High-Income Tax Planning
Strategies for W-2 earners, executives, tech professionals, physicians, consultants and dual-income families.
- W-2 earners
- 1099 contractors
- Sole proprietors
- LLCs
- S corps
- C corps
- Partnerships
No hourly billing. No surprises. For businesses and personal.
Growing fast? Your tax plan should grow with you.
Strategies for W-2 earners, executives, tech professionals, physicians, consultants and dual-income families.
RSUs, ESPP, ISOs, stock sales, capital gains, AMT exposure, Roth planning and portfolio tax efficiency.
Entity structure, S-Corp planning, accountable plans, retirement plans, family payroll, reimbursements and legal deductions.
Equity compensation, QSBS, business structuring, fundraising readiness, exit planning and tax-aware wealth creation.
Cost segregation, bonus depreciation, passive-loss planning, REPS qualification, 1031 exchanges, Opportunity Zones and cash-flow design.
Solo 401(k)s, SEP-IRAs, cash balance plans, backdoor and mega backdoor Roth, and Roth conversion timing.
Donor-advised funds, gifting appreciated stock, deduction bunching, QCDs and charitable remainder trusts.
LLCs, trusts, holding companies, legal separation, estate planning and multigenerational wealth transfer.
Educational information only — not tax or legal advice.