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A Partial List of the 100+ Strategies We Evaluate
 

Every strategy isn't appropriate for every client.

We evaluate your tax situation, business, investments, retirement, and long-term goals to determine which strategies may actually make sense.


 

Business Tax Planning
 

  1. S-Corporation Tax Planning

  2. Reasonable Compensation Planning

  3. Entity Structure & Restructuring

  4. Pass-Through Entity Tax (PTET) Elections

  5. (QBI) Planning

  6. Accountable Plans

  7. Augusta Rule / IRC §280A(g)

  8. Family Employment Strategies

  9. Heavy Equipment Deductions

  10. Section 179 Expensing
     

Real Estate & Depreciation
 

  1. Bonus Depreciation Planning

  2. Cost Segregation Studies

  3. Short-Term Rental Tax Strategies

  4. Real Estate Professional Status Planning

  5. 1031 Exchanges

  6. Opportunity Zone Planning

  7. Installment Sales

  8. Partial Asset Dispositions

  9. Tangible Property Regulation Planning

  10. Passive Activity Loss Planning
     

Retirement & Income Planning
 

  1. Solo 401(k) Plans

  2. Profit-Sharing Plans

  3. Cash Balance Plans

  4. 412(e)(3) Defined Benefit Plans

  5. LIRPs

  6. Roth Conversion Planning

  7. Backdoor & Mega Backdoor Roth Strategies

  8. Qualified Charitable Distributions

  9. RMD & Withdrawal Planning

  10. Social Security & Retirement Tax Planning
     

Executive & Employee Benefits

  1. Nonqualified Deferred Compensation

  2. Supplemental Executive Retirement Plans (SERPs)

  3. Section 162 Executive Bonus Plans

  4. Split-Dollar Arrangements

  5. Key Employee & Retention Strategies
     

Advanced & Alternative Tax Planning

  1. Captive Insurance Companies / IRC §831(b)

  2. Premium Financing Strategies

  3. Private Placement Life Insurance (PPLI)

  4. Private Placement Variable Annuities (PPVA)

  5. Oil & Gas Intangible Drilling Cost Deductions

  6. Oil & Gas Depletion Allowances
     

Business Sale & Succession

  1. Qualified Small Business Stock / IRC §1202

  2. Stock Sale vs. Asset Sale Planning

  3. Installment Sale Structuring

  4. Employee Stock Ownership Plans (ESOPs)

  5. Business Succession & Family Transfers
     

Charitable & Estate Planning

  1. Donor-Advised Funds & Appreciated Asset Gifting

  2. Charitable Remainder & Charitable Lead Trusts

  3. Advanced Estate & Wealth Transfer Strategies — including SLATs, IDGTs, GRATs, ILITs, and Family Limited Partnerships
     

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