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[quote=Anonymous]OP, what income are we talking here? Under $1-2M and the advice is mostly the same and you can Google it yourselves / use your existing advisor. Unfortunately there’s no real tax hacks for W2 income specifically. Welcome to the working rich : )

$2M+ annual income is usually where it makes sense to get specialized advice, as that’s when you’ll maybeee want to be exploring investments to offset part of your income annually (eg investment property depreciation, maybe spouse wants to pivot into real estate FT and leverage that part of the tax code if they aren’t also in a highly paid profession, etc.). Also, many times at that level you have to set up a plan with your employer and an advisor they give you that sells your stock regularly on your behalf to avoid insider trading.

But not sure if that’s applicable here?

For context we went from $200K to $800K in 1 year (similar path - hill staffer to lobbyist) and this is what we were told by multiple firms we reached out to when we thought we needed special help. [/quote]

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