Advanced Tax Strategy & Optimization
Reducing Tax Drag So More of Your Wealth Compounds Over Time
Proactive tax planning designed to reduce lifetime tax exposure and improve after-tax outcomes
About This Service
Tax planning that happens all year, not every April. We coordinate proactively with your CPA on the levers that move your bill: Roth conversions and backdoor / mega-backdoor Roth strategies, lot-level tax-loss harvesting and direct indexing, donor-advised funds and appreciated-stock gifting, charitable and deduction timing, and QBI planning on business income — every recommendation measured on long-term, after-tax impact.
Who This Is For
- You feel overexposed to taxes
- You own a business or multiple entities
- You want proactive, long-term tax planning
What's Included
- Roth conversions & backdoor / mega-backdoor Roth
- Lot-level tax-loss harvesting & direct indexing
- Donor-advised funds & appreciated-stock gifting
- Charitable & deduction timing
- QBI planning on business income
Frequently Asked Questions
We're adding FAQs for this service soon. In the meantime, browse all FAQs or ask us directly.
A Client's Experience
A business owner planning to sell her company in three years worked with us to implement a combination of a Qualified Small Business Stock (QSBS) strategy, a cash-balance pension plan, and a charitable remainder trust. The coordinated approach reduced her projected capital gains tax on the sale by over $400,000.
These are hypothetical scenarios for illustrative purposes only and do not represent actual clients or results. Past outcomes do not guarantee future results.
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