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Our Tax Planning Services for High Earners, Business Owners, & Real Estate Investors
Your personalized strategy is customized within three phases — ensuring your plan evolves as your wealth does.
Pre-Sale Tax Deferral Structures
Plan before you sell to capture full value and defer taxes on appreciated assets.
Post-Sale Tax Mitigation and Reinvestment Strategies
Redeploy proceeds strategically to offset gains and maximize after-tax returns.
Family Office
Design and implement structures to more easily manage wealth while using tax advantaged rules
High Income Tax Solutions
Control tax brackets while offsetting high ordinary income taxable events
Tax Efficient Wealth Management
Grow assets while controlling taxable events and generating tax benefits
Estate Tax & Legacy Planning
Protect wealth efficiently through trust and philanthropic structures
Pre-Sale Tax Deferral Structures
Before selling a business, property, or appreciated asset, we design tax deferral strategies that legally defer or reduce capital gains exposure on business sales and appreciated real estate, guided by one of our dedicated capital gains tax strategists.
Installment Sales Trust (Deferred Sales Trust)
Delay recognition of capital gains while keeping full sale proceeds invested.
Secured Private Annuity Trust (SPAT)
Convert assets into lifetime income with estate planning advantages.
Qualified Small Business Stock (QSBS)
Structure equity to qualify for full exclusion on up to $15M in gains.
Post-Sale Tax Mitigation & Reinvestment Strategies
Deploy proceeds intelligently to offset realized gains, reinvest tax-efficiently, and generate new opportunities.
Qualified Opportunity Zones (QOZs)
Defer capital gains and grow tax-free through Qualified Opportunity Funds in designated zones.
Market-Based Offsets (Long-Short / Direct Indexing)
Use advanced equity structures to create controlled losses and offset taxable events.
Tax Advantaged Investments
Access advantaged investments, with compliant deductions & credits in energy, oil & gas, and film sectors
Accelerated Depreciation & K-1 Losses
Front-load deductions and pass-through losses to reduce immediate taxable income.
Family Office, Estate & Legacy Planning
Securing your generational wealth.
Family Office Structures
Centralize management, reporting, and governance for multi-generational efficiency.
Premium Financed Life Insurance
Leverage global financing to fund estate coverage and preserve liquidity.
Philanthropic Strategies
Maximize deductions and impact through non-cash donations and charitable distributions.