Senior Director, Structured Tax Solutions

Robin L. Taliaferro

Robin Taliaferro joined Boustead Securities, LLC in 2020 as Senior Director, Structured Tax Solutions within our Corporate Advisory Group.  

 

Mr. Taliaferro specializes in the custom structuring of tax, risk and liquidity strategies for CEO’s, founders and other high net worth individuals who anticipate the sale of a highly appreciated asset. 

 

Strategies include: Variable forwards, Tax-free exchange from overconcentrated stockholdings to diversified portfolios, 1031 Tax-free sale of highly appreciated property, tax strategies for Sale of a Business, Private Family Charitable Foundations, Multi-generation estate tax planning: Dynasty Trust, South Dakota.

 

Prior to joining Boustead, Mr. Taliaferro was founder and CEO of Corporate Officer Tax Strategies, LLC for more than 25 years. With offices in both San Jose and Solvang California, Corporate Officer Tax Strategies specializes in the customized structuring of tax, risk, and liquidity strategies for CEO’s, founders and other high net worth individuals in Silicon Valley.

 

Past corporate clients include: Xilinx, Inc., Adobe Systems, Orbit Semiconductor, Plantronics, and Trident Microsystems. In addition, during the past 8 years, Mr. Taliaferro has presented over 30 educational tax seminars in Palo Alto, Menlo Park and Cupertino California. 

 

Mr. Taliaferro holds a Bachelor of Arts from Dickinson College in Carlisle, Pennsylvania. Mr. Taliaferro served as 1st Lieutenant, Infantry, US Army Vietnam 1970-71.

 

He holds FINRA Series 1, 24, 63, 66 and SIE licenses.

6 Venture, Suite 395

Irvine, CA 92618 USA

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+1.949.502.4408

info@boustead1828.com

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