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Company Info for smes.org | Icebreaker

Private School in Orange County, CA

Private School in Orange County, CA

Welcome to St. Margaret's Episcopal, a college-prep private school in San Juan Capistrano for boys and girls in preschool through high school.

4 members

Contact info

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smes.org

Members

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Teaching Fellow at Classical Charter Schools

Samuel Harnisch, CFA, CFP®

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I help $5M+ investors reduce their taxes. Most of my clients are struggling with: 1. Capital gains tax when they sell real estate or a private business 2. Losing a large % of their salary to income taxes 3. Taxes when selling low-basis shares from stock-based comp What I do: 1. Review their current assets and upcoming liquidity events 2. Create a plan that optimizes for their situation 3. Implement the required strategies and monitor Using this process, I’ve helped my clients: 1. Keep more of the value they created when they sell their business 2. Reduced their yearly income taxes 3. Diversified from concentrated stock positions tax-neutrally 4. Create a source of tax efficient cash-flow for retirement Want to start keeping more of what you've earned and minimizing your tax exposure? Let’s build a customized plan that puts your financial future in focus. Get a 30-minute complimentary consultation today. QFS is a registered investment adviser. This platform is solely for informational purposes and is not offering advisory services or sales of securities. Investing involves risk and possible loss of principal. Comments by viewers and/or recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, we may edit or delete personally identifiable information, scam/fraud messages, and misinformation.

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Operations Leader in Family Business | Passionate Year-Round Lacrosse Coach

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I just want to help people.