Entity Structuring & Tax Planning
We design the right structure — LLC, S-Corp, partnership — and build a tax plan that grows with your business.
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There is no off-season in strategic tax planning. The decisions you make today define next year's bill.
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Investor & Real Estate Tax Strategy
From cost segregation to 1031 exchanges, we make every investment decision tax-efficient.
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U.S. and foreign compliance, FBAR/FATCA, and treaty planning for global professionals and investors.
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We coordinate with your estate attorney to protect your legacy and minimize exposure across generations.
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Straight talk on tax strategy.
Tax Strategy
Year-End 2026 Checklist: The September 15 Deadline and What Follows
Q3 estimates and extended business returns are due September 15. Extended individual returns follow on October 15. Here is the full fourth-quarter calendar and the decisions that have to be made before December 31.
September 20267 min read
Multi-StateThe $40,400 SALT Cap: Who Still Benefits from a PTET Election in 2026
The state and local tax cap quadrupled — then added a phase-down that erases it above roughly $606,000 of income. For Texas owners earning in SALT states, the pass-through entity election is still the answer, and it still has to be elected in advance.
September 20266 min read
Wealth PlanningThe Estate Exemption Is $15 Million and Permanent. What Changes for Family Planning?
For two years the planning conversation was driven by a sunset that would have halved the exemption. That sunset is gone. The urgency has changed, but the planning has not disappeared — it has moved to basis, control, and state exposure.
September 20267 min read
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