Q1 Tax Planning for Executives

Executives frequently face unexpected tax bills and penalties due to Q1 income concentration and inadequate withholding on equity compensation. This session provides actionable strategies to help close the gap between standard withholding and your actual liability, avoid underpayment penalties through safe harbor planning, and make time-sensitive decisions before critical deadlines. Attendees will leave with a clear roadmap to help prevent cash flow surprises and position themselves for smarter tax planning in 2026.

This webinar is for informational/educational purposes only and does not constitute tax, legal, or investment advice. Individual circumstances vary—please consult your tax professional. Attendance does not create an adviser–client or attorney–client relationship. No outcomes are guaranteed.