Strategic Advisory for Business Owners
01
Proactive Tax Strategy
Ongoing, forward-looking tax planning designed to surface statutory and regulatory opportunities, optimize timing of income and deductions, and coordinate elections before filing deadlines and year-end close.
02
Business Advisory
Advisory support on entity selection, ownership and compensation structures, intercompany arrangements, and transaction planning with a focus on after-tax cash flow and long-term enterprise value.
03
IRS Defense & Representation
Representation and case management for IRS and state tax inquiries, including notices, examinations, collection actions, and negotiated resolutions of tax liabilities and compliance failures.
Sophisticated Solutions for Investors
We provide advanced structural analysis and coordination for the complex requirements of high-income professionals and real estate portfolios.
Structural Analysis
Entity & Structure Review
Technical review of existing legal entities and operating structures (LLC, S corporation, C corporation, partnership, and hybrid arrangements) to assess alignment with current tax law, risk profile, and long-range planning objectives.
Portfolio Advisory
Real Estate Tax Strategy
Tax planning for real estate portfolios, including acquisition and disposition strategy, depreciation and cost recovery, cost segregation analysis coordination, and integration with broader business and estate planning.
Wealth Coordination
Wealth Planning Coordination
Coordination of retirement plan design, tax-deferred savings strategies, and wealth-transfer structures in collaboration with your legal and financial advisors, with an emphasis on tax efficiency across the balance sheet.