INGAMEPRIVATE WEALTH

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.

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Core planning modules

01

Income & Entity Strategy

Entity structure coordination, owner compensation, distributions, timing, deductions and credits where applicable, and scenario modeling.

02

Business & Liquidity Events

Pre-sale planning, transaction sequencing, charitable and estate considerations, liquidity management and post-close wealth coordination.

03

Multistate & Mobility Planning

Residency and domicile considerations, multi-jurisdiction income, athlete duty-day complexity, entertainer touring allocation, business footprint and property ownership.

04

Estate, Gifting & Legacy

Tax strategy coordinated with estate counsel, trusts, gifting, philanthropic structures and next-generation goals.

05

Investment Tax Management

Asset location, gain and loss awareness, concentrated positions, charitable gifting of appreciated assets, tax-aware rebalancing and withdrawal sequencing.

06

Retirement & Benefit Design

Owner and employee retirement plan coordination, deferred compensation where relevant, benefit design and long-term distribution planning.

07

Real Estate, Business Ownership & Alternatives

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

Ongoing Tax Calendar

Quarterly estimated-tax visibility, transaction alerts, year-end review, document coordination and an annual strategic refresh.

Year-round planning process

  • Map the facts before the strategy

    Income sources, entities, residency, holdings and existing professionals, the strategy is built from your situation, one detail at a time.

  • Scenario analysis on an after-tax basis

    The sale, the bonus, the acquisition, the move, modeled before commitment, with the tax impact explicit.

  • One plan across your professionals

    CPA, tax counsel, estate attorneys, specialists and lenders working from the same numbers and the same calendar.

  • Sequenced execution

    Elections, restructuring, funding and filings in the right order, with owners and deadlines tracked.

  • A living plan

    Quarterly estimates, transaction alerts and an annual refresh, because tax law and your life both change.

How we work with your tax and legal professionals
Where InGame is not itself providing tax-return preparation, legal advice or accounting services, we coordinate with, and work alongside, your qualified CPA, tax counsel and other professionals. We also have a network of professionals that can provide independent and fresh perspectives to the planning already in place. Any depreciation, cost-segregation, loss-offset or financing discussion is fact-specific and never implies guaranteed deductions, refunds, investment returns or loan approval. Every tax page on this site is reviewed by compliance before publication.

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