You’ve Made Partner. What Comes Next? 

Advice on the differences and withholding implications.

Guidance on how to prepare for year-end tax liabilities, your options, and the impending K-1.

Identifying potential sources for financing buy-ins and introducing you to one of our lending partners and/or preferred margin rates.

Comprehensive protection of your professional success and whatever comes next. We'll evaluate your current insurance coverage—including life, disability, and long-term care—to identify potential gaps and portability concerns. Let's make sure your insurance strategy aligns with your future plans and protects what matters most.

Optimization of your health savings or flexible spending accounts, balancing current tax advantages and future healthcare security.

Active, ongoing management and tracking of tax deferred 401(k) investment performance, and in-service rollover opportunities; Guidance on when to utilize open architecture Brokeragelink capability to access greater array of investment options.

Roth contributions and post-retirement conversion tactics leveraged to minimize taxes and maximize tax-free growth potential.

Financial planning strategies designed to maintain your desired standard of living throughout retirement.

We understand tax law issues that impact you as a partner, including the implications of matters like non-resident taxes, pass-through entity tax (PTET), and foreign income tax.

Using sophisticated tax software, we review your returns and provide analysis and recommendations to help reduce your overall tax liability.

We employ tax deferral and tax mitigation strategies when liquidating investment properties.

Minimize tax impact on investment returns.

Gain exposure to individually managed portfolios.

Target future cash flow requirements.

Maintain market exposure while reducing volatility risk.

Access exclusive private market opportunities.

Diversify with non-public real estate investments.