High-Income Tax Planning
Strategies for W-2 earners, executives, tech professionals, physicians, consultants and dual-income families.
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Built for
- W-2 earners
- 1099 contractors
- Sole proprietors
- LLCs
- S corps
- C corps
- Partnerships
Wealth strategies
Growing wealth? We handle the advanced stuff too.
Investor Tax Strategy
RSUs, ESPP, ISOs, stock sales, capital gains, AMT exposure, Roth planning and portfolio tax efficiency.
Business Owner Optimization
Entity structure, S-Corp planning, accountable plans, retirement plans, family payroll, reimbursements and legal deductions.
Startup Founder Planning
Equity compensation, QSBS, business structuring, fundraising readiness, exit planning and tax-aware wealth creation.
Real Estate Wealth
Cost segregation, bonus depreciation, passive-loss planning, REPS qualification, 1031 exchanges, Opportunity Zones and cash-flow design.
Retirement Plan Design
Solo 401(k)s, SEP-IRAs, cash balance plans, backdoor and mega backdoor Roth, and Roth conversion timing.
Charitable Giving
Donor-advised funds, gifting appreciated stock, deduction bunching, QCDs and charitable remainder trusts.
Asset Protection & Legacy
LLCs, trusts, holding companies, legal separation, estate planning and multigenerational wealth transfer.
Explore all strategies
Educational information only — not tax or legal advice.