Specialization, Not Generalization

High-income tax complexity is often industry-specific. Our practice focuses on sectors where capital, equity, ownership, and business structure intersect—each requiring a tailored approach to tax planning, credits, elections, and exit strategies.

Technology

QSBS qualification, R&D tax credits, equity compensation, and exit planning for founders, executives, and technology operators.

Real Estate

Cost segregation, 1031 exchanges, opportunity zones, and partnership taxation strategies for real estate sponsors and investors.

Healthcare

Practice structuring, partner buy-ins, multi-entity planning, and tax strategies for clinical and life-sciences organizations.

Financial Services

Tax planning and structuring for financial professionals, investment firms, advisors, and other Financial Services businesses, with attention to entity structure, investment-related tax considerations, compensation, and long-term wealth planning.