Earning $400K+?
Your Strategy Shouldn't Be an Afterthought.

Donor-Advised Funds (DAFs) funded with appreciated stock are the most effective. You avoid capital gains tax on the appreciation and receive a full fair-market-value deduction. For earners above $400K, bunching multiple years of charitable giving into a single year can push you above the standard deduction threshold, maximizing the tax benefit of your generosity.

Tax strategy and estate planning should work together. Strategies like gifting appreciated assets, Grantor Retained Annuity Trusts (GRATs), and proper entity structuring can reduce both your current income tax and future estate tax exposure. We coordinate with your estate attorney to ensure your tax plan and estate plan are aligned.

Proper tax planning is not aggressive. Every strategy we recommend is fully compliant with the tax code and supported by documentation. In fact, well-structured planning often reduces audit risk because it demonstrates intentional, defensible positions rather than errors or omissions that trigger IRS flags.

Not necessarily. Many clients keep their existing CPA for day-to-day compliance while we handle strategic planning and advisory. If your CPA is doing solid compliance work, we can collaborate with them. If we identify issues with the current relationship, we will tell you directly.

Our strategies generate the most value for earners above $400K in personal income or business owners with $500K+ in revenue. Below those levels, the complexity of advanced planning may not justify the cost. During the free assessment, we will be upfront about whether we are the right fit.