Who We Serve
Built for Those Who Earn at the Highest Level
Our clients don't have ordinary tax situations. They have complex income streams, significant assets, and a lot to protect. We specialize in the strategies that matter most at the intersection of high performance and high income.
Athletes
Your earning window is short. Your tax strategy shouldn't be.
Professional athletes face a unique financial reality — peak earning years that are finite, income spread across multiple states and countries, and income streams that most advisors have never encountered. We build strategies that protect what you earn now and compound it into lasting wealth.
Key Strategies
- Entity structuring for endorsement and NIL income
- Managing the Jock Tax across states and jurisdictions
- Retirement account loading to reduce taxable income
- NIL and self-employment tax planning
Artists & Entertainers
Creative income deserves creative strategy.
Musicians, actors, producers, and visual artists navigate royalty income, licensing deals, touring revenue, and entertainment tax credits that most advisors never encounter. We understand the entertainment economy and structure your finances to take full advantage of every available incentive.
Key Strategies
- Film, TV, and live performance tax credits
- Royalty and licensing income optimization
- Tour and performance expense planning
- Intellectual property and catalog planning
High Net Worth Individuals
Wealth at scale requires strategy at scale.
When your income and assets reach a certain level, the standard playbook no longer applies. We work with high net worth individuals to deploy sophisticated strategies — from accelerated depreciation and opportunity zone investments to charitable giving vehicles and generational wealth transfer — that preserve and compound what you've built.
Key Strategies
- Accelerated depreciation and cost segregation
- Opportunity zone investments
- Charitable remainder trusts and foundations
- Generational wealth transfer planning
- Alternative investment tax structuring
Real Estate Investors
Every acquisition is a tax strategy opportunity.
Real estate is one of the most tax-advantaged asset classes available — but only if you know how to use it. We advise active and passive real estate investors on cost segregation, 1031 exchanges, opportunity zones, passive activity loss planning, and entity structuring that maximizes after-tax returns on every deal.
Key Strategies
- Cost segregation and bonus depreciation
- 1031 exchange planning and execution
- Opportunity zone investment strategy
- Passive activity loss optimization
- Real estate professional status qualification
Startups & Founders
The decisions you make early define what you keep at exit.
Founders who get their tax structure right from the beginning keep significantly more when success arrives. We advise early-stage and growth-stage companies on entity selection, equity compensation, R&D tax credits, and exit planning — so that the wealth you create doesn't get eroded by avoidable tax exposure.
Key Strategies
- Entity selection and restructuring
- Qualified Small Business Stock (QSBS) planning
- R&D tax credit identification
- Equity and stock option structuring
- Exit and liquidity event planning
Divorce
The tax code doesn't pause for transition. Your strategy shouldn't either.
Divorce creates tax consequences that are easy to overlook and costly to ignore. From the timing of your filing status to how assets are divided, the decisions made during this process have long-term financial implications. We provide clear, strategic guidance so you emerge from transition with your wealth protected.
Key Strategies
- The December 31 Rule — filing status and year-end timing strategy
- Property and asset division — understanding tax-free transfers
- The family home — exclusions, basis, and custodial parent tax perks
- Retirement account splits and QDRO planning
- Alimony and support structuring under current tax law
Let's Talk
Your Situation Is Unique. Your Strategy Should Be Too.
We don't apply templates. Every client engagement starts with a deep understanding of how you earn, what you own, and where you want to go — then we build the strategy around that.