The Tax Advisory team offers proactive tax planning around life events, annual tax filing, analysis to maximize the value of charitable gifts and equity compensation plans, tax mitigation strategies, and assistance with tax controversy.
Stock options and their tax implications
Knowing the tax difference in the two main stocks— incentive stock and non-qualified stock—is an essential part of your financial planning.
Planning for income tax season
Identify and take advantage of opportunities to minimize your tax burden, and how to plan for a blissfully uneventful tax day.
Retirement contributions and tax strategies
Retirement savings accounts have varying tax implications. We make it work for your financial plan to give you the best tax advantage.
Tax-advtanged real estate strategies
In collaboration with our real estate team, we assist you with the implementation of tax-advantaged real estate strategies, spanning 1031 exchanges, Delaware Statutory Trusts (DSTs), and investments into Qualified Opportunity Zones (QOZs).