Industries Served
Specialists, not generalists.
We serve three client profiles with disciplined depth. Where most firms are a mile wide, we are a mile deep.
I.
Real Estate Investors
From the first duplex to the institutional portfolio, our practice is built on real estate fluency. We speak in cap rates, depreciation schedules, REPS hours, and 1031 timelines.
- ◆1031 exchange structuring
- ◆Cost segregation studies
- ◆Real estate professional status
- ◆Syndication & fund K-1 work
II.
Entrepreneurs & Founders
Operators who built it from nothing deserve counsel that thinks the same way. We architect entity stacks, equity events, and exits with the long game in mind.
- ◆S-Corp & holding structure
- ◆QSBS qualification
- ◆Equity event planning
- ◆Exit and acquisition strategy
III.
High-Earning Professionals
Surgeons, attorneys, executives. When W-2 income meets equity comp, deferred plans, and side investments, the tax surface gets complex fast.
- ◆RSU & ISO/NQSO planning
- ◆Deferred comp coordination
- ◆Backdoor & mega-backdoor Roth
- ◆Charitable & DAF structures
Begin the Conversation
Your wealth deserves
considered stewardship.
Schedule a private, complimentary consultation. We'll review your position and outline a strategy designed for the long horizon.
Schedule a Consultation