Our Services

Income tax strategy & planning

We evaluate income sources, entity structures, and timing decisions to reduce long-term tax exposure while maintaining flexibility.

This includes:

• Income characterization and timing

• Owner compensation strategy

• Entity selection and restructuring

• Multi-year tax planning projections

Advanced retirement planning strategy

We advise on retirement plan design and strategy, including:

• Cash balance and defined benefit plan feasibility

• Coordination with 401(k) and profit-sharing plans

• Long-term contribution and deduction planning

Implementation typically involves coordination with plan administrators, actuaries, and recordkeepers.

Real estate tax planning

For clients with real estate holdings, we advise on:

• Depreciation and cost recovery strategies

• Entity structuring for real estate activities

• Integration with overall income planning

Ongoing advisory relationships

Our clients engage us on an ongoing basis to revisit planning decisions annually and adjust strategy as income, assets, or goals change.