Strategic tax modeling and wealth structuring for tech leaders, real estate owners, and entrepreneurs. Legally cut thousands from your federal and state tax burden before the year ends.
Analyze prior returns, equity grants, real estate, and income projections.
Simulate options (e.g., Backdoor Roth, 1031 exchange, entity structuring).
Deliver written strategy detailing specific steps to implement by Dec 31.
Ensure all plan elements are flawlessly reported on your annual returns.
Strategic scheduling of RSU vesting sales, 83(b) elections, and ISO exercise timing to manage AMT thresholds.
Maximize depreciation, bonus depreciation, passive loss deductions, and defer gains via Section 1031.
Optimize Traditional, Roth, SEP-IRA, Solo 401(k), and Mega Backdoor Roth contributions for high W-2 earners.
Evaluate S-Corporation election to save up to 15.3% on self-employment taxes and claim 20% Section 199A QBI.
Standard tax preparation merely reports history after the year has ended. Professional tax planning creates the history before December 31, allowing you to legally retain significantly more of your earnings.
Schedule a planning session with a Senior Tax Partner:
Book a strategic tax planning consultation with Vision-Tax CPAs today.