Total Net Worth Architecture. Six phases that turn tax strategy into after-tax outcomes.
Many CPA firms start with your tax return. We start with your structure, years before the event that triggers the tax.
Entities, ownership, and elections mapped against the exit, not next April.
Returns come last. They execute a plan designed months or years before the deadline.
We architect what you keep. Compliance is how the plan gets filed.
Six phases. Each one builds on the last. Strategy leads; compliance executes.
Structural inventory of entities, assets, jurisdictions, stakeholders, and capital events.
We map every entity, ownership chain, and jurisdiction against the event that actually matters, not next April.
→ A complete picture of where you standModel how the current structure performs as the business grows, ownership changes, assets move, or a significant liquidity event approaches.
We model how the current structure performs as the business grows, ownership changes, assets move, or a significant liquidity event approaches. What elections should have been made years ago?
→ Find the cracks before the event exposes themEntity restructuring, timing elections, qualified small business stock (QSBS) under Section 1202, installment sales, tax-deferred exchanges under Section 1031, and trusts.
For qualifying stock acquired after July 4, 2025, federal Section 1202 currently provides a 50 percent exclusion after 3 years, 75 percent after 4 years, and 100 percent after 5 years, subject to a $15 million per-issuer limitation and a $75 million aggregate-assets test for stock issued after that date. Stock issued under prior law remains subject to the rules in effect at issuance. QSBS generally applies to the sale or exchange of qualifying stock, not to an asset sale. California does not conform.
→ The structural moves that produce the resultsQuarterly roadmap meetings. Elections, structure changes, compliance alignment on a timeline.
We sit alongside your CFO and attorney to ensure every business decision is tax-informed, from hiring to expansion to exit.
→ Ongoing guidance as your business evolvesWe file returns, but only after the strategy is built and stress-tested. Most firms begin here; we get here last.
Every return we prepare executes a plan designed months or years before the deadline.
→ Returns are an output of strategyPre-LOI support. Post-sale capital redeployment. 1031s, DST structuring, §453 installment sales, opportunity zones.
Liquidity events are a chapter, not the whole book. We stay on the file through close and after. We structure tax-deferred exchanges and DST outcomes with counsel. We do not place securities.
→ Liquidity events are a chapter, not the whole bookFrom the first conversation to ongoing strategy. One process. No shortcuts.
A conversation, not a pitch. We learn your entities, your assets, and what is coming. If we see a clear opportunity, we tell you what it is.
We map entities, ownership, jurisdictions, and elections. Then we stress-test it against your goals.
We design the strategy and coordinate with your attorney, broker, and advisor. Nothing moves until it is documented and reviewed.
Tax law changes. Your business grows. We stay aligned, monitoring compliance and planning the next move.
A partner-led conversation to see whether a year-round advisory relationship fits. If we find a clear opportunity, we will show you what it is. If we do not, you will know that too.