Evaluate and choose the appropriate legal entity for your business
Implement strategies like depreciation, bonus depreciation, QBI deduction,
SEP IRA, diversifying your portfolio, and tax planning
Use a backdoor Roth IRA and qualified charitable distributions to lower taxes owed, or recharacterize if you are pushed to higher tax bracket by your compensation such as bonus or stock options
Strategies for maximizing the value of your stock options such as RSU, ISO, NQSO, PSU or ESPP and lower your taxes by using (AMT) alternative minimum tax
Explore installment plans and like-kind exchanges when selling property
Convert your IRA to Roth IRA using multi-bucket Strategy.
All services can be personalized for your individual needs and are designed to give you the freedom and flexibility that you need to focus on the other demands of your business.
