Leading the charge in advisory servicesforward-looking planning for your personal and business needs
Wealth & succession
Equity Planning — Post Tax Net WorthA step back from the tax year to the longer arc: how you are building net worth, what tools you have to build it with, and what you are building it for. Covers turning business profit into principal, investing outside the business, and whether asset income gets drawn on or reinvested.
Learn more
Education Savings & Income ShiftingMoving income to family members in lower brackets, legitimately and with the paperwork to support it. Covers paying family for real work in the business, education savings plans, and gifting ownership to children.
Learn more
Employee Stock CompensationEquity compensation is taxed very differently depending on which instrument you hold and when you act. We work through non-statutory options, restricted stock units, incentive stock options and employee stock purchase plans, and what each means for you.
Learn more
Estate PlanningWhat happens to what you have built. Covers the documents themselves, making sure they are actually funded through asset ownership and beneficiary designations, provision for debts, and the particular questions that arise where minor children or adult children with disabilities are involved. Run alongside your attorney.
Learn more