You've worked hard to build wealth. We help you keep more of it.

We’re thinking about tax planning 365 days a year because successful tax planning is not a once a year event. It is often a complex, continuous and dynamic process. Just as your financial plan is unique to you, so is planning for your taxes. We help you keep more of what you earn, optimize the value of your investments and charitable gifts, and recommend strategies that are aligned with your financial plan.

Tax Planning Specialists

No tax demand is too unique.

In addition to our dedicated team of CPAs, Enrolled Agents, and tax professionals, many of our wealth advisors and business managers are CPAs, attorneys, or have advanced tax degrees. Our clients have distinct needs that often require specialized tax planning and advice. For instance, we help executives understand when and how to exercise stock options and other equity incentives, provide pre-liquidity tax planning for business owners who are selling a business, consider multi-state and international tax issues that arise for our entertainment and athlete clients, and help to optimize charitable gifts and wealth transfers to future generations for many of our clients.

Whatever your situation, we have the expertise to provide the specialized advice you require.

Businesses and Non-Profits

Proactive, year-round planning to help minimize tax burdens.

Our tax professionals work proactively year-round with business and non-profit organizations identifying key tax planning opportunities that help minimize taxes today and in the future. We provide tax planning and return preparation, domestic and international tax planning, local and multi-state tax compliance, and IRS and state audit representation.

Tax Planning Insights

Should You File A Protective ACA Refund Claim This Tax Season?

Well, this tax season sure has been different.  Most obviously, it’s been thoroughly disrupted by the COVID-19 pandemic, which has made it difficult for taxpayers and their return preparers to access information, assemble and transpose it into formal returns, and, for some, pay the taxes owed.  It got even more unusual when the federal and most state governments extended the traditional April...

The Paycheck Protection Program Flexibility Act – 5 Welcome Revisions

(PPPFA) was signed into law on June 5, 2020 with nearly full bipartisan support.  It provides several important revisions to the Paycheck Protection Program (PPP) summarized below. Expanding the Forgiveness Spending Period Prior to the PPPFA, loan proceeds had to be used within 8 weeks after the loan was...

Clients Could Face Residency Tax Audits Because Of Lockdowns

“Clients often have the misconception that they can claim residency elsewhere simply by having a home in a lower or no-tax state,” said Shane Glass, CPA/PFS, adding that California is aggressive in claiming out-of-state taxpayers as residents.

Tax Strategies for Specified Service Businesses

Navigating the tax rules for specified service businesses can be difficult. Shane Glass of The Colony Group shares some essential tactics around the SSTB rules that may help you optimize your QBI deduction.

Have a unique tax-related question?

Our team is ready to discuss any tax planning need, simple or complex.