Our 8 services
Coverage where decisions matter most
Each service covers a key life moment — when the right tax decision can save you tens of thousands of dollars, or more, across your lifetime.
Divorce Planning
Asset division, QDRO drafting, alimony tax treatment, and post-decree financial reconstruction for high-asset US divorces.
- QDRO drafting and pension valuation analysis
- Pre- and post-marital asset tracing
- Alimony and child-support tax-treatment modeling under post-TCJA rules
Estate Planning
Inherited account handling, step-up basis, federal and state estate-tax planning, and probate-avoidance strategy.
- Step-up-basis tax planning on inherited brokerage and real estate
- Inherited-IRA 10-year-rule modeling and decumulation strategy
- Federal estate-tax sunset (Dec 31, 2025) planning
Business Sale
QSBS Section 1202 exclusion, installment sales, F-reorganizations, and post-sale wealth structuring for US business owners.
- QSBS §1202 exclusion analysis (up to $10M or 10× basis tax-free)
- Stock-sale vs. asset-sale tax-impact modeling
- Installment-sale and earn-out structuring
Severance Planning
Severance-package optimization, 401(k) rollover, COBRA decisions, and equity-comp unvest analysis for laid-off US employees.
- Severance lump-sum vs. salary-continuation tax modeling
- 401(k) rollover, in-service distribution, and Roth-conversion planning
- COBRA vs ACA-marketplace cost analysis
Retirement Income
Social Security timing, Roth conversion ladders, RMD strategy, and decumulation planning for pre-retirees and retirees.
- Social Security claim-age optimization (62 vs 67 vs 70 modeling)
- Roth-conversion-ladder strategy across pre-RMD years
- RMD planning under SECURE 2.0 (age 73/75)
Equity Comp
RSU, ISO, NSO, ESPP, and 83(b) tax planning for tech, biotech, and pre-IPO employees navigating equity-heavy compensation.
- RSU sell-at-vest vs. hold modeling with concentration-risk analysis
- ISO/AMT exposure calculations and exercise-timing strategy
- ESPP qualifying-disposition vs. ordinary-income tax-impact analysis
Small Business Tax
Solo 401(k), SEP IRA, S-corp election, QBI deduction, and entity-structure planning for self-employed professionals and small-business owners.
- Solo 401(k), SEP IRA, and SIMPLE IRA selection and contribution-cap planning
- S-corp election analysis (savings vs. compliance cost) at various income levels
- QBI deduction §199A optimization and phase-out planning
Real Estate Investor
1031 exchanges, depreciation strategy, opportunity zones, and entity structuring for residential and commercial real-estate investors.
- 1031 like-kind-exchange timing and identification-rule planning
- Cost-segregation study analysis for accelerated depreciation
- Opportunity-zone investment analysis (deferral + step-up + 10-year exclusion)
Most-read guides
Our most popular guides
QSBS Section 1202 Exclusion: $10M Tax-Free
Founders can exclude up to $10M (or 10x basis) from federal capital-gains tax.
Step-Up Basis on Inherited Stock
How the section 1014 basis step-up wipes out lifetime appreciation.
401(k) Rollover After Layoff Decision
Stay vs roll-to-IRA vs roll-to-new-employer trade-offs.
Roth Conversion Ladder
Convert traditional balances tax-efficiently across multiple years.
RSU Vesting Tax Calculator
Sell-at-vest vs hold modeling for equity-compensation employees.
By city
Federal rules + your state's reality
Each metro page combines federal IRS rules with state-tax thresholds and local economic patterns specific to that city's residents.
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