Where taxes and wealth work together
Smart, year-round tax optimization built directly into your wealth plan — so you’re always prepared, never scrambling.
What do we cover?
Proactive guidance on gains, losses, credits, and deadlines—without the scramble. Advisors + CPAs working as one team to maximize after-tax outcomes.
Tax-loss harvesting
Systematic offsets for gains; thresholds tuned to your bracket.
RSU / ISO / ESPP strategy
Plan grant-to-sale timing, AMT exposure, and cash-flow for taxes.
Backdoor Roth & Roth planning
Conversions in low-income years; pro-rata and step timing.
Filing & amendments
US + multi-state, K-1s, FBAR, FATCA; amend when opportunities arise.
Cross-country scenarios
Coordination for income/assets across borders; treaty & credit considerations.*
Inheritance & gift tax
Annual exclusions, lifetime exemption strategy, step-up coordination.
Quarterly estimates
Pay the right amount on time - no penalties, smoother cash-flow.
Multi-year projections
See the 3- to 5-year tax impact of today’s choices.
Tax strategy, not just paperwork
Integrated by design
Every investment move - rebalancing, RSU sales, withdrawals, gifting - is coordinated with your tax plan.
One team, fewer touchpoints
Your dedicated advisor works in tandem with their team of vetted CPAs and planners. No hand-offs, no runaround.
Proactive all year
We track law changes, bracket thresholds, carryforwards, and deadlines - then nudge you before it matters.
Built for busy people
We do the heavy lifting: checklists, estimates, filings, and follow-ups - so you can sip your coffee, not chase forms.
How does it work?
Sit back, sip your coffee - we’ve got it covered
1
Tax-smart from day one
Link accounts and documents; your advisor and our CPAs map deductions, credits, brackets, and equity-comp exposure.
2
Your plan, in plain English
Clear actions by quarter: what to sell or harvest, when to convert to Roth, how much to pre-pay, and which forms we’ll handle.
3
Execute without friction
We prep filings and estimates, coordinate signatures, and document every move for your records.
4
Always ahead of deadlines
Year-round monitoring + timely nudges for law changes, rebalancing windows, expiring credits, and residency shifts.
The tricky stuff, made easy
The intelligent way to approach wealth and taxes
Tax-smart investing
Asset location, TLH triggers, muni bond screens (e.g., California tax-free), and tax-aware rebalancing - baked into portfolio decisions.
Scenario planning
Roth conversion optimizer, equity-comp sale schedulers, ML projections - for after-tax wealth, not just pre-tax returns.
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The full tax picture simplified
Proactive guidance on gains, losses, credits, and deadlines—without the scramble. Advisors + CPAs working as one team to maximize after-tax outcomes.
Tax-loss harvesting
Systematic offsets for gains; thresholds tuned to your bracket.
RSU / ISO / ESPP strategy
Plan grant-to-sale timing, AMT exposure, and cash-flow for taxes.
Backdoor Roth & Roth planning
Conversions in low-income years; pro-rata and step timing.
Filing & amendments
US + multi-state, K-1s, FBAR, FATCA; amend when opportunities arise.
Cross-country scenarios
Coordination for income/assets across borders; treaty & credit considerations.*
Inheritance & gift tax
Annual exclusions, lifetime exemption strategy, step-up coordination.
Quarterly estimates
Pay the right amount on time - no penalties, smoother cash-flow.
Multi-year projections
See the 3- to 5-year tax impact of today’s choices.
Tax strategy, not just paperwork
Integrated by design
Every investment move - rebalancing, RSU sales, withdrawals, gifting - is coordinated with your tax plan.
One team, fewer touchpoints
Your dedicated advisor works in tandem with their team of vetted CPAs and planners. No hand-offs, no runaround.
Proactive all year
We track law changes, bracket thresholds, carryforwards, and deadlines - then nudge you before it matters.
Built for busy people
We do the heavy lifting: checklists, estimates, filings, and follow-ups - so you can sip your coffee, not chase forms.
How It Works
Sit back, sip your coffee - we’ve got it covered
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The tricky stuff, made easy
The intelligent way to approach wealth and taxes
Tax-smart investing
Asset location, TLH triggers, muni bond screens (e.g., California tax-free), and tax-aware rebalancing - baked into portfolio decisions.
Scenario planning
Roth conversion optimizer, equity-comp sale schedulers, ML projections - for after-tax wealth, not just pre-tax returns.