Connecting high-income earners with a network of tax specialists.
Let’s beginBridging the tax gap.
Our clients
- Mergers & Acquisitions
- Business Owners
- High-Net-Worth Individuals
- Real-Estate Developers
- Executives & Professionals
- Family Offices
- Medical Professionals
- FMOs & IMOs
- Attorneys
Alongside their current wealth team.
Your bridge to
specialist expertise.
Tax Strategies
- W-2 Income Planning
- Business Income
- Capital Gains
- 1031 Exchange Opportunities
- Charitable Gifting
- Tax Credits
- Bonus Depreciation
- Ownership Structures
- Precious Metals IRA
Specialist review of options
for your circumstances.
Advanced Tax Strategies.
Six starting points for a conversation with you and our network.
01Ownership & financingLeveraged Ownership StructureExplore ownership structures involving LLCs and pass-through allocations.
Potential efficacy level
This invitation-only program uses a specially designed Limited Liability Company to leverage an individual’s capital contribution into a negative K-1 up to ten times the initial contribution.
Due to the unique design of the LLC operations and the effect of special allocations under the tax code, this negative K-1 can be used to offset both ordinary income and long-term capital gains.
02Qualified business assetsAccelerated Bonus DepreciationBring eligible business-asset deductions forward through accelerated depreciation.
Potential efficacy level
Financing may reduce the initial cash needed to acquire an asset. Deductions depend on eligible cost, business use, timing and applicable limits.
03Purpose & philanthropyEnhanced Charitable GiftingConnect charitable intent with structured giving and eligible noncash contributions.
Potential efficacy level
Specialists evaluate the asset or entity interest, recipient, valuation and documentation before a gift is made.
04Transferable credit reviewDiscounted Tax CreditsExplore eligible transferable credits available below their face value.
Potential efficacy level
Any benefit depends on purchase price, fees and usable credits. Passive-activity limits, transfer rules and recapture exposure require individual review.
05The foundationStandard DeductionsStart with the deductions already available to you.
Potential efficacy level
Compare the standard deduction with eligible itemized deductions. Your filing status, tax year and eligibility determine which approach is available.
06Retirement assetsPrecious Metals IRAPhysical gold and silver, held in your retirement account.
We help American families connect with specialists to move a portion of their IRA or old 401(k) into IRA-eligible bullion, with pricing you can see, a specialist who stays with your account, and a provider’s standing commitment to buy the metal back.
Each approach requires individual review with appropriately qualified professionals. No particular tax treatment or savings is guaranteed.