Every kind of tax strategist, clearly labeled.

Estate & gift tax planning

lifetime gifting strategy · trust planning coordination · generation-skipping transfer planning

For: an estate that may face estate tax, passing a business to the next generation, unsure how the exemption may change

High-income tax planning

NIIT exposure review · AMT review · state residency and state tax planning · retirement plan design

For: income climbing into higher brackets, hit by the net investment income tax, considering a move to a lower-tax state

Entity structure & tax realignment

entity selection review (LLC, S corp, C corp, partnership) · reasonable compensation review · multi-entity structure planning

For: suspect the business is in the wrong entity, growing income and rising self-employment tax, wanting a structure built for an eventual exit

Capital gains & exit tax planning

installment sale analysis · QSBS (§1202) eligibility review · pre-sale structuring coordination

For: planning to sell a business, facing a large capital gain, wondering whether QSBS applies

Real estate tax strategy

cost segregation studies · 1031 like-kind exchanges · depreciation recapture planning

For: owning appreciated investment property, wanting to defer gain on a property sale, worried about depreciation recapture

Charitable planning

charitable remainder trusts (CRTs) · donor-advised funds · gifting appreciated assets

For: charitably inclined with appreciated assets, wanting income plus a charitable legacy, planning gifts before a liquidity event

Delaware Statutory Trusts (DSTs)

DST replacement property in a 1031 exchange · fractional interests in institutional real estate · passive replacement property review

For: needing 1031 replacement property quickly, wanting to step back from active landlording, exploring passive real estate ownership

Qualified Opportunity Zones

Qualified Opportunity Fund investment review · capital gain deferral timing · long-hold planning

For: reinvesting a recent capital gain, interested in community investment with tax features

Carbon & energy credits

voluntary carbon credit education · IRA energy credit transferability (§6418) · §45Q carbon capture credits for qualifying projects

For: curious whether carbon credits have tax value, exploring transferable energy tax credits

Multi-family office coordination

coordinated tax, legal and investment planning · family governance · consolidated reporting

For: too many advisors who don't talk to each other, a family with complex, multi-entity wealth