Tax Strategies for High-Income Earners and Business Owners
We go beyond tax prep to deliver proactive, year-round strategies that reduce your tax burden and build long-term wealth.
We use a wide range of compliant strategies -- always customized and never one-size-fits-all.
Every client’s financial picture is unique. That’s why we don’t offer cookie-cutter tax planning. Instead, we design a tailored roadmap that blends the most relevant strategies for your goals, income profile, and industry.
Advanced & Strategic
Tax Planning Solutions
W-2 Income Shielding Strategies
Income Shifting & Family Tax Planning
Entity Structure Optimization
Cost Segregation Studies
Charitable Giving Optimization
Real Estate Tax Strategy
Multi-State Income Planning
Tax-Efficient Investment Structuring
Coordination with Your CPA or Financial Advisor
Trust & Estate Tax Structuring
Coordination with Your CPA or Financial Advisor
Strategic Tax Deferral Tools
Annual & Multi-Year Tax Planning Roadmaps
Our Strategic Toolkit
Charitable Giving Structures
Maximize deductions while making meaningful impact through carefully designed charitable vehicles.
Real Estate-Linked Tax Benefits
Unlock deductions and deferrals using cost segregation, depreciation, and property-specific planning.
Equity Compensation Optimization
Navigate RSUs, ISOs, and NSOs with strategies that reduce AMT risk and increase after-tax wealth.
Business Structure Optimization
Align your entity type, compensation, and distributions to minimize unnecessary taxes and increase efficiency.
Asset Protection Integration
Preserve wealth with strategies that safeguard assets while staying fully compliant.
Advanced Retirement Planning
Build long-term wealth using retirement structures that balance growth, security, and tax efficiency.
Tax-Efficient Exit Planning
Prepare for liquidity events, sales, or IPOs with strategies that minimize taxes and maximize retained value.
Multi-State Income Optimization
Reduce exposure when income is earned or allocated across multiple state jurisdictions.
Income Deferral Strategies
Shift income into future years through timing and structuring techniques — without triggering penalties.
Generational Wealth Transfer
Pass wealth on to future generations with minimal tax erosion, using proven estate and trust structures.
Philanthropic Legacy Planning
Combine charitable impact with long-term family planning through integrated giving strategies.
Specialized Industry Deductions
Tap into sector-specific incentives, deductions, and credits available to professionals in your industry.
Important Note
Specific details are shared only with qualified clients after an engagement and confidentiality agreement.
READY TO GIVE US A TRY?
Are you eligible?
You’ve worked hard to build your income. Now it’s time to put a strategy in place that protects it.
Book your complimentary strategy call today and discover what proactive tax planning can do for you.
Stonebridge Tax Advisors provides strategic planning and education. We do not provide tax or legal advice. All strategies should be reviewed by your tax advisor and counsel. Results vary and are not guaranteed.
Stonebridge Tax Advisors, LLC. 2025 ©