Who We Help
Planning for Financial Lives That Have Become More Complex
Tax planning becomes more valuable as income sources, investments, real estate, business interests, and major life decisions begin to interact.
High-Income Professionals
Professionals with W-2 income, bonuses, RSUs, stock options and investment income often face multiple tax thresholds at the same time.
Real Estate Investors
Rental portfolios, property dispositions, depreciation and 1031 exchanges can create planning questions well before a transaction closes.
Business Owners
Business and personal taxes need to be evaluated together when considering compensation, retirement plans, estimated taxes and entity-related decisions.
Pre-Retirees & Retirees
The years before and after retirement can create opportunities to model Roth conversions, distributions, RMDs and other sources of taxable income.
Families Facing a Major Financial Event
A business sale, real-estate sale, large capital gain, inheritance or retirement can significantly change the tax picture. Planning before the event can clarify the options still available.
Not sure whether your situation warrants planning?
An introductory call can help determine whether there is a defined planning question worth analyzing.