Aaron Shapira

Limited Partner Investor at Oregon Venture Fund

Based in San Diego, United States

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Seniority

Staff

Department

Finance & Accounting

Location

San Diego

Industry

Venture Capital and Private Equity Principals

Company size

131

Contact information

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Email

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a•••••••@oregonventurefund.com

Phone

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Background

About Aaron Shapira

My team and I help Managers, Directors and VPs reduce their tax bill now and in the future, aswell as strategize around employer retirement and stock plans. A majority of our clients are in the highest tax brackets possible, and are compensated via RSUs/Stock Options. This means that tax planning is paramount to their financial success. The clients we work best with are looking to do some or all of the following- Reduce the tax exposure on their equity comp & amplify potential return - Form tax shelters & leverage IRS tax codes to reduce capital gain or income taxation - Have the financial capacity to choose between retiring in the US or retiring abroad - Navigate the investment and tax landscape between the US & abroad assets (Understanding the different country tax treaties with the US)- Establish financial security for themselves and for family (both overseas and domestically)- Leave a legacy to future generations without falling into the pitfalls of Domestic or Cross-border estate/inheritance taxes The best way to reach me: 503 863 0883 (Text/Call) Our Website:

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Aaron Shapira Email & Phone Number @ Oregon Venture Fund | Kipplo Discover