Strategy spotlights

Where tax planning becomes execution.

We focus on high-impact decisions that must be made before deadlines, not after a return is being prepared. Everything starts with one forward tax projection, and each area below is modeled against it rather than sold as an isolated tactic.

01Real Estate + Cost SegregationModel acquisitions, placed-in-service timing, cost segregation and depreciation before capital is committed.Read more →
021031 Exchange → DSTCoordinate the QI, 45-day identification clock, 180-day close and replacement options, including passive DST solutions for eligible accredited investors.Read more →
03Entity + Compensation DesignReview ownership, compensation, retirement planning and entity structure as one integrated model rather than isolated tax tactics.Read more →
04Energy StrategiesEvaluate regulated securities-based energy strategies where suitability, tax treatment and investor eligibility align.Read more →
05M&A + Liquidity EventsModel gain scenarios, entity consequences, real estate, charitable and reinvestment decisions before a transaction closes.Read more →
06Capital + CFO StrategyTax strategy works best when it fits cash flow, debt, liquidity, investment and operating goals. We model the whole picture.Read more →
Every strategy starts from one projection.

Each spotlight above is modeled against the same forward tax projection, not priced or pursued on its own. See how that plays out in a real engagement in the case study.

Start with the numbers

The first review is free. We will look at your current situation, identify the areas worth modeling, and tell you whether there appears to be a meaningful planning opportunity.

Request your free review