Advanced Strategies for High-Income Tax Payers
We implement advanced tax strategies for business owners and high-income earners. Our services include cost segregation, entity structuring, and tax-advantaged investments.
Services
Tax Strategy Implementation
Cost segregation studies, entity selection, passive loss optimization, and depreciation planning for real estate and business owners.
Entity Structuring
S-Corporation elections, partnership structures, and multi-entity arrangements for business income and real estate holdings.
Real Estate Tax Planning
Short-term rental strategies, Section 8 housing optimization, equipment rental businesses, and 1031 exchange planning.
Business Tax Reduction
Qualified Business Income deduction planning, reasonable compensation analysis, and expense optimization for operating businesses.
Implementation Process
1. Initial Assessment
Review current tax situation, entity structure, and income sources. Identify applicable strategies based on income level and business operations.
2. Strategy Selection
Determine which tax strategies provide measurable benefit. Calculate projected tax savings and implementation costs.
3. Implementation
Work with your existing CPA to implement selected strategies. Provide documentation and technical support as needed.
4. Ongoing Compliance
Maintain documentation requirements for annual tax filings.
Contact Us
Discuss your tax situation
Contact us to review your current tax position and identify applicable strategies.