Tax Mitigation
Advanced Tax Mitigation Framework
Nearly 30 years of national tax mitigation leadership, with 6,000+ active accounts and 2,500+ entities structured. Our framework is grounded in IRS Code, Treasury Regulations, Tax Court precedent, and GAAP-supported financial principles.
“Tax liability is a structural problem—not a filing problem.”
We engineer integrated financial structures that reduce tax exposure permanently and legally. With nearly 30 years of specialized experience, 6,000+ active accounts, and 2,500+ entities structured, our firm is recognized as a national authority in complex tax mitigation.
Strategic Framework Components
- Entity Optimization (IRC §§162, 199A, 263(a), 469, 482)
- Trust-Based Planning (Subchapter J, §§671–679, 643, 664; IDGTs, CLAT/CRAT, ILITs, Dynasty Trusts)
- Real Estate Tax Engineering (MACRS/ADS, Cost Segregation, Bonus Depreciation, §1031)
- Business Owner Mitigation (Subchapter C & S; §162, §179, §263A; reasonable comp; intercompany agreements)
- High-Income Individual Planning (AMT §§55–59, NIIT §1411, capital gains timing, character management)
- Tax Deferral & Timing (Installment Sales, Opportunity Zones, deferred comp, qualified plans)
Ready to Reduce Your Tax Liability?
Schedule a consultation to discover how our strategic tax mitigation framework can legally reduce your tax exposure and protect your wealth.
18881 Von Karman Ave Ste 220E, Irvine, CA 92612
