Who we help
Start with what you’re living with.
People usually start with a goal before they know which kind of tax strategist they need. Start here.
Business owners preparing to exit
to understand the capital gains and structure decisions ahead of a sale
High-income professionals
a strategy for bracket creep, NIIT, AMT and state taxes
Real estate investors
to manage depreciation, recapture and gains across a portfolio
Families with significant estates
to plan for estate and gift tax and the next generation
Founders with startup equity
to know whether QSBS and other exit rules apply
Charitably minded investors
to give appreciated assets in a tax-aware way
Alternative-asset investors
a clear-eyed view of DSTs, opportunity zones and energy credits