TAX STRATEGY · THE CENTER OF THE RELATIONSHIP
Proactive, scenario-based and collaborative. We align the professionals and disciplines so decisions are tax-centric, while they can still be changed.
CORE PLANNING MODULES
01
Entity structure coordination, owner compensation, distributions, timing, deductions and credits where applicable, and scenario modeling.
02
Pre-sale planning, transaction sequencing, charitable and estate considerations, liquidity management and post-close wealth coordination.
03
Residency and domicile considerations, multi-jurisdiction income, athlete duty-day complexity, entertainer touring allocation, business footprint and property ownership.
04
Tax strategy coordinated with estate counsel, trusts, gifting, philanthropic structures and next-generation goals.
05
Asset location, gain and loss awareness, concentrated positions, charitable gifting of appreciated assets, tax-aware rebalancing and withdrawal sequencing.
06
Owner and employee retirement plan coordination, deferred compensation where relevant, benefit design and long-term distribution planning.
07
Entity structure, transaction timing, cost-segregation and depreciation considerations, passive-versus-nonpassive characterization, loss limitations and financing, coordinated with qualified professionals. Investment economics must stand independently of tax benefits.
08
Quarterly estimated-tax visibility, transaction alerts, year-end review, document coordination and an annual strategic refresh.
YEAR-ROUND PLANNING PROCESS
Income sources, entities, residency, holdings and existing professionals, the strategy is built from your situation, one detail at a time.