Strategic income tax planning built on structure, discipline, and long-term thinking

Tax Strategy & Income Tax Planning for Business Owners and Investors

Protect more of what you earn by thinking ahead — not reacting

Based in Denver and serving clients nationwide, we provide proactive, long-term tax strategy for business owners, real estate investors, and short-term rental owners with complex financial situations.

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Why reactive tax planning falls short for business owners and high-income professionals

Why most tax planning falls short

For many business owners and high-income individuals, tax planning happens once a year — after key decisions are already locked in.

Compensation, retirement contributions, entity structure, investments, and real estate decisions are often handled in isolation, without a coordinated income strategy. Over time, this reactive approach reduces flexibility and quietly erodes after-tax wealth.

  • Income tax planning comes first
    Decisions are guided by tax impact—not addressed after the fact.

  • Strategy before implementation
    Planning is designed intentionally before any execution occurs.

  • Multi-year decision making
    Choices are evaluated across multiple years, not just the current return.

  • Integrated execution when needed
    Clients may engage strategy only or implement with coordinated support.Income tax planning comes first

Income-first tax planning using intentional, multi-year strategy for business owners and investors

A different approach

Visual representing income-first tax planning: decisions guided by tax impact, designed before execution, evaluated across multiple years, with coordinated implementation when needed.
Key areas of focus include advanced retirement plan design, business income and entity planning, real estate tax strategies, and long-term planning for liquidity events and business exits.

Areas of focus

  • Advanced retirement plan strategy (including cash balance and defined benefit plans)

  • Business income, compensation, and entity planning

  • Real estate tax planning and depreciation strategies

  • Long-term planning for liquidity events and business exit

Business owners and high-income individuals seeking proactive, long-term income tax planning.

Our clients are typically business owners, professionals, and investors with complex income and asset structures who value proactive planning and long-term thinking.

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