A holistic plan for a complex portfolio.
Large portfolios, tax credits here and abroad, and trusts, estates, and business succession — all working toward maximum tax efficiency, not just this year's return.
Familiar with what a large portfolio actually looks like
Stocks and bonds are the easy part. The details that actually move your tax bill live in the corners most preparers don't look closely at.
AMT Adjustments
The alternative minimum tax has its own set of preference items — things like private activity bond interest and incentive stock options — that can trigger a second tax calculation most people never see coming.
Publicly Traded Partnerships
PTP K-1s bring their own reporting quirks — unrelated business taxable income, passive loss limitations, and basis tracking that a standard 1099 portfolio never has to deal with.
Capital Gains & Investment Efficiency
Selling a loser to offset a winner, choosing which account holds what, timing when a gain actually lands on your return — the mechanics of investment tax efficiency add up fast at scale.
Retirement & Executive Compensation
Backdoor Roth conversions, RSU and stock option timing, cash balance plans for high earners — retirement and equity comp both deserve real planning, not just default withholding.
Credits, at home and abroad
Taxes on income paid abroad don't mean paying twice — and foreign tax credits are just one piece of the picture. We look at where credits are available and make sure none of them go unused.
Foreign Tax Credit
Income and tax paid abroad don't have to mean paying twice. We make sure tax you've already paid to another country actually offsets what you owe here.
Tax Credit Investments
Low-income housing, historic rehabilitation, and renewable energy credits are their own asset class for investors looking to offset a tax bill directly, not just defer it.
Where income tax and estate tax meet
Every trust structure moves income, control, and your taxable estate differently — and how much of your lifetime estate and gift tax exemption you use, and when, shapes the whole plan. Getting the structure right matters as much as the number on this year's return.
Grantor Trusts
Income is taxed to you, the grantor, rather than the trust — flexible, and often a deliberate first step in a longer-term estate plan.
Irrevocable Trusts
Once assets move in, they're generally out of your taxable estate — a real tradeoff of control for a real reduction in future estate tax exposure.
Charitable Remainder Trusts
An income stream for you now, a charitable deduction today, and the remainder to charity later — one structure doing three jobs at once.
Business Succession Planning
Family business or key employees taking over one day? We help structure the exit — timing, valuation, and tax treatment — well before the day it actually happens.
How income flows through each of these to your personal return — and how that interacts with estate taxes down the line — is where the real planning happens. That's not a decision to make from a blog post.
What clients say
"Proactive, professional, organized, extremely knowledgeable, and very reasonable. For the first time, we weren't rushing to file our taxes. Best accountant we have had."
"He breaks it down in plain language — line by line. He found write-offs our last preparer missed — and even caught a costly mistake on a past return."