Strategic planning for both short and long term objectives specifically designed for your personal needs.
Retirement planning beginning as early as ten years before you retire.
Choosing the right mix of retirement plan savings including Roth IRA and 401(k)s, Roth Conversions, Back-Door Roth’s, Defined Benefit Plans, etc.
Maximizing benefits from Incentive Stock Option, Non-Qualified Stock Options, Restricted Stock and other executive benefit plans.
Charitable contribution planning through Donor Advised Funds and Charitable Remainder Trusts, etc.
Tax Planning for concentrated, highly appreciated stock positions.
Like Kind Exchanges for Real Estate investors.
Gifting strategies for education and estate planning.
Real Estate strategies including Residential and Commercial Real Estate, vacation homes, Air-BNB type rentals.
Cryptocurrency advisory services for both tax reporting and potential international reporting issues.
Simplifying the Sole-Proprietors tax reporting burden through technology plus planning for funding education plans, hire your kids, home office deductions.
Reducing taxes in retirement through multiple approaches including planning tax free income, tax advantaged income, Medicare premiums impact, and required minimum distributions to name a few.
Advisory on Health Savings Accounts, IRA and other retirement contributions, medical insurance deductions, alimony, and educational tax credits or deductions.
Advisory services related to divorce and arbitration including partition of income, impact of change in filing status, investment complications especially with Partnerships, and numerous others.
Advisory services and analysis of the tax consequences of marriage vs cohabitation. How will the Marriage Penalty impact you?
We provide guidance and advice related to life’s major events including marriage, buying a home, moving, having children, approaching retirement, terminal illness and death.
