Tax Strategy & Optimization

Navigate wealth preservation and estate taxation: unlocking the Section 1014 stepped-up basis, structuring revocable vs irrevocable trusts, and gifting exemptions.

Execute the S-Corporation tax election: capturing FICA payroll tax arbitrage, establishing defensible IRS reasonable compensation, and tracking shareholder distributions.

Optimize small business and freelance tax returns: maximizing Schedule C ordinary business deductions, deploying home office methods, and capturing Section 199A QBI.

Evaluate itemized deductions against the standard deduction: navigating the $10,000 SALT cap, executing multi-year expense bunching, and leveraging Donor-Advised Funds (DAF).

Master tax-loss harvesting in taxable investment accounts: avoiding 30-day wash-sale violations, deploying direct indexing, and balancing tracking error with tax alpha.