Each pillar has a written annual deliverable, a quarterly review meeting, and a measurable outcome on your federal and state liabilities. Below: every tool, every deliverable, and every typical engagement scope.
Every engagement begins and ends here. The strategic plan is a 7-year forward-projection model covering federal, state, AMT, NIIT, and entity-level liabilities. Refreshed every quarter; reset every January.
The right entity structure is worth more in lifetime tax savings than every individual investment decision combined. We design holding-company hierarchies, evaluate S-corp vs C-corp vs LLC choices, and manage multi-state nexus from end to end.
The 2017 lifetime estate-and-gift exemption sunsets December 31, 2025. We design and implement SLATs, GRATs, IDGTs, and dynasty trusts to lock in the higher exemption and remove appreciating assets from the taxable estate.
Founder and operator clients have access to a specific set of business-tax tools. We coordinate the QSBS qualification work, R&D credit captures, cost-segregation studies, and ESOP transactions where they fit.
Cross-border clients face a tax code optimized for the IRS’s convenience, not theirs. We manage foreign earned-income exclusion, treaty positioning, FBAR/FATCA compliance, and where indicated, expatriation planning.
Most HNW households give 6–12% of net liquid wealth to charity over their lifetime — almost always inefficiently. We design DAF, CLT, CRUT, and private-foundation structures so the giving you would do anyway becomes a coordinated piece of your tax plan.
If your situation requires more than two of the six pillars, an engagement is likely the right fit. Request a one-hour strategy session to discuss scope and chemistry.
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