Strategic
Tax
Planning
Integrated Tax Planning Insight
Customized plan for Every Transaction
No two transactions are the same. We tailor planning based on:
- Personal and family goals
- Entity type and ownership structure
- Transaction nature and timing (exits, sales, etc)
Our approach is customized so strategies align with what you’re building and what comes next.
Clarity for Complex Tax Decisions
Liquidity events can bring multiple layers of taxation:
- Federal and state income taxes
- Gift and transfer taxes
- Estate and generation-skipping transfer taxes
We understand how such tax elements interact, turning technical complexity into clear planning considerations and informed decision-making.
a Range of tax Strategies to explore
Planning may include evaluating tools such as:
- Qualified Small Business Stock (QSBS)
- Grantor Retained Annuity Trusts (GRATs)
- Spousal Lifetime Access Trusts (SLATs)
- Intentionally Defective Grantor Trusts (IDGITs)
- Charitable strategies including Donor-Advised Funds and Private Foundations
Planning In Practice.
We recently worked with a founder ahead of a liquidity event, coordinating closely with their legal and tax advisors to build a plan well before the transaction closed. The planning encompassed several areas, including estate and tax planning, charitable strategies, and a long-term investment framework for the proceeds.
Based on current law and the client’s circumstances, the planning was designed to improve tax efficiency at closing while establishing a long-term framework for managing the wealth created by the transaction. Every situation is different, but the approach demonstrates how planning before a transaction can create greater flexibility.
