Advanced Tax Planning
Proactive strategies for business owners and high-net-worth individuals. We help you navigate complex tax laws to preserve wealth and maximize savings.
Why "Reactive" Isn't Enough
Most tax preparers only record history. We help you shape it. By implementing strategic planning throughout the year, we ensure there are no surprises on April 15th and that you are leveraging every available opportunity to reduce your liability.
Navigating the Tax Landscape
The tax code is constantly evolving. Our specialized planning services are designed to help you navigate new regulations—like the complexities of the One Big Beautiful Bill Act (OBBBA)—and leverage them to your advantage.
Permanent Tax Cuts
Making the TCJA individual rates and standard deductions permanent for long-term certainty.
SALT Deduction
Strategic planning around the increased $40,000 SALT cap for qualifying income levels.
Business Expensing
Maximizing 100% bonus depreciation and R&D expensing opportunities.
"No Tax on Tips"
Guidance on deductions for tip and overtime income.
High-Net-Worth Strategies
Equity Compensation
Planning for ISOs, NSOs, and RSUs. We optimize exercise schedules to manage Alternative Minimum Tax (AMT) impact.
Retirement Structures
Setup of Cash Balance and Defined Benefit plans, allowing for substantial tax-deferred contributions tailored to business owners.
Estate & Gift Planning
Leveraging permanent exemption amounts to transfer wealth efficiently to the next generation while minimizing tax.
"The difference between tax avoidance and tax evasion is the thickness of a prison wall."
- Denis Healey
We keep you firmly on the safe side of the wall while actively reducing your bill.
Secure Your Financial Legacy
Advanced tax laws require advanced solutions. Partner with specialists who understand your unique financial picture.
Schedule a Strategy Session