Services We Provide

Optimizing Tax Benefits for Holders of Qualified Small Business Stock

Business formation, re-organization and implementation strategy including qualification assessment.

Income Tax Minimization for Closely Held & Family Business Owners

Formation, re-organization and pre and post transaction planning including stock v. asset sales. installment sales and employee stock ownership plans (ESOP's).

Tax Efficient Transfer of Wealth to Spouse, Children, other Family and Charity

Optimizing both the personal exemption and the unlimited marital deduction for estate and gift tax minimization and asset protection.

Optimizing Equity Based Compensation

Custom planning with compensatory equity and stock options including early exercise of vested and unvested ISO's and NQSO's.

Strategic Charitable Gift Planning

Active and passive strategies including private family foundations, charitable remainder trusts (CRT's), and donor advised funds (DAF's).