Financial Strategies




We provide income tax, estate tax, entity formation, payroll and other legal advice and implementation for individuals and small businesses. We review all possibilities and help you choose what is best for you.


  • Income tax preparation, strategies to reduce taxes, compliance, and IRS and state audits,
  • Stock option exercise strategies,
  • Estate plan preparation, gift tax filings, probate filings, and review of life insurance,
  • Real Estate transactions, purchase and sales, financing, and entity choice,
  • Entity formation for small business startups and compliance,
  • Review and negotiate employment contracts,
  • Charitable giving strategies, entity formation and filing for IRS tax-exempt status, and on-going compliance.

Client base

  • Our clients include executives of major corporations, entrepreneurs, private business owners, professionals, retired individuals and individuals with inherited wealth.

Events for advice

  • Job change/new job - Comparing offers, evaluating company benefits, retirement
  • Marriage - Income tax and estate planning
  • Children - Life insurance and estate planning, college funding
  • House purchase - Cash flow and debt planning
  • Death in the family - Estate filings, probate, and handling of wealth transfers
  • New business - Entity formation, tax, estate, and retirement planning
  • Investment real estate - Legal, cash flow and debt and retirement planning
  • Sale of company stock - Tax and estate planning



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