TCP

Timing strategies, income shifting, bunching deductions, and managing the character of income.

Education funding, insurance, and integrating tax planning with a client's broader financial goals.

Roth conversions, required minimum distributions, and sequencing retirement withdrawals.

Lifetime gifting strategies, trusts, portability, and the permanent $15 million exemption.

The hierarchy of tax authority, research methodology, and documenting a defensible position.

Form 1120, corporate taxable income, Schedules M-1, M-2, and M-3, net operating loss (NOL) rules, groups, and estimated taxes.

Basis planning, distribution ordering, reasonable compensation, and built-in gains tax.

Special allocations, distributions, Section 754 elections, and partnership interest transfers.

Selecting and changing entity type, and the tax consequences of conversions.

Planning around corporate distributions, stock redemptions, and complete liquidations.

State nexus concepts, apportionment, and the fundamentals of US international taxation.

Installment sales, related-party rules, and structuring dispositions to manage timing and character.