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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.

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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) 

  6. Accountable Plans

  7. Augusta Rule 

  8. Family Employment Strategies

  9. Heavy Equipment 

  10. Section 179 Expensing
     

Real Estate & Depreciation

  1. Bonus Depreciation 

  2. Cost Segregation 

  3. Short-Term Rental 

  4. REP Status

  5. 1031 Exchanges

  6. Opportunity Zone 

  7. Installment Sales

  8. Partial Asset Dispositions

  9. Tangible Property Regulation Planning

  10. Passive Activity Loss 
     

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 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

  7. Direct Indexing & Tax-Loss Harvesting
     

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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