Tax Strategy
The IRS gets a copy. You get a strategy.
Most tax bills are written months before April. We work year-round to legally—and aggressively—lower yours, using every credit, deduction, and structuring play in the code.
Tax-strategy playbooks we run
R&D Tax Credits
Federal §41 and state-level R&D credits for tech, engineering, biotech, and product-led companies.
QSBS §1202 Planning
Qualify and stack the small-business stock exclusion—up to $10M (or 10x basis) tax-free on exit.
Cost Segregation
Accelerate depreciation on commercial and rental real estate. Bonus depreciation strategy included.
1031 Like-Kind Exchanges
Defer capital gains on real estate dispositions with bulletproof structuring and timing.
Entity Restructuring
S-corp elections, holding companies, F-reorgs, and check-the-box planning to reduce effective rates.
Multi-State Nexus
SaaS, e-commerce, and remote workforce nexus reviews. Voluntary disclosure agreements when needed.
International Tax
GILTI, FDII, Subpart F, transfer pricing, treaty analysis, FBAR/FATCA, expat returns.
Estate & Gift Strategy
Trust design, valuation discounts, GRATs, and intergenerational wealth structuring.
Compensation Planning
ISO/NSO, 83(b), deferred comp, and reasonable-comp strategies for owner-operators.
High-Net-Worth
Estate & Trust Tax Strategy
Generational wealth deserves more than a will and a wire transfer. We design the trust architecture, valuation strategy, and gifting cadence that preserve what you've built and move it on your terms.
Built for family offices, founders nearing exit, and multi-generational operators who want a coordinated estate plan that actually integrates with the operating businesses and the investment portfolio.
Trust Design & Drafting Coordination
Revocable, irrevocable, dynasty, grantor, IDGTs, SLATs — selected and structured to match your liquidity profile and family dynamics, in lockstep with your attorney.
Intergenerational Wealth Structuring
Multi-generational planning with GST allocation, asset-protection layers, and entity wrappers that survive the federal estate-tax exemption rolling back.
GRATs, IDGTs & Installment Sales
Freeze techniques that move future appreciation out of the taxable estate while keeping income and control where it needs to be.
Valuation Discounts
Defensible minority-interest and marketability discounts for closely held businesses and LLC interests, with documentation that survives IRS review.
Charitable & Foundation Strategy
CRTs, CLTs, donor-advised funds, and private foundation design — pairing intent with the right vehicle and the right deduction timing.
Fiduciary Tax Compliance
Form 1041 trust returns, K-1s to beneficiaries, fiduciary accounting, and state-level fiduciary nexus — handled in one shop with the strategy team.
Stop overpaying. Start strategizing.