We don't work with everyone โ we work deep. Each industry we serve has its own tax code, its own risk profile, and its own planning opportunities. Our team knows the difference, and builds strategy around it.
Tax strategist with 20+ years working with complex business owners, real estate investors, and high-net-worth individuals across multiple industries.
High-income healthcare professionals face a unique intersection of W-2 income, practice ownership, and complex retirement vehicles. We help physicians, dentists, and veterinarians structure their entities correctly, minimize self-employment exposure, maximize retirement contributions, and plan around the income thresholds that most tax software misses.
Law firms operate under financial and ethical rules that most general CPAs aren't equipped to handle. We understand IOLTA trust accounting, partner draw structures, contingency-based cash flow patterns, and the compliance requirements that come with running a professional practice โ so your books are clean, your taxes are optimized, and your bar obligations are met.
Real estate is one of the most powerful wealth-building tools in the tax code โ and one of the most complex to execute correctly. We work with active investors, short-term rental operators, and real estate professionals on cost segregation studies, bonus depreciation strategy, passive activity grouping elections, and entity structures designed to protect and scale a portfolio.
Assisted living and memory care facilities operate on thin margins with complex staffing, licensing, and compliance obligations. We provide the financial infrastructure these operators need โ clean books, cash flow visibility, tax-efficient ownership structures, and the reporting that lenders, investors, and regulators require.
The boat-as-a-business strategy is real โ and it works when it's set up correctly. But the tax code governing charter vessels is technical, unforgiving, and tested annually. IRC ยง280F, ยง183, ยง168, and ยง179 work together, and misunderstanding any one of them can convert years of deductions into ordinary income recapture without warning.
We work with charter boat owners, yacht operators, and marine business owners across South Florida and beyond โ structuring ownership, documenting charter activity, analyzing personal use exposure, and defending depreciation positions that hold up under IRS examination.
One of the most misunderstood issues in this space: how much can the owner personally use the boat before it starts compromising the tax strategy? There is no bright-line answer in the code โ and that ambiguity is exactly where most owners get into trouble.
Most clients come to us with a specific problem and leave with a complete strategy. Start with a conversation โ no obligation, no generic advice.
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