Tax Strategies Built for the Way You Earn

Retirement Tax Strategy

Preserve wealth across generations.

Sophisticated retirement planning goes far beyond contribution limits. We design tax-efficient retirement structures — including backdoor Roth conversions, and charitable giving vehicles — that reduce your lifetime tax burden and transfer wealth on your terms.

• Defined benefit and cash balance plans
• Roth conversion strategies
• Generational wealth transfer

Divorce Tax Strategy

Protect your financial position through transition.

Divorce creates significant and often overlooked tax consequences — from asset division and property transfers to alimony structuring and retirement account splits. We provide strategic guidance that protects your financial position and ensures you emerge from transition with your wealth intact.

• Asset division tax analysis
• QDRO and retirement account guidance
• Alimony and support structuring

Real Estate Tax Advisory

Maximize returns through the full spectrum of real estate strategy.

From 1031 exchanges and opportunity zone investments to passive activity loss planning and entity structuring, we deploy every available real estate tax strategy to compound your returns and protect your portfolio from unnecessary tax drag. A cost segregation study is a powerful tool within this arsenal — it breaks down a property's purchase price or construction costs into specific components, reclassifying them into shorter 5, 7, or 15-year recovery periods instead of the standard 27.5 or 39 years. The result is accelerated deductions, reduced taxable income, and meaningfully increased cash flow.

• 1031 exchange planning
• Opportunity zone investments
• Passive loss optimization
• Cost segregation studies
• Accelerated deductions through component reclassification
• Increased cash flow via shorter depreciation recovery periods

Startup Tax Advisory

Build your company on a tax-efficient foundation.

The decisions made in a company's early years have outsized tax consequences for years to come. We advise founders on entity selection, equity compensation structures, R&D tax credits, and exit planning — so that when success arrives, you keep more of it.

• Entity selection and structure
• R&D tax credits
• Equity and exit planning

Foundations & Charitable Strategy

Give strategically. Reduce taxes meaningfully.

Private foundations, donor-advised funds, and charitable remainder trusts are powerful tools for high net worth individuals who want to give with purpose while reducing their tax burden. We help you structure charitable giving so it aligns with your values and your financial plan.

• Private foundation setup
• Donor-advised fund strategy
• Charitable remainder trusts

Film, TV & Live Performance Tax Credits

Dollar-for-dollar reductions in your tax liability.

Federal and state tax credit programs for film, television, and live performance investments offer some of the most powerful incentives in the tax code. These credits reduce your liability dollar-for-dollar — not just your income — while positioning your portfolio in the entertainment economy.

• Dollar-for-dollar tax credit
• Diversified investment exposure
• Federal and state programs available

NIL Deal Review

Protect the financial future of your brand.

Name, Image, and Likeness agreements carry tax implications that most advisors overlook entirely. We review and structure NIL deals for athletes to minimize self-employment tax exposure and ensure that the income earned from your brand is protected from the start.

• Entity structure optimization
• Self-employment tax reduction
• Multi-year income planning