Tax Planning
Personal Tax Planning
Annual and multiyear planning that aligns income, deductions, entity flows, timing decisions, gift strategy, and household liquidity. For high-income households and family wealth that requires more than retrospective compliance.
Business Tax Planning
Entity structure, compensation design, and tax strategy for founders, partners, and closely held businesses that need more than a current-year filing.
Special Needs Planning
Tax and legacy coordination designed around long-term care, benefit preservation, and durable family structures. For families raising a child or dependent with special needs who require a planning standard that goes well beyond the conventional.
Estate Tax Planning
Tax-led planning for gifts, trusts, beneficiary design, fiduciary income, and multigenerational wealth transfer, coordinated with independent estate counsel and other advisors involved in the client's affairs.