Income & Investment Tax Planning
Tax projections, capital gains/losses, equity compensation, investment income, NIIT and income thresholds.
Plan ahead. Make informed decisions. Keep more of what matters.
Tax Planning
Before Tax Filing
Proactive tax planning for professionals, business owners, investors, and families with increasingly complex financial lives.
Schedule an Introductory CallPlanning before decisions
are made.
are made.
You may benefit from tax planning if you:
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Have high W-2 income, bonuses, RSUs or stock compensation
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Own a business or receive K-1 income
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Own rental or investment real estate
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Expect a significant capital gain or property sale
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Are approaching retirement, RMDs or considering Roth conversions
What We Do
Forward-looking tax planning for increasingly complex financial situations.
Real Estate Tax Planning
Rental-property taxation, depreciation, property dispositions, 1031 exchanges and transaction coordination.
Retirement Tax Planning
Roth conversions, retirement distributions, RMDs, Medicare considerations and multi-year income planning.
Business Owner Planning
Entity structure, reasonable compensation, retirement plans, estimated taxes and business/personal tax coordination.
Charitable & Family Planning
DAFs, appreciated securities, charitable strategies, gifting and coordination with estate-planning professionals.
Have a financial decision with tax implications?
Start with an introductory conversation about your situation and whether proactive tax planning may be appropriate.
Engagements typically start at $3,000. Final fees depend on the complexity of the client’s tax situation and scope of analysis. A defined scope and fee are provided before work begins.