisions without emotional or tax-driven mistakes.
After-Tax Optimization
How improving after-tax efficiency by 1–3% per year compounds into meaningful wealth – without earning more or changing your investment strategy.
MEET YOUR PRESENTER:
Hello, I'm Patrick Dill
Hi, I'm Patrick. I work with high-income professionals and business owners who want their income, equity, and tax decisions to work together – so success feels intentional, not reactive. I’m the Director of Strategy at Aucoin Wealth Management.
My professional passion is witnessing people's lives empowered by a solid financial plan for retirement – some literally transforming from anxiety to confidence about their future. It's gratifying, and it's why I do what I do.
So, while I watch my little one grow at home with my wife, I use my professional experience and education helping people like you to plan and enjoy their financial future with confidence.
- Investment Advisor Representative
- CFA Level II Candidate
- FINRA Series 7, Series 63 & 65
Hear From Our Happy Students:
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax advice. Please consult one of our legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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