Multi-year tax planning, engineered for the decisions ahead.
The most consequential tax decisions happen before you file your return. We model income, ownership, timing and domicile across years so each move fits the larger plan. For founders, executives, investors and business owners, the question is how today’s choice changes the options available tomorrow.
Planning at a glance
One decision shapes the next
A business sale, equity award, property transaction or change of residence rarely affects only one return. Each can change the timing and character of income, the way ownership is held, and which jurisdictions may assert a claim. A deduction that helps in one year may be less useful than an option preserved for a later year. Planning compares those paths before contracts, vesting dates or moves narrow the choices.
For a business owner, that means looking at the company and household together. For an executive, it may mean mapping compensation and equity events against other income and a possible relocation. The work is specific to the facts; the aim is to see how the decisions interact, document the assumptions, and revisit the model as those facts change.
What we model
Income and timing
We map compensation, business income, investment gains and anticipated liquidity events across several tax years. The model tests when income may arise, which choices remain open, and how one event may change the value of another decision.
Ownership and structure
We examine how assets and operating interests are held across personal, company and family entities. A proposed sale, transfer or restructuring is reviewed in the context of current ownership, future plans and the advisors responsible for implementation.
Jurisdiction and domicile
We identify where income and assets sit today and where activity may move. A change in residence, business footprint or property holdings can introduce state tax questions that need to be considered alongside federal planning and supported by the underlying facts.
Deductions and future obligations
We assess deductions and deferral opportunities against the years in which they may have the most relevance. We also account for compliance requirements and the documentation needed to support the chosen path.
A strategy that moves with the facts
Multi-year planning is an ongoing sequence, not a one-time projection. Each stage gives the next decision a clearer basis.
Model
Gather the current entity, income and asset picture, then compare plausible decisions across tax years.
Sequence
Identify choices with deadlines or dependencies, so a later event does not foreclose an earlier opportunity.
Coordinate
Align tax work with legal counsel, investment advisors and the teams handling the transaction or return.
Revisit
Update assumptions when income, ownership, goals or law changes, and document why the course of action changes.
Planning in context
These illustrative situations show the questions a multi-year plan can organize. They are hypothetical, and the appropriate approach depends on each client’s facts.
Technology founder considering a sale
A founder is weighing a partial sale while the company expands into new states. Before terms are set, the planning question is how sale timing, equity income and state exposure interact across the founder’s personal and business returns. The model compares potential closing years and identifies issues to resolve with transaction counsel before the deal structure is fixed.
Explore technology industry planning.Retail owner preparing a family transition
An owner holds retail operations and property in several states and is considering a gradual transfer to family. Modeling business income, ownership changes and future transfers together helps establish the order in which decisions should be made and where estate counsel needs to be involved.
Explore business owner planning.Executive with a concentrated equity year
An executive expects substantial equity compensation to vest while considering a move to another state. The plan maps award dates, other household income and the facts of the proposed move across several years. It helps the executive understand which questions require decisions before vesting and which will depend on the final residence and work pattern.
Explore private client services.Investor selling a property portfolio
An investor plans to sell one property while retaining interests in several entities and funding a new venture. The analysis considers transaction timing, ownership, other income and future capital needs together. It clarifies which assumptions to test before signing an agreement.
Explore real estate industry planning.Questions about multi-year tax planning
Common questions about planning tax decisions across multiple years — income timing, ownership, domicile, and coordinating a sale or equity event.
Shape the decisions ahead.
Bring your upcoming decisions into a confidential strategy conversation. We will review the timing, the entities and the people involved, then determine whether a coordinated multi-year plan is the right scope.