Proactive, coordinated tax strategy — not just return preparation. Ed and the Advanced Planning Team work year-round to find every legal opportunity your tax situation allows.
There’s a real difference between preparing a return and planning a strategy. Most CPAs are focused on compliance — recording what already happened and filing it correctly. That’s essential, but it isn’t strategy.
The cost of skipping that strategy isn’t always obvious. A CPA restructures an entity without looping in the estate attorney, and a tax fix creates an estate planning problem. A portfolio gets rebalanced without checking in on tax timing, and a client is surprised by a capital gains bill they didn’t see coming.
Timing income, sales, and liquidity events across multiple years to manage total tax exposure.
Designing the right entity structure for liability protection and tax efficiency.
Maximizing deductible contributions while building long-term wealth.
Coordinating giving strategies that support your goals and your tax position.
Aligning wealth transfer planning with your CPA and estate attorney to minimize impact.
Making sure tax strategy doesn’t work against your legal, wealth, or business planning.
Coordinating the tax timing of stock options, RSUs, and deferred compensation to minimize impact.
Coordinating tax strategy across state lines for clients with multi-state income, residency changes, or business operations.
What We Coordinate: Strategy development, specialist coordination, deadline tracking, and follow-through — making sure recommendations actually get implemented, not just discussed.
What We Don’t Do: Replace your CPA. Your CPA stays in place and stays your CPA — we enhance what they do by coordinating the broader picture with them. We do not provide legal, accounting, securities, or investment advisory services; all such services are provided by appropriately licensed professionals.
This tends to matter most for business owners managing multiple entities, executives with concentrated income or equity compensation, and families navigating a complex or multi-generational estate.
Tax planning follows the same MAP process that guides every engagement — diagnostic, prioritization, education, implementation, then review.
Tax planning doesn’t stop once a strategy is filed. We revisit your plan throughout the year, track what’s still open, and reassess as your income, entities, or goals change. Tax planning fees are structured to reflect the complexity and scope of the strategy — the goal of every engagement is straightforward: the value of the strategy should outweigh the cost of building it.
✓ Ongoing check-ins throughout the year
✓ Annual diagnostic and priority review
✓ Continued coordination with your CPA and attorney
