Calculate and plan for quarterly estimated taxes

Create strategies to minimize year-end surprises

Review deductions and credits specific to real estate and small business owners

Stock option analysis, tax implications, and strategy implementation

Review life, disability, and property insurance

Identify gaps and overlaps in coverage

Make sure protection is cost-effective and appropriate

Coordinate with attorneys on wills and trusts

Help prepare documents and reduce attorney billable hours

Ensure your estate plan aligns with tax strategy and family needs

• Conduct full beneficiary reviews on all assets to avoid probate

Plan for the successful sale of a business, including tax implications

Structure proceeds for long-term financial security

Support in succession or transition planning

Align investments with your goals, risk, and timeline

Manage portfolios through Charles Schwab or advise if you prefer to self-invest.

Ensure diversification and tax efficiency across all accounts 

• Asset Allocation meets Asset Location

Act as the middle point between your attorney, accountant, and financial institutions

Build and maintain a full-picture plan that evolves with you

Ensure no piece of your financial puzzle is left uncoordinated