Smart tax planning isn’t just about filing once a year — it’s about making intentional, proactive decisions year-round to minimize your tax burden and maximize your wealth. At Axon Capital Management, we help individuals and families navigate the complexities of equity compensation, business income, retirement contributions, and more. Our goal is to ensure your financial strategy is built on efficiency, not just effort.
Optimization of retirement contributions, Roth conversions, and tax-efficient drawdown strategies
Integration of your tax plan into your overall financial and investment strategy
Strategic guidance around equity compensation (RSUs, ISOs, NSOs, ESPPs)
Review of past returns to uncover missed opportunities and plan for future savings
Whether you're managing RSUs and stock options, juggling income from multiple sources, or preparing for a major life event like retirement or a home purchase, we tailor tax strategies that align with your unique situation. Thoughtful planning can help you reduce surprise tax bills, optimize cash flow, and take full advantage of available deductions, credits, and deferral opportunities.
Who We Work With
An Inside Look At How We Help
Click the below tabs to see how we can help you minimize taxes:
Background: 41-year-old engineering director and 39-year-old senior data analyst living in Austin
Life Stage: Dual-income household with children, earning over $500k combined
Planning Problems
Significant RSU income but no tax strategy in place
Missing out on tax deductions and savings opportunities
Concerned about long-term tax liability in retirement
Solution
We built a proactive, multi-year tax plan tailored to their income and equity compensation:
Coordinated RSU sales with charitable gifting and donor-advised fund contributions
Implemented a backdoor Roth IRA and HSA max-out strategy for both spouses
Reallocated investments across taxable and tax-advantaged accounts for efficiency
Outcome
Mark and Elena reduced their 2024 tax liability by over $22,000 and gained clarity on how to manage their future equity income. With their updated plan, they feel more confident in their ability to grow wealth while minimizing taxes each year.
The above case studies are hypothetical in nature and do not involve real client data. The above results should not be construed as a guarantee of any future results when engaged in financial planning or advisory services.
Case Client: Brian
Background: 50-year-old recently retired software architect from Leander
Life Stage: Early retiree with substantial assets in taxable and retirement accounts
Planning Problems
Unsure how to draw income tax-efficiently in early retirement
Facing large future RMDs and potential Medicare IRMAA surcharges
No Roth IRA despite years of high income
Solution
Financial advisors at Axon created a forward-looking tax strategy designed to smooth out his lifetime tax burden:
Initiated a multi-year Roth conversion strategy to reduce future RMDs
Managed capital gains and withdrawals to stay below key tax thresholds
Integrated charitable giving strategies to reduce effective tax rate
Outcome
Brian expects to save over six figures in lifetime taxes and now has a sustainable, tax-aware income plan in early retirement. He appreciates the peace of mind that comes with knowing his tax strategy is working in lockstep with his retirement goals.
The above case studies are hypothetical in nature and do not involve real client data. The above results should not be construed as a guarantee of any future results when engaged in financial planning or advisory services.
Comprehensive Financial Guidance
A breakdown of our service offering and the accompanying costs:
AUM – Ongoing Planning
This model is for clients seeking ongoing support and a hands-on partnership to manage their investments and financial life. I work with you continuously to ensure your plan stays aligned with your evolving goals and market changes.
Investment management tailored to your risk tolerance and objectives
Ongoing financial planning covering areas like retirement, taxes, equity compensation, and more
Proactive strategy adjustments as your life changes (e.g., new job, family milestones, or major purchases)
Unlimited communication and support to answer questions or address concerns throughout the year
Assets Invested
Annual Fee
$0-$250,000
1.20%
$250,000 - $2,000,000
1.00%
$2,000,000 - $5,000,000
0.80%
> $5,000,000
0.60%
Not blended, you move up full tiers as AUM grows. Example: For $350,000 in managed assets, the annual fee would be approximately $3,500. The fee is charged quarterly and deducted directly from your investment accounts for convenience.
Mid-career or high-income earners looking for ongoing advice and portfolio management
Clients who prefer to delegate financial tasks and want a dedicated advisor to help navigate their financial journey
Full Financial Plan
This model is ideal for individuals or families who want a comprehensive financial plan but prefer to implement it on their own. In two focused meetings, we’ll create a personalized roadmap for the most important areas of your financial life.
A full review of your current financial situation, including income, expenses, investments, and debt
Major life goals like home buying, education funding, or early retirement
Retirement savings (401(k), Roth IRA, IRA)
Equity compensation planning
A detailed written financial plan with actionable steps
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