The 100 Year Plan
Long-term tax and financial planning designed to support your family across generations.
The 100-Year Plan connects tax, retirement, estate, business succession, and wealth transfer strategies into one long-term plan. It evolves with your family, finances, and tax laws to help protect your wealth and legacy for generations.
Learn MoreTax Planning
Proactive tax planning strategies structured months or years before the return is filed.
For business owners: structuring transactions, entity choices, and compensation strategies to minimize tax over time.
For individuals and families: coordinating income timing, deductions, retirement distributions, and major life events to keep more of what you’ve earned.
Common engagements include:
- Multi-year tax projections and bracket management
- Roth conversion analysis and conversion ladder design
- Business sale and acquisition tax planning
- Stock option and equity compensation strategy
- Charitable giving structure and timing
- State residency and relocation planning
- Estate and gift tax planning, coordinated with your attorney
Integrated Tax Planning
Tax advice that goes beyond compliance.
As a CPA/PFS, Don brings a financial planning perspective to every engagement — evaluating how tax decisions interact with your broader financial picture, retirement timing, estate structure, and wealth transfer goals. This integrated approach, guided by the AICPA's Personal Financial Specialist standards, means your tax work is always informed by where you're trying to go, not just where you've been.
We do not manage investments or recommend specific securities. We coordinate with trusted independent advisors who specialize in that work.
Pre-Decision Consultations
A focused conversation and written summary before specific financial decisions.
We offer single-engagement consultations for clients facing questions like:
- Should I sell my business this year or wait?
- How should I structure this Roth conversion?
- What are the tax implications of selling this asset, exercising these options, or making this gift?
- Is this trust structure right for my situation?
Consultation includes a working session, supporting analysis, and written summary you can share with your attorney or financial advisor. Pricing is fixed based on scope, agreed in advance.
Tax Preparation
Accurate, technically rigorous return preparation for individuals, businesses, trusts, and estates.
For clients whose needs are well-served by standalone return preparation without the broader planning relationship, we prepare individual, business, trust, and estate returns with the same technical depth as our advisory work.
Business Sale & Acquisition Planning
Tax-focused advisory for business owners on either side of a transaction.
This work is typically coordinated with the client's attorney and investment banker or business broker.
Sell-side:
- Entity structure review
- Asset vs. stock sale analysis
- §1202 QSBS planning
- Installment sale structuring
- F-reorganization planning
- Purchase price allocation under §1060
- State residency planning before liquidity events
- Pre-sale estate and trust structuring
Buy-side:
- Due diligence support
- Basis step-up structuring
- §338(h)(10) and §336(e) elections
- NOL and credit carryforward analysis
- Post-acquisition entity integration
International Tax Compliance & Planning
Tax compliance and planning for U.S. persons with cross-border complexity, including controlled foreign corporations (Form 5471), passive foreign investment companies (PFIC), global intangible low-taxed income (GILTI), and foreign income reporting. Serving U.S. expats, foreign nationals, and business owners with international interests.
Trust, Estate & Fiduciary Services
Fiduciary tax compliance and post-mortem planning for trustees, executors, and beneficiaries.
We prepare fiduciary income tax returns (Form 1041) for trusts and estates, advise trustees and executors on distribution planning and tax elections, and coordinate with estate attorneys on planning before and after death.
Specific areas include:
- Section 645 elections
- Inherited IRA planning
- Trust distribution strategy
- K-1 reporting to beneficiaries
- Post-mortem planning
