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Robin Taliaferro, Coordinated Tax Solutions in Northern California at Corporate Officer Tax Strategies, LLC | WiseIntro Portfolio

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Robin Taliaferro

Coordinated Tax Solutions in Northern California

Corporate Officer Tax Strategies, LLC

Guiding Corporate Officer Tax Strategies, LLC, in San Jose as CEO, Robin Taliaferro provides Silicon Valley executives with coordinated tax, risk, and liquidity services. Among his areas of extensive knowledge are employee stock options and corporate stock award strategies. Robin Taliaferro also assists clients in navigating aspects of IPOs such as deferred compensation and overly-concentrated stock positions.

Over the past several years, Mr. Taliaferro has facilitated more than two dozen tax seminars in South Bay locations such as Palo Alto, Cupertino, and Menlo Park. He has assisted clients in setting in place tax-exempt trusts and qualified opportunity zone funds. Among the major companies he has worked with professionally are Cisco, Intel, Adobe, and Xilinx.

After earning his BA at Dickinson College, Mr. Taliaferro completed an MBA at the Babson Institute in the late 1960s and subsequently served as an infantryman in Vietnam. A competitive runner for many years, Robin Taliaferro achieved victory in his age group in the Santa Barbara Grand Prix in 2005.

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  • address Solvang, CA, US
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